• Finance department lead on quarterly forecast & annual budgets • Prepare monthly financial reporting to local banking operations and their boards to provide overview of their financial performance • Responsible for developing and supporting local banking operations allocations and consolidation within our month end process • Work with finance leadership to review high performing peer banks performance to help our company set strategic goals within our annual budget so we can be in similar standing • Improve modeling and review process for branch closure, branch finance performance, and denovo initiatives • Collaborate with Enterprise Data Management team to improve data processes to produce more scalable reporting • FP&A implementation lead and administrator of our ERP system Workday Adaptive Planning

• Assisted in preparing quarterly forecast and annual budget in focus areas of loans, non-interest income, non-interest expense, other assets, and other liabilities• Managed and provided additional process improvement in working with outside vendors to produce quarterly ALOC model• Developed reporting between ERP and Banking Core data to provide insights on loans, deposits, and finance performance• Responsible for supporting prior ERP system and sunsetting of that product to implement Workday Adaptive Planning

• Produced weekly reporting to inform all stakeholders where our department was performing YTD compared to yearly goals• Led efforts in updating Risk Adjustments 2020 forecast that would be used in Molina Healthcare’s quarterly reporting • Developed a new model and process for budgeting & forecasting Risk Adjustment work in 2021• Assisted in preparing reporting that displays department performance to executive leadership and would be shared to board members & shareholders • Collaborated with Risk Adjustment team members in developing business cases for new projects to improve existing programs• Created Power BI dashboards to assist in reconciling monthly invoices tying back to Risk Adjustment projects• Worked with members of Risk Adjustment Analytics, Actuary, and IT in updating operational & financial data for our enterprise level dashboards• Provided ad-hoc reporting to leadership within Risk Adjustment, health plans, and other departments within the enterprise

• Provided daily updates to monthly forecast to see where the company performing compared to budget and prior year• Prepared monthly and quarterly reports to the board and executive leadership to display company performance • Produced WellNow’s “Shared Vision”, which reviews financial and operational goals compared to how they are performing and discussing with executive leadership how to achieve goals• Assisted in preparing WellNow annual budget for 2020• Worked with members of WellNow Finance and Revenue Cycle Management in developing reporting around receivables, collections, and reimbursement rates• Collaborated with ADMI Business Intelligence, WellNow IT, Operations, and Finance teams to get WellNow data from 3rd party vendors integrated into their own data warehouse • Developing criteria around reviewing, selecting, and reporting on offices operating with extended hours initiative • Provided ad-hoc reporting to individuals in WellNow leadership, Field Management, and ADMI leadership

• Manage Quarterly Business Reviews to view operational results compared goals for the year and provide insights on how to achieve those goals• Assisted in preparing ADMI annual budget for 2019• Collaborated with FP&A leadership and Real Estate team to improve reporting & site selection for ADMI Real Estate Committee • Developing reporting for New Office Operations team to show the financial & operational results of the portfolio of our new offices and provide feedback on how to improve efficiencies • Worked with Field Management in developing and executing short-term incentives to help improve financial & operational results

• Created reports as requested by internal customers including Field Management, FP&A, and Executive team• Provided analysis and insight to internal customers relative to metrics, financial statements and other data• Assisted in preparing ADMI Annual budget 2017 & 2018• Supported Field Management through their entire office budget process including training/support, analysis, and ensuring office budget accuracy • Enforced data integrity, accuracy, and governance in financial management reporting

• Assures compliance with Generally Accepted Accounting Principles (GAAP) and Federal Acquisition Regulation (FAR)• Ensure that proper revenue recognition policies are in place for contracts and projects I manage• Manage all Month End Close requirements and financial reporting for contracts and projects• Coordinate forecasting for contracts and projects; provide analyst on variances between actual's and prior forecast• Review and manage Balance Sheet accounts and reconciliations• Submitting and providing documentation for journal entry request• Assisted with preparing fiscal year 2016 budget• Prepare and modify contracts or projects work breakdown structures• Assisted with audit request from compliance and lean teams for contract or project reviews, data calls, or external audits• Analyze data for inconsistencies, trends, and determine root cause of financial issues• Assist with invoicing clients for work that has been performed• Review contract language for financial reporting implications• Prepare various ad-hoc reports for upper management• Make recommendations for process improvements

• Developed documentation that assisted with reporting responsibilities for HPES USPS Small Business/Mentor Protégé Office• Analyzed HPES USPS position being compliant with government clients requirements for paying suppliers• Developed dashboard reports and other Microsoft Excel reports that assist in account teams and other leverage organizations to analyze and read SAP software reports• Leaded training in assisting Purchase Request Management team with pulling SAP COMPASS Business Warehouse (BW) reports to monitor procurement activity in SAP COMPASS• Developed a procedure for Financial Account Management (FAM) Analysis to obtain Smart Labor II reports so they are able to bill for subcontractors time to the customer

• Liaison between partners and technical business teams for clarity of issue and path to resolution• Participated in the elicitation, documentation, validations of business processes and HPES USPS system reports• Analyzed HPES USPS position being compliant with government clients requirements for paying suppliers• Researched components of solutions to problems• Supported requirements management and change management processes• Developed relationships with HP suppliers• Facilitated “Supplier Invoice” training sessions

• Assisted in developing/documenting new and current accounting policies and procedures• Maintained accounts by verifying, allocating, and posting approved transactions including invoices, vouchers, accounts payable disbursements, bank transfers, credit card charges, client late fees, client payments, etc. to their respective account and class• Managed historical records by filing documents for clients and vendors• Respond to vendor/client questions about their payable and receivable accounts• Assisted in forecasting 2013 Year Budget for the company• Assisted in Month End Close process and Monthly Financial Reporting

• Responsible for providing excellent customer service, protecting company assets through activities in safety, inventory recovery, internal, and external theft.

• Tutored students in Managerial Finance, Financial Accounting, Managerial Accounting, and Integrated Management Experience courses• Guest speaker in Integrated Management Experience class to discuss Accounting and Finance topics • Responsible for assessment projects and research assignments for faculty of the business school• Managed Wilkes Alumni account in the Wilkes University Undergraduate Investment Club

• In charge of equipment maintenance and distribution, as well as filling and acting as Receptionist and Desk Attendant• Responsible for data entry utilizing their WebCats database system• Office processing and associate duties (Mailing, Phones, Delivers, etc.)

• Responsible for completing individual and corporate tax returns• Prepared business clients’ payroll quarterly reports and payroll taxes• Produced W-2 and W-3 forms for employees of business clients

• Inventory operations and management• Management of wholesales accounts and sales• Head of customer service and information regarding product selection

• Was a volunteer tax preparer for the organization know as Volunteer Income Tax Assistance (VITA)• Prepared income tax returns for middle to low range income individuals’ utilizing Tax Wise software• Years that I was active in organization were January 2010 to March 2010, and January 2012 to March 2012