Track and analyze project budgets, costs, forecasts, and billing data to support financial accuracy and project performance.
Coordinate with the Project Controls team, Billing, and Project Managers to maintain accurate project and ERP records.
Develop, maintain, and utilize business intelligence tools, reporting automation, and dashboards to improve financial tracking and operational reporting.
Monitor cost trends, change orders, and project risks to identify discrepancies and support corrective actions.
Assist with project setup, invoicing, forecasting, KPI reporting, and closeout activities while managing multiple priorities and deadlines.
Accountant
Sauer Group
Columbus
04.2024 - 06.2025
Performed full-cycle accounting duties, including general ledger entries, month-end close, and financial reporting
Assisted with budget analysis, account reconciliations, and preparation of financial statements
Ensured compliance with GAAP and supported payroll, accounts payable/receivable, and internal controls
Collaborated closely with team members to align financial data with operational activities
Financial Representative
Western & Southern Financial Group
Zanesville
04.2023 - 10.2023
Provided personalized financial guidance to clients, aligning insurance and investment solutions with individual goals
Conducted needs-based consultations and presented appropriate financial products
Built and maintained long-term client relationships through consistent communication and service
Stayed current on industry products, compliance standards, and market trends to support sales and client success
Education
Bachelor of Arts - Accounting & Business Management
Muskingum University
New Concord, OH
12-2024
Skills
Financial reporting & analysis
Billing & invoicing
Microsoft Excel (pivot tables, formulas, data analysis)
ERP systems – Viewpoint: Spectrum & Vista
Business intelligence & reporting automation
Account reconciliation & cost analysis
Timeline
Project Controls Analyst
New River Electrical
09.2025 - Current
Accountant
Sauer Group
04.2024 - 06.2025
Financial Representative
Western & Southern Financial Group
04.2023 - 10.2023
Bachelor of Arts - Accounting & Business Management