Experienced professional in compliance with a knack for overcoming challenges. Strong problem-solving abilities and a proactive attitude towards new tasks. Known for adaptability, creativity, and a results-driven mindset. Committed to making significant contributions and advancing organizational goals.
Overview
14
14
years of professional experience
Work History
Audit and Compliance Liaison/Funding Management Specialist II
NIGHTINGALE COLLEGE
Salt Lake City, UT
01.2021 - Current
Audit and Compliance Liaison
Serves as Team Auditor
Examines all records, reports, data, processes, policies etc., to ensure compliance
Utilizing data, evaluates and suggests new processes.
Highlights data driven strength and weaknesses to the attention of management and providing potential solutions that complement the compliance departments existing procedures
Generates regular Audit reports and presents findings to management
Attends all pertinent compliance training needed to keep apprised
Handles additional duties and special projects to ensure the team is operating efficiently, accurately and in compliance with all current policies, procedures and regulations
Funding Management Specialist II
Collected Documentation from learners for funding options.
Set up institutional loans
Assist any specialties in my department during peak times. (Certifying private loans, uploading documents for Tuition Options, Checking status of tickets in systems, etc.)
Office Manager
TITAN ARCHITECHURAL PRODUCTS
South Salt Lake, UT
08.2020 - 12.2020
Prepared payroll
Discussed yearly pay increases/Set up these meetings
Collected payments from clients
Handled direct administrative issues
Handled general office administration, including Maintaining office supplies, cleaning the office/break room, answering phones and taking messages
Prepared invoices and sent them to customers
Assisted with safety meetings
Counted inventory of steel once a week to order more product if needed
Maintain office documents
Ran errands for owner and sales manager
Set appointments with future customers and sales manager
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Office Manager
JACK'S ORNAMENTAL IRON
Salt Lake City, UT
01.2020 - 07.2020
Responsible for filing of all invoices, packing slips, statements, etc
Reconcile bank accounts
Orders office supplies as needed
Monitors and maintain shop inventory
Pay all invoices to vendors and apply any deposits to the correct account
Answer phones and direct to correct employee
Update company files
Worked on various marketing projects
Submitted payroll on a weekly basis
Assisted with yearly assessment of employees duties and pay structure
Reviewed new applicants and schedule and manage phone interviews
Performed Quality Control checks daily on quality of railings
Reviewed blueprints and calculated the amount of steel needed for a project
Sales Administrative Assistant
DAVEY BICKFORD USA, INC
Murray, UT
07.2018 - 10.2019
Coordinated Customer ATF Documentation for government compliances
Verified company vehicles were DOT regulated and certified
Maintained all invoices
Accounts Receivable Administrator
Conducted Weekly Check runs
Reconciled Company back account
Assisted with Team Building Events
Planned and Scheduled all shipments of Blasting Machines/Equipment
First point of contact for Customers/Vendors
Academic Adviser
STRAYER UNIVERSITY
West Valley City, UT
08.2015 - 01.2018
Counsel and advise students by phone, email, text and video chat/GoTo Meeting
Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
Follow up to ensure resolution of each issue
Re-enroll students by focusing on outreach and retention efforts
Work collaboratively with other departments and services across the university to resolve student issues
Work with students to ensure a solid academic plan and ensure continued registration
Collaborate and escalate potential issues with the Academic Appeals Department to provide students with necessary academic interventions for early alert, satisfactory academic progress plans, and other academic needs
Identify at-risk students and determine potential issues and connect them to tutoring, and/or correct any existing issues
Provide counseling on career preparation and resources at key points to assist students prior to graduation
Assist students establish and maintain positive study habits
Process forms for student such as course waivers, etc
Train new employees and lead training groups
Sales Coach/Manager
PROGREXION MARKETING
West Valley City, UT
09.2012 - 08.2015
Unified diverse teams in order to create and execute a cohesive plan to hit sales goals
Supported a team of sales and customer care agents in their specific roles
Provided real-time feedback and encouragement to sales and customer care agents to help them efficiently achieve their performance expectations
Set and track personal and departmental goals
Provided coaching, advice and guidance based on quality reviews, and delivers performance feedback to agents
Mentored newly hired representatives to ensure a smooth transition from learning environment to daily production environment and participate in providing formal training
Took inbound customer calls or handling customer emails in periods of excessive call volume
Maintained a comprehensive working knowledge of polices, procedure, and benefits across all Progrexion programs
Motivated agents to achieve high performance
Conducted quality review of agent's performance to ensure quality service goals and standards are met and/or identify areas where improvement can be achieved
Audited agents inbound and outbound phone calls and/or correspondence, observing performance, techniques, and application of guidelines and procedures
Verified that agents are providing up-to-date information, following current processes, and communicating effectively to callers
Written and Verbal warnings when procedures and processes weren't followed
Terminated agents when required
Collection Specialist
COMCAST
Sandy, UT
01.2011 - 01.2012
Verified that agents were providing up-to-date information, following current processes, and communicating effectively to callers
Communicated with customers concerning unpaid balances on an inbound/outbound phone systems (Avaya)
Assisted customer with billing issues and applied credits
Transferred to different departments for further assistance
Top 15 in call center of 600
Consistently in the call center gold commissions club
Assisted with new employee training
Education
Bachelor of Arts -
Columbia College Chicago
Chicago, IL
01-2010
Skills
Performance reporting
Problem-solving abilities
Audit reporting
Effective Communication
Time Management
Relationship Building
Assessment capabilities
Timeline
Audit and Compliance Liaison/Funding Management Specialist II
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting