Experience

OFM, LLC

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Jan 2018 - Present



Meridium, from GE Digital

• United States
• Software Development
• 1 - 100 Employee

• Senior Accountant - Financial Analyst

  • Jan 2013 - Feb 2017

  • Compile, prepare and analyze annual budget• Monthly budget reconciliation meetings with all department heads• Ad-hoc reporting as requested by CFO, Controller, and department heads• Monthly close process, general ledger reconciliations, and preparation and analysis of monthly financial statements • Treasury management for domestic bank accounts• Application of all customer payments• Monthly commission calculations and statements • Compile, prepare and analyze annual budget• Monthly budget reconciliation meetings with all department heads• Ad-hoc reporting as requested by CFO, Controller, and department heads• Monthly close process, general ledger reconciliations, and preparation and analysis of monthly financial statements • Treasury management for domestic bank accounts• Application of all customer payments• Monthly commission calculations and statements



Pixel Optics Inc.

• Financial Analyst

  • Oct 2011 - Oct 2012

  • Short-term/long-term financial forecasting• Monthly meetings with dept heads to discuss performance to forecast and update future months• Cash forecasting - managing cash burn to investor funding timelines• Budget preparation and monthly reconciliation • Additional assignments as assigned from executive team for financial analysis for new products, new markets (international sales), investor funding, etc. • Short-term/long-term financial forecasting• Monthly meetings with dept heads to discuss performance to forecast and update future months• Cash forecasting - managing cash burn to investor funding timelines• Budget preparation and monthly reconciliation • Additional assignments as assigned from executive team for financial analysis for new products, new markets (international sales), investor funding, etc.



Salem Preferred Partners

• Automotive
• 1 - 100 Employee

• Financial Analyst

  • Nov 2007 - Oct 2011

  • Monthly close process and analysis of monthly financial statements • Preparation and reconciliation of short and long term cash projections• Yearly budget preparation, review, and updates• Preparation of reports distributed to owners detailing revenues and cash position • Corporate special projects as assigned by Executive team • Monthly close process and analysis of monthly financial statements • Preparation and reconciliation of short and long term cash projections• Yearly budget preparation, review, and updates• Preparation of reports distributed to owners detailing revenues and cash position • Corporate special projects as assigned by Executive team



Stanley Furniture

• Furniture
• 1 - 100 Employee

• Financial Analyst

  • Nov 2006 - Nov 2007

  • Managed the preparation of the annual company business plan • Developed and reconciled monthly financial forecasts• Prepared competitive analysis of the furniture industry and selected manufacturers, importers, and retailers• Performed and managed internal audit function – served as company interface with internal auditors • Preparation and explanation of quarter/year-end audit schedules• Participated in corporate Lean events – highlight was developing and implementing plan for 1-day monthly close.

• Assistant Plant Controller

  • Jun 2005 - Nov 2006

  • Developed, updated, and reconciled weekly/monthly/quarterly forecasts• Responsible for producing reliable and timely plant business plans• Co-managed and participated in physical inventories of raw materials, supplies, and finished goods• Approval of capital spending projects and maintenance requests• Worked closely with plant management and consultants to implement Lean Manufacturing processes and track metrics• Preparation and analysis of product costing for new products