Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
16
16
years of professional experience
Work History
Financial Analyst & Marketing Coordinator
PARROTT ACCOUNTING & FINANCIALS
Dallas, TX
06.2017 - Current
Company Overview: PA&F services loop on POssss mid-cap clients with at least 10 million in annual revenue focused on industrial, commercial, and residential construction and lighting industries
Assisted in the preparation of corporate financial statements for monthly closings and annual compliance requirements
Led efforts to streamline reporting and month-end close processes for clients to shorten cycle time on average by 17 percent
Doubled financial services income by increasing reach of sales channels to improve profit margins by 46%
Organized and maintained CRM data on the Jobber platform
PA&F services loop on POssss mid-cap clients with at least 10 million in annual revenue focused on industrial, commercial, and residential construction and lighting industries
Sales and Marketing Associate
TROY LIFESTYLE
Houston, TX
11.2023 - 09.2024
Company Overview: Troy Lifestyle is a line of hydro-carbon free skin and personal care products which are designed to help customers look, feel, and smell good and achieve high performance throughout the day
Assisted a Houston-based nationwide start-up marketing a unisex line of skin and personal care products
Cross-functional new business formation support responsibilities: led the development of the marketing and sales strategy as well as product branding suggestions
Provided direct feedback on product formulation
Troy Lifestyle is a line of hydro-carbon free skin and personal care products which are designed to help customers look, feel, and smell good and achieve high performance throughout the day
Business Analyst
NATIONWIDE TITLE CLEARING, INC.
Dallas, TX
01.2017 - 04.2017
Company Overview: Nationwide Title Clearing, Inc
Expertly researches and provides document services in the residential mortgage industry to some of the largest lenders, servicers, and investors in over 3600 county jurisdictions nationwide
Clients include PrimeLending, Capital One, HSBC, and Cascade
Prepared audits related to information security measures for large financial institutions such as Citibank, Bank of America, and J.P
Morgan Chase Bank
Worked with data sets to improve tools, software, services, and processes
Collaborated with CTO to improve efficiencies and add value
Communicated with business leaders to retrieve current company-wide data and meet deadlines
Nationwide Title Clearing, Inc
Expertly researches and provides document services in the residential mortgage industry to some of the largest lenders, servicers, and investors in over 3600 county jurisdictions nationwide
Clients include PrimeLending, Capital One, HSBC, and Cascade
Client Relations Manager
SEO ADVISORS, LLC
Dallas, TX
05.2015 - 01.2017
Company Overview: SEO advisors is a seed round startup funded by a core group of angel investors located in the DFW region
Capitalized at $2 million, the company is focused on small and mid-market accounts in oil & gas and related industries
Managed company-client relationships by communicating and resolving issues raised by clients
Tracked and reported key performance indicators
Defined client relationship strategy to create opportunities for all parties involved
SEO advisors is a seed round startup funded by a core group of angel investors located in the DFW region
Capitalized at $2 million, the company is focused on small and mid-market accounts in oil & gas and related industries
Marketing Assistant
DIXON MARKETING, INC.
Kinston, NC
08.2012 - 11.2013
Company Overview: Dixon Marketing Inc
Is a full-service military sales and marketing agency which offers a full line of military sales and marketing services, including Headquarters Sales Coverage, Retail Sales Coverage, Account management, as well as Information Technology systems
Designed sales sheets and presentations using Excel and PowerPoint to successfully market new inventory to distributors
Created comprehensive process of flowcharts to track orders in transit
Facilitated critical communication between Account Executives and Sales Representatives in order to enhance processes and ensure positive results
Monitored warehouse shipments against consumer demands to ensure supplies for cyclical business operations were sufficient
Forecasted projected demand for products to be sold six months in advance
Dixon Marketing Inc
Is a full-service military sales and marketing agency which offers a full line of military sales and marketing services, including Headquarters Sales Coverage, Retail Sales Coverage, Account management, as well as Information Technology systems
Contract Consultant
INTERNATIONAL FARMING CORPORATION
Kinston, NC
12.2012 - 01.2013
Company Overview: International Farming Corporation is a privately owned institutional investment manager at the center of the world’s food ecosystem committed to growing a stronger, more transparent food economy
Performed financial statements analysis on a variety of extensive expansion projects with an average of $4 million capital budgets
Frequently interfaced with the accounting department to formally archive accounts receivable transactions and capital expenditure budgeting
Implemented organization methods for filing corporate and financial documents
International Farming Corporation is a privately owned institutional investment manager at the center of the world’s food ecosystem committed to growing a stronger, more transparent food economy
Executive Assistant
UT DALLAS ERIK JONSSON SCHOOL OF ENGINEERING
Richardson, TX
01.2009 - 05.2009
Company Overview: Erik Jonsson School of Engineering is one of the fastest-growing engineering and computer science schools in the US
Home to hundreds of high-tech companies, the Jonsson School has doubled in size since 2008 with the creation of four new departments and nine new degree programs with areas of expansion including biomedical engineering, mechanical engineering, materials science, analog electronics, cybersecurity, systems engineering, robotics and control systems
Supported Dean of the Erik Jonsson School of Engineering in managing daily calendar and travel schedule
Ensured that office operations ran smoothly and handled all administrative tasks including mail, conference room scheduling specifically for prospective professor interviews, and maintenance of office supplies
Coordinated arrangements for School of Engineering student events
Leveraged Microsoft Office tools to prepare and review documents (e.g
Emails, slides, spreadsheets) to assist Dean in arranging offsite meetings
Received and directed high volume inbound calls, set up conference calls, and made predetermined outbound calls as requested
Provided support to executive team with weekly status reports
Erik Jonsson School of Engineering is one of the fastest-growing engineering and computer science schools in the US
Home to hundreds of high-tech companies, the Jonsson School has doubled in size since 2008 with the creation of four new departments and nine new degree programs with areas of expansion including biomedical engineering, mechanical engineering, materials science, analog electronics, cybersecurity, systems engineering, robotics and control systems