Accounting * Fraud Examination * Internal Audit
5+ years – Fraud Examination and Resource Planning – Transaction analysis, invoice auditing accounts payable. Cost analysis and resource optimization.
5+ years – Hospitality Industry - Restaurant and hotel front desk assistant management, while attending school.
10+ years – General Accounting – GAAP and SOX compliance, Month, quarter and year-end closings. Payroll, tax reports, cost analysis, inventory optimization models, SQL reports and Excel analysis.
7+ years – Portfolio Risk Management – Futures and options strategies to manage risk while maximizing leverage. FP&A developed a Business Model for Enterprise expansion into new markets and global customer base.
Lead Cost Accountant and Auditor - Uber/Microsoft Geospatial project. Proposed process changes to increase operational efficiency and consistently found errors in vendor billing. Resource planning which lead to improved processes and cost savings of 16%
Operational Expansion – opened new trade desks to expand operations in new markets entering the Chicago Mercantile Exchange trading floor.
Financial Planning and Analysis – Provided detailed monthly financial analysis, contributing to the annual operational budget and capital expenditures
Data Analytics Enterprise Resource Planning
Cost Analysis Forensic Accounting
Analysis of Internal Controls Cross-Team collaboration
Project systems and procedures analysis Logistics analysis
University of Colorado, Boulder. Business Administration
BS Degree (Finance), California State University, Fullerton
MBA, Masters in Accounting and Financial Management, Fraud Examination
Associations, CFE, COCOFE, IIA
Microsoft-Bing/Uber Boulder, CO June 2014-Present
Accountant/Auditor Geospatial Project
Vendor invoice auditing, data analytics
SOX regulations and compliance analysis
Project systems and procedures analysis
Projection analysis and forecasting
Assisted with Monthly, Quarterly and FY closing data
Whole Foods Market Boulder, CO April 2012-June 2014
Accountant/ Daily Cash Audit
Inventory management using proprietary ERM software (IRMA)
Supply chain analytics
Create daily excel reports for leadership, detailing sales analysis comparing daily, weekly and yearly sales figures.
Audit daily cash receipts for the 5th busiest store in the franchise.
Prepare daily safe count and cash settlement spreadsheets.
Consult with regional directors on efficiency improvements.
West Corp. Longmont, CO December 2008-2012
Data Analyst RMP
SQL Database queries, Provided accurate data analysis for VOIP/911 call data integrity
Address to phone number audits, and geospatial coordination for VOIP callers
Continuously met the standard of 99.999% accuracy in data analysis
Handled customer inquiries from Qwest, 8x8, and numerous third tier clients with detailed accuracy and clear solutions.
Conducted extensive research for program managers with detailed data concerning usage and volume statistics on specific accounts
LDLZ, LLC_ Longmont, CO June 2002-December 2008
Staff Accountant/ Cost analyst
All General Ledger and Accounts Payable/Receivable entries
Period projection presentations
Cost analysis and pricing strategies
Created accounting spreadsheets, cost analysis and inventory controls.
Tracked daily receipts using QuickBooks
Financial Planning and Analyst/Derivatives Specialist
Provided quantitative analysis on select derivative classes and order flow information to professional traders and hedge fund managers.
Secured new client base in Spain, Amsterdam and New York.
Account audits and risk analysis
Executed daily and intra-day chart analysis to Institutional clients of the S&P 500 Contract
Implemented the expansion of new trading desks, serving the NASDAQ contract and S&P 500 options on the Chicago Mercantile exchange.
Provided up to the second quotes between the Chicago Mercantile Exchange and the Chicago Board Options Exchange for local traders to conduct contract arbitrage.
Advanced Excel, Power Point, PeopleSoft, Data Management in SQL, Office Suite, Great Plains, Concur, QuickBooks Pro, Hospitality software
Memberships and Associations: Colorado Chapter CFE, Institute of Internal Auditors
Interests: Competitive tennis, hiking, biking and woodworking, Humane Society volunteer.