May 2022 – May 2026 · 4 yrs · Warrendale, Pennsylvania, United States

Sep 2016 – May 2022 · 5 yrs 8 mos · Seven Fields, PA

• Maintain existing financial models, analyze financial and operational performance and communicate observations to various levels of management. Prepare budgets and forecasts to analyze the variances. Also, work with various leadership members on ad hoc report requests necessary to support business decisions. Partner with business leaders to update the Company forecast. Work to ensures that areas of risk and opportunity are identified and captured. Analyze variances vs budget and historical results. Assist and support the development of standardized work flows, instructions and standard operating procedures. Participate in cross-functional special projects where a Finance perspective is required or requests by Management; review and communicate financial impacts of business decisions. Assist in preparation of the annual Company planning targets and budget. Serves as a liaison between the business community and the MIS organization in order to provide technical solutions to meet user and business needs.

Apr 2013 – Sep 2016 · 3 yrs 5 mos · Warrendale, PA

• Prepare monthly and quarterly LCM reports for customers and internal management. Post monthly and quarterly journal entries as needed for various commercial programs. Prepare monthly and quarterly reconciliations of various accounts. Assist in gathering and compilation of the Americas budget sales information. Prepare and distribute annual budget sales information to executives and sales staff. Ensure that all corporate reporting requirements are met on a timely and accurate basis. Prepare monthly payment status reports and alert appropriate personnel when collections become an issue. Prepare monthly payment distribution report and sent to appropriate personnel when collections become an issue. Prepare and update monthly dashboards and sales results reports for various members of executive management. Maintain and monitor the national discounts programs and parts returns program including issuing credits and return authorizations.

Sep 2012 – Apr 2013 · 7 mos · Seven Fields, PA

• Perform test of controls on the lease documents, new applicants, additions to the tenants lease, and other financial data. Reconcile the monthly rental payments and scheduled billing prior to posting it to the tenant accounts and system.Work with Accounting Manager on the budget and review any material variances that exist between the budget and the profit and loss. Prepare move-out documentation and audit the information to determine if all material was properly recorded, and the tenant was properly charged prior to move-out. Prepare monthly gas bills for the tenants and capture the cost on the tenants ledgers.

Mar 2009 – Aug 2012 · 3 yrs 5 mos · Cranberry Township, PA

• Prepare and enter projects into Syteline based on the elements included in an executed contract. For AcuDose, obtain the drawer configuration information from the Configurations Specialist and compare to the executed contract for consistency. Enter data into ERP system as Project based on configurations proposed to current customers. Determine if a change request provided to manufacturing is allowable and in accordance with the contract or if a contract amendment is required to process the change request. Maintain and monitor a detailed listing of products shipped prior to the execution of a contract. Obtain and file the appropriate approvals to ship such product. Coordinate with Production Planner to ensure the appropriate equipment configuration is entered into Syteline. Reconcile variances between Project and work orders as identified. Determine, in conjunction with Production and Implementation, which type or model of product should be included in a Project consistent with the contract configuration. Enter placeholders that contain product configuration information into Syteline to provide accuracy for forecasting purposes related to purchasing and staffing. Reconcile the contract to the product configuration/quantity to prevent inaccurate orders from going into production. Responsible for placing production holds on contracts or sales orders relating to financing issues, contract issue and discrepancies. Continuously monitor zero dollar sales orders and G/L transactions on a monthly basis to ensure the appropriate level of approval is obtained and documented. Correct transactions that are posted in error. Responsible for capturing cost for ancillary and peripheral equipment at the appropriate point in time by maintaining open communication with the Senior Cost Accountant.

Jun 2006 – Mar 2009 · 2 yrs 9 mos

• Conduct walkthroughs of the client's process to determine risk and controls for detailed testing. Perform account fluctuation review for auditing purposes. Perform test of controls on investments, loans, deposits, payroll, and other financial data. Perform reconcilements to assure the numbers agree to the general ledger, and review the segregation of duties for the reconcilement being performed. Prepared adjusting entries to post to the general ledger. Analyze accounts to determine the significant and insignificant accounts in the financials. Prepared sample selection for audit confirmations and performed follow-up on non-responses and traced and agreed the responses to assure agreed with client's documentation. Prepared footnotes of the financial statements for reporting purposes.

Jul 2005 – Jun 2006 · 11 mos

• Balanced the general ledger to assure the property was not over a set budget. Prepared and paid invoices. Performed a daily update of the general ledger. Processed rent payments and assured the payments were processed and all residents had paid

Nov 2004 – Jul 2005 · 8 mos

• Prepared all contract bids with customers. Prepared budget reports and sales reports in excel to assure the company was meeting its goals. Worked with clients on contracts to determine the most cost effective agreement.

Apr 2004 – Oct 2004 · 6 mos

• Worked to hit a sales goal based on contract agreements obtained from customers. Performed analysis of rates being offered to customers and competitors rates to assure the company was offering clients the best rate. Prepared a monthly sales analysis detailing sales, potential sales, and goals for the next month.