Business Intelligence Analyst

• Nov 2022 - Present

Business System Manager

• May 2021 - Nov 2022

Staff Accountant

• Aug 2020 - Apr 2021

Responsible for Account Payable duties, including - Match PO’s to vendor invoices - Manage A/P mailbox for incoming invoices or address payment inquiries - Enter invoices in Microsoft Dynamics NAV - Process bi-weekly check run for outstanding payables - Review vendor statements for invoice discrepancies or outstanding items Assist in Account Receivable duties, including - Create customer invoices from completed sales orders - Uploaded invoices through external FTP sites for specific customers - Process credit card payments - Assist in collection efforts Other duties as assign, including - Create and disburse daily, weekly, and monthly activity reports on leased ULD - Inventory updates - G/L account reconciliation - Order office supplies Show less

Controller and Business Manager

• Mar 2019 - Apr 2020

Controller and Business Manager – Palmetto Boat Center, Inc.  Supervise and managed all accounting functions and personnel  Completed monthly/quarterly/yearly reviews of financial statements and chart of accounts for accuracy  Prepared and supplied financial reports to owner on periodic basis, as well as provided guidance on financial health of the company  Served as the liaison between company and various vendors, banks, government agencies, and CPA  Served as the certified HR Generalist and Payroll Manager (ADP Payroll Plus) During my time as the Controller and Business Manager, I was able to establish a comprehensive health benefits package and retirement plan for the company. Through a conservative cash-flow management approach, I was able to offer the employees’ health insurance with the company covering 60% in the first year and contribute 3% towards retirement through a Safe-Harbor match program. Show less

Operations Analyst

• Aug 2018 - Mar 2019

 Conduct smoke detector reporting related to collections departments using Microsoft SQL scripting  Create reporting around dialer functionality  Create and maintain production documentation in SharePoint library While my time was short at Resurgent, I was able to accomplish big things. In the time I was there, I was able to provide automated smoke detector reporting the department. This was something they had been trying to accomplish for over a year prior to my employment. This position gave me the opportunity to expand on my SQL coding. Show less

Managerial Bookkeeper

• May 2016 - Aug 2018

 Responsible for the daily/weekly/monthly accounting activities bank deposits, bank and credit card reconciliations, month end closing procedures, entering invoices, pay invoices by due dates  Processed weekly payroll  Finalized boat deals through dealer management system  Filed Sales and Use Tax I was hired into this position during the time of ownership transfer; therefore, there were some accounting housekeeping items that needed to be established. One of those items was bank and credit card reconciliations. Prior to my arrival, the previous bookkeeper was performing bank reconciliations in Excel instead of using the reconciliation tool with the dealer management system. By transitioning the recon process from Excel to DMS, I was able to save what took 3 full days of reconciling down to a couple of hours. Show less

Tax Preparer

• Feb 2018 - Mar 2018

This was a temporary, part-time job while still working at Palmetto Boat Center. I was hired to file individual 1040 taxes for the firms new and existing clients. I worked from the client provided check list, as well as contacting clients directly with any questions regarding their filing information. This was a temporary, part-time job while still working at Palmetto Boat Center. I was hired to file individual 1040 taxes for the firms new and existing clients. I worked from the client provided check list, as well as contacting clients directly with any questions regarding their filing information.

Bookkeeper

• Oct 2015 - Feb 2017

***This was a part-time position while I was also working as a Bookkeeper for Palmetto Boat Center*** Perform A/P and A/R functions; process payroll; pay and file payroll liabilities; record deposits; perform reconciliation between bank statement and QuickBooks; complete quarterly and annual payroll filings such as 941 ***This was a part-time position while I was also working as a Bookkeeper for Palmetto Boat Center*** Perform A/P and A/R functions; process payroll; pay and file payroll liabilities; record deposits; perform reconciliation between bank statement and QuickBooks; complete quarterly and annual payroll filings such as 941

Loss Share Reporting Analyst and Expense Manager

• May 2014 - Oct 2015

• Responsible for submission of Shared Loss Agreements to the FDIC on quarterly basis for five (5) certificates – three (3) Non-Single Family assets and two (2) Single-Family assets• Gather, assimilate, format and analyze FDIC required data to ensure accuracy for reimbursement of losses occurred during the quarter• Assist Elliot Davis and Accounting Group with acquired loan accounting model, as well as perform annual Indemnification Asset review to project account receivable of loss reimbursements• Act as the liaison between the bank and the FDIC, as well as the bank and FDIC contracted auditors• Work with Accounting and Finance to perform reconciliations on loan balances, REO balances, expenses and recoveries• Perform random self-audits on previously reported certificates in preparation of annual Compliance Review Audit performed by Watkins Consulting Show less

Loss Share Expense Manager

• Nov 2013 - Oct 2014

• Responsible for submission of Shared Loss Agreements to the FDIC on quarterly basis for five (5) certificates – three (3) Non-Single Family assets and two (2) Single-Family assets• Gather, assimilate, format and analyze FDIC required data to ensure accuracy for reimbursement of losses occurred during the quarter• Assist Elliot Davis and Accounting Group with acquired loan accounting model, as well as perform annual Indemnification Asset review to project account receivable of loss reimbursements• Act as the liaison between the bank and the FDIC, as well as the bank and FDIC contracted auditors• Work with Accounting and Finance to perform reconciliations on loan balances, REO balances, expenses and recoveries• Perform random self-audits on previously reported certificates in preparation of annual Compliance Review Audit performed by Watkins Consulting Show less

ORE Coordinator - CertusBank, NA

• Feb 2013 - Nov 2013

• Work with property management companies and listing agents to sell bank-owned properties • Review incoming Purchase Sale Agreements and Addendums for offers to buy bank-owned properties, then submit for management approval • Coordinate sale closings with listed closing attorney • Review closing documents for accuracy • Input loans transferred to REO in servicing system, TAZA • Present weekly reports to upper management on REO loans – new, under contract, and sold properties • Order appraisals annually, or as needed, to maintain current value of property Show less

Senior Manager of Loan Administration

• Feb 2011 - Oct 2012

• Managed 8 – 10 employees performing various mortgage servicing related functions • Gathered data via SQL from servicing system, Harland Financial Solutions Servicing Director, and analyze for department trends, productivity, and overall performance by way of Pivot Tables (Excel) • Facilitated department meetings to discuss inefficiencies and ways to improve current process to adjust to business needs • Developed departments policies and procedures using Visio, Word and PowerPoint, as well as administering the changes to employees • Maintained department database (Access) • Developed new data tracking methods within Harland Financial Solutions Servicing Director Show less

Client Services Manager

• Feb 2007 - Feb 2009

• Managed 8 -20 employees performing outbound calls to attorney’s office to obtain case information and representation updates • Fielded inbound Customer Service Calls for bankruptcy and probate accounts • Review bankruptcy case information via PACER, American Info Source (AIS), and Banko/Lexis Nexis for accuracy and up to date case status, as well as searched via Accurint for accurate borrower information • Verified and updated bankruptcy case information within in-house bankruptcy servicing platform, such as POC Date, 341 Meeting of Creditors Date, Attorney information (pro se if borrower represents self), bifurcated cases, conversions, etc. • Reviewed bankruptcy schedules for creditors (secured and unsecured) Show less

Head Bookkeeper

• Feb 2000 - Jan 2005