Experience

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  Lake raystown resort & lodge

  May 2010 - Nov 2010

  Accounting intern

  • Analyzed night audits to ensure accuracy and managed the overall cash flow within revenue outlets• Utilized Microsoft Excel to prepare daily Early Bird reports based on the nightly audit figures/numbers• Recorded journal entries to update books on resort transactions and calculated department revenues• Used Timberline, an accounting information system to post invoices and reconcile accounts payable• Calculated change bags for each department and handled the petty cash drawers to maintain amounts Show less

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  Freddie mac

  Jun 2011 - Jan 2022

  • Lead and manage a team of six accounting professionals and seniors, including selection/hiring, objective setting, performance management, coaching/development and training• Manage end to end monthly accounting close processes related to loan amortization, cash window loan purchase commitments, mortgage-backed security resecuritization fees, guarantee fees, and securitization• Oversee the monthly transactional accounting processing of single-family loan basis adjustments attached to mortgage loans • Maintain accounting ledgers including monthly review and approval of account reconciliations and journal entries prepared by accounting staff• Review and approve 10-Q and 10-K financial disclosures in compliance with GAAP• Serve as business lead for system enhancement projects and/or development of new accounting applications related to single family loan amortization accounting• Work with internal and external auditors during reviews and audits, and ensure full cooperation from accounting staff to complete all requests• Work with accounting policy group to identify and document any deviations from GAAP and implement accounting policy to accounting transactions• Create adhoc data quality controls against source data to perform analysis on monthly accounting results Show less • Performed frequent data analysis using Rapid SQL on system automated accounting results to ensure reliability of financial disclosures• Served as Subject Matter Expert and Co-Product Owner to build a new Loan Amortization and Portfolio Management product in a modern delivery project capacity• Provided specific knowledge of business processes and functions necessary for solution design and product implementation• Reviewed and created user stories of desired business functionality and product features• Prepared and reviewed general ledger journal entries and account reconciliations• Coordinated, prepared, and enhanced standard and adhoc schedules used for monthly analytics packages• Prepared and reviewed 10-K and 10-Q disclosures in compliance with GAAP• Reviewed and enhanced controls around the baseline accounting and reporting processes• Led pre-production testing efforts related to the amortization of closed hedge basis adjustment amounts on mortgage loans using the effective yield method Show less • Collaborated with Single Family Loan Amortization Accounting and Informational Technology (IT) to support infrastructure enhancements to Accounting Systems (Phoenix OSL)• Developed business requirements using IBM Rotational DOORS Database 9.4 to document enhancements to Accounting Systems• Facilitated discussions with project leads and team members to assess impacts of issues and to develop alternative solutions to ensure goals are achieved in a timely manner• Coordinated with Internal Controls Organization to develop Post Deployment Review regression and progression test cases to assess SOX and Key Control impacts • Utilized Rapid SQL to query and analyze data and rules in databases, perform accounting event calculations, and generate results for User Acceptance Testing• Led the planning and coordinating of testing efforts with accounting users and IT• Prepared, executed, and documented User Acceptance test cases and results Show less Member of Corporate Accounting, Single Family Reporting, and Corporate Reconciliation Unit, Financial Planning & Forecasting• Owned business segments assumption reports, critical inputs to Freddie Mac’s financial forecasting model (BancWare ALM) used to project future cash flows and assist with investment decisions• Collaborated with internal business segments to assess business portfolio growth as well as new business transactions that occurred during the period• Assisted internal reporting activities; ran queries utilizing PeopleSoft general ledger, generated pre-tax segment GAAP income statement reports, and performed external ad-hoc requests• Prepared corporate-wide and segment balance sheets, stockholder equity statements, income statements, trial balances, and additional relevant disclosure reports; analyzed reports and verified for completeness• Produced reports which highlight purchases of Freddie Mac loans; analyzed reports, prepared journal entries, and automated internal reconciliations• Utilized the DataFlux tool to extract/modify data using visual basic, rapid sequel, and expressions• Collaborated with cross-functional teams to maintain data quality and ensured consistent compliance• Screened candidates to support on campus recruiting at Penn State University in search of potential new hires Show less

  • Financial Controller Manager

    Mar 2020 - Jan 2022

  • Senior Financial Controller

    Jun 2016 - Mar 2020

  • Project Management Professional

    Aug 2013 - Jun 2016

  • Finance Analyst

    Jun 2011 - Jul 2013
• 

  Uber

  Jan 2022 - Jun 2022

  Revenue accounting manager
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  Freddie mac

  Jun 2022 - now

  • Managed a six-person team responsible for credit loss accounting and financial reporting activities for the Single-Family business on Real-Estate Owned and foreclosure alternatives.• Prepared and reviewed credit losses results, and work with the director to produce financial information for inclusion in board reports, news releases, and public financial reporting.• Reviewed and approved general ledger journals entries, accounting implementation manuals, simplifying assumptions and account reconciliations for Credit Loss Accounting• Led the end-to-end SOX control design of the Single-Family credit loss • Oversaw change management for the credit loss accounting area, including managing changes from new initiatives, data sources, or technology updates • Lead implementation of data and technology initiatives specific to the credit loss area• Support internal stakeholders of credit loss data to ensure accurate and complete information is available• Support Single Family Ops on significant technical matters frequently requiring coordination across divisions Show less • Coordinate with Single Family Credit Loss Accounting to create business requirements and detailed specifications for enhancing existing functionalities, delivering new features, interfaces and workflow solutions• Review user stories, acceptance criteria, test plans, test cases, execution support, and UAT and product validation documentation• Supervise processes required for month end close such as system execution, and timely remediation on close issues related to the automated accounting results of mortgage loans with credit losses • Support business operational risk controls including internal and external audit PBC requests• Lead and support SOX testing for credit loss accounting and other applications, as well as breaking down complex queries to internal and external auditors• Analyze new products and improvements, including new offerings introduced to upstream and downstream systems, assess impacts on existing applications, and develop/implement operational changes• Develop long-term strategy for improvements to processes and technology Show less

  • Financial Accounting & Analysis Manager

    Apr 2024 - now

  • Financial Accounting Technology Lead

    Jun 2022 - Apr 2024