Lead Financial Management Associate on four government programs which includes approximately twenty active contracts. Worked with Internal Product Teams to status and manage programs, such as Manufacturing, Program Management, Planning, Production Control, Quality Engineering and Manufacturing Engineering. Collaborated with manufacturing leads to ensure goals are met and budgets are maintained. Maintained daily business relationships with other financial departments located throughout the United States. Tracked manufacturing efficiencies and created weekly analysis of contract performance for Leadership presentations. Evaluated monthly performance metrics and completed variance analysis. Coordinated and established program financial objectives, sales forecasts, quarterly contract status reviews and monthly estimates to complete reports. Presented quarterly financial reports to Production Operations Site Lead, Business Director and other Leadership.

Managed client accounts for approximately fifteen clients. Created and delivered financial reports for clients which included accounting breakdowns of future capital calls, cash distributions and stock distributions. Communicated with clients via email and phone to meet any clients’ needs and to answer any questions. Worked with team members in the firm to complete client requests as quickly as possible. Confirmed that all company-wide bank wires were successfully sent and received. Created client accounts in accounting system for new investors (Hazeltree.

Managed, reconciled, and mitigated disputes on investors accounts; Created financial reports on investment accounts to present to the Board of Directors consisting of annual rate of return, profit/loss analysis, and percentage fee metrics; Posted journal entries and adjustments to the general ledger in the accounting system, Great Plains; Produced monthly bank reconciliations and confirmed general ledger is balanced with bank accounts; Assisted Business Office Controller and Human Resources Director; Executed duties for Accounts Payable Clerk and Accounts Receivable Clerk such as billing and managing students’ accounts; Assisted with bi-weekly payroll processes; Organized and prepared for internal and external audits; Filed financial statements and records for organization and easy accessibility; Performed tasks in a timely manner

Performed zoning procedures such as product stock and organization; Assisted customers with questions regarding products and product location; Supported other SAM’S CLUB associates as needed to complete their duties; Acquired forklift certification and license within the first six months of employment; Acknowledged, greeted, and accommodated customers to improve the quality of their shopping experience