Independently creates a comprehensive financial forecasting model, now used cross-functionally across the organization for the long-term financial plan processPartner closely with Blackstone minority equity stakeholders, delivering insightful reports and strategic guidance to shape forecasting and financial strategies effectivelyExercise sound judgment by pinpointing issues, analyzing diverse datasets, and implementing solutions that align with practical realities and operational needsEfficiently manage reporting obligations by consolidating, structuring, and evaluating data for diverse audiences Offer insights and actionable suggestions to address reporting challengesSupport regulatory compliance efforts by meticulously gathering and analyzing data, preparing regulatory schedules, and applying regulatory frameworks (FERC) to enhance business operations

Assist clients with technical accounting issues, to new standard implementations; from complex transaction support to internal controls e.g., consolidations, lease accounting implementation, and SOX readiness projects.Engage in unique on-call opportunities with clients to assist them with solving their problems, such as consolidations assistance, 10K risks disclosure analysis, and finance transformation projects. Offer support within the client acquisition process, discussions, engagement pricing, and engagement documentation set up. Work on firm development by assisting preparation and facilitations of new topic teachings to help associates within the firm to support our clients.

Analyze monthly expense accounts on a business unit level for financial forecasting to support FP&A departmentManage ~$200m retail lease portfolio with responsibilities including new closed lease implementation within the accounting and lease management system, ensuring timely rent and triple net obligations are paid, and providing clear communication with associated landlordsPrepare month end journal entries primarily focusing on 842 accounting standards and accruing for payable obligations for lease portfolio.

I performed procedures in execution of audits, reviews, and other assurance engagements, some examples include revenue and expense testing, cash confirmation procedures, inventory walk-throughs. I prepared financial statements with value-adding notes and disclosures to assist client management and shareholders to make informed business decisions. I communicated with team members and client personnel to help ensure efficient flow of information from clients to all levels of the firm. I assisted in maintaining client fixed asset and depreciation schedules. Along with assurance engagements, I support the tax department in preparation of business C-Corp and S-Corp tax returns. I completed book-to-tax reconciliations and complete related work within the tax software. I had sit ins on valuation and ESOP work and assisted preparation of data for partner analysis (TTM analysis) Daily I interacted with software such as ProFx Engagement and other ProFx titles, PPC Disclosures, Quickbooks, and Excel.

As the head Teaching Assistant, I was given the responsibility to lead a team of three in working with the undergraduate Business Communication project. I maintained communication with faculty and my team. I graded the students projects. I kept accurate records of the grading per class and kept the faculty and team up-to-date on the process.

I worked on a multitude of projects with the base projects with the principles focusing on fund accounting. I helped analyze data with the administrator and analysts to propose a new overhead rate to the finance director. I created a financial expense report for all the the fund centers in the years of 2013-2017 by pulling data out of SAP ERP. I drafted the report by using pivot tables and various Microsoft Excel functions such as: Index Match, Vlookup, SumIF, and other formatting functions such as MID, and Concatenate. I collaborated with managers on creating an expense budget for the Engage Toledo program lead by DPU. I also helped with various technical problems, lead a training, and installed new systems related to their migration to Windows 10.

I worked in a fast-paced environment utilizing leadership and teamwork to produce a satisfactory experience for customers. I assisted with food preparation, sanitation, and FIFO inventory. A bread starter requires an individual that displays effective leadership skills to communicate and start orders while making sure the rest of the food preparation is correct.

I assisted at Lakeside Chautauqua as a Summer Accounting/IT intern. I served as an on-call IT point person for troubleshooting of hardware, networking, and software complications. I worked diligently with the Vice President of Accounting, Accounts Payable Manager, Chief Financial Officer, Human Relations, and Accountants. I assisted in billing major events, and realty that occurred at Lakeside using programs such as: Microsoft Excel, and Microsoft Dynamics GP. I also assisted in internal audit of gate sales- and worked as a gates ambassador averaging $20,000 in sales a week as needed. I helped with the inputting of the 2016-2017 budget totaling over $1,000,000.

I was responsible for maintaining adequate landscaping over a 40 square mile area. I communicated and corroborated with a team of five in order to effectively finish major projects in the Toledo metropolitan area. I worked with heavy machinery such as Jacobson mowing equipment.