Prepare and present comprehensive analysis to support financial results to Senior Management with emphasis on actual versus plan results.
Manage team of 10 associates, provide guidance, mentorship, and performance evaluations to achieve goals, foster professional growth and ensure high levels of productivity.
Identify opportunities for growth and innovation while proactively encouraging team members to embrace adaptability and drive continuous process improvements.
Provide oversight of budget cycle, working closely with department heads and senior management to develop, monitor and analyze budgets.
Establish and implement accounting processes to streamline financial operations, ensuring accuracy, efficiency, and compliance.
Coordinate development and implementation of internal accounting controls to safeguard assets, mitigate risks, and enhance financial transparency.
Support various audit activities through collaboration with internal, external, and regulatory auditors.
Provide subject matter expertise in support of corporate initiatives and other special projects.
Lead team through ad hoc projects, providing guidance and direction to ensure successful completion.
Controller
Allstate Leasing At MileOne Auto Group
06.2020 - 08.2022
Assisted the CFO in accurately reporting the company's financial position and results of operations.
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Provided oversight for all accounting operations.
Prepared and reviewed entity level and consolidated monthly financial statements.
Prepared and reviewed bank covenant reportings.
Reviewed all vehicle sales reconciliations for accuracy and approved excess proceeds or billings for delinquencies due.
Provided approvals for funding requests and ensured all documents were reviewed by accountants and submitted to lenders timely.
Senior Accountant
Allstate Leasing At MileOne Auto Group
02.2018 - 06.2020
Recorded daily treasury transactions and generated dashboard reports for three entities.
Performed analysis and drafted findings and recommendations into detailed monthly reports.
Developed detailed financial record-keeping methods and procedures to support fiscal reporting, improving productivity by 35%.
Prepared monthly journal entries and reconciliations.
Trained and supervised Accounting Clerks.
Reviewed and preformed reconciliations of general ledger accounts.
Submitted ACH transactions and Wire Transfers to banks for processing.
Often called upon by other team members in difficult situations to assist with reconciliations, discrepancies and problem solving.
Assisted in completion of annual audits/reviews.
Staff Accountant
Allstate Leasing At MileOne Auto Group
06.2014 - 02.2018
Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
Prepared and filed sales tax returns for over thirty locations on a monthly basis.
Filed annual business license renewals and tax license renewals.
Owned Equipment Leasing billing and account maintenance.
Managed the payoff of vehicle floor plan and worked with bank representatives.
Staff Accountant
Park Circle Investment Firm
06.2012 - 10.2013
Monitored fluctuation of stock prices and produced trend reports.
Actively studied research reports and economic conditions to predict changes to the stocks within the company portfolio.
Reviewed previous history and market conditions while making future projections.
Collected and arranged financial information and entered details into financial management system.
Resolved discrepancies between bank postings and general ledger postings in reconciling bank accounts and outstanding checks.
Participated in earnings releases and produced reports to brief management on findings.
Successfully monitored dividend income and prepared option spreadsheet reports.
Education
CPA Eligible -
University of Maryland Global Campus
Adelphi, MD
Bachelor of Science - Business Administration
Stevenson University
Stevenson, MD
2010
Affiliations
Notary Public of the State of Maryland
Board Member, The Long Green Land Trust
Treasurer, St. John the Evangelist Catholic School HASA