• Create budget process and P&L model with FP&A; manage rolling forecast by analyzing trends and lead monthly financial meetings with various departments; upload budget/forecast data into our data management tool (SQL) to produce executive dashboards (Power BI) • Led budgeting process ranging from EBIT to consolidation, by consulting with all operational locations and SG&A departments to project financial goals aligning with executive’s expectations while providing leadership team and… Show more • Create budget process and P&L model with FP&A; manage rolling forecast by analyzing trends and lead monthly financial meetings with various departments; upload budget/forecast data into our data management tool (SQL) to produce executive dashboards (Power BI) • Led budgeting process ranging from EBIT to consolidation, by consulting with all operational locations and SG&A departments to project financial goals aligning with executive’s expectations while providing leadership team and private equity owner budget presentations• Analyze and oversee financial results for 20+ operational location against projections and trends to generate key drivers for executive team and private equity owner• Collaborate with accounting department on identifying general ledger mapping issues to ensure accurate financial reports by providing recommended reclassifications; perform monthly variance analyses and explanations• Audit accounting process and company flow to produce recommended process improvements and business initiatives • Provide detailed analyses on areas including, but not limited to, service line expansion, asset acquisitions, and operational decisions• Construct AR collection and unbilled reports identifying DSO metrics and outstanding unbilled invoices for management and executives • Manage and analyze weekly and monthly man-hour reports to provide operational managers insight on personnel utilization• Assist with M&A transactions; work with multiple departments including operational and SG&A; analyze and project on market area; create bid rates for correlation purposes, and accomplish assigned ad hoc requests Show less

• Assisted in preparation of revenue forecasts and long-range plans, 3 times annually, by working with multiple departments; updated and maintained forecast models with current data and accurate operational assumptions• Prepared financial presentations and metric reports for executives and senior management for utilization in key operational decisions• Worked with accounting department during monthly, quarterly, and year-end close to fulfill SOX control and internal reporting needs… Show more • Assisted in preparation of revenue forecasts and long-range plans, 3 times annually, by working with multiple departments; updated and maintained forecast models with current data and accurate operational assumptions• Prepared financial presentations and metric reports for executives and senior management for utilization in key operational decisions• Worked with accounting department during monthly, quarterly, and year-end close to fulfill SOX control and internal reporting needs, while producing monthly and quarterly variance explanations• Developed several of the company’s largest US natural gas pipeline revenue models, incorporating rate cases & forecasting assumptions• Trained colleague on monthly close activities, revenue model updates, and the use of database systems• Built ongoing relationships with commercial team to stay connected with strategies and company updates• Completed various special projects consisting of acquisitions/synergy, revenue analysis, and ad hoc requests requested by leadership team Show less

• Tasked with updating and consolidating the Operating Earnings database of multiple CPG pipelines dedicated to the MLP (Master Limited Partnership) spin off, by consolidating multiple financial models into one revenue report• Analyzed revenue, depreciation, tax and O&M information from various pipeline assets and compiled the data to export and update the OE database• Condensed the business case summary of CPG’s largest project in company history, MXP ($2.7B), reviewed by the Board of… Show more • Tasked with updating and consolidating the Operating Earnings database of multiple CPG pipelines dedicated to the MLP (Master Limited Partnership) spin off, by consolidating multiple financial models into one revenue report• Analyzed revenue, depreciation, tax and O&M information from various pipeline assets and compiled the data to export and update the OE database• Condensed the business case summary of CPG’s largest project in company history, MXP ($2.7B), reviewed by the Board of Directors• Assisted the Vice President of Financial Planning with analyzing the feasibility of land ownership by modeling the EBITDA, (earnings before interest, tax, depreciation/amortization) of two particular land assets Show less

• Process and manage up to $2,000 in cash, credit and debit transactions per shift• Responsible for establishing, reviewing and renewing merchant contracts• Maintain and manage all official tax, transaction and financial records • Supervise wait staff and ensure customers’ orders are filled in a timely and efficient manner• Coordinate all advertising and publicity efforts including online, print and social media

• Assisted full-time tax consultants in preparing for county appraisal hearings by collecting and organizing all official forms and documentation • Analyze client financial statements and cross-reference with Harris County’s evidence to determine fair property value metrics• Establish and cultivate relationships with clientele to better understand their needs to provide the highest level of service regarding their property assets • Create general business and forecasting models to… Show more • Assisted full-time tax consultants in preparing for county appraisal hearings by collecting and organizing all official forms and documentation • Analyze client financial statements and cross-reference with Harris County’s evidence to determine fair property value metrics• Establish and cultivate relationships with clientele to better understand their needs to provide the highest level of service regarding their property assets • Create general business and forecasting models to project long-term property value and taxation with Microsoft Excel• Train incoming and new agents on company policy and procedure, and assisted consultants with field inspections as necessary Show less

• Responsible managing up to $5,000 in cash per shift• Consistently and accurately facilitated up to $20,000 in daily deposits, withdrawals and commercial transactions per shift and handled safe deposit box and night-drop activities