Experience

NRG Clean Power

• United States
• Renewables & Environment
• 1 - 100 Employee

• Manager of Accounting and Finance

  • Jun 2019 - Oct 2020

  Monitor and manage account receivables, account payables, and intercompany financial consolidations. Invoice and track project expenses utilizing QuickBooks Pro, Bill.com, and Salesforce. Implemented new tracking system to track expenses based on funding sources. Reconcile bank and credit card accounts per month close Distribute owner draws and funds between bank accounts on a monthly basis. Process biweekly payroll for W-9 employees on prevailing wages with ADP, file 1099’s. Perfect client… Show more Monitor and manage account receivables, account payables, and intercompany financial consolidations. Invoice and track project expenses utilizing QuickBooks Pro, Bill.com, and Salesforce. Implemented new tracking system to track expenses based on funding sources. Reconcile bank and credit card accounts per month close Distribute owner draws and funds between bank accounts on a monthly basis. Process biweekly payroll for W-9 employees on prevailing wages with ADP, file 1099’s. Perfect client profitability reports in order to pay out monthly and quarterly sales commissions and bonuses. Create budgets and budget forecasting, quarterly financial reports. Structure and implement monthly KPI reports for department. Apply analytical skills to interpret and derive insights from performance reports. Liaise between multiple financial companies and customers in reviewing and submitting financial documents. Communicate with auditor in order to produce necessary documents required for quarter-end and year-end audits. Prepare and organize tax documents for CPA. Show less Monitor and manage account receivables, account payables, and intercompany financial consolidations. Invoice and track project expenses utilizing QuickBooks Pro, Bill.com, and Salesforce. Implemented new tracking system to track expenses based on funding sources. Reconcile bank and credit card accounts per month close Distribute owner draws and funds between bank accounts on a monthly basis. Process biweekly payroll for W-9 employees on prevailing wages with ADP, file 1099’s. Perfect client… Show more Monitor and manage account receivables, account payables, and intercompany financial consolidations. Invoice and track project expenses utilizing QuickBooks Pro, Bill.com, and Salesforce. Implemented new tracking system to track expenses based on funding sources. Reconcile bank and credit card accounts per month close Distribute owner draws and funds between bank accounts on a monthly basis. Process biweekly payroll for W-9 employees on prevailing wages with ADP, file 1099’s. Perfect client profitability reports in order to pay out monthly and quarterly sales commissions and bonuses. Create budgets and budget forecasting, quarterly financial reports. Structure and implement monthly KPI reports for department. Apply analytical skills to interpret and derive insights from performance reports. Liaise between multiple financial companies and customers in reviewing and submitting financial documents. Communicate with auditor in order to produce necessary documents required for quarter-end and year-end audits. Prepare and organize tax documents for CPA. Show less



Pacific Holdings Group

• United States
• Real Estate
• 1 - 100 Employee

• Interim Controller

  • Jul 2018 - Jun 2019

  Created financial reports and presented quarterly financials and budget information to the board of directors in order to discuss variances. Analyzed monthly financial reports such as Profit & Loss, Balance Sheet, and Income Statement. Interfaced with executives and investors.to raise additional investor capital. Reduced annual operating costs by 10% with more efficient strategy. Reconciled organizational general ledger against property management’s monthly financials: Yardi & AppFolio Real… Show more Created financial reports and presented quarterly financials and budget information to the board of directors in order to discuss variances. Analyzed monthly financial reports such as Profit & Loss, Balance Sheet, and Income Statement. Interfaced with executives and investors.to raise additional investor capital. Reduced annual operating costs by 10% with more efficient strategy. Reconciled organizational general ledger against property management’s monthly financials: Yardi & AppFolio Real Estate investment & property management software. Researched general accounting expenses for proper coding. Set up charge account and negotiated rates with local vendors. Ran quarterly rent roll & income statement reports. Managed payroll, account receivables, account payables, intercompany journal entries, reconciled bank and credit card accounts. Prepared checks, created budgets, calculated billing statements, commissions, prepared and submitted tax forms, coding documents, compiled financial records and managed inventory records. Collected and compiled investor information for the firm, managed and collected investor documents. Calculated sales tax prepayment on a monthly and quarterly basis. Ran credit report and background checks for potential apartment managers and new tenants. Suggested more efficient ways to raise profit margin and coordinate business practice changes across the company. Show less Created financial reports and presented quarterly financials and budget information to the board of directors in order to discuss variances. Analyzed monthly financial reports such as Profit & Loss, Balance Sheet, and Income Statement. Interfaced with executives and investors.to raise additional investor capital. Reduced annual operating costs by 10% with more efficient strategy. Reconciled organizational general ledger against property management’s monthly financials: Yardi & AppFolio Real… Show more Created financial reports and presented quarterly financials and budget information to the board of directors in order to discuss variances. Analyzed monthly financial reports such as Profit & Loss, Balance Sheet, and Income Statement. Interfaced with executives and investors.to raise additional investor capital. Reduced annual operating costs by 10% with more efficient strategy. Reconciled organizational general ledger against property management’s monthly financials: Yardi & AppFolio Real Estate investment & property management software. Researched general accounting expenses for proper coding. Set up charge account and negotiated rates with local vendors. Ran quarterly rent roll & income statement reports. Managed payroll, account receivables, account payables, intercompany journal entries, reconciled bank and credit card accounts. Prepared checks, created budgets, calculated billing statements, commissions, prepared and submitted tax forms, coding documents, compiled financial records and managed inventory records. Collected and compiled investor information for the firm, managed and collected investor documents. Calculated sales tax prepayment on a monthly and quarterly basis. Ran credit report and background checks for potential apartment managers and new tenants. Suggested more efficient ways to raise profit margin and coordinate business practice changes across the company. Show less



Amgen

• United States
• Biotechnology Research
• 700 & Above Employee

• Information Systems Administrative Coordinator

  • Jan 2016 - Sep 2018

  Processed monthly CIO activity report submission; assisted with ad-hoc projects as requested by Director, Executive Director, and VP Executives; maintained discursion in dealing with proprietary and confidential information. Provided complex administrative support activities including preparing and processing financial reports using a wide variety of Microsoft office project management software – Word, Excel, PowerPoint, SharePoint/Box. Consistently proved ability to establish and maintain… Show more Processed monthly CIO activity report submission; assisted with ad-hoc projects as requested by Director, Executive Director, and VP Executives; maintained discursion in dealing with proprietary and confidential information. Provided complex administrative support activities including preparing and processing financial reports using a wide variety of Microsoft office project management software – Word, Excel, PowerPoint, SharePoint/Box. Consistently proved ability to establish and maintain professional relationships across different organizations and partner with colleagues to achieve the required business outcome. Scheduled highly complex and time-consuming meetings and interviews worldwide, provided meeting support captured meeting minutes and followed up on action items, processed expense reporting via Concur, coordinated business travel logistics. Supported large internal senior management teams and external contractor’s teams at different levels across multiple time zones. Scheduled and maintained calendars for Collaboration and Communication bi-monthly worldwide regional update calls, monthly and quarterly All Staff meetings. Worked with senior management team members to define collaboration site requirements; requested and configured collaboration sites in Europe, Asia, and Americas. Provided guidance to site owners on best practices for using collaboration sites. Provided project management support for external partner account changes, coordinated support for external partners that encountered issues accessing collaboration sites. Significantly contributed to teams, projects and industry leaders and demonstrated ability to manage communication, negotiate contracts, organize events, create presentations and produce unique data visualization charts. Show less Processed monthly CIO activity report submission; assisted with ad-hoc projects as requested by Director, Executive Director, and VP Executives; maintained discursion in dealing with proprietary and confidential information. Provided complex administrative support activities including preparing and processing financial reports using a wide variety of Microsoft office project management software – Word, Excel, PowerPoint, SharePoint/Box. Consistently proved ability to establish and maintain… Show more Processed monthly CIO activity report submission; assisted with ad-hoc projects as requested by Director, Executive Director, and VP Executives; maintained discursion in dealing with proprietary and confidential information. Provided complex administrative support activities including preparing and processing financial reports using a wide variety of Microsoft office project management software – Word, Excel, PowerPoint, SharePoint/Box. Consistently proved ability to establish and maintain professional relationships across different organizations and partner with colleagues to achieve the required business outcome. Scheduled highly complex and time-consuming meetings and interviews worldwide, provided meeting support captured meeting minutes and followed up on action items, processed expense reporting via Concur, coordinated business travel logistics. Supported large internal senior management teams and external contractor’s teams at different levels across multiple time zones. Scheduled and maintained calendars for Collaboration and Communication bi-monthly worldwide regional update calls, monthly and quarterly All Staff meetings. Worked with senior management team members to define collaboration site requirements; requested and configured collaboration sites in Europe, Asia, and Americas. Provided guidance to site owners on best practices for using collaboration sites. Provided project management support for external partner account changes, coordinated support for external partners that encountered issues accessing collaboration sites. Significantly contributed to teams, projects and industry leaders and demonstrated ability to manage communication, negotiate contracts, organize events, create presentations and produce unique data visualization charts. Show less



Sanguine

• Tobacco Manufacturing

• Director Of Finance And Administration

  • Jan 2013 - May 2015

  Reporting to the CEO and serving as a member of the Management Team my primary responsibility is ensuring organizational effectiveness by providing leadership for the organization's financial functions. As the Financial Control Manager I encompass a variety of responsibilities, from overseeing accounting and implementation and monitoring of internal controls to countersigning of expenses and commitments. I am responsible for ensuring that all accounting allocations are appropriately made and… Show more Reporting to the CEO and serving as a member of the Management Team my primary responsibility is ensuring organizational effectiveness by providing leadership for the organization's financial functions. As the Financial Control Manager I encompass a variety of responsibilities, from overseeing accounting and implementation and monitoring of internal controls to countersigning of expenses and commitments. I am responsible for ensuring that all accounting allocations are appropriately made and documented. I also perform cash management functions and oversee accounts payable, accounts receivable, cash disbursements, payroll and bank reconciliation functions. Working with the management team, Financial Control manager also contributes to the development and implementation of organizational strategies, policies and practices. Show less Reporting to the CEO and serving as a member of the Management Team my primary responsibility is ensuring organizational effectiveness by providing leadership for the organization's financial functions. As the Financial Control Manager I encompass a variety of responsibilities, from overseeing accounting and implementation and monitoring of internal controls to countersigning of expenses and commitments. I am responsible for ensuring that all accounting allocations are appropriately made and… Show more Reporting to the CEO and serving as a member of the Management Team my primary responsibility is ensuring organizational effectiveness by providing leadership for the organization's financial functions. As the Financial Control Manager I encompass a variety of responsibilities, from overseeing accounting and implementation and monitoring of internal controls to countersigning of expenses and commitments. I am responsible for ensuring that all accounting allocations are appropriately made and documented. I also perform cash management functions and oversee accounts payable, accounts receivable, cash disbursements, payroll and bank reconciliation functions. Working with the management team, Financial Control manager also contributes to the development and implementation of organizational strategies, policies and practices. Show less



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Executive Assistant to Managing Partner

  • May 2011 - Oct 2011

  contractor • Manage complex and busy calendar scheduling for partners • Manage worldwide executive leadership meetings, plan complex off-site meetings • Liaise between executives and internal and external constituencies • Organize extensive domestic and international travel contractor • Manage complex and busy calendar scheduling for partners • Manage worldwide executive leadership meetings, plan complex off-site meetings • Liaise between executives and internal and external constituencies • Organize extensive domestic and international travel



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant to Managing Partner

  • Sep 2006 - Apr 2010

  Reporting to the Advisory Services Global Lead Managing Partner responsible for coordinating all client support and business proposals for the IT Advisory Service senior management teams. • Develop extensive client and supporting services frameworks for the rapidly growing Advisory Practice in New York office. Perform Market & Financial Analysis to facilitate a better understanding of the characteristics and buying behaviors of the client base and help gauging client and target opinions and… Show more Reporting to the Advisory Services Global Lead Managing Partner responsible for coordinating all client support and business proposals for the IT Advisory Service senior management teams. • Develop extensive client and supporting services frameworks for the rapidly growing Advisory Practice in New York office. Perform Market & Financial Analysis to facilitate a better understanding of the characteristics and buying behaviors of the client base and help gauging client and target opinions and perceptions on service offerings, issues, and branding. • Organize and implement completion and distribution of financial reports to partners and senior management. Actively interface with clients for resolutions to accounts discrepancies providing assistance to the Director of Engagement Management with accounts receivable projects. • Handle heavy telephone and email inquiries from C-Level executives and clients and respond as appropriate. Prepare and submit Time & Expense sheets for the Advisory senior professionals. • Coordinate the Partners’ complex schedule, arrange all travel logistics. • Coordinate internal and external meetings and conferences that support firm and industry objectives. • Received Encore professional excellence awards demonstrating superior project management skills. Show less Reporting to the Advisory Services Global Lead Managing Partner responsible for coordinating all client support and business proposals for the IT Advisory Service senior management teams. • Develop extensive client and supporting services frameworks for the rapidly growing Advisory Practice in New York office. Perform Market & Financial Analysis to facilitate a better understanding of the characteristics and buying behaviors of the client base and help gauging client and target opinions and… Show more Reporting to the Advisory Services Global Lead Managing Partner responsible for coordinating all client support and business proposals for the IT Advisory Service senior management teams. • Develop extensive client and supporting services frameworks for the rapidly growing Advisory Practice in New York office. Perform Market & Financial Analysis to facilitate a better understanding of the characteristics and buying behaviors of the client base and help gauging client and target opinions and perceptions on service offerings, issues, and branding. • Organize and implement completion and distribution of financial reports to partners and senior management. Actively interface with clients for resolutions to accounts discrepancies providing assistance to the Director of Engagement Management with accounts receivable projects. • Handle heavy telephone and email inquiries from C-Level executives and clients and respond as appropriate. Prepare and submit Time & Expense sheets for the Advisory senior professionals. • Coordinate the Partners’ complex schedule, arrange all travel logistics. • Coordinate internal and external meetings and conferences that support firm and industry objectives. • Received Encore professional excellence awards demonstrating superior project management skills. Show less