Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.
Overview
8
8
years of professional experience
Work History
Sr. Specialized Finance Analyst
TD Bank
Remote
12.2022 - Current
Managed U.S. Regulatory Reporting, ensuring timely submission of multiple reports to banking regulators.
Analyzed loan attributes across all TD entities, assessing compliance with banking standards.
Handled reports related to unused commitments and available balances for various loan types.
Served as liaison for reporting group, managing communications and data collection from internal customers.
Collected and verified quarterly certifications and data for approximately 150 deliverables each quarter.
Utilized Axiom for data extraction in call schedule reporting, updating logic per new guidelines.
Developed over 20 monthly and quarterly reports, adapting to evolving industry standards.
Collaborated with end users to enhance product efficiency and streamline data processes.
Project Business Analyst II
Fluor
Greenville, SC
01.2022 - 11.2022
Analyzed Prime Contract commercial terms to ensure compliance with organizational standards.
Established project structure in SAP for accurate tracking and reporting.
Led invoicing processes to ensure timely and accurate billing.
Conducted monthly cost and billing reconciliations for assigned projects.
Collaborated with Project Controls to load project margin analysis reports (PMAR).
Participated in Commercial Alignment Process and prepared Integrated Framework Checklist.
Performed financial oversight, reporting, and compliance tasks within Project Business Services.
Gathered technical requirements and developed user stories for software testing.
Financial/Sales Analyst
Paul Davis Restoration Inc.
Jacksonville, Fla
10.2020 - 01.2022
Collaborated directly with CFO on special projects, establishing new financial processes and procedures.
Facilitated monthly sales reporting for over 300 franchises nationwide.
Conducted data collection and analysis using pivot tables for financial insights.
Billed royalty charges based on invoiced payments received from franchises.
Coached franchisees on financial inquiries and best practices for account mapping.
Mapped QuickBooks accounts to PDRI Standard Chart of Accounts for consistency.
Developed a comprehensive process for backdated sales reporting specific to Emergency Services franchises.
Achieved over $600k in increased reported sales and $50k in additional royalty revenue.
Financial Analyst I
Fluor Government Group
Greenville, SC
09.2019 - 10.2020
Prepared financial and administrative reports for distribution to customer organizations.
Conducted variance, risk, and profit/loss analyses to inform decision-making.
Developed and maintained cost control measures for large-scale projects.
Assisted project managers in monitoring budget compliance and financial data accuracy.
Analyzed financial status against baseline costs to forecast project outcomes.
Reviewed project expenses for accuracy and alignment with budgets.
Reconciled actual vs. budgeted costs to support variance analysis.
Submitted monthly accruals for all assigned projects to ensure financial integrity.
Contract Technician I
Fluor Government Group
Greenville, SC
03.2018 - 09.2019
Facilitated Defense Base Act Insurance enrollment for over 200 subcontractors.
Managed data tracking for all Subcontracts Department vendors through Contract Chart.
Documented employee applications and receipt of Corporate Purchasing Cards.
Monitored and recorded employee meeting participation.
Verified inclusion of all required contract documents for subcontractors on project.
Obtained managerial and administrative approvals to ensure compliance with Federal Acquisition Regulations.
Balanced labor costs for Corporate Expense Reports while correcting erroneous charge codes.
Validated complex labor and equipment invoices throughout project duration.
Data and Document Technician I
Fluor TRS Staffing
Greenville, SC
03.2017 - 03.2018
Conducted quality control reviews of archived contract files to ensure compliance.
Trained newly hired employees on position-specific duties and responsibilities.
Archived thousands of contract files for hundreds of projects, enhancing retrieval efficiency.
Education
Bachelor of Arts - Interdisciplinary Studies, with Emphasis in Public Administration, Business Administration, and Psychology
Georgia Southern University
Statesboro, GA
Skills
Financial analysis and data analysis
Cost control strategies
Accounting software proficiency - (SAP, Costpoint, Axiom, QuickBooks, and Qvinci)
Attention to detail
Problem-solving techniques
Quality assurance practices
Effective communication skills
Leadership abilities
Microsoft Office expertise
Advanced Microsoft Excel functions - SumIfs, VLOOKUPs, pivot tables, macros, and Power Automate
Timeline
Sr. Specialized Finance Analyst
TD Bank
12.2022 - Current
Project Business Analyst II
Fluor
01.2022 - 11.2022
Financial/Sales Analyst
Paul Davis Restoration Inc.
10.2020 - 01.2022
Financial Analyst I
Fluor Government Group
09.2019 - 10.2020
Contract Technician I
Fluor Government Group
03.2018 - 09.2019
Data and Document Technician I
Fluor TRS Staffing
03.2017 - 03.2018
Bachelor of Arts - Interdisciplinary Studies, with Emphasis in Public Administration, Business Administration, and Psychology