Experience

Advanced Atomization Technologies

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Finance Supervisor

  • Mar 2022 - Present

  Manages the accounts payable department. Leads company costing initiatives. Supports quarterly forecasting, financial analysis and reporting.

• Financial Analyst

  • Jul 2018 - Mar 2022

  Completes, reviews, & approves general journal entries at month close. Runs and reports company financials within 5 business days for stakeholder updates. Reviews, & determines annual pricing rates. Works closely with design team to determine program pricing & costing initiatives. Continuously improves manufacturing metrics by analyzing and supplying data to stakeholders to determine more efficiant manufacturing processes.



Xylem

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Analyst, Global Supply Chain

  • Jan 2018 - Jul 2018

• Senior Financial Analyst

  • Feb 2017 - Dec 2017

  *Support Global Procurement & Shared Services Europe Business Unit Owners through analysis of actual, budgeted, and forecasted numbers in an effort to find cost savings and improvement opportunities, as well as identify possible risks. *Accurate and timely collection and submission of Financial Data on a monthly, quarterly, and yearly basis.*Compile and present a monthly close package, consolidating a financial overview and pointing out key financial factors and variances. *Perform ADHOC reporting on a "as needed" basis to ensure business units have information needed to make sound financial decisions. Show less

• Accountant

  • Jun 2015 - Feb 2017

  Organize, track, and responsibly account for various ledgers within Xylem, Inc. Through thorough communication with various team members internationally, nationally, and regionally, each ledger is accurately accounted for. This includes making required journal entries, payables entry, financial report generation, financial analysis, and account reconciliations. Monthly closing duties are accomplished using Oracle software, Blackline reconciliations, extensive Microsoft Excel spreadsheets, and financial reporting software. Additionally, I am responsible for reviewing, preparing, tracking, and following up on payroll entries. Included, is tracking of weekly internal payroll funding, deductions and payments of benefits (401(k), health, dental, etc), and loans. Each payroll account is reconciled on a monthly basis and followed up with our payroll department, as well as third party affiliates. Show less



MW Orlando CPA

• Carlsbad, CA

• Staff Accountant

  • Jul 2012 - Mar 2015

  With three years in the Accounting field, I have prepared extensive corporate and individual tax returns. I have been tailored to provide clients full accounting needs. This includes QuickBooks data entry, A/R, A/P, Invoicing, job tracking, and bank reconciliation, etc. all the way to financial report analysis, quarterly projections, and tax return preparation. This includes accounting for the medical, dental, real estate, and manufacturing industries. * Through Quickbooks, I perform bank reconciliations, track A/P and A/R, invoice, track jobs, etc. *Review of Financial Statements to perform Quarterly Tax Projections. *Payroll processing including the preparation of 75 business clients quarterly payroll tax returns. *Prepare Tax returns for 300 Individual and 200 business clients during an average tax season. *Trained 15 small business clients in learning QuickBooks in order for them to keep neat, accurate financials. Show less



Seaside Wealth Management

• Carlsbad, California

• Office Manager

  • Oct 2011 - Jul 2012

  As an office manager, my duties included both administrative and management services to the office as well as behind the scenes financial planning duties. These included *preparing and sending out client communications *Calling clients on a quarterly basis to assess any financial changes *Preparing financial plans for Advisor/client meetings *Preparing and processing client paperwork to set up investment accounts *Answering phone calls and scheduling meetings *Communicating with the financial advisor on a daily basis to ensure smooth work flow Show less



LPL Financial

• Oceanside, California

• Executive Assistant

  • May 2010 - Oct 2011

  As a Executive Assistant with Green room Financial, my duties included administrative and financial tasks as well as learning opportunities to further my career. This includes *Reporting to the financial advisor on a daily basis to prepare for the upcoming days. *Sitting in on Financial Advisor meetings to further my knowledge on client/advisor relationships as well as further my knowledge in the field. *Prepares hypothetical financial planning projections. *Keeps client information systems up to date. Show less



Alfred State College - SUNY College of Technology

• United States
• Higher Education
• 400 - 500 Employee

• Student Manager

  • Jan 2007 - May 2010

  Managed 20+ student callers at the Alumni Giving Center. Kept a neat & organized excel spreadsheet of money raised. Updated Alumni information & kept a neat and orderly Alumni Call Center. Reported to the director of Alumni Giving on a daily basis. Managed 20+ student callers at the Alumni Giving Center. Kept a neat & organized excel spreadsheet of money raised. Updated Alumni information & kept a neat and orderly Alumni Call Center. Reported to the director of Alumni Giving on a daily basis.