Jul 2022 – Dec 2023 · 1 yr 5 mos · Remote

• Conducted in-depth analytics using pivot tables to optimize gross margin, strategically reducing costs and enhancing revenue to achieve target goals.
• Utilized a range of systems to extract and analyze data, proficiently compiling reports in Excel.
• Documented all processes in Excel and Word to enhance clarity, facilitate cross-training, and drive continuous process improvements.
• Initiated and developed informative PowerPoint presentations on the sales reporting process for the sales teams and stakeholders.
• Developed Key Performance Indicators (KPIs) and dynamic dashboards in Excel to provide actionable insights for business stakeholders.
• Demonstrated the ability to manage effectively both upward and downward within the organizational structure.

Apr 2022 – Dec 2023 · 1 yr 8 mos

Mar 2022 – Jan 2024 · 1 yr 10 mos

• Developed impactful marketing campaigns targeting pioneering engineers involved in eVTOL concepts and Original Equipment Manufacturers (OEMs), effectively raising awareness among both technical and public audiences.
• Conducted interviews with innovative engineers to gather insightful information, crafting compelling articles for publication.
• Published articles on prominent platforms such as evtol.com and Medium.com, showcasing expertise and contributing to industry knowledge.

Dec 2019 – Dec 2021 · 2 yrs

• Generated comprehensive sales reports for the sales teams, providing detailed insights on a daily, weekly, and monthly basis.
• Leveraged the VPRO system to extract and analyze data, proficiently preparing reports in Excel.
• Enhanced efficiency by creating and modifying macros as needed, automating processes and streamlining reporting procedures.
• Developed Key Performance Indicators (KPIs) and dynamic dashboards in Excel to offer actionable insights for informed decision-making.

Jun 2015 – Jan 2017 · 1 yr 7 mos

• Expertly prepared monthly financial statements for 18 associations, employing both fund and accrual accounting methods.
• Delivered high-quality customer service to homeowners, addressing and resolving account issues with a customer-centric approach.
• Assisted accounts payable with inputting invoices into Excel worksheets for data backup.
• Innovatively developed methods to record historical data, contributing to the automation of future financial processes.

Aug 2011 – Aug 2013 · 2 yrs · Calabasas

• Conducted comprehensive cost analysis and cost avoidance analysis of vendor bids for purchase agents.
• Applied business intelligence skills by querying databases, including Access and the data warehouse integrated with the Enterprise Resource Planning system.
• Achieved significant cost savings of $2 million for the company through the creation of a highly detailed cost analysis on a specific project.

Jun 2007 – Nov 2011 · 4 yrs 5 mos

• Produced detailed budget and forecast reports for review by the Finance Director.
• Facilitated monthly meetings with vice presidents of each department to collaboratively discuss and refine departmental budgets.
• Conducted comprehensive analysis of trends and formulated forecasts for sales commissions and wholesale products.
• Generated accurate manual commission statements and calculated payments for sales agents, ensuring precision in compensation processes.
• Proactively addressed and resolved trouble tickets in a timely manner, providing effective support to sales agents regarding commission-related inquiries.

May 2005 – Feb 2007 · 1 yr 9 mos · Greater Los Angeles Area

• Regularly generated accounts receivables and financial summary reports for partner projects on a weekly basis, ensuring timely and accurate financial insights.
• Designed and implemented streamlined processes for efficient cash receipt from projects, enhancing financial operations.
• Conducted detailed analysis of project financials and budgets, implementing strategies to optimize profitability and financial performance.

Aug 2003 – May 2005 · 1 yr 9 mos · Pacific Palisades, CA

• Provided financial services with goals of acquiring 100% of customer’s business.
• Created loans and maintained customer accounts totaling up to $10 million and up.
• Maximized sales opportunities by creating and maintaining relationships with WF partners.
• Teller
• Cashed checks, accepted deposits, processed loan payments and withdrawals
• Maintained accuracy in my cash box every month.
• Provided great attention to detail while handling customer’s accounts in a timely manner.