Experience

Angel MedFlight Worldwide Air Ambulance Services

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Vice President of Finance and Accounting

  • Apr 2021 - Present

  Phoenix, Arizona, United States



International Cruise & Excursions, Inc. (Now arrivia)

• United States
• Travel Arrangements
• 300 - 400 Employee

• Director of Financial Analysis

  • Jul 2017 - Apr 2021

  Phoenix, Arizona Area

• Manager, Financial Analysis

  • Jun 2016 - Apr 2021

  Phoenix, Arizona Area

• Sr Financial Business Analyst

  • Aug 2014 - May 2016

  Phoenix, Arizona Area • Develop comprehensive and dynamic models to analyze new business opportunities – recommend most advantageous course of action for both participating partners and to ICE: o Convert business vision and ideas into multiple scenario action plans that clearly define thresholds, break even points, best and worst case opportunities based on given assumptions o Set project reporting and tracking requirements as well as proper accounting process o Analyze performance metrics and cash… Show more • Develop comprehensive and dynamic models to analyze new business opportunities – recommend most advantageous course of action for both participating partners and to ICE: o Convert business vision and ideas into multiple scenario action plans that clearly define thresholds, break even points, best and worst case opportunities based on given assumptions o Set project reporting and tracking requirements as well as proper accounting process o Analyze performance metrics and cash flow o Serve as a business liaison between leadership, marketing, business development, accounting and legal assuring prompt communication and updates to all stakeholders • Participate in annual Business Summit as a key player in developing business objectives and goals for the next fiscal year • Work closely with department owners creating and compiling revenue and expense budgets, forecasts as well as prepare and summarize monthly variance report • Review monthly Income Statements for accuracy, completeness and GAAP compliance • Analyze and recommend for approval compensation plan changes quantifying benefits and exposure • Conduct audit work of the material Balance Sheet accounts, approve adjustments • Revamp existing accounting processes and internal controls to achieve more efficiency, effectiveness and compliance with applicable regulations • Review and approve Revenue, Cost of Sales and Payroll monthly Journal Entries • Provide interpretation of internal financial statements to leadership – customize presentation based on audience • Assign projects, review and sign off on work of Financial Analyst



Fender Musical Instruments Corporation

• United States
• Musicians
• 700 & Above Employee

• Sr Accountant

  • Aug 2013 - Jul 2014

  Phoenix, Arizona Area • Approve and post Journal Entries, review and approve Reconciliations and Reports o Fixed Assets – project capitalization, depreciation and reporting o Property taxes – accruals and prepaid schedules, timely filings o Long term Assets – goodwill, patents, trademarks, customer lists, etc o A/R, AP– bad debt reserve, aging schedules, cash accruals, down payments o Accruals and Prepaid -utilities, rentals, IT, R&D, HR, software and other o Allocations and chargeback – monthly… Show more • Approve and post Journal Entries, review and approve Reconciliations and Reports o Fixed Assets – project capitalization, depreciation and reporting o Property taxes – accruals and prepaid schedules, timely filings o Long term Assets – goodwill, patents, trademarks, customer lists, etc o A/R, AP– bad debt reserve, aging schedules, cash accruals, down payments o Accruals and Prepaid -utilities, rentals, IT, R&D, HR, software and other o Allocations and chargeback – monthly entries based on set methodology o Bonus – annual incentive accrual for all departments o Donations – charitable contribution proper expense recognition and tax treatment o Royalties and commissions - proper accounting and contract management o Employee Benefits, Rebates and Promotion o Returns and Warranty reserve analysis, Lease Accounting • Review financial statements for reasonableness, perform variances analysis • Use Accounting Research database to assure proper accounting for new transactions • Review updates to accounting policies and procedure within GL department • Serve as a contacts to external auditors during financial statements audits • Implement process improvements to ensure efficiency of accounting programs • Review and sign off on work of 3 Staff Accountants Show less



Coty

• Netherlands
• Personal Care Product Manufacturing
• 700 & Above Employee

• Sr Financial Analyst

  • May 2012 - Jul 2013

  • Prepared monthly financial forecasts and budget updates for all p&l lines by major customer • Conducted monthly estimate meetings with budget owners to assure forecasting accuracy • Provided detailed variances analysis and summarized presentation for top management of the financial report • Presented at monthly S&OP meeting brief retail trends overview • Published weekly and monthly POS trend reports with comments on the state of business • Developed an excel tool used by… Show more • Prepared monthly financial forecasts and budget updates for all p&l lines by major customer • Conducted monthly estimate meetings with budget owners to assure forecasting accuracy • Provided detailed variances analysis and summarized presentation for top management of the financial report • Presented at monthly S&OP meeting brief retail trends overview • Published weekly and monthly POS trend reports with comments on the state of business • Developed an excel tool used by field sales team for prompt communication of store level issues to management • Published a dashboard with individual field sales team members performance results • Provided specialist productivity analysis identifying red flags and top performers • Developed quarterly budgets for sales team t&e and provided monthly tracking reporting • Worked closely with IT team to maintain POS reporting system up to date Show less



Stanley Black & Decker, Inc.

• United States
• Manufacturing
• 700 & Above Employee

• Finance Manager

  • Apr 2012 - May 2012

  • Provided direct finance support to Coops Sales leaders to help achieve profit goals • Developed sales and margin budgets, forecasts, quarterly estimates • Reported actual results and comparison to previous year, current budget, etc • Reviewed and approved customer contracts and terms changes • Authorized marketing promotional proposals for Coops customers (up to $1M of new business and $250K of price change authorization level) • Approved only business decisions that align… Show more • Provided direct finance support to Coops Sales leaders to help achieve profit goals • Developed sales and margin budgets, forecasts, quarterly estimates • Reported actual results and comparison to previous year, current budget, etc • Reviewed and approved customer contracts and terms changes • Authorized marketing promotional proposals for Coops customers (up to $1M of new business and $250K of price change authorization level) • Approved only business decisions that align with current business strategy • Performed ad hoc project analysis and present outcomes to all stakeholders

• Sr Financial Analyst

  • Aug 2011 - Mar 2012

  • Authorized marketing promotional proposals for PTA business opportunities (up to $250K of price change authorization level) • Approved business decisions that support the dynamic business strategy • Put logic behind current price change request form (used globally) • Trained multiple groups in proper use of the new price change request form • Communicated approved and customer accepted deals to assure proper inclusion in the forecast/budget

• Financial Analyst

  • Nov 2008 - Jul 2011

  Baltimore, Maryland Area • Managed Budgeting and Estimates processes - (Sales and margin estimates and analysis, pricing, cost and mix changes, gross to net estimates) • Developed and maintained promotional pricing documents and prepared month end adjusting entries of retail sales adjustments and markdowns for 2 major customers • Assured SOX compliance and adhere to proper documentation requirements • Provided wide range of timely Financial Reporting and financial analysis • Performed month end close… Show more • Managed Budgeting and Estimates processes - (Sales and margin estimates and analysis, pricing, cost and mix changes, gross to net estimates) • Developed and maintained promotional pricing documents and prepared month end adjusting entries of retail sales adjustments and markdowns for 2 major customers • Assured SOX compliance and adhere to proper documentation requirements • Provided wide range of timely Financial Reporting and financial analysis • Performed month end close process – sales adjustments, rebates and promotions • Prepared monthly detailed balance sheet account reconciliation and roll forwards



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Sr Staff Auditor

  • Oct 2007 - Oct 2008

  Baltimore, Maryland Area • Assisted in field engagements involving audits of financial statements (10-K, 10-Q), • Adhered to time and expense budgets • Assisted in effectively performing and documenting the audit procedures • Documented and evaluated the design and operating effectiveness of internal controls • Adhered to firm policy and Rules of Professional Conduct • Acquired working knowledge of the client’s business • Maintained cordial but professional relationships with client personnel