Budgeting & Forecasting KPI reportingCohort AnalysisAttrition analysis - Lead monthly analysis meetings with ELTRevenue analysis V BookingsFinancial pack preparation Debt reporting pack preparationP&L, BS, and CF Variance AnalysisSupport various parts of business via analysis and modeling

Lead adoption of lease standard ASC 842 to ensure GAAP ComplianceImplementation of Oracle - Netsuite conversion from QBs Lead integration of acquired company ensuring GAAP compliance Completed acquisition final net working capital calculation and production of opening balance sheet Lead adoption capitalization of software development IAW GAAP StandardsLead adoption of ASC 606 revenue recognition and capitalization of commissions IAW GAAP StandardsManaged monthly closed process, GL reconciliation, FS reportingConstant process improvement and implementation of new processes and standardsAnnual planning - CF, Balance sheet, Covenant reporting Covenant compliance and Excess Cash Flow preparationCoordinated with external audit teamIntegrations of acquisitons - AutoAPR, Snapcell, Fixed Ops DigitalBudgeting & Forecasting KPI reporting, CAC,LTV, attrition,retention

Lead adoption of lease standard ASC 842 to ensure GAAP ComplianceGlobal consolidation of financials - Intercompany transactions and reconciliations Global currencies - Danish Krone, British Pound, Australian Dollar, Chinese Yuan, Canadian Dollar

Daily supervision of the Accounts Payable and Accounts Receivable functions, including training, coaching, and development of employeesProduce monthly, quarterly, annual financial and month-end reportingEnsure timely processing of invoices, Commission Payments, ACH transactions, Cash Application/ Collection as well as Manage the weekly check run processes while maintaining compliance with SOX documentationManage the processing of 1099's for all suppliers paid by the companyDesign and implement continuous improvement projects within the Finance DepartmentManage financial close processes and procedures ensuring timely monthly, quarterly, year-end close processing as per company policyCreate and provide meaningful analytics to Department Heads regarding compensation and expendituresConduct financial and sales compensation closing activities, including reconciliations and final pay file distributionsPrepare comprehensive financial reporting iaw debt covenant agreementsIntegration of four separate acquisitions Design, implement, and uphold existing policies and proceduresImplementation of automated collections module -IntacctImplementation of Stampli - automating approval process and streamlining invoice processAcquisition integrations - Rentsys, Preparis, Recovery PLanner

Assisted with the annual budget. Worked with one or more departments to complete annual budget and year over year variance analysisAnalyzed performance (tracking revenue & expense regularly) and provided variance explanations and recommendations for operationsDeveloped and analyzed forecasted business unit performance through collaboration with key stakeholders and assisting the budgeting planning processPerformed monthly expense trending analysis by accounts, vendor & business departmentsDeveloped, prepared, analyzed, and drew insights from periodic management, operational, and financial reporting used to drive decision makingCreated, implemented and maintained financial operations documentation to provide clarity and consistencyCreated and provided meaningful analytics to Department Heads regarding compensation and expendituresConducted financial and sales compensation closing activities, including reconciliations and final pay file distributionsRan monthly variance analysis to budget/forecast providing integral support to monthly, quarterly, and annual financial reportingDesign, implement, and uphold existing policies and procedures

Tracked, recorded and analyzed company-wide capital and non-capital expenditures P&L Analysis, identifies significant variances and recommends updates to the current plan monthly.Prepare monthly journal entries in compliance with US GAAP, Sarbanes-Oxley, and corporate policies and proceduresPrepared Monthly general ledger account reconciliations and financial reporting analysisCalculated partnership referral payments and ensure proper accounting of the same in accordance with customer contractsReconciled intercompany accounts, consolidation of multiple US and CAN entitiesManagement of Capital Assets, complete process from acquire to retireSage-Intacct ERP-Implementation experience with fixed asset module, AP module, Time and Expense

Finance Courses - International Financial Management, Financial Markets & Institutions, Principles of Finance, Investment and Portfolio Mgmt.Reinforced lessons presented by Professor by reviewing material with students one-on-one or in small groupsEnforced University and School of Business policies to ensure students compliancePrepared for lessons by getting materials ready or setting up equipment, such as computersProctored exams and setting up exam review sessions with studentsRecordkeeping, such as tracking attendance and calculating gradesGraded assignments and exams promptly

Analyzed data from primary and secondary data sources and maintain databases/data systemsIdentify, analyze, and interpret trends or patterns in complex data setsUtilized advanced Excel and Access skills to produce event registration/attendance reports, graphs, and tables for management presentationsDeveloped & optimized data collection methods and qualifying proceduresleveraged analytical tools to develop an efficient system of operationsUsed advanced Excel functions (VLOOKUP, CHISQUARE) and used Macros to analyze and create reports for presentationWorked with management to prioritize information needs and created Adhoc reports

Assisted with the day-to-day operations of the HR Admin department and serve as the first point of contact for all general HR enquiries, administration, and correspondencePartnered with HR Leadership to hire new staff and faculty Inputted and ensured accuracy of sick time and vacation records and payroll for all monthly paid employees in the HCM databaseEnsured all hiring practices HR processes and procedures are conducted within state and federal standardsReviewed of all incoming I-9 forms and documentation, follow up to ensure each I-9 is in compliance Submitted, tracked, maintained background information into HR vendor site

Established and maintained lines of communication with other military units and Civilian Calibration facilities across four continentsAccounted for more than 5,500 calibrated assets dispersed across four continents and twenty- three squadrons/work centersDesigned and maintained enhanced tracking and organizational methods of all assets via relational model database to ensure NAVAIR compliance for all assetsManaged Calibration Laboratory to top performing Lab in Fleet Marine Force with highest readiness rate of 98.5% and lowest overdue asset rate 0%Analyzed and created performance and adhoc reports for status meetings Budgeted Calibration lab maintenance hours for twenty-three squadrons/work centersConducted weekly technical training with Marines consisting of new policies, procedures, and reinforcement of job specific continuing education

Operational Excellence: Leveraged management information tools to analyze financial reports and identify performance trends, proactively addressing issues to enhance store operations and drive profitability.Strategic Planning: Utilized a comprehensive suite of operational tools—including Automated Labor Scheduling, Monthly Status Reports, Quarterly Business Reviews, cash management, and inventory control—to optimize store performance and ensure alignment with organizational goals.Cross-Functional Collaboration: Worked closely with district and regional teams, strategically leveraging external resources such as Marketing, Asset Protection, Food & Beverage, and Retail Implementation departments to execute key initiatives and support day-to-day store operations.Team Leadership & Development: Led a high-performing team by conducting regular performance assessments, providing constructive feedback, and setting ambitious goals to continuously improve team performance. Utilized performance management tools to align team efforts with broader company objectives and foster a culture of growth and accountability.Problem Solving & Resource Management: Applied discretion in accessing external support and resources to resolve operational challenges, ensuring smooth store operations and achieving business targets.