Detail-oriented financial analyst with expertise in data interpretation, financial modeling, and risk assessment. Drives business growth and financial stability through informed decision-making and strategic planning. Leverages financial software to streamline processes and enhance accuracy, contributing to team objectives and organizational goals.
Work History
Financial Analyst, Compliance
1 Year 10 Months
Genuine Parts Company | 11.2024 - Current
Supervised month-end close activities, including journal-entry review, account reconciliations, and financial-statement preparation, supporting strong financial controls and reporting accuracy.
Performed monthly physical-inventory-to-general-ledger reconciliations; investigated exceptions, documented resolutions, and maintained audit-ready records.
Partnered with internal stakeholders and vendors to resolve payment-processing discrepancies, ensure record accuracy, and support policy-compliant financial operations.
Developed and implemented standardized operating procedures and accountability controls, reducing processing errors by 12%.
Imported, validated, and reconciled monthly payroll-batch activity in the general ledger, ensuring complete and accurate financial records.
Applied detailed transaction review and exception-management practices that decreased financial-processing errors by 25%.
Created inventory reconciliation events and supporting documentation to meet internal-control requirements and established business practices.
Identified process-improvement opportunities that increased reporting efficiency, strengthened reconciliation controls, and improved operational consistency.
Collaborated with cross-functional partners to investigate variances, address compliance issues, and escalate material risks or unresolved discrepancies.
Prepared financial and reconciliation reporting for leadership, providing visibility into exceptions, outstanding items, and control performance.
Financial Analyst, Compliance
8 Years 7 Months
Ross Clayton Enterprises | 04.2016 - 11.2024
Analyzed financial data and account activity to identify trends, variances, and reconciliation exceptions requiring follow-up.
Prepared recurring financial reports for leadership, providing clear visibility into account balances, outstanding items, and control-related risks.
Maintained accurate supporting documentation for financial transactions, reconciliations, and inventory adjustments to support audit and compliance requirements.
Coordinated with operations, accounting, and external vendors to research transaction discrepancies and drive timely resolution.
Evaluated existing financial workflows and recommended control enhancements to improve accuracy, accountability, and processing consistency.
Supported timely close and reporting deadlines by prioritizing high-volume reconciliations and resolving aged reconciling items.
Monitored financial records for data-quality issues and escalated material exceptions in accordance with established procedures
Human Resource Specialist
1 Year 7 Months
BBVA Compass Bank | 08.2014 - 03.2016
Maintained employee records, tax information, garnishments, salary adjustments, and payments in HRIS tracking system to ensure compliance and accuracy.
Maintained employee records, tax information, garnishments, salary adjustments, and payments the HRIS tracking system.
Served as subject matter expert for special projects, developing trainee programs and assembling benefit packets to enhance employee onboarding and benefits understanding. Created and maintained personnel files while initiating all necessary data maintenance relative to terminations, evaluations, employee requests, etc.
Subject Matter Expert for special projects such as developing trainee programs and assembling benefit packets for employees. Created and maintained personnel files while initiating all necessary data maintenance relative to terminations, evaluations, employee requests, etc.
Provided oversight and guidance on COBRA regulations, assisting employees transitioning off employer-sponsored health plans to ensure smooth transitions and compliance.
Retail Branch Executive
3 Years 6 Months
BBVA Compass Bank | 01.2011 - 07.2014
Developed, implemented and managed detailed business plans using total team involvement and participating in establishing team sales and service goals.
Collaborated with Human Resources to implement policies and procedures enhancing team performance. Supervised the Head Teller and the Teller line to ensure Bank procedures and policies were followed.
Delivered ongoing training for branch staff on bank products and operations. Monitored and ensured compliance with Federal and State laws and regulations.
Identified operational process improvements and developed actionable solutions to streamline branch operations.
Utilized problem-solving skills to troubleshoot technical issues related to point-of-sale systems or computers.
Teller/ Financial Loan Advisor
3 Years 5 Months
BBVA Compass Bank | 07.2007 - 12.2010
Developed and maintained relationships with 50+ real estate agents, financial planners, individual borrowers, and builders. Analyzed potential loan markets to develop prospects for new loans. Providing technical advice, guidance, and credit counseling to loan applicants and borrowers.
Developed and maintained relationships with 50+ real estate agents, financial planners, borrowers, and builders while analyzing loan markets to identify prospects for new loans and providing technical advice and credit counseling.
Collaborated with underwriters, processors, attorneys, title companies, and appraisers to facilitate successful loan closings.
Counted currency, coins and checks received, by hand, and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank.
Analyzed applicants' financial status, credit, and property evaluations to assess feasibility of loan approvals.
Education
Master's in Business Administration - Accounting and Finance
Troy University | Montgomery | 12-2019
Bachelor Of Science - In Psychology
Troy University | Montgomery, Alabama | 05-2014
Skills
Financial Reporting
Operational reporting
Statement analysis
Advanced Excel functions
Data Analysis
Account reconciliations
Advanced Excel
Operational reporting
ERP systems
Financial management
Expense Management
Timeline
Financial Analyst, Compliance
Genuine Parts Company
11.2024 - CurrentRead More
Financial Analyst, Compliance
Ross Clayton Enterprises
04.2016 - 11.2024Read More
Human Resource Specialist
BBVA Compass Bank
08.2014 - 03.2016Read More
Retail Branch Executive
BBVA Compass Bank
01.2011 - 07.2014Read More
Teller/ Financial Loan Advisor
BBVA Compass Bank
07.2007 - 12.2010Read More
Troy University
Bachelor Of Science from In Psychology
Read More
Troy University
Master's in Business Administration from Accounting and Finance
Compliance Director– Finance and Financial Compliance at Ministry of Municipalities and HousingCompliance Director– Finance and Financial Compliance at Ministry of Municipalities and Housing
<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.