Driven individual who is determined to make a lasting impact in the business/finance field while striving to learn something new every day. Exceptional communication, time management, and teamwork skills. Proven self-starter who is internally motivated to succeed at any and all tasks
Overview
8
8
years of professional experience
1
1
Certification
Work History
Budget Analyst II
Members 1st FCU
01.2023 - Current
Collaborated closely with department heads and executive administration to facilitate the annual credit union's $450MM expense budget, including budgets for capital expenditures of more than $60MM and payroll of more than $100MM.
Lead reporting and data analysis for budget department through the use of Tagetik system reporting, Microsoft Fabric/PowerBI dashboarding, Excel Power Query, and the company procure-to-pay system, Coupa.
Administrate CPM system (CCH Tagetik) which included 70+ users and 80+ branches/departments
Facilitate monthly budget-vs-actual meetings, discussing any variances in budget versus general ledger spend.
Accounts Payable Specialist
Members 1st Federal Credit Union
06.2022 - Current
Analyzed daily variances and corrected errors to resolve discrepancies.
Analyzed monthly supplier expenditure report for unusual variances or missing payments
Initiated and completed multiple projects resulting in higher department efficiencies
Tracked and prepared tax documentation for senior staff
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Processed invoices and journal entries with efficiency and accuracy, totaling over 7 figures monthly
Teller II
Members 1st Federal Credit Union
07.2021 - 06.2022
Educated customers on use of banking website and mobile apps.