Highly skilled business professional offering 10 years of extensive experience in a fast-paced work environment. Well-versed in developing cost structures, budget management, financial data analysis, and forecasting. Possesses sound knowledge of accounting principles and corporate purchasing.
Overview
11
11
years of professional experience
Work History
Financial Analyst
Mroads
Remote
04.2022 - Current
Compiled and analyzed financials for Brand, Enterprise, and Advanced Marketing departments
Expense analysis, projections, and reporting ADHOC
Preparation of marketing monthly cash forecast
Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
Tracking of multimillion dollar projects and respective payments
Invoice processing and distribution for Advanced marketing team
Invoice troubleshooting, EFT payment preparation, and invoice monitoring for entire marketing department
Financial Analyst
Calpine Corporation
Pasadena, TX
2021.06 - 2021.11
Strategically prepared the 5-Year forecast for the GE 7FA fleet by performing in-depth analysis of 5 year cost averages of various maintenance scopes and align with fleet outage schedule
Annual budget preparation and upload into Hyperion
Successfully track, update, and report monthly forecast
Work closely with Director and scheduling team to keep track of EWAs and scope increases
Run general ledger reports, conduct month-end closing analysis and review financial information for accuracy
Compare forecast to actuals for variance reporting and accounting accruals
Work order creation, tracking, and project financial management in Maximo
Preparation and submission of project AFE (Authorization for Expenditure) in SharePoint system
Audit all timesheets related to fleet outage projects
Invoice processing and allocation.
Warehouse Technician (Capital Budget Analyst)
Calpine Corporation
Pasadena, Tx
08.2019 - 06.2021
Buyer of capital parts
Create and issue purchase orders and change orders in accordance with Purchasing policies and procedures
Assist management in development of 5-Year capital parts forecast and annual budget preparation
Prepare monthly capital account reconciliations for amortization and depreciation of new assets
Work as the Outage Services and Engineering department's sole Item Master to create rotating/non-rotating item numbers for all new parts and inventory.
Business Manager
Calpine Corporation
Pasadena, Tx
02.2016 - 07.2018
Development of new processes and procedures to streamline engineering department financial management; to include preparation of monthly accruals and forecasting for multiple departments
Draft confidential and public correspondence, proof read/edit redline documents for final distribution
Coordinate all invoices received by project and/or engineering department and set them up for payment
Advise department leads in the processes of accounting and general leger functions.
Administrative Assistant II
Calpine Corporation
Pasadena, Tx
07.2018 - 08.2019
Lead in setup and implementation of Maximo budgets and project work order management
Run general ledger reports, conduct month-end closing analysis, and review financial information for multiple engineering departments overhead and major maintenance projects; management of project financials to ensure all costs recorded to the general ledger are accurate
Respond to inquiries from Management regarding committed cost, spend to date, and other various project financial data and analysis for maintenance projects
Build and process all purchase requisitions and change order requests; to include initial scope reviews
Document Control Specialist / Administrative Assistant
Calpine Corporation
Pasadena, Tx
07.2014 - 02.2016
Transmittal, tracking, reporting and maintaining engineering documentation electronically
Maintain Requests for Information (RFI's) and tracking log
Assist Project Managers and Project Engineers in maintaining drawings, specifications and contracts
Resolve administrative related problems and inquires by coordinating preparation of reports and identifying solutions
Schedule and coordinate meetings, appointments, travel arrangements and luncheons
Office Manager
Air Quality Remediation, LLC
Townsend, De
10.2011 - 10.2013
Developed Efficiency, through enhancing workflow/process improvements, by creating forms and publications for estimating, project scheduling and tracking
Updated Accounting Software for more accurate bookkeeping methods and payroll tax payments
Increased Business and Revenue through marketing and job specific advertisements
Created and Developed new company website
Enhanced Scheduling by creating email calendar links in order to coordinate with DuPont Facility managers for projects, invoicing and bids.
Education
Project Management Certificate - undefined
B.S - Business Management
University of Phoenix
04.2024
Skills
Budgeting
Forecasting
Variance Analysis
Auditing
Financial Analysis
Project Costing
Timeline
Financial Analyst
Mroads
04.2022 - Current
Financial Analyst
Calpine Corporation
2021.06 - 2021.11
Warehouse Technician (Capital Budget Analyst)
Calpine Corporation
08.2019 - 06.2021
Administrative Assistant II
Calpine Corporation
07.2018 - 08.2019
Business Manager
Calpine Corporation
02.2016 - 07.2018
Document Control Specialist / Administrative Assistant
Calpine Corporation
07.2014 - 02.2016
Office Manager
Air Quality Remediation, LLC
10.2011 - 10.2013
Project Management Certificate - undefined
B.S - Business Management
University of Phoenix
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