Highly effective financial executive with over 20 years of experience driving financial efficiency and strategic growth. Skilled in process development, P&L management, and executive leadership, with a solid foundation in GAAP/IFRS principles. Proven leader in multi-operations management, dedicated to fostering innovation and achieving long-term financial success.
Overview
12
12
years of professional experience
Work History
Manager Finance
Symetra Financial Corp
03.2020 - Current
Lead and develop a team of 10, fostering growth and effective collaboration
Oversee financial reporting and FP&A, ensuring accurate and timely submissions
Conduct financial modeling and analysis, driving project management initiatives
Streamline financial reporting processes, enhancing efficiency and documentation
Serve as liaison for auditors, providing essential guidance and documentation
Foster team development through coaching and feedback, creating opportunities for growth
Strengthen interdepartmental relationships for seamless financial operations
Oversee comprehensive financial operations, ensuring compliance with reporting standards
Guide internal and external audits, maintaining robust documentation practices
Spearhead financial modeling initiatives, data-driven decision-making and enhancing project management outcomes for improved operational efficiency
Foster cross-functional partnerships, facilitating seamless financial operations and strengthening interdepartmental communication for cohesive organizational growth
Champion innovative process improvements in financial reporting, significantly reducing turnaround time and elevating documentation quality standards
Cultivate a high-performing finance team through targeted coaching and mentorship, creating pathways for professional development and skill enhancement.
Manager Accounting
Symetra Financial Corp
08.2019 - 03.2020
Defined short-term objectives for Life & Retirement Accounting Division, enhancing operational efficiency
Supervised and developed a team of 6, providing coaching and feedback to build effective teams
Collaborated with internal customers, ensuring accurate accounting and service delivery
Represented the department in special projects, fostering internal and external team collaboration
Led Life & Retirement Accounting Division, setting strategic objectives and overseeing team of 6
Provided expert guidance to internal customers, ensuring accurate financial reporting
Adopted cross-functional partnerships on special projects, bridging gaps between internal and external teams to drive innovative accounting solutions
Mentored and developed direct reports through personalized coaching, constructive feedback, and targeted growth opportunities, enhancing team effectiveness
Implemented robust accounting processes, leveraging industry best practices to improve financial accuracy and streamline reporting workflows.
Contractor Sr. Analyst
Expedia
02.2019 - 08.2019
Project Management implementation for Comcast/NBC for automation for expense reporting software/P-Card implementation working with third party vendors Expensify and Citi Bank U.K
Implementation of A/P module in Financial Force Accounting to be integrated with third party software Expensify and P-Card Program with Citi Bank U.K
Tested all transactional debits/credits history prior to launch of new software
Managed One America’s organizational Cash flow and forecasting, budgets, reconciliations
Coordinated and lead annual grant audit process for the state of Washington
Worked independently to lead and develop a team of analysts to provide project support and financial testing to Amazon’s business and development teams with the design of new products/offerings and set-up of financial systems to ensure appropriate business support and controllership
Prioritized work for a team of analysts, monitored quality to certify standards were maintained, identified and communicated project risks to senior leadership, along with recommendations for resolution or mitigation
Identified, developed and transitioned new processes to support debits/credits in the month-end general ledger close activities, monthly account reconciliations and reviews, and preparation of various deliverables to support both internal and external financial reporting needs
Led implementation of expense reporting automation, integrating third-party software and P-Card systems
Managed cash flow, forecasting, and audits across multiple organizations
Developed and transitioned new processes for month-end close activities, enhancing financial reporting efficiency
Coordinated annual grant audit process, ensuring compliance
Guided a team of analysts in providing project support to business and development teams
Prioritized work, monitored quality, and communicated project risks to leadership
Spearheaded design of new products and financial systems setup, ensuring appropriate business support and controllership across diverse projects
Conducted thorough testing of transactional debit/credit history prior to software launch
Prepared various deliverables supporting internal and external financial reporting needs
Led implementation of expense reporting automation, integrating third-party software and P-Card systems
Streamlined financial processes across multiple organizations.
Controller
Cascade Coffee, Inc.
11.2017 - 01.2019
Supervised accounting for $20M gross, ensuring timely month, quarter, and year-end closings
Managed cash flow, overseeing bank reconciliations, revenue, and credit card processing
Maintained inventory of 8000 SKUs with less than 5% variance, improving costing accuracy
Enhanced inventory reporting, tracking material types, quantities, and values
Improved production software integration with accounting systems for better performance
Ensured GAAP compliance and implemented process improvements.
Contractor
Comcast/NBC, One America, Amazon
03.2016 - 11.2017
Project Management implementation for Comcast/NBC for automation for expense reporting software/P-Card implementation working with third party vendors Expensify and Citi Bank U.K
Implementation of A/P module in Financial Force Accounting to be integrated with third party software Expensify and P-Card Program with Citi Bank U.K
Tested all transactional debits/credits history prior to launch of new software
Managed One America’s organizational Cash flow and forecasting, budgets, reconciliations
Coordinated and lead annual grant audit process for the state of Washington
Worked independently to lead and develop a team of analysts to provide project support and financial testing to Amazon’s business and development teams with the design of new products/offerings and set-up of financial systems to ensure appropriate business support and controllership
Prioritized work for a team of analysts, monitored quality to certify standards were maintained, identified and communicated project risks to senior leadership, along with recommendations for resolution or mitigation
Identified, developed and transitioned new processes to support debits/credits in the month-end general ledger close activities, monthly account reconciliations and reviews, and preparation of various deliverables to support both internal and external financial reporting needs
Led implementation of expense reporting automation, integrating third-party software and P-Card systems
Managed cash flow, forecasting, and audits across multiple organizations
Developed and transitioned new processes for month-end close activities, enhancing financial reporting efficiency
Coordinated annual grant audit process, ensuring compliance
Guided a team of analysts in providing project support to business and development teams
Prioritized work, monitored quality, and communicated project risks to leadership
Spearheaded design of new products and financial systems setup, ensuring appropriate business support and controllership across diverse projects
Conducted thorough testing of transactional debit/credit history prior to software launch
Prepared various deliverables supporting internal and external financial reporting needs
Led implementation of expense reporting automation, integrating third-party software and P-Card systems
Streamlined financial processes across multiple organizations.
Regional Mgr. Internal Controls & Compliance
Genzyme a Sanofi-Aventis
09.2014 - 02.2016
Conducted walk-throughs with senior leadership, ensuring internal control effectiveness and compliance
Led SOC1 and SOC2 compliance testing, verifying adherence to company policies and procedures
Audited 14 sites, ensuring SOX compliance and internal control effectiveness
Educated senior leadership on risk management using the COSO framework, enhancing control structures
Managed financial reports, budgets, and forecasts, ensuring accuracy and GAAP compliance
Spearheaded SOC1 and SOC2 compliance testing, ensuring adherence to policies and enhancing control structures across 14 sites
Streamlined financial reporting processes, ensuring GAAP compliance and delivering accurate budgets and forecasts for informed decision-making
Partnered with senior leadership to conduct comprehensive walk-throughs, bolstering internal control effectiveness and regulatory compliance
Implemented COSO framework for risk management, educating leadership and driving measurable improvements in organizational control structures.
Plant Controller
Genzyme a Sanofi-Aventis
09.2012 - 01.2014
Managed financial operations, achieving cost reductions and improving budget accuracy by 12%
Analyzed financial data, providing insights that enhanced decision-making and operational efficiency
Collaborated with cross-functional teams to streamline processes, reducing reporting time by 18%
Implemented internal controls, ensuring compliance with corporate policies and regulatory standards
Developed financial forecasts, supporting strategic planning and driving measurable business growth
Foster team synergy, driving innovative solutions and measurable outcomes
Contribute to cross-functional projects, enhancing overall productivity
Optimized financial processes, resulting in substantial cost savings and enhanced budget precision, driving strategic decision-making and operational efficiency
Directed cross-functional initiatives to streamline reporting procedures, significantly reducing turnaround time and boosting overall productivity
Established robust internal control mechanisms, ensuring strict adherence to corporate policies and regulatory requirements in financial operations
Developed comprehensive financial forecasts that underpinned strategic planning efforts, contributing to tangible business growth and market expansion
Led financial operations, driving cost reductions and enhancing budget accuracy
Analyzed data to provide insights, improving decision-making and operational efficiency.
Education
Master of Business Administration (MBA) -
University of Phoenix
01.2013
Bachelor of Science, Finance & Accounting (B.S.) -
University of Phoenix-Arizona
01.2010
Skills
FP & A
Hands-On Leadership
Executive Management
Controls & Compliance
Cross-Functional Partnerships
Project Leadership
ERP Systems Implementation
Risk Management
Payroll/Human Resources
GAAP/IRS Principles
MS Office Suite
Data Analysis
Strategic Objectives
Financial Operations
Accounting
Team Development
Auditing
Inventory Control
Timeline
Manager Finance
Symetra Financial Corp
03.2020 - Current
Manager Accounting
Symetra Financial Corp
08.2019 - 03.2020
Contractor Sr. Analyst
Expedia
02.2019 - 08.2019
Controller
Cascade Coffee, Inc.
11.2017 - 01.2019
Contractor
Comcast/NBC, One America, Amazon
03.2016 - 11.2017
Regional Mgr. Internal Controls & Compliance
Genzyme a Sanofi-Aventis
09.2014 - 02.2016
Plant Controller
Genzyme a Sanofi-Aventis
09.2012 - 01.2014
Master of Business Administration (MBA) -
University of Phoenix
Bachelor of Science, Finance & Accounting (B.S.) -