Director of Finance

• Jul 2022 - Present

Senior Manager, Financial Planning

• Sep 2021 - Jun 2022

Financial Planning Manager

• Feb 2020 - Sep 2021

Associate Manager, Finance

• Jul 2019 - Jan 2020

Senior Financial Analyst

• Jul 2017 - Jun 2019

- Managed company-wide overhead budgets and quarterly forecasts- Assisted in the preparation and help analyze the company’s cash flow (IMCF)- Managed capital expenditures and assist with the preparation in budgeting and forecasting - Served as a liaison for business partners to ensure an accurate and timely P&L- Held responsible for accurate maintenance of the financial records- Participated in the month-end close process (journal entries, account rec’s, accruals, and financial statement preparation), annual audit and SOX compliance audit - Various projects (help build and automate current accounting processes) Show less

Senior Accountant

• Dec 2014 - Jul 2017

- Forecasted and evaluated cash on a daily basis - Managed bank fraud detection and prevention - Managed collateral, involving cash, bonds and LOC - Managed account receivables and provision for bad debts - Analyzed monthly write offs and collections - Analyzed and reconciled bank statements - Evaluated bank accounts activity - Served as a liaison for branch banks - Recorded journal entries - Evaluated and track vendor invoices - Assisted with annual audit - Compliance testing of selected areas in accounting and operations - Participated in various aspects of customer and accounting operations - Experienced with mergers and acquisitions accounting Show less

Client Analyst III

• Mar 2014 - Jan 2015

- Calculated and audited taxes on relocation expenses.- Run, analyzed, and posted monthly, quarterly and annual payroll reports.- Analyzed and produced financial reports.- Analyzed and performed reconciliations on payroll reports.- Reconciled transactions against invoices to ensure report accuracy.- Performed file audits, payroll updates and year-end deliverables.- Ensured clients are in FAR and SOX compliance with regards to relocation expenses. - Independently managed deadlines and deliverables.- Served as a liaison for Operations and Account Management.- Served as a technical resource to the team’s portfolio. - Worked with account management and clients to develop budgets for relocation employees.- Consulted with IT to discuss adjustments and process improvements.- Assisted in client portfolio financial management (advance management, vendor escalation and resolution and data integrity). Show less

Accounting Analyst II

• Sep 2011 - Mar 2014

-Processed and audited client’s relocation expenses.-Reconciled cash and closing cost advances.-Responsible for large disbursements, that exceeded $100,000.-Served as an informational resource for consultants and financial teams. -Troubleshoot policy issues for the team’s portfolio.-Assigned to a small team to handle highly sensitive Executive VIP audit reports.