Analytical finance professional with a dual bachelor's degree in Accounting and Finance, experienced in managing financial performance of multi-million-dollar projects. Expertise in budgeting, forecasting, financial reporting, and cash flow analysis supports strategic business decisions and enhances financial performance. Pursuing an MBA in Management to deepen knowledge in finance and organizational strategy.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Project Cost Analyst
American Electric Power, AEP
Tulsa, Oklahoma
07.2025 - Current
Managed the financial performance of multi-million-dollar capital projects, monitoring budgets, forecasts, and expenditures throughout the project lifecycle.
Analyzed project budgets and forecasts to identify cost-saving opportunities, improve forecast accuracy, and support financial performance.
Partnered with project managers and business stakeholders to develop cost estimates, monitor project spending, and ensure alignment with financial objectives.
Prepared monthly financial reports and budget-to-actual variance analyses, summarizing project performance and key financial metrics for stakeholders.
Managed project cash flow forecasts, purchase orders, journal entries, and cost allocations to support accurate financial reporting and month-end close activities.
Evaluated financial risks and change orders, recommending strategies to mitigate budget impacts and ensure financial control.
Led cross-functional financial review meetings, presenting project status, forecast updates, and financial insights to leadership and project teams.
Trained team members on financial systems and project cost management best practices, enhancing operational efficiency and consistency in reporting.
Financial Advisor Intern
WeStreet Credit Union
Tulsa, Oklahoma
01.2025 - 07.2025
Assisted Financial Advisors in developing personalized financial strategies by analyzing client financial data, investment objectives, risk tolerance, and long-term goals.
Collaborated with Financial Advisors to develop tailored financial solutions, contributing to improved client satisfaction and informed investment decisions.
Conducted portfolio reviews and performance analyses, enhancing asset allocation and aligning investment strategies with client objectives.
Prepared tailored financial reports, investment summaries, and presentation materials that facilitated client meetings and strategic planning discussions.
Researched market trends, investment products, and economic conditions to deliver actionable insights for informed financial recommendations.
Built and maintained strong client relationships by delivering responsive service, addressing client inquiries, and supporting ongoing financial planning initiatives.
Office Executive
Milner Electric
Tulsa, Oklahoma
05.2023 - 02.2024
Streamlined daily office operations and administrative workflows, improving efficiency and supporting business operations.
Managed operational and administrative processes, ensuring compliance with company policies and financial procedures to support overall business operations.
Coordinated cross-functional communication among field operations, management, and accounting teams to facilitate project execution and achieve organizational objectives.
Assisted with accounts payable and accounts receivable activities, ensuring timely processing of payments and accurate financial documentation.
Performed accounting functions including processing invoices, reconciling accounts, preparing journal entries, and maintaining accurate financial records.
Maintained financial documentation, tracked expenses, and prepared reports to enhance budgeting, financial analysis, and management decision-making.
Operations Management
Cherokee Nation
Nowata, Oklahoma
03.2020 - 05.2023
Optimized daily operations by streamlining workflows, resolving operational issues, and improving overall efficiency.
Coordinated cross-functional teams to ensure timely service delivery, operational effectiveness, and achievement of organizational goals.
Monitored operational performance and implemented process improvements to enhance productivity, quality, and customer satisfaction.
Managed daily business operations, ensuring compliance with organizational policies and service standards to uphold operational integrity.
Analyzed operational challenges, developing targeted solutions to enhance workflow efficiency and drive continuous improvement initiatives.
Collaborated with leadership to prioritize resources and coordinate projects, aligning efforts with strategic operational objectives.
Sales Associate / Team Lead
Walmart
Tulsa, Oklahoma
01.2019 - 03.2020
Supervised daily store operations in a fast-paced retail environment, ensuring operational efficiency, inventory accuracy, and high-quality customer service.
Resolved customer concerns professionally while delivering exceptional service and fostering positive customer relationships.
Led training for team members on operational procedures, customer service standards, and company policies, enhancing team effectiveness.
Coached new associates on operational standards and teamwork, fostering accountability and consistency in execution.
Collaborated with management to streamline workflows and enhance store performance, aligning with sales and operational objectives.
Assisted with inventory management, merchandising, and stock replenishment to maintain product availability and support sales performance.
Education
Bachelor of Science - Accounting & Finance (Dual Major)
Rogers State University
Claremore, OK, USA
01-2025
Associate of Science - Pre-Nursing
Tulsa Community College
Tulsa, OK, USA
01-2023
MBA - Healthcare Management
Rogers State University
Claremore, OK
12-2027
Skills
Project Cost Management
Budget Management
Budget analysis
Financial Reporting
Variance Analysis
Financial Analysis
Financial planning
Financial Risk Assessment
Month-End Close Support
Project Budget Oversight
Cost Estimation
Data Analysis
Process Improvement
Cross-Functional Collaboration
Stakeholder Engagement
Strategic Planning
Certification
Accounting for Managers Certification, Oklahoma State Regents for Higher Education — Issued December 2025
Timeline
Project Cost Analyst
American Electric Power, AEP
07.2025 - Current
Financial Advisor Intern
WeStreet Credit Union
01.2025 - 07.2025
Office Executive
Milner Electric
05.2023 - 02.2024
Operations Management
Cherokee Nation
03.2020 - 05.2023
Sales Associate / Team Lead
Walmart
01.2019 - 03.2020
Associate of Science - Pre-Nursing
Tulsa Community College
Bachelor of Science - Accounting & Finance (Dual Major)