Reconciled 20+ bank and cash accounts monthly by comparing bank statement activity to Oracle EBS records, ensuring accurate cash reporting and timely resolution of reconciling items.
Prepared reconciliations, account analyses, and supporting schedules during month-end close, contributing to a 1–2 day reduction in the close process.
Reviewed general ledger activity and investigated account fluctuations, ensuring the accuracy and completeness of financial reporting across multiple business units.
Conducted variance analysis on departmental expenses and balance sheet accounts, identifying key trends and fluctuations that informed management decision-making and improved forecast accuracy by 10–15%.
Leveraged Microsoft Excel, Oracle EBS, and AI-assisted solutions to streamline financial reporting and compliance processes, reducing manual effort by approximately 50% and enhancing reporting efficiency.
Amazon FBA Coach
Amazoncoaching.com
Remote
01.2021 - Current
Closed high-ticket sales for programs ranging from $999 entry-level packages to $8,000 one-on-one coaching, contributing to over $3M in collective client revenue.
Led day-to-day support across email, Discord, and Slack with a 3-person team, ensuring smooth communication and strong client relationships.
Helped clients scale to $10K+ in monthly revenue within six months, with an average success rate of approximately 76%.
Accounts Receivable
Ware Disposal
Santa Ana, CA
04.2024 - 02.2026
Streamlined accounts receivable operations by reconciling high-volume transactions, preparing monthly aging reports, and reducing outstanding receivables through proactive collections follow-up.
Ensured financial accuracy by researching and resolving billing discrepancies, posting payments, and assisting with monthly close and audit support in compliance with GAAP.
Collaborated cross-functionally with accounting and operations teams to improve reporting efficiency, strengthen internal controls, and maintain accurate financial records.
Strategy Consulting Extern
PwC
06.2023 - 08.2023
Collaborated with cross-functional teams to develop and implement a comprehensive fundraising strategy, resulting in a successful crowdfunding campaign that exceeded the initial goal by 50% and secured funding from new donors
Conducted extensive research and analysis to identify target donor segments, leading to the development of customized marketing campaigns that resulted in a 25% increase in donor acquisition
Identified and evaluated various potential revenue streams for the organization, resulting in the addition of 3 new income sources and an estimated increase in annual revenue by $50,000.