I am an accounting and financial operations professional with more than eight years of experience supporting accounts receivable, accounts payable, revenue operations, reconciliations, financial reporting, and month-end activities.
I have worked across SaaS, manufacturing, commercial real estate, and education-focused organizations. My experience includes investigating discrepancies, validating financial data, managing invoice and purchase-order workflows, and maintaining accurate records.
I am skilled in revenue forecasting, variance analysis, cash application, billing, three-way matching, general ledger reconciliations, expense administration, and audit documentation. I partner effectively with Finance, Sales, Operations, Leasing, Property Management, and external vendors.
I use Excel extensively to build reconciliation tools, reporting models, financial analyses, and operational trackers. I am also experienced with ERP, CRM, expense-management, and workflow platforms including SAP, NetSuite, Salesforce, MRI, SAP Concur, Workfront, Zendesk, and WEX.
I bring a detail-oriented, analytical approach to resolving account issues and improving reporting accuracy. I am seeking opportunities where I can apply my financial operations, revenue analysis, and process-improvement experience to support sound business decisions.
Investigated employee expense inquiries and transaction discrepancies using Zendesk, SAP Concur, and WEX. Reviewed available account records and followed through on corrections to resolve reimbursement and account issues.
Maintained account information, prepared transaction review reports, and processed credit card orders. Assisted with payroll processing and related financial administration in a hybrid contract role.
Supported recurring revenue reporting, backlog management, and operational forecasting activities for a remote contract engagement. Prepared forecast updates and reporting packages using project pacing, revenue trends, and operational data.
Analyzed Salesforce and Workfront data to validate revenue information and identify reporting discrepancies. Coordinated with Finance, Sales, Operations, and Commercial teams to improve reporting accuracy and processes.
Supported purchasing and financial operations through purchase-order verification, three-way invoice matching, vendor coordination, and invoice approval workflows. Conducted variance analysis across revenue, expenses, AR, AP, and GL accounts to investigate discrepancies.
Prepared account reconciliations and supported month-end reporting, financial data accuracy, and audit documentation. Extracted ERP financial data and partnered with Finance, Leasing, and Property Management teams on reporting and internal controls.
Supported revenue forecasting, KPI reporting, and business performance tracking within an enterprise SaaS environment. Built Excel-based financial and operational models to monitor revenue trends and pipeline-related performance.
Performed variance analysis and collaborated with Finance and Sales Operations to improve data accuracy. Developed reporting models and dashboards for executive reporting and process-improvement initiatives.
Analyzed customer account activity, payment trends, revenue variances, and AR aging reports. Performed account reconciliations and month-end variance reviews to support accurate financial reporting.
Built Excel reconciliation tools to track payment activity and account performance. Worked with internal departments and customers to investigate discrepancies and support audit requests.
Performed accounts receivable and accounts payable activities, including customer invoicing and account setup. Applied customer payments and supported accurate customer account maintenance.
Researched deductions and reconciled customer and vendor accounts. Assisted with day-to-day accounting activities and issue resolution across receivables and payables.
Master of Business Administration, Business Administration
Master of Business Administration (MBA).
Bachelor of Science, Business Management
Bachelor of Science in Business Management.
Salesforce Administrator Certification, Salesforce Administration
Certification in progress.
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