Experience

Sysco Sacramento

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Compliance Manager

  • Mar 2016 - Present



Leisure Travel Alliance Central

• Houston, Texas Area

• Travel Consultant

  • Jul 2009 - Present

  • Answered inquiries; offered suggestions and clarified travel preferences by determining travel dates and destination, mode of transportation, and finances. Developed itinerary by assembling literature and offered personal experiences. • Collected payment by entering and verifying scheduled services and charges with fierce attention to detail. • Proficient in using VAX VacationAccess, Airline and Cruise direct online booking tools, Consolidator websites, Sabre Cruises. • Get accurate and up to date fees and charges from hotels and various tourist attractions. Check weather conditions and forecasts; coordinate with local government bodies for this purpose and during emergency cases



Sysco Food Services of South Florida

• United States
• Entertainment
• 1 - 100 Employee

• Finance Manager

  • May 2014 - Nov 2017

  POSITION SUMMARY: This position is responsible for the oversight of several functional areas such as: Profit Management and Financial forecasting and reporting. Responsible for providing insight and analysis of financial operating results. Identifies trends and provides recommendations for various profitability drivers, including revenue, margin, expense management, and working capital management. RESPONSIBILITIES: • Determine the key drivers of variances versus last year results • Identify underperforming customers and vendors and the key drivers of profitability • Make recommendations to management to improve profitability • Provide specific analysis as to the key drivers of expenses and the key drivers as to variances to last year and to plan • Identify opportunities to control costs and reduce expenses • Quantify the financial impact of key cost control initiatives • May participate in shrink committee, credit committee, and other initiatives • Assist Local CFO and Market CFO with the performance of the forecast • Ensure overall trends and the impacts of key initiatives are reflected accurately in the forecast • Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for are reflected in the forecast • Ensure overall trends and the impacts of key initiatives are reflected accurately in the profit plan • Participate in the recruiting and training of finance associates • Oversee the Profit Management Team to maximize performance • Monitor the Customer Performance Activity System (CPAS) to provide reports and communicate financial impact as necessary • Assist with cost monitoring, product equities, frequencies and other statistical data directly



Sysco South Florida

• Medley, FL

• Financial Analyst

  • Apr 2014 - Dec 2014

  My primary job duties are: Sales and Margin Analysis Provide specific analysis of the key drivers of sales and margin growth. Provide recommendations to improve sales growth and margin growth. Monitor sales and margin daily exception reports. Identify exceptions and work with different departments to identify and resolve root causes. Analyze earned income and the specific sources of earned income. Determine the key drivers of variances versus last year results. Analyze and compare earned income post conversion to SAP and compare to pre conversion. This requires performing reconciliation due to the differences in earned income recognition. Identify where there are earned income shortfalls and opportunities to improve earned income. Perform customer and vendor profitability analysis. Identify underperforming customers and vendors and the key drivers of the profitability. Make recommendations to management to improve profitability. Expense analysis Provide specific analysis as to the key drivers of expenses and the key drivers as to variances to last year and to plan. Identify opportunities to control costs and reduce expenses. Quantify the financial impact of key cost control initiatives. Shrink expense Participate in shrink committee. Forecasting and Action Plans Assist Broadline CFO with the performance of the forecast. Ensure overall trends and the impacts of key initiatives are reflected accurately in the forecast. Work with each department to ensure they understand the overall forecast and how the impact of the key initiatives they are responsible for are reflected in the forecast. Work with each department to develop action plans to achieve plan and monitor execution of action plans. Planning Assist Broadline CFO with the annual profit plan. Ensure overall trends and the impacts of key initiatives are reflected accurately in the profit plan. May work directly with one or more functions on components of the annual plan.



Sysco

• United States
• Food and Beverage Services
• 700 & Above Employee

• Internal Audit Supervisor

  • Jun 2007 - Apr 2014

  Oversee the planning, performance and completion of financial and operational reviews of the operating companies, divisions, and the corporate office.  Promoted twice during my career from Staff Auditor (’07-’09) and Senior Auditor (‘09’-’11);  Lead the audit engagements and review the detailed work papers generated by 2-6 senior and staff auditors;  Prepare and issue final audit reports with recommendations for management review and follow up;  Oversee internal control testing and documentation in compliance with Sarbanes-Oxley requirements;  Provide training and develop guide lines to the audit group through quarterly department training;  Respond to operating company inquiries regarding financial and compliance guidelines;  Conduct target selective interview to recruit senior auditors and staff auditors;  Review and approve staff memos, audit reports, special projects, and expense reports for accuracy, completeness and appropriateness.



Clayton Group

• Due Diligence Underwriter

  • Oct 2005 - Mar 2007

  Analyzed mortgage loans for federal and state compliance, income calculation discrepancies, and property valuation concerns.  Communicated the results of the audit findings and make appropriate recommendations for corrective action via written reports to the project lead;  Identified specific underwriting and data discrepancies and other critical issues for clients, such as, Bear Stearns, Goldman Sachs, Lehman Brothers, & Merrill Lynch;  Confirmed that the loan was underwritten in accordance with the lenders’ product guidelines and the credit policy requirements;  Evaluated the major components of the file for fraudulent activities through third party vendors and internet resources;  Worked independently without direct supervision in my home office.



Aegis Funding

• Underwriter

  • Jun 2002 - Oct 2005

  Reviewed and analyzed mortgage loan requests and credit files for compliance with company and investor requirements and federal regulations.  Worked on specialized due diligence teams to clear conditions and review loans prior to the secondary review process;  Underwrote home loan applications using a delegated underwriting authority up to $1,000,000;  Check of data integrity on all loans with AUS findings, to include name, address, stipulations being met per the findings, income, and loan parameters.  Other positions held: Jr. Underwriter, Corporate Trainer, Loan Originator, and Quality Control Auditor.