Collaborate with project and marketing managers on ad hoc projects and research initiatives. Deliver comprehensive operational and financial analysis across departments, facilitating informed decision-making. Spearheaded the development and implementation of best practices for daily, weekly, and monthly tasks, optimizing efficiency and effectiveness. • Collaborated closely with the marketing team to compile data aimed at educating customers about the multitude of benefits associated with being a Charter customer. This initiative effectively boosted customer engagement and significantly mitigated churn rates.• Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders; identifying business needs; determining and carrying out necessary processes and practices; and monitoring progress and results.• Collaborated with the Marketing department to develop and implement research campaigns to reduce customer churn after promotional offers ended.• Responsible for creating intricate operational presentations on a monthly and quarterly basis, encompassing a wide array of metrics from mobile usage to customer behavior patterns.

• Managed communication across departments to onboard contractors and ensure all contractor criteria are met.• Summarized and presented results in an easy-to-understand manner and made recommendations for operational and/or financial performance improvement.• Responsible for creating detailed financial presentations on a monthly, quarterly, and annual basis representing various financial metrics such as Operational Effectiveness, Headcount Management, and Field Technicians’ productivity. • Coordinated the gathering and pressure testing of relevant facts around monthly operating and capital expense variances to budget/forecast across the region's business units.

• Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.• General Ledger: Maintain the general ledger, ensuring accuracy and completeness of all financial transactions.• Financial Analysis: Conduct financial analysis to identify trends, variances, and areas for improvement.• Assist compensation calculation for sales and trading personnel• Account Reconciliation: Perform regular account reconciliations to ensure accuracy and identify discrepancies.• Oversee the allocation of expenses by departments

Quickly promoted to Account Management Manager leading other sales staff; maintained sales role responsibility for 6 key national/international accounts ranging from $3M to $12M annually. Led the success of 3 direct reports responsible for maximizing sales throughout 10 US territories. Advised account managers on the components of Excel and generation of financial statements identifying how pricing, margin, share and market relevance effects their bottom line.

• Analyze customer price, quote and rebate structure to ensure they are competitive in the market while maintaining market relevance, price, margin and share• Manage and facilitate pricing and quoting decisions based on established price strategies• Process job quotes and send out industry communications for assigned territories• Obtain pertinent competitive information for sales, product management and price council• Facilitate and manage cross-functional meetings with transportation, operations, sales and customer service to ensure customer expectations are achieved for job site deliveries

• Collaborated with department heads to create an annual budget• Prepared monthly financial reports for the executive group and corporate department leads• Developed a process for expense tracking for corporate departments• Forecasted future expenses and projected financial results on a monthly, quarterly, and annual basis• Assisted in the development of Key Performance Indicators (KPI) for all corporate departments• Prepared monthly account reconciliations for fifteen accounts to assist with month-end close• Reviewed and approved invoices for account coding

• Trained and supervised the Cash Accountant• Facilitated and completed monthly close procedures• Assisted with analyzing financial statements on a monthly basis and reported on variances • Assisted with preparing monthly and annual financial statements • Assisted with developing budgets • Provided support before and during annual audit• Prepared monthly account reconciliations

• Assisted in preparation of financial information and reports to support internal reporting requirements.• Prepared and processed accounting entries for the month end close including fixed asset depreciation, revenue entries, inventory reconciliations and miscellaneous allocations.• Assisted in preparation of joint-venture financials, including reconciling minority interest accounts.

• Prepared month-end journal entries• Assisted with coordination and implementation of annual audit• Prepared monthly summary of Revenue and Cost of Goods Sold • Created journal entries for monthly accruals, prepaid expenses, payroll, and benefits• Reconciled cash, fixed assets, accounts payable, and accounts receivable monthly• Designed and implemented the expense report process• Assist management with integration of accounting processes after acquisition

• Performed day to day processing of accounts payable transactions• Prepared, verified, and processed invoices• Followed-up with clients regarding past due invoices

• Assisted Accountant with processing of accounts payable transactions