Andrea Almeida

Experience

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  Walt Disney World

  Jan 2009 - May 2009

  College Program Intern

  Led small finance team to create pro forma model for a new Walt Disney World Resort and presented to finance executives. Post networking with Finance leaders at Disney, investigated financial statements from the top performing resorts over the last 5 years and learning customer feedback, we achieved a NPV valuation of $1.3 Million. Acting as a positive influencer and analyzer, we achieved tangible results and client satisfaction by investigating financial data and correlating quantities with quantitative data gained from the community/customers. • Created pro forma model for a new Walt Disney World Resort and presented to finance executives; NPV $1.3MM• Collaborated with a multi-functional team achieving 95% guest satisfaction• Completed training courses at Disney University, including Finance Professional Development Series Show less

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  CitiSync Media LLC

  May 2009 - Dec 2009

  Marketing Internship Coordinator

  Adam Coelho, a University of Florida scholar and good friend, founded CitiSync to help college students more easily find out what events and specials were happening in their city, and make it easy for them to make plans with their friends. His passion and vision, both fueled by intellect and creativity, was contagious from the start and he welcomed me onto a team of 9 marketing interns. As a collective group, we all effectively contributed towards the development of the product. The founder, Adam, was the visionary and displayed highly effective strategic skills by creating opportunities to grow CitiSync through networking with the local community leaders and residents. My time with CitiSync was a period of leadership growth by challenging me to understand human behavior in real-time in order to provide tangible results, explore the depths of my knowledge with technology, and become adaptable in complex situations.At CitiSync, I collaborated with the Founder to understand his vision for growth to pragmatically plan how to achieve this growth; both fiscally and by brand marketing. Before I graduated, CitiSync grew from 1K users to 10K users in 6-months due to strategies we developed during these brainstorm sessions, while also growing the valuation from $10K to $30K with cross-marketing strategies with local business owners in the Gainesville community. Show less

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  The Independent Florida Alligator

  May 2009 - Dec 2009

  Accounting Bookkeeper

  My mind and drive is geared towards exercising due diligence in all that I do, and I never stop investigating ways to be more productive or more lawful. Ownership over proactive implementation for streamlined accounting procedures. Responsibly reported to Controller bi-weekly AP/AR account reconciliations with Quickbooks on time.

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  GE

  Jul 2010 - Jun 2012

  I supported GE Regional Managers, VPs, and Officers in conducting internal audits of key accounts and projects. I also streamlined financial reporting for the North America sales team, saving each team member 3 hours per week.Key Contributions:* Identified $320K in annual cost savings by enhancing warehouse logistics and productivity guidelines.* Saved $20K in write-offs by establishing a robust closing process aligned with main suppliers.4th Rotation: Latin America Commercial Sales FP&A Manager* Collaborated with GE Regional Managers, VPs, and Officers on internal audits of key accounts and projects.* Reviewed $44M Base Cost by presenting monthly closing reports to the CFO & Sales Finance team.* Compiled weekly sales metrics from 10 Latin American countries for monthly operation review meetings.* Consolidated weekly metrics across 10 Latin American countries, representing $240M in sales.* Spearheaded the implementation of an efficient Café brand reporting process for the CEO, CFO, and CMO.* Led FP&A for Distribution Finance, overseeing four sub-businesses generating between $14M and $25M.* Directed the AP10 appliance warehouse, managing $10M in costs and conducting a comprehensive physical inventory audit.* Assessed a $45M marketing budget, constructing estimates for SII, Op Plan, and quarterly forecasts.* Evaluated results and variances exceeding $40K in collaboration with the FP&A and marketing operations teams. Show less As a GE Financial Management Program Financial Analyst, we often conducted internal audits exposing us to a plethora of top-focus accounts and balances; driving us to communicate with Regional Managers, VPs, and Officers. • Partnered with GE Regional Managers, VPs, and Officers during internal audits of key accounts and projects• Led closing meeting with CFO & sales finance team reviewing $44M Base Cost • Analyzed cost drivers by function and account greater than $20K and provided variance analysis • Corroborated with 10 Latin America countries gathering weekly sales metrics for monthly operation review meetings Show less During each rotation at GE, I was eager to: learn a new role every 6 months within 2 weeks due to helpful cross-training and positive team relationships, conduct internal audits, investigate and execute a cost-savings/productivity project to present to VPs and CFOs for implementation, and take professional development and intensive accounting courses designed by GE to expand my accounting scope and understanding. • Consolidated financial reporting for North America sales team saving 3 hours/week/person • Corroborated with 10 Latin America countries consolidating weekly metrics; $240M sales • Presented monthly closing to finance team by reviewing Income Statement; $140M OP Profit • Proactively implemented an efficient Café brand reporting process for CEO, CFO, and CMO Show less All leaders and teams were exceptional and each challenged me uniquely and differently, motivating me to spearhead four innovative projects. Most successful project was discovering a $320K annual cost savings by improving warehouse logistics. CFO and Distribution Manager accepted my guidelines for productivity to be implemented immediately. • Discovered $320K annual cost savings by improving warehouse logistics and productivity guidelines• FP&A lead for Distribution Finance including 4 diverse sub-businesses generating $14M-$25M• Managed the AP10 appliance warehouse with costs totaling $10M, including physical inventory audit • Collected metrics to analyze complex cost structures and communicate concisely during team meetings• Exposed to inflation/deflation, variable cost productivity, and warehouse operations• Developed Hyperion expertise giving me visibility to cost drivers Show less My financial management achievements and data-driven mindset is best utilized to prepare structured and timely reports, coordinate researched materials to stay innovative as a team, and build fiscal procedures aligned within GAAP guidelines. • Created a robust closing process aligned with main suppliers saving $20K in write-offs• Analyzed $45M Marketing budget building estimates including SII, Op Plan, and quarter estimates• Reviewed results and variances over $40K with FP&A and Marketing operations team• Managed marketing quarter and monthly closing reports, including Income Statement and Balance Sheet reports Show less

  • Corporate Financial Analyst

    Jul 2010 - Jun 2012

  • 4th Rotation: Latin America Commercial Sales FP&A Manager

    Feb 2012 - May 2012

  • 3rd Rotation: Commercial Sales & Pricing FP&A Manager

    Sept 2011 - Jan 2012

  • 2nd Rotation: Distribution FP&A + AP10 Warehouse Finance Manager

    Feb 2011 - Aug 2011

  • 1st Rotation: Consumer Home Services/Marketing FP&A Analyst

    Jul 2010 - Jan 2011
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  Teach For America

  Jun 2012 - Jun 2014

  Corps Member, Lead Math Teacher

  I created a comprehensive grading tracking tool that improved grading efficiency across two school regions. Additionally, I attracted 15 Corps Members while serving on the 2015 Professional Corps Member and Alumni Board.Key Contributions:* Secured a 3% increase in annual school funding by driving a 10% growth in state testing compared to the previous year.* Improved student assessment scores by 17% after excelling in an intensive summer pedagogy program.

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  UniversalGiving

  Aug 2014 - Jun 2017

  Ambassador

  Passionately volunteered to support community advocacy by leveraging technology and social entrepreneurship to help transform social entrepreneurship and volunteerism.• Managed AmazonSmile and Amazon Associate programs to establish strategic engagement yielding an averaged 5% return • Spearheaded Poolside with Pamela project to raise awareness on social justice and equity issues• Orchestrated celebrity interview with Gary Austin creating greater awareness for animal rights in LA Show less

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  StyleHaul, Inc.

  Nov 2014 - Apr 2015

  Finance Accounting Manager

  Contracted at a YouTube media start-up allowed me to learn how revenue may be recorded per GAAP guidelines. At StyleHaul, I managed to positively collaborate with auditors and team to ensure the audit was on schedule and share my accounting knowledge and ideas to mitigate risk; YouTube media sales are a new topic of discussion not clearly defined by GAAP. After the audit was complete, the CFO proposed I lead a new project to reduce the accounts receivable aging balance. Ability to engage in difficult conversations allowed me to effectively communicate with vendors to maintain a positive working relationship.• Reduced accounts receivable aging balance by 90% in 3 months increasing acquisition value • Consulted PwC during internal audit realigning revenue for new guidelines for YouTube start-up• Managed accurate AP/AR accruals and chart of accounts with active due diligence and expertise Show less

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  Aim High

  Jun 2015 - Aug 2015

  Lead Math Teacher

  Contracted to lead students and Teacher Assistants towards a shared mission modeling humility and respect for 5-week academic program. • Led 2 Teacher Assistants towards shared mission modeling art + technology for 5-week academic program• Enthusiastically supported 42 students to achieve improved EOC assessment scores by 13% • Created innovative curriculum infusing real-world applications to learn linear equations and exponential growth Focused on progress and organization, I tracked student engagement and learning targets with a resourceful and strategic mindset. Committed to promoting a learning culture modeled by growth-mindsets, I facilitated small group discussions to encourage collaboration among students. Show less

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  Casey Family Programs

  Feb 2016 - Jun 2017

  Senior Financial Analyst

  I enhanced oversight of foster care initiatives by analyzing variance reports for 11 field offices across all 50 states. I provided accurate analyses for Casey Family Programs, ensuring alignment with the foundation’s mission to reduce the need for foster care. I strengthened the evaluation of foster care efforts by reviewing variance reports for these offices nationwide. Additionally, I facilitated operational planning by utilizing the Bi360 budget system to support the development of the 2017 operational plan for 8 departments, 50 states, and 3 territories.Key Contributions:* Translated, controlled, and maintained information into actionable items by performing project management leadership by synthesizing qualitative and quantitative data to support the decision-making process.* Delivered monthly and quarterly reports for the Planning & Analysis team, managing a $133M operating budget in Bi360.* Enhanced BI360 functionality and developed 2017 operational plan across 8 departments, 50 states, and 3 territories. Show less

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  Silver Air

  Jul 2017 - Jul 2019

  Senior Accounting Analyst

  I coordinated closely with Controller and Director of Maintenance to coordinate vendor billing, while optimizing payment processes and vendor relations.Key Contributions:* Trained and coached 25 pilots on the utilization of Concur for expense reporting management that critical to client statements/approvals; transitioned from Expensify to Concur and supported the Founder/CEO with marketing events.* Oversaw $650K monthly accounts payable for a private charter jet company, ensuring timely and accurate financial transactions. Show less

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  Nectar Markets

  Jul 2018 - Aug 2019

  Senior Accounting Analyst

  Nectar is one of the largest cannabis dispensary chains in Oregon. Nectar prides on having a great selection of quality products. • Reported to Controller for sales revenue reporting, vendor sales discounts, and weekly bank reconciliations with advanced knowledge of pivot tables, v-lookups, h-lookups, multi-level formulas, and macros • Initiated implementation of The NAV system integration and tested for Accounting inefficiencies to mitigate closing discrepancies • Communicated system constraints and enhanced possibilities with the Product Control team to ensure work flow efficiencies between Inventory and Sales • Implemented AP procedures to be GAAP compliant and place internal controls for all payments • Cross-trained two new hires to efficaciously manage $700K weekly AP and $1M bank reconciliations• Consistently communicated within the Accounting team to provide financial support to external auditors Show less

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  Girls Inc.

  Sept 2019 - Mar 2020

  Site Facilitator

  Girls Inc. coordinates with the Portland District to provide after-school program services to youth girls each semester. Each semester consists of a 12-week commitment from Girls Inc to each participating school. • Create opportunities for girls to be empowered, smart, and bold by facilitating activities and discussions after-school • Build positive relationships with school leaders and students by being consistent, timely, honest, and open-minded

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  Robert Half

  Sept 2019 - Mar 2020

  Senior Analyst

  Robert Half’s Salaried Professional Service offers consultant staffing solutions to tackle challenging and complex assignments for companies of various sizes, in a wide range of industries.(1) Central City Concern is a nonprofit based in Portland, Oregon that provides comprehensive solutions to ending homelessness and achieving self-sufficiency. I supported CCC with a 3-week project to: • Supported interim CFO and Accounting team with external audit• Consistently communicated with Controller and Accounting team to provide financial support to external auditors(2) Portland Public Schools is the largest school district in the state of Oregon. It is a PK–12 district with an enrollment of more than 49,000 students. Andrea supports PPS with a 6-month project to support Accounting and Finance team. • Serve as the team leader for a multi-disciplinary team of CFOs, Controllers, Finance Managers, and Analysts • Support CFO by preparing financial statements, reports, memos, and other documents • Act as the point of contact among executives, employees, clients and other external partners• Exercise discretion and confidentiality daily Show less

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  TI Capital Management, LLC

  Mar 2020 - Aug 2021

  Accounting Manager

  I validated $1B in operating cash and investment accounts each month through meticulous reconciliation, ensuring financial accuracy. I designed and conducted targeted training for senior staff in a non-US, global culture, expediting onboarding and integration.Key Contributions:* Oversaw the payment procurement process for a private equity firm in a globally diverse working culture during COVID.* Streamlined reporting by consolidating 13 separate entities during migration to Microsoft Dynamics 365, while enhancing data accuracy. Show less

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  Oxford Road

  Aug 2021 - now

  I reinforced financial controls by refining the client credit application process, month-end close, and maintaining consistent communication and reporting with the CFO and COO. I identified data analytics investment opportunities by auditing the Balance Sheet to ensure accurate capitalization of software expenditures, taxes, deferred revenue, and operating cash flow. I safeguarded client profitability by completing 45 client reconciliations and verifying the alignment of balance sheet accounts. I boosted efficiency by 20 hours weekly by implementing AP automation in partnership with cross-functional departments. I improved financial accuracy and reliability by instructing the creative team on NetSuite for precise P&L insights. Furthermore, I enhanced month-end close and executive reporting by designing a more efficient client billing process. Show less

  • Senior Accounting Manager

    Jan 2024 - now

  • Accounting Manager

    Aug 2021 - Dec 2023