• Led all business analysis activities for team, including monthly business reviews, performance/KPI tracking, ROI analysis, and identifying growth and value opportunities.• Worked closely with Sales Team Leads to build accurate monthly forecasts by creating forecast models that provided historical volume analysis, inventory reporting, and gaps to budgets based on target growth %’s.• Partnered with Senior VP in establishing business strategies, KPIs, and annual operating budgets, aligning them with organizational goals & objectives.• Developed and nurtured the talents & skillsets of the Analyst by providing mentorship and training of both technical and conceptual financial skills.

• Managed the Region's 8-figure sales & marketing budget and provided comprehensive financial and accounting management, including financial reporting, budget tracking, and year-end close/accruals.• Led the annual budgeting process working closely with the sales & marketing teams to allocate budgets based on strategic programs, KPI’s, and new business opportunities. • Spearheaded the architecture of multiple company-wide systems, including a major revamp of the financial/business planning software in Anaplan which optimized the company’s workstreams in budget planning, tracking, and forecasting. • Consistently recognized as a top performer in performance reviews. Earned the organization's highest ranking, a rating reserved for the top 5% of all employees.

• Managed Region’s financial responsibilities including budgeting, expense management, invoice processing, SOA management, and accruals.• Led implementation of company's new financial system (Anaplan), improving efficiency and providing training for team members.• Significantly reduced aged account balances by modernizing the managementprocess of the Distributor Statement of Accounts• Developed innovative analysis reports for Executives and Marketing & SalesTeams to identify business growth opportunities

• Prepared pricing and profitability reports for business expansion bids. Evaluated financial contracts & pricing agreements, offering recommendations to management for vendor selections & pivotal business decisions.• Conducted financial mid-month and month-end procedures, including forecasting, variance analysis, and accruals.• Managed financial activities of Parts Distribution and Fuel Distribution divisions, including AP/AR reports, audits, reconciliations, & supervision of billing teams.• Led collaboration with IT department to develop the company's automated invoice auditing, billing, and financial reporting system.

• Assembled and organized tax forms for clients and the IRS including individual returns, trusts, and LLCs.• Data entry of clients’ financial information into the tax program database • Maintenance of office including cataloging, distribution, and record keeping• Secretarial and organizational duties for executives and managerial employers • Assisted clientele and staff via phone/email