• Provided detailed analysis and project support to leaders across the organization. This includes financial modeling of sales opportunities, assisting sales and operations teams with profitability analysis, implementing and innovating cost save and efficiency initiatives , and regular communication with other departments to gather and deliver quantifiable information. Operated in both a publicly traded and private equity environment. • Lead a team of analysts responsible for Budgeting and Forecasting of income and expenses for the full year using Adaptive Insights and Excel workbooks. Kept accurate through communication with corporate and regional management. Any knowledge affecting future income or expenses is quantified, and a firm grasp of the entire P&L is used to always question and understand deviations and trends. • Responsible for thorough understanding and delivering monthly reporting of financials sliced various ways to upper management. This includes reports and presentations based on market and healthcare trends, P&L impacts, current projects and strategies and their quantifiable impact, and a detailed forecast and strategic plan to reach our targets. A team culture of process improvement and innovation was always a focus to maintain , keeping reporting relevant.• Delivered support to sales team that focuses on growing the revenue of existing business. Analyzed each team members’ performance related to planned growth numbers and provide regular updates and reports during the month to upper management. Performed compensation analysis and coordinated with corporate leaders to ensure accurate payment according to defined achievement goals. Worked on and led several projects revolving around compensation and the impact on team member performance and deal quality.

• Perform all duties as elected Treasurer, including auditing and approving all cash flows and submitting required financial disclosures to Department of Labor, IRS, and California agencies.• Prepare and present monthly and annual financial reports at all monthly membership meetings• Create and maintain a budget and financial policy to ensure good financial health and positive growth.• Conduct all payroll related activities for those performing union related duties during regular work hours. In a QuickBooks environment, issue all net wages, maintain worker’s compensation, file quarterly and annual payroll tax forms, and issue W2s and 1099s.

• Act as the point-person for assigned affiliates, working with the affiliate officers to resolve any financial issues or providing advice as needed. Typical subjects involve budget preparation, payroll, auditing of payments and expenses, and adjusting the financial policy. • Utilize exceptional Excel skills to assist with audits and projects involving heavy data. Analyze data to find slightest of discrepancies, manipulate complicated data into simple reports and summaries, and improve day-to-day workflow with basic scripts to eliminate data entry.• Quickly went from unfamiliar to expert with cutting-edge software such as UnionWare and Microsoft Dynamics in order to more deeply work with financial / union dues data.• Prepared and improved upon the financial report-outs for our Treasurer, shared knowledge and conducted presentations on Excel training to multiple audiences. Active on numerous committees.• Perform regular duties such as bank reconciliations, journal entries, preparation of financial reports, and reviewing of accounts and balances as needed. Trained in and performed the duties of Accounts Payable, Accounts Receivable, and Payroll.

• Managed the store and its staff of 12-18 employees, keeping employees and shift managers efficient and happy with practiced management techniques.• Heavy customer service duties trusted to independent ability. Excellent track record handling difficult customers in a professional manner, extending these abilities to employees. • Upheld the store standards with minimum supervision, and helped handle inventory and stocking, as well as significant hiring and employee performance input. • Interacting with regional managers, franchise supervisors, recall and order systems, and other corporate practices.