• Oversee financial operations of a region of >$2.4 billion in revenue for all field-facing finance functions• Perform thorough monthly review of preliminary financial statements within the month-end close process for adjusting entries, including GL level analysis and variance explanations• Provide continuous financial advice related to operational changes, focusing on the financial impact of decisions made and strategizing with field teams to role out focused initiatives• Leverage and improve business intelligence resources for profitability/business improvement• Segment KPIs and financials to find abnormalities and opportunities• Lead initiatives focused on AR, headcount, margin improvement, client retention, project pricing, contract negotiation, rate increases, and financial literacy of field personnel • Communicate and cooperate with senior operational/financial leaders, managing stakeholder interests• Budget and monthly Forecast building during changing business environment (COVID-19)• Develop and improve executive and field level reporting, decks, and financial letters providing deeper analysis of my views on the state of the business• Integrate several billion dollar acquisitions into Allied financials, operations, and forecast/budget

• Calculate commissions from various raw data resources using access, excel, Oracle and other databases• Provide revenue analysis and detail for use in operations and planning• Perform financial reporting and ad hoc requests for managers in a Fortune 500 company

Participated in a merger from independent RIA to a trust company and subsidiary of Thrivent Financial. Managed and manipulated data in excel and accessed databases such as Advent. Researched investment alternatives. Developed and edited client facing documents, such as an IPS for portfolio management. Audited client portfolios to better reflect investment constraints. Solved ever-expanding complex problems. Learned new software in order to complete assigned tasks.Worked across departments and in a team of more senior analysts.