Financial Advisory Consultant

Rate, USD
Not specified
Work schedule
Full Time, Part Time,
Language skills
English
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About me

I am a Financial Consultant and CPA with a Master in Professional Accounting degree from the McCombs School of Business at The University of Texas at Austin. I have also received Bachelor in Business Administration degrees in both Business Honors and Accounting with a minor in Management Information Systems.

Through my work, I’ve realized that developing relationships and helping others is what truly drives me. I’m a strong advocate for mental health and holistic wellness, which led to obtaining my certification as a health and wellness coach. I love combining all of my passions and experience to wholeheartedly support my clients!


Professional area



Education

2018 Masters and Bachelors in Accounting, Minor in Management Information Systems @ University of Texas at Austin
2021 Certified Health and Wellness Coach @ MindBodyGreen - NBHWC Accredited Program

Experience

2021-Current Manager @ Embark Consulting

• IT Process Improvement, Energy: Assessed high-risk ITGC areas, improved and developed change management, user management, and software development life cycle (SDLC) procedures using agile scrum methodology; facilitated the IT department’s IT Service Management platform selection and pre-implementation road map
• Alteryx Automation, Industrial Products and Financial Services: Developed Alteryx workflows to automate report processing, month-end close, data transfer and integrity validation for a newly-adopted system, and trial balance reconciliations
• Alteryx Implementation and Training, Industrial Products: Facilitated external Alteryx implementations and provided internal Alteryx training, ensuring successful adoption of the software and enabling teams to work more efficiently
• Financial Statement Consolidation, Industrial Products: Compiled and created consolidated financial statements for a newly acquired international downhole products company, collaborated with the external audit team to identify and eliminate intercompany transactions, and prepared corresponding IFRS disclosures
• Continuity Support, Financial Services: Provided ongoing support to the special purpose vehicle and portfolio accounting teams within a private equity firm, including wire bookings, month-end close investment analyses, and valuation work

2020-2021 Senior Consultant @ Ankura Consulting

• AML Compliance Assessment, Financial Services: Led end-to-end assessment and testing of policies and procedures against FinCEN AML regulatory guidelines for a cryptocurrency trading platform. Identified gaps and recommended operational and record-keeping improvements to enhance compliance
• M&A Dispute Consulting, Consumer and Industrial Products: Provided support for various disputes, including a post-closing purchase price dispute involving multiple GAAP-based adjustments and a representations and warranties claim involving the overstatement of accounts receivable and inventory valuation
• Forensic Accounting Investigations & Litigation, Automotive and Industrial Products: Conducted analysis of the accounts payable cycle to determine recoverable construction costs and supported expert testimony on the appropriateness of revenue recognition practices for a criminal litigation case
• Turnaround & Restructuring, Healthcare: Conducted impairment analyses and developed discounted cash flow projections under various assumptions and liquidity scenarios to support turnaround and restructuring efforts

2018-2020 Consultant @ Deloitte

• Internal Audits & Assessments, Biotechnology and Construction: Managed compliance audits of newly implemented accounting procedures and conducted IT control assessments including walkthrough interviews and testing in SAP to ensure regulatory compliance, identified areas for improvement, and made recommendations to enhance security and operations
• Bankruptcy Advisory, Retail: Collaborated with legal counsel and the client to prepare and file SOFA and SOAL statements for a large-scale bankruptcy, analyzing and processing all claims in compliance with regulatory requirements
• Dispute Consulting, Education: Revised financial analyses and business interruption projections related to natural disaster damages insurance dispute for an expert witness report for an educational institution
• Forensic Accounting Investigations, Technology: Evaluated business intelligence reports and cross-referenced with multi-party transactions to identify a financial connection between fraudulent accounting entries and the embezzlement suspect’s personal bank records, uncovering instances of illegal kickbacks and aiding in the prosecution of the suspect
• Project Management, Automotive: Project managed the e-discovery production workstream for an international litigation, effectively prioritizing timelines, reviewing deliverables, and coordinating with legal counsel to meet court deadlines

2015-2016 Financial Planning & Analysis Intern @ HEB Grocery Company

• Financial Analysis: Utilized Bloomberg Professional to compare and analyze financials of industry competitors, focusing on capital expenditures, identifying trends and opportunities for strategic growth
• Expense Analysis: Analyzed store operating sheets to identify outliers, regional trends, and opportunities for store expense improvement, developing cost-saving strategies that optimized business operations
• Budgeting & Forecasting: Projected store budget lines for the next fiscal year using historical company financials and competitive impact data, providing accurate and reliable financial forecasts that informed business decision-making


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