Experience

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  Self Employed

  • Tulsa, Oklahoma Area

  • Financial Consultant

    • Sep 2014 - Present
    • Tulsa, Oklahoma Area

    Financial consultants work with companies or individuals to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. Often called financial advisers, these consultants work closely with clients to offer personalized financial advice. Consultants may also direct the buying and selling of stocks and bonds for their clients. Some consultants work for consulting firms that focus on the financial needs of specific businesses or industries.

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  ZFG Mortgage

  • Tulsa, Oklahoma Area

  • Financial Analyst

    • Aug 2012 - Jul 2014
    • Tulsa, Oklahoma Area

    Financial analysts leverage strong accounting and compliance backgrounds to explore historical financial data, predict future results and drive process and policy improvements.>.Analyzing current and past financial data and performance.>.Preparing reports and projections based on this analysis.>.Evaluating current capital expenditures and depreciation.>.Exploring investment opportunities.>.Establishing and evaluating profit plans.>.Identifying trends in financial performance and providing recommendations for improvement.

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  Gateway Mortgage Group, LLC

  • Tulsa, Oklahoma Area

  • Finance Manager

    • Jul 2010 - Jun 2012
    • Tulsa, Oklahoma Area

    A financial manager is responsible for providing financial advice and support to clients and colleagues to enable them to make sound business decisions.>.Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget, providing explanations and business solutions to help mitigate the risks.>.Partner with Product Management and Purchasing Team in determining financial impact due to product cost reductions, new product roll out, etc. and prepare periodic forecasts to update management on projected results.>.Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.