Financial planning and operations professional with strength in cash flow analysis, forecasting, budgeting, and financial reporting. Combines corporate analysis experience with small-business accounting support, including QuickBooks, AP/AR, inventory coordination, and compliance-focused recordkeeping.
Overview
17
17
years of professional experience
Work History
Small Business Owner
Awtry's Roadside Repair LLC
Apple Valley, CA
09.2020 - 08.2026
Oversaw daily operations of small business including customer service and financial management.
Established and maintained strategic relationships with suppliers, clients, and business partners to enhance collaboration.
• Managed QuickBooks transactions, ensuring accurate financial records to support business operations.
• Post accounts receivable and accounts payable general ledger entries.
• Oversaw quarterly sales tax reporting and filing, ensuring compliance with regulatory requirements.
• Coordinated parts ordering process to ensure timely delivery of inventory.
Ensured compliance with applicable laws and regulations while running the business.
Sr. Financial Analyst
CTDI
Fontana, Ca
04.2013 - 06.2025
Analyzed cash flow, expenditures, revenue, depreciation, and investments, while recommending modifications to enhance financial procedures, plans, and controls.
Performed sensitivity analysis to assess risk associated with various investment options or scenarios.
Built financial models for planning, pricing, and labor assumptions
Supported annual budgeting and forecasting across CTDI business units
Utilized Oracle and Hyperion for financial reporting and analysis.
Prepared management reports for repair operations, supply chain, and overhead spend
Evaluated key elements of assigned customer’s program, including 3rd party expense analysis, order activity trends, inventory control, and key performance metrics.
Monitored client invoicing, accounts payable, and accounts receivable for accuracy and completeness.
Built databases and developed queries and calculations for financial reports.
Trained new professionals on corporate policies and provided mentoring, enhancing retention and morale.
Production Clerk
Northwest Pipe Company
Adelanto, Ca
05.2009 - 02.2013
Monitored production process, identifying bottlenecks to enhance operational flow
Tracked and issued coil/plate inventory, ensuring accurate availability for production needs
Utilized SAP software for inventory management
Updated inventory records for steel and pipe supplies, maintaining data integrity for stock management
Managed incoming inventory shipments according to established guidelines.
Used Kronos system for timekeeping and attendance
VOC Reporting
Actual Vs. Budget Reporting Monthly Forecasts
Supported plant teams with clerical production tasks.
Education
Master of Business Administration - Business Administration
University of Phoenix
Pheonix, AZ
07-2021
Bachelor's Degree -
University of Phoenix
Pheonix, AZ
05-2017
Skills
Financial reporting
Financial modeling
Budget forecasting
Cash flow analysis
Tax compliance management
Accounts receivable
Accounts payable
Financial planning
Financial operations
Financial software management
Supply chain coordination
Supplier relations
Problem solving
Attention to detail
Team leadership
Communication skills
Timeline
Small Business Owner
Awtry's Roadside Repair LLC
09.2020 - 08.2026
Sr. Financial Analyst
CTDI
04.2013 - 06.2025
Production Clerk
Northwest Pipe Company
05.2009 - 02.2013
Master of Business Administration - Business Administration