Experience

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  Enterprise mobility

  Jan 2008 - Jan 2011

  Senior accountant

  Created a macro and established a set of procedures that allowed branch managers to focus on challenging customers before they turned into bad debt; results diminished bad debt from $8 per car/month to $4.50 per car and delivered an $85K+ annual savings.

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  Lowe's companies, inc.

  Jan 2011 - Jan 2016

  Staff auditor

  Assumed a key role in integrated audits aimed at evaluating the efficacy of internal controls managing significant organizational risks. Collaborated closely with the Senior Auditor and contributed to audit planning and execution by conducting interviews, walkthroughs with process owners, and executing test steps associated with controls. Prepared workpapers to document audit procedures and supported the Senior Auditor in interpreting test results and communicating findings to the client. • Played an important role as a member of the Quality Assurance committee; ensured completed audits adhered to IIA standards while communicating results to management and leading focused departmental training based on findings.• Served as a member of the Data Analytics committee and functioned as the department’s Excel liaison; led training sessions related to performing data analytics in Excel and ACL while joining with audit teams on leveraging data analytics in diverse audits. • Established credibility as a trusted resource in fraud reviews; employed data analytics skills to uncover abuses in a T&E fraud review and contributed to the identification of employee misconduct. Show less

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  Gentiva

  Jan 2016 - Jan 2017

  Senior accountant

  Recruited to oversee the Financial Reporting function of the business while partnering with the Director of Financial Reporting. Guaranteed the integrity, accuracy, and completeness of all financial reporting aspects while deploying advanced data analytics in coordination with the Director of Procurement in the development of reports that optimized the management of fleet expenses associated with 800+ vehicles. • Spearheaded the creation, maintenance, and testing of reports in Management Reporter, which was widely utilized across the company, including by Executive Management. • Devised a macro that significantly streamlined the monthly statement entry process; results reduced the completion time from two hours to a mere 10 minutes. • Engineered a macro to identify fuel card abuses by field workers; employed vehicle fuel capacity comparisons to uncover systemic abuse by multiple individuals. • Participated in implementing Adaptive Insights forecasting software; assumed responsibility for loading Worker’s Compensation data and rigorously testing the forecast through validation of logic and formulas for future expenses. • Managed PPD entries for major expenses; collaborated cross-functionally with Procurement, Accounts Payable, FP&A, and the Chief Operating Officer to confirm accurate accruals. Subsequently introduced a SQL cube to analyze branch-specific expenses, which identified deviations from prescribed thresholds. Show less

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  Boone drug

  Jan 2017 - Jan 2017

  Controller

  Appointed to implement a financial accounting system and transition the accounting methodology from cash to accruals for an $80M company. Strategized with Executive Management and cross-functional team members from Point of Sale, Durable Medical Equipment, Accounts Payable, and Accounts Receivable departments. • Successfully transitioned the accounting methodology; results enhanced financial accuracy and reporting. • Developed a comprehensive statement checklist to guarantee meticulous recording of all revenue and expenses in the General Ledger and Income Statements. • Cooperated with the Durable Medical Equipment department to establish it as a separate, reportable profit center; results provided unprecedented insights into the department’s performance and a more accurate Income Statement. • Consulted with Executive Management and Owners/Pharmacists and communicated details related to monthly Income Statements and Balance Sheets; results fostered informed decision making. • Orchestrated the preparation of monthly Sales/Use Tax Returns and Quarterly Payroll Tax Returns; successfully led the company through an Unclaimed Property Audit. Show less

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  Hospitality mints, llc

  Jan 2018 - Jan 2021

  Elevated to lead Accounting, Finance, Tax, and Treasury functions for a $30M organization. Responsible for preparing monthly financial statements and maintaining relevant support schedules. Presented analyzed results to Executive Management and aided in improved decision making. Partnered across the company and strategized with Sales, Maintenance, and Management teams to create the annual budget and confirm alignment with organizational goals. • Recipient of a performance-based promotion; charged with managing a team of 4-5 direct reports. • Formulated sophisticated financial models that provided critical insights and played a pivotal role in implementing internal controls; ensured compliance with newly released accounting standards, ASC 842 and ASC 606, which related to leases and revenue recognition, respectively. • Navigated the company through an acquisition; partnered with the CFO of Hospitality Mints and Executive Management of the acquiring company through all comprehensive phases. Show less

  • Director of Finance

    Jan 2018 - Jan 2021

  • Accounting Analyst

    Jan 2018 - Jan 2018
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  Dreamwalls

  Jan 2021 - now

  Acts as a strategic liaison and partner to Senior Management and plays an integral role in driving the definition, development, and communication of key metrics and reporting to enhance operational excellence in manufacturing processes. • Championed the introduction of MS Power BI and leveraged the platform’s capabilities to create numerous dashboards and reports that deliver invaluable business insights to Senior Leadership. • Instituted a robust reporting infrastructure in SQL Server Reporting Services (SSRS); undertook the re-engineering of reports, migrated from legacy systems, and created new reports that were distributed companywide. • Directed the successful implementation of SAP Concur and provided comprehensive user training; served as the primary administrator and point of contact and offered proactive troubleshooting on technical issues prior to escalation. Additionally took responsibility for establishing internal system reporting. • Reduced overtime expenses by 20.32% from 2022 to 2023 through the introduction of new policies and measurement practices; conducted analysis that predicted what targeted overtime expenses should be based on Silverline production. • Identified waste in administration and production lead times; set up reporting with a new ERP that enabled improved tracking of orders throughout all production stages. Results minimized lead times from 27 days to 15 in 2023 and boosted throughput and inventory turns. • Performed direct material analysis associated with coatings costs; led to the discovery of a multi-year billing error on one of the most expensive cost components and delivered a $400K supplier credit to the company. Show less • Engaged in cost analysis for a new program initiative that allowed the enterprise to competitively price the offer and improved sales team tracking and reporting; results enabled the company to turnaround a markerboard order via 3-5 days of lead time, increased Dreamwalls product sales by 12% from 2022 to 2023, and achieve the same level of profitability even through top-line sales were down by $10M.• Set up a statistical quality control study for some of the worst performing work centers as it related to the amount of square footage of glass scrap; established upper and lower control limits, monitored data, and determined when a process could be considered out of control. Successfully saw a significant downward trend in the footage rejected over the course of seven months and realized a 67% savings on footage and 41% savings on cost. Show less

  • Business Intelligence Analyst

    Jan 2021 - now

  • Business Intelligence Analyst

    Jan 2021 - now