Detail-oriented financial and administrative professional with 20+ years of experience in accounting, procurement, accounts payable/receivable, and financial systems management. Skilled in processing invoices, managing procurement cards, reconciling fund accounts, and ensuring compliance with policies and regulations. Adept at vendor relations, contract oversight, and travel/training coordination. Strong background in ERP systems, Microsoft Excel, and financial reporting, with proven ability to stre...
Overview
27
27
years of professional experience
1
1
Certification
Work History
Director of Finance I
St. Leo the Great Catholic Church
01.2025 - 08.2025
Managed full accounting cycle, including accounts payable, accounts receivable, and general ledger functions.
Processed vendor invoices, ensured proper approvals, and reconciled payments in compliance with policies.
Oversaw procurement card transactions, maintained supporting documentation, and ensured accuracy of expense coding.
Reconciled multiple bank accounts, journal entries, and fund accounts, ensuring timely and accurate financial reporting.
Coordinated travel reimbursements and employee training expense processing.
Partnered with property management and vendors to resolve service, billing, and contract issues.
Improved efficiency by redesigning reporting and reconciliation processes, reducing manual errors.
Presented financial reports to leadership and provided recommendations for operational improvements.
Assistant Director of Youth Ministry
Holy Spirit Catholic Church
08.2024 - 12.2024
Performed administrative support functions, including calendar management, records, and financial documentation.
Coordinated events and training logistics, including vendor payments and travel arrangements.
Documented procedures and recommended process improvements for office operations.
Catholic Sister / Missionary
Servants of the Lord and the Virgin of Matara
05.2023 - 04.2024
Planned and managed logistics for events involving 300+ participants, including vendor coordination and supply management.
Oversaw financial and material resources, including reconciliation of donations and volunteer support budgets.
Developed processes to improve efficiency and accuracy in program delivery.
Senior Accountant
Edelman Financial Engines
01.2015 - 01.2023
Processed accounts payable/receivable and reconciled 90,000+ quarterly transactions across multiple subledgers.
Reviewed and approved invoices, journal entries, and reconciliations, ensuring compliance with financial policies.
Partnered with vendors to resolve billing discrepancies, preventing $2.5M in overbilling.
Managed procurement-related processes, including vendor contracts, commissions, and expense reconciliations.
Implemented revenue assurance and reconciliation procedures that reduced outstanding receivables by 80%.
Streamlined month-end close, reducing processing time by 30%.
Billing Specialist
Edelman Financial Engines
01.2013 - 01.2015
Supervised billing team, managing fee processing for 80,000+ accounts and ensuring accurate collections.
Served as subject matter expert for billing processes and vendor payment reconciliations.
Developed job aids and conducted training that reduced billing/payment errors by 50%.
Project Specialist
Edelman Financial Engines
01.2008 - 01.2012
Designed and implemented scalable billing and reconciliation systems, still in use with 99% accuracy.
Developed financial reconciliation processes for $250M+ in quarterly revenue.
Coordinated vendor requirements and system improvements to ensure accurate procurement and payment flows.
Payroll/Tax Accountant & Commissions Specialist
Friedman, Billings, Ramsey & Co., Inc.
01.2001 - 01.2007
Processed payroll tax payments and reconciled accounts to ensure compliance with IRS/state requirements.
Reviewed commission payments, ensuring accuracy, timeliness, and compliance with SEC/FINRA rules.
Researched prior tax filings, securing refunds through reconciliation of historical payments.
Senior Commissions Specialist
Cable & Wireless USA
01.1999 - 01.2001
Processed and reconciled commission payments exceeding $2M+ across 400+ accounts.
Partnered with vendors and internal stakeholders to resolve discrepancies in payments and contracts.
Education
MBA, Finance - undefined
Marymount University
Arlington, VA
01.2007
BS - Business Administration & Economics
Shepherd University
01.1998
Accounting Career Studies Certificate - undefined
Northern Virginia Community College
01.2026
Skills
Procurement & Vendor Management
Accounts Payable & Accounts Receivable
Procurement Card Custodian & Expense Reporting
Travel & Training Coordination
Financial Reconciliation & Journal Entries
ERP Systems (SAP, Oracle, Microsoft Dynamics, OneStream, Truist OneView)
Advanced Microsoft Excel (pivot tables, VLOOKUP, modeling)
Policy & Procedure Development
Training & Job Aids
Certification
Systems: Microsoft Excel (Advanced), Access, Microsoft Dynamics, SAP Financial, QuickBooks, OneStream, Truist OneView, SharePoint
Certifications: PMP (Project Management Professional), FINRA Series 7 & 63
Awards
Awards: CFO’s Employee of the Year, Edelman Financial Engines
Section name
Volunteerism: Our Lady of the Angels (2024–Present), Gum Springs Community Center (2015–2018), Ronald McDonald House (2017), New Hope Housing (2012–2015)