Experience

Reach Partners ™

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Transformation Associate, FP&A

  • Aug 2023 - Present



RCSC INC

• San Diego, California, United States

• Director of Finance

  • Jun 2023 - Present



FintechForce

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Sep 2022 - Aug 2023



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Analyst

  • Aug 2021 - Sep 2022

  - Provide FP&A business partnership to the Marketing, UX, Digital Design, and Research divisions. Total budget managed $320mm+, total headcount managed 450+ - Develop and maintain annual budget and forecast - Facilitate monthly budget and revenue review with C-Suite executives - Capitalization of software project hours - Development of Driver-based planning for Products and Services - Development and analysis of Marketing campaign ROI based on: impressions, churn, pipeline, etc. - Provide FP&A business partnership to the Marketing, UX, Digital Design, and Research divisions. Total budget managed $320mm+, total headcount managed 450+ - Develop and maintain annual budget and forecast - Facilitate monthly budget and revenue review with C-Suite executives - Capitalization of software project hours - Development of Driver-based planning for Products and Services - Development and analysis of Marketing campaign ROI based on: impressions, churn, pipeline, etc.



Cetera Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Sep 2019 - Aug 2021

  - Responsible for Financial data aggregation, manipulation, validation, and reporting - Maintenance and expansion of Microsoft Access database - Preparation of Investment Monitoring Reports for Qualified Investment Plans - Project Management for Salesforce CRM Expansion - Aggregation of financial data to provide monthly resource forecast - Creation of Department specific Tableau - Adhoc reporting and analysis - Responsible for Financial data aggregation, manipulation, validation, and reporting - Maintenance and expansion of Microsoft Access database - Preparation of Investment Monitoring Reports for Qualified Investment Plans - Project Management for Salesforce CRM Expansion - Aggregation of financial data to provide monthly resource forecast - Creation of Department specific Tableau - Adhoc reporting and analysis



ResMed

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Credit Analyst

  • Feb 2019 - Sep 2019

  - Use of SQL (Oracle DBMS) and Tableau to monitor aging for $400m+ in Accounts Payable. - Creation of Aging Tables - Maintenance of Access database - Qualification of customers and Credit Lines ranging from $25k-$50m - Use of SQL (Oracle DBMS) and Tableau to monitor aging for $400m+ in Accounts Payable. - Creation of Aging Tables - Maintenance of Access database - Qualification of customers and Credit Lines ranging from $25k-$50m



ZLINE Kitchen and Bath

• United States
• Manufacturing
• 100 - 200 Employee

• Sr. Financial Analyst

  • Jan 2018 - Feb 2019

  - Managing relationships with our partners (Lowes, Home Depot, Amazon, etc.) - Creation of Accounts Payable, Accounts Receivable, and Inventory accounting systems. Due to 12-week lead time, this was critical to keep supply at Lowes, and Home Depot steady. - Administration of Payroll (55 employees) - Weekly analysis of revenue trends ($1m in rev/week) - Negotiation of business insurance - Responsible for daily cash flow analysis ($2.5m M1 reserve) - Administration of Group Health Care and 401k plan ($800k AUM) Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Dec 2016 - Jan 2018



TriNet

• United States
• Human Resources Services
• 700 & Above Employee

• Corporate Accountant

  • Jan 2016 - Dec 2016

  - Responsible for monthly financial close activities. Prepare and post journal entries to general ledger accounts. - Reconcile and analyze balance sheet and income statement accounts. - Prepare and balance entries for regulatory ledgers. - Institute policies and comply with underlying discipline inherent in department's spreadsheet controls and work paper requirements - Provide understanding and translate regulatory ledgers into GAAP ledgers. - Prepare monthly balance sheet flux variances analyses for management reporting and quarterly for reviews. - Prepare audit schedules and footnote input. Support responses to auditor questions and other inquiries. - Assist in documenting internal processes/controls as well as developing improvements. - Provide guidance in regards to cloud based/internally developed software capitalization guidelines. Show less



Electratherm

• Reno, Nevada Area

• Business Development Intern

  • Nov 2014 - Jul 2015

  Developed a pragmatic knowledge of Organic Rankin Cycle (ORC) technology, and other sustainable energy systems along with their respective financial models. Presented of technical and economic justification for waste heat recovery projects to customers. Maintained and organized a customer database of over 4500 national and international clients. Organized company files and created support system to decrease workload and increase productivity of account managers. Developed a pragmatic knowledge of Organic Rankin Cycle (ORC) technology, and other sustainable energy systems along with their respective financial models. Presented of technical and economic justification for waste heat recovery projects to customers. Maintained and organized a customer database of over 4500 national and international clients. Organized company files and created support system to decrease workload and increase productivity of account managers.



Judyz Kidz Klub

• Reno, Nevada Area

• Leader

  • Aug 2012 - Nov 2014

  Worked with a team of four to provide daily before and after school care for 50+ students aged 5-12. Worked with a team of four to provide daily before and after school care for 50+ students aged 5-12.



FCA Fiat Chrysler Automobiles

• United Kingdom
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Intern Leader

  • May 2013 - Sep 2013

  Assisted in leading a team of Skilled Trade employees in the upkeep of the facilities of a 3 million square ft automobile plant in Detroit, MI. Worked directly with Facilities to achieve high volume production and plant repair. Oversaw the production process and managed the intern schedules. Assisted in leading a team of Skilled Trade employees in the upkeep of the facilities of a 3 million square ft automobile plant in Detroit, MI. Worked directly with Facilities to achieve high volume production and plant repair. Oversaw the production process and managed the intern schedules.