Experience

Charter School Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Jul 2022 - Present

• Financial Analyst

  • Jan 2020 - Present

• Real Estate- Financial Analyst

  • Apr 2019 - Present



Tektronix

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Intern – Corporate Controller Organization

  • Aug 2018 - Nov 2018

  • Reviews general account reconciliations • Performs SOX control testing and participates in Anti-Corruption Testing • Prepares Balance Sheet review files • Reviews general account reconciliations • Performs SOX control testing and participates in Anti-Corruption Testing • Prepares Balance Sheet review files



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Specialist III

  • Jan 2012 - Apr 2016

  • Worked with individual clients to analyze tax document, determine deductions, prepare both Federal and state tax returns• 400 plus returns in my tenure at H & R block and 90 plus percentage in satisfactory rate with customers• Continuously research applicable tax information to improve knowledge and better serve customers• Specialized in returns for Itemized deductions, self-employed, rental income and royalties• Advice clients about tax planning and investment strategies• Provided excellent customer service and had many satisfied returning clients