Finance professional with 6+ years' expertise in accounting and analytics. Skilled in data analysis, Excel, and Power BI. Specialized in audits and optimizing business efficiency and profitability.
Overview
6
6
years of professional experience
3
3
Certification
Work History
Senior Financial Analyst
4-Horn Investments
05.2022 - Current
Directed data-driven revenue and expense analysis, forecasting, and budgeting, achieving 15% profitability upswing.
Conducted sales and revenue analysis using SQL queries, extracting valuable insights to inform strategic decision-making processes.
Innovated commission calculation process through spreadsheet enhancement, boosting process efficiency by 25%.
Synthesized and presented monthly financial reports and analyses to senior management, guiding key business decisions.
Staff Accountant
4-Horn Investments
09.2020 - 05.2022
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Led the automation of accounts payable using BeanWorks AP solutions, slashing manual data entry by 70%.
Supported Controller in journal entries, reconciliations, and financial analyses for investment opportunities, shaping strategies for Controller and CFO.
Senior Audit Associate
BDO USA
08.2019 - 09.2020
Managed team of 4 field auditors.
Managed multiple concurrent engagements while meeting tight deadlines, demonstrating exceptional time management skills.
Conducted financial statement audits across sectors, applying advanced analysis through Microsoft Power BI to ensure data integrity.
Documented procedures and performed SOX 404 compliance tests, securing effective process controls.
Experienced Audit Associate
BDO USA
08.2018 - 08.2019
Performed substantive audit procedures including in-depth analytical expectations and detail testing of financials.
Audited, reviewed, and documented changes in accounting procedures and processes to ensure that internal controls were functioning as designed and appropriate to mitigate risks.
Audit Associate
BDO USA
01.2018 - 08.2018
Prepared working papers, reports and supporting documentation for audit findings.
Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
Established working relationship with client personnel, discussing and collecting financial support for audit testing.
Education
Master of Accounting - Accounting
Washington State University
Pullman, WA
01.2017
Bachelor of Arts - Accounting
Washington State University
Pullman, WA
12.2016
Skills
Data Analysis
SQL
Data Visualization and Presentations
Excel Functions
Project Management
Data-Informed Decision Making
Strategic Planning & Budgeting
Communication & Collaboration
Certification
Google Data Analytics Certification
Google Advanced Data Analytics Certification
Tableau Business Intelligence Analyst Certification
Emergency Medical Technician / Operations & Logistics Manager at The United States Air ForceEmergency Medical Technician / Operations & Logistics Manager at The United States Air Force