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!
• 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
• 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
• 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
• 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
With over 11 years of experience in the financial services industry, I am a driven and motivated branch manager who leads by example and inspires others to achieve their goals. I have a proven track record of delivering exceptional customer service, increasing branch profitability, and managing compliance and operations functions.
I am detail oriented with several years of customer service and financial experience. I am also a team player with strong technical skills and experience in training new team members.
Anti-Money Laundering Analyst actively looking for a new opportunity. My previous role as a Business Analyst in the Financial Intelligence Unit at American Express has provided me with experience working Due Diligence Investigations, writing SARs for fraudulent activity, and understanding the risk appetite of the bank.
I have 8 years experience in the administrative field. I worked in the finance, education, engineering and construction departments.
In my role, as an operations manager, I have consistently demonstrated my ability to drive positive change within the organization. I’ve led the implementation of new systems that have significantly enhanced efficiency and organization in our day-to-day operations.
