Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success and ensure strategic wins.
Overview
6
6
years of professional experience
Work History
Associate Manager
The Siegfried Group
08.2022 - Current
Client List: CoreWeave | HuFriedy | Gannett | Lincoln Financial Group | Rollins | Marcone
Led the transition from static year-end forecasts to rolling 12-month models, improving forecast agility
Developed a dynamic scenario planning framework (best/good/bad/worst) to enhance forecast accuracy in line with management's decision making
Designed and implemented a budget visualization tool, enhancing Y-o-Y spend transparency and trend analysis
Conducted KPI analysis on fleet acquisition, uncovering systemic overcharges and driving cost recovery initiatives in excess of $500k
Performed budget vs actual analysis aimed at understanding differences and improving budget accuracy
Standardized and automated reporting processes to reduce manual effort and improve scalability across acquisitions and new locations
Senior
Ernst and Young
09.2019 - 07.2022
Promoted early to Senior in recognition of consistent high performance
Performed investment analysis on client portfolio to ensure accuracy in valuation methodology
Assisted audit planning and execution for clients across multiple industries, ensuring GAAP compliance and risk mitigation
Developed new audit procedures to enhance team efficiency and align with evolving reporting standards
Mentored and trained junior staff on audit methodologies and engagement best practices
Education
Bachelor of Arts - Economics and Accounting
University of California Santa Barbara (UCSB)
06-2019
Skills
Advanced in Microsoft Office Suite and Google Sheets
Experience with Anaplan and Microsoft Business Dynamics
Licensed Vocational Nurse and Registered Nurse at The Avenues Transitional Care CenterLicensed Vocational Nurse and Registered Nurse at The Avenues Transitional Care Center