Finance professional with a keen eye for detail and commitment to delivering accurate financial analysis and reporting. Known for effective collaboration within team environments and consistently achieving results. Skills include financial modeling, data analysis, controlling costs, minimizing risk, and strategic planning, coupled with adaptability to fast paced and continuous changing business needs.
Overview
17
17
years of professional experience
Work History
Project Finance Analyst (PFA) – EPIC Universe
Universal Creative
08.2022 - Current
Supporting a multi-million-dollar, multi-functional themed park; infrastructure, construction, area development, design, engineering, ride, show, attraction, intellectual properties, media, technical systems, special effects, animated figures, and more.
Manage Sr. Cost Analysts (FTE) and Finance Interns. Assign and oversee daily work duties, performance evaluations, goals, training, and development. Train various project team members on standard operating procedures, cost controls, and financial management.
Led projects communication and collaboration subcommittee and TSAT initiatives.
Provide financial support to the project, making recommendations for realignment of budgets, contingencies, and risk based on scope changes, variance analysis, and applied project team inputs.
Manage work breakdown structures, contract agreements, Oversee the vendor bid process.
Provided financial expertise and inputs into legal documents, contracts, agreements, directives, change orders, vendor performance evaluations, score cards.
Manage budget, forecasts, earned value, cash flows, and financial reporting. Conduct variance analysis, risk assessment, monitor cost, implement controls, ensure compliance, provide support and recommendations to the project team, leadership, and executives.
Manage progress billings, vendor invoices, payments, property liens, schedule of values, anticipated monthly billings, percent of work complete, waivers, insurance, proposals, work requisitions, time, and materials list.
Compiled data, reports, and year-end audit information. Strengthened internal communication between finance department and other business units, fostering collaboration towards shared objectives and goals.
Conducted site visits and routine walks with various team members and leadership to collaborate, identify, evaluate, and eliminate risks and potential issues with a direct impact to final estimated project cost.
Partnered with tech services and park operations for in a successful turnover of a fully functional and operating park on budget and in time for park opening in May 2025. Currently working closeout of project.
Cost Control Analyst – General Contractor
Walbridge
11.2021 - 08.2022
Defined, developed, and implemented all cost control processes, standard operating procedures, and training materials for General Contractor projects team assigned to $75MM new, continuous, and maintenance projects supporting Lockheed Martin Missile & Fire Control contract.
Oversee 134+ projects and 250 quick turnaround projects. Managing and overseeing projects cost, owner billings, subcontractor invoices, contract approvals, terms, and vendor payments. Developed, assign, and supervised daily tasks, workflow, and performance reviews of Cost Control Coordinator and Administrative Assistant to project team.
Manage construction projects system tools, data, and function, acting liaison between Cost Control Corporate, VP, Project Manager, and the Project Team. Provide insights into costs, identify risk and opportunity areas, and proactively provide solutions to project issues. Manage maintenance of systems, projects budget, change orders, track cost, time and material, data analysis, trends, commitments, billing, subcontractors, vendors, accounts, invoices, and payments.
Prepare baseline budget, tracked and monitored earned value, and cashflows. Reviewed and analyzed data, identifying risk and potential cost impacts associated with contract claims, incentives, schedule delays, and penalties. Made recommendations for realigning project budgets and contingencies based on project scope changes, actual costs, and estimates to complete projects. Prepared coordination, and delivered budgets, forecasts, and cost presentations to internal and owner project management teams.
Assessed the impact of new projects on existing controls, ensuring proper integration into current systems without compromising effectiveness. Enhanced efficiency by streamlining workflows and implementing clearly documented controls and standard operating procedures.
Analyst – Operations, Southeast Division
Energy Transfer Limited Partners
07.2020 - 11.2021
Led budget deployment planning process, tracked and managed operating and maintenance budgets, forecasts, cashflows, and consolidated reporting for various locations across the southeast division of engineering. Established financial plans, determined headcount by division, tracked and monitored fixed assets and depreciation, expenditures, contracts, vendor invoices, payments, and the bid process.
Collaborated with various project managers, area and field coordinators, director's, and cross functional teams members to review budgets, internal estimates, contractor bids, contract terms, objectives, timelines, deadlines, and key deliverables. Reported divisions financial to Director of Operations, Division Vice President, and Corporate.
Led monthly budget reviews, implemented new and improved processes, systems, and reporting tools. Improved internal knowledge sharing by developing comprehensive documentation, financial dashboards, and outlining standard operating procedures for various tasks, accurate data, identifying cost variances, conducting analytical analysis, establishing forecasts, and meeting cashflows.
Oversaw, assigned tasks, and allocated on behalf of a team of 6 area coordinators. Reported directly to the Director of Operations and Division Vice President. Successfully delivered on budget a $67MM operating budget in 2020. Upon departure was on track to delivering on budget a $66MM budget in 2021.
Accountant, Construction Industry (Contract Assignment)
Rauland-Borg Corp of Florida, A Division of Ametek
10.2019 - 07.2020
Monitored and maintained project systems, tools, trackers, spreadsheets, documentation, work in progress reports, budgets, costs, budget, revenue recognition, gross profit margin, variances, expenses, and open/close jobs for five locations throughout Florida with an average 120+ active and on-going construction projects.
Monitor and maintain accounting systems, tools, spreadsheets, documentation, tracking of project progression, reports, billable hours, expenses and manage all account receivables for the company to ensure billings and invoices are issued accordingly, payments collected, and property released in a timely manner.
Close collaboration with Project Managers, Operations Leader, Service Manager, Sales, Controller, and the President/CEO in tracking and analyzing monthly P&L accounts to ensure project progression alignment with timelines, processes, procedures and in compliance with accounting principles, goals, and construction laws.
Research Analyst, R&D Healthcare Packaging - North America
Procter & Gamble Co
04.2016 - 11.2018
Organized and led multiple projects consisting of multi-level and cross functional team leaders in business continuity planning, product development, and new product launches. Oversaw all aspects of the project, establishing business objectives, collaboration, communication, package design, development plans, budget, forecast, timelines, facilities, daily assignments, staffing, and procurement of materials.
Led organization in technical readiness support in process development, technical writing, research, analytical and statistical analysis. Established protocols, performance models and simulation testing, ensuring quality, regulatory compliance, and lab capabilities. Planned and oversaw plant qualification process in identifying risk and opportunity areas by standardizing and streamlining processes and standard operating procedures for regulated billion-dollar brands. Achieved >$1MM annual cost savings in consecutive years.
Managed lab daily operations, contractor assignments, organizational training, equipment, maintenance, safety compliance, project scheduling, processes and procedure documentation, warehouse inventory, and stability chambers, instructed researchers, engineers, and scientists on new test methodologies, materials, products, equipment, guidelines, and increased overall lab productivity by 30% in six months. Prepared detailed reports summarizing research findings and recommendations for further action.
Senior Business Budget Analyst, Corporate Finance - Global R&D
Procter & Gamble Co
03.2012 - 03.2016
Firm process, business and budget plans, development, tracking, and reporting of enrollment headcount and organization spend vs. budget position, hosted budget meetings with leadership, provided spend analysis, consultation, and insight to spend anomalies and forecasts for 10 research and development organizations globally with a combined operating budget position of $181MM and 709 headcount enrollment.
Managed organizational scorecards, highly restricted master data files, expense reports, accounting systems and tools, reported hierarchy, cost center, and internal order level spending, researched variances, identified risks and savings opportunities, cross charges, accrual journal entries, pricing, restatements, internal and external audits, streamlined processes, managed research grants, contracts, and account receivables (DOD).
Led organizations in annual tax credit relief efforts qualifying >$64MM in R&D tax credit relief eligibility annually, educated organizations on internal controls, accounting principles, processes, and procedures, tax laws, fixed assets and depreciation, liabilities, salary, benefits, and enrollment opportunities allowing leadership to budget and plan accordingly, forecast with accuracy, and make decisive business decisions.
Customer Logistics & Financial Coordinator
Procter & Gamble Co
04.2008 - 04.2012
Managed and maintained >95% service level for one of P&G’s top five customer accounts in 2 billion dollar and three multi-million-dollar brand categories; responsibilities included customer relations, trends, analysis, scorecard, supply assurance, forecast accuracy, buyer replenishment systems and tools, warehouse inventory, supply chain logistics, customer initiatives, and speed-to-market direct store deliveries.
Organizational liaison and team reliability leader in supply chain logistics, vendor managed inventory, case fill rate, value creation, waste elimination, cost efficiency, quality assurance, and on average 325 loss elimination hours annually, and leading one of P&G’s largest brand initiatives with 98% accuracy, and 100% compliance.
Streamlined accounting systems, tools, payment terms, and pricing guidelines for multi-million-dollar customer account for all product brand categories. Coached team members on accounting principles, processes, and procedures. Ensured timely payments, accurate record keeping, and reporting.
Completed journal entries, reconciliations, and account analysis to prepare monthly, quarterly, and annual financial documents and general account management. Managed and maintained ll accounts receivable functions on team; pricing sheets, billings, pay score, cashflows, account reconciliations and financial statements, revenue recognition, collections, and promotional funds.
Education
Associates - Finance & Accounting
University of Phoenix
01.2009
Skills
Microsoft Office
Project Management
Analytical Thinking
Problem Solving
Time Management
Cost Controls
Budgeting & Forecasting
Earned Value & Cash Flow
Work Breakdown Structures
GAAP
Project Scheduling
Cost Estimating
Risk Assessment
Variance Analysis
Business Intelligent Reporting
Mentoring & Training
ERP Systems & Tools
Financial Analysis and Reporting
Timeline
Project Finance Analyst (PFA) – EPIC Universe
Universal Creative
08.2022 - Current
Cost Control Analyst – General Contractor
Walbridge
11.2021 - 08.2022
Analyst – Operations, Southeast Division
Energy Transfer Limited Partners
07.2020 - 11.2021
Accountant, Construction Industry (Contract Assignment)
Rauland-Borg Corp of Florida, A Division of Ametek
10.2019 - 07.2020
Research Analyst, R&D Healthcare Packaging - North America
Procter & Gamble Co
04.2016 - 11.2018
Senior Business Budget Analyst, Corporate Finance - Global R&D
Creative Director, Harry Potter and the Battle at the Ministry at Universal CreativeCreative Director, Harry Potter and the Battle at the Ministry at Universal Creative