Strategic and analytical finance professional with 6 years of experience in financial accounting, planning and analysis. Highly motivated professional with a proven track record of delivering accurate reports and high-quality service. Possess a comprehensive understanding of all aspects of accounting and financial planning.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst
The Sherwin-Williams Company
02.2023 - Current
Prepared and managed budgets totaling over $1 billion for the "Building Our Future" Headquarters and R&D Center projects.
Developed and maintained real-time, decision-driving cost forecasting for 15 construction partners.
Prepared monthly budget vs actual reports, resulting in achieving total project cost goal.
Compiled monthly close reports for the HQ and R&D projects, distributing directly to the VP of Strategic Initiative, CFO, and current CEO (formerly COO).
Reviewed historical monthly and quarterly reports resulting in the discovery and reconciliation of ~$9 million in costs.
Collaborated with cross-functional teams, to deliver on-time and on-budget initiatives by effectively communicating project timelines, progress, and objectives.
Senior III
Novogradac & Company LLP
01.2019 - 02.2023
Worked 12+ hours per day completing tax and audit engagements, and assessing financial operations to make best recommendations to management for 100+ multi-million-dollar Low-Income Housing Tax Credit properties.
Prepared and analyzed financial projections over a 15-year period for multi-million-dollar Low-Income Housing Tax Credit properties.
Managed multiple housing agencies and generated annual revenue over $380,000.
Prepared consolidated financial statements by gathering and analyzing information from the general ledger system and from departments.
Provided accounting support for mergers and acquisitions by reviewing financial information.
Assessed compliance with financial regulations and controls by executing audit program steps; testing the general ledger, account balances, balance sheets, income statements, and related financial statements.
Developed and managed external financial relationships (e.g. banks, insurers, auditors).
Recruited, trained, and managed ~5 staff per year, providing career counseling and mentoring for new hires and interns.
Inside Sales Representative
Redapt, Inc.
10.2017 - 12.2018
Used CRM software to maintain detailed contact logs and account records.
Sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
Routed qualified opportunities to appropriate sales executives for further development and closure.
Performed data entry duties with regard to sales figures, metrics, and other key data, along with creation of quotes for orders exceeding $100,000.
Audit Assistant
Seattle University Athletic Department
07.2016 - 06.2017
Identified various risks and errors in accounts to propose corrective action directly to the CFO.
Maintained integrity of general ledger and chart of accounts.
Worked directly with 75 staff member to manage their expense reports.
Assisted with the reconciliation of department credit card monthly statements.
Audited 75+ expense reports received from coaches and staff to ensure all receipts were accounted for, charges had been charged to the proper budget, and expenses were compliant with University policies.
Used online tool to ensure descriptions and budget codes were updated by monthly deadlines.