Experience

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  Ultimus LeverPoint Private Fund Solutions

  • United States
  • Accounting
  • 300 - 400 Employee

  • Manager, Business Analysis

    • Mar 2024 - Present

  • Senior Business Analyst

    • Feb 2021 - Mar 2024

  • Business Analyst

    • Mar 2017 - Feb 2021

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  Golub Corporation

  • Business Analyst

    • Jul 2016 - Mar 2017

  • Accounting Clerk III

    • Sep 2015 - Jun 2016

    • Perform the daily fuel wire and compile daily utilities rates updates for management.• Ensure that all invoices for advertising are properly coded and processed each month in a timely manner.• Accurately code and process purchase orders and direct invoices utilizing the ProcureIT system for numerous areas, such as the Print Shop, Mill Shop, and Information Technology. • Perform monthly period close procedures including analyses on company deferred accounts such as advertising, rubbish, and linen; prepare and post numerous journal entries and up to 30 uploads each period.• Assist with testing of General Ledger update prior to implementation to later support teammates through the transitional phase.

  • Accounting Clerk II

    • Aug 2014 - Sep 2015

    • Ensured that all invoices in Price Chopper pharmacies, as well as invoices for 115 grocery vendors, are paid in an effective and efficient manner.• Paid over $4,000,000 to pharmacy vendors each week – for 83 stores – with minimal invoice errors.• Processed weekly statements for on-time payment for 115+ grocery and beer vendors for up to 138 stores.• Investigated invoices daily to see if they have been paid, how much was paid, and when they were paid; relay information to vendors and rectify outstanding issues immediately.• Relayed invoice errors to stores and supervisor to guarantee compliance with corporate guidelines in reporting.

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  Price Chopper Supermarkets

  • Canton, NY

  • Supervisor and Cashier

    • Apr 2011 - Aug 2014
    • Canton, NY

    • Promoted from Cashier to Supervisor due to outstanding performance during first two years of employment.• Cashed out customers, processing transactions of up to $50,000 per shift, while providing excellent customer service; ensured that all cashiers were on task and provided a positive atmosphe...