Proactive Finance Director with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Successful at managing multiple priorities with a positive attitude.
Overview
9
9
years of professional experience
Work History
Director of Finance/Accounting
Denver Agency
08.2021 - Current
Led sale of company to Fortune 100 company, overseeing due diligence, data migration, and successful integration.
Prepared cash flow projections, cost analysis and monthly, quarterly, and annual reports.
Managed day-to-day operations within 4-person finance department for insurance organization
Controlled accounting operations and oversaw transactions related to payroll, financial reporting, payables, and receivables.
Designed and modified reporting procedures and controls to inform business development and growth.
Improved EBITDA & Profit Margin year over year, while maintaining 10% annual revenue growth and increasing staff count.
Controller
Denver Agency
01.2019 - 08.2021
Created and distributed reports on internal and external finances, audits, and budgets.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Managed daily financial functions and payroll.
Managed payroll data entry and processing for 36 employees to comply with predetermined company budget.
Assistant Watch Commander/Field Training Officer
U.S. NAVY
01.2014 - 01.2018
Education
Master of Business Administration (PMBA) -
UNIVERSITY OF DENVER, DANIELS COLLEGE OF BUSINESS
06.2023
Bachelor of Science - Finance
University of Colorado Denver
Denver, CO
05.2020
Skills
Quantitative Analysis
Financial Reporting
Financial Modeling
Process Development
Project Management
Business Operations and Forecasting
Financial Internal Controls
Strategic Direction
P&L Management
Additional Information
Military Outstanding Volunteer Service Medal Recipient, 2018
Navy and Marine Corps Achievement Medal Recipient, 2018
Timeline
Director of Finance/Accounting
Denver Agency
08.2021 - Current
Controller
Denver Agency
01.2019 - 08.2021
Assistant Watch Commander/Field Training Officer
U.S. NAVY
01.2014 - 01.2018
Master of Business Administration (PMBA) -
UNIVERSITY OF DENVER, DANIELS COLLEGE OF BUSINESS
Bachelor of Science - Finance
University of Colorado Denver
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