Experience

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  Merrill lynch

  May 2003 - Jun 2008

  • Developed and managed varied reports to identify and analyze trends, root causes, and opportunities for increased efficiencies in the group’s phone services teams resulting in service levels consistently above 90% and abandon rates below 0.5%.• Mitigated risks to the firm through validation of internal controls and facilitation of training resulting in the reduction of error rates to 0.22%.• Developed and fostered relationships with Financial Advisors, internal wholesalers, external companies and corporate office personnel to identify opportunities to increase operating efficiencies and reduce error rates. Show less

  • Transition Management Specialist

    Sept 2006 - Jun 2008

  • Operations Analyst

    May 2003 - Sept 2006

  • Annuity Product Specialist

    May 2003 - Sept 2006
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  Fiserv

  Jun 2009 - Aug 2009

  Strategy intern

  • Constructed a profile of U.S. banking institutions offering wealth management services to identify strategic bank channels for Fiserv products and services; presented to senior management.• Researched top global asset managers in selected countries for the purposes of market entry or expansion, aiding in the completion of an exhaustive sales contact list.• Initiated win/loss analyses to assess competitiveness and highlight traits in need of improvement.

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  Contracted through apc workforce solutions to johnson & johnson

  Jun 2010 - Dec 2011

  Senior financial analyst

  • Partnered with IT and global finance business partners to develop and implement solutions for improved financial processes by documenting current processes, gathering new business requirements, and performing gap analyses.• Ensured adherence to all Corporate Internal Audit and external audit SOX compliance requirements.• Worked collaboratively with finance and business partners to support the optimal management of over $150 MM of worldwide inventory.

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  Johnson & johnson

  Dec 2011 - now

  • Provide direct financial support for worldwide Vision Care IT budget ( ~$100MM) - Influenced the business in solving $3MM budget gap• Analyze business cases for North American IT capital appropriation requests• Collaborate with finance colleagues across the world to deliver actionable business insights• Managed project to develop and implement new document approval and retention software to maintain SOX complianceAdditional highlights:• Coordinate, support, and lead assigned phases of SDLC project management methodology• Collaborate with worldwide finance business partners to document current business processes, gather new business requirements, and perform gap analyses• Orchestrate user acceptance testing process including identification of testing scenarios, writing detailed test scripts, utilizing HP Quality Center to upload and track test scripts, and execution of test scripts by end-users• Prepare training material and deliver training to end-users• Provide go-live support and post-implementation user support to ensure a high-level of success for projects• Maintain ownership of worldwide general ledger master data, cost elements, cost centers, profit centers, and other key data elements• Provide guidance to all global business partners as it relates to various systems enhancement requests (SAP, SAP BI, Cognos, Bravo, Excel models, etc.)• Maintain WW Financial Systems SharePoint sites and other relevant sites• Comply with all internal controls and business policies in support of SOX cycles, Standard Operating Procedures (SOPs), internal & external audit requirements, and system security protocol Show less

  • Sr. Production Planner

    Apr 2018 - now

  • Senior Financial Analyst - Supply Chain

    Dec 2011 - Apr 2018

  • Senior Financial Analyst - WW Financial Systems

    Dec 2011 - Oct 2014
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  Jacksonville board of library trustees

  Aug 2014 - Aug 2018

  Trustee

  http://jaxpubliclibrary.org/lib/board.html

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  Taxation, revenue, and utilization of expenditures "true" commission

  Mar 2015 - Dec 2016

  Commissioner

  http://www.coj.net/city-council/true-commission.aspx

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  Sheri treadwell for state representative, florida house district 11

  Mar 2015 - Nov 2016

  Treasurer

  http://www.votetreadwell.com/

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  Jacksonville arboretum & gardens

  Aug 2016 - now

  Treasurer

  http://www.jacksonvillearboretum.org/