Résumé

Accomplished problem solver, leader, and critical thinker focused in accounting and data/business analytics. A lifetime learner with two graduate degrees (a Master of Science in Accountancy and an MBA in Applied Business Analytics) and Fortune 40 experience
Skilled in Microsoft Power BI and Excel, data and financial analysis, and a diverse group of technologies. Has a demonstrated history of learning and adapting to new technologies, and a robust drive for continual process improvement
Capable research professional with two years of experience in higher education as a Graduate Research Assistant at Appalachian State University.
Experienced international traveler, having traveled to Switzerland, Poland, Italy, Germany, France, Austria, Liechtenstein, Brazil, Puerto Rico, and Canada

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Promoted from Financial Analyst in August 2020
Develop, implement, and coordinate all domestic and international financial reports, statistics, and analysis for Operation Christmas Child (OCC)
Prepare biannual budget ($80M+) and compile monthly/annual financial statements
Lead OCC VP and Directors in regular expense review
Monitor and reconcile gift-in-kind (GIK) and purchased inventory, and complete annual GIK valuation project
Facilitate transition of reports to Tableau dashboards
Improve billing, tracking, and reporting procedures for seven international affiliate offices
Develop and maintain future projections and plans for 5+ years
Recommend cost-efficient and cost-saving opportunities

Designed, built, and implemented new reporting system (ETL, cleaning, interactive dashboards, daily and periodic reporting) summarizing ~$200M of transactions daily
Offered new insights into fees and processing errors, and facilitated significant fee reduction through daily reporting tools
Used Microsoft Power BI, DAX, Access, Excel, Power Query M, SQL, and other tools to clean, analyze, and visualize a variety of financial data
Worked with data from Oracle PeopleSoft General Ledger software to summarize and analyze credit/debit interchange, assessment, and JPMorgan Chase & Co. fees, and ran periodic account balances and variances
Investigated debit interchange variances, creating cost-saving potential by altering network transaction volumes
Traced authorization downgrades to root cause(s) through multiple systems and 2,000+ stores

Evaluated Visa, MasterCard, Discover, and AmEx fees and volume (international and domestic tiers)
Extracted and analyzed data using MicroStrategy reporting tools (DART)
Worked with Loss Prevention team to provide data-driven insights into fraudulent transactions
Conducted SOX testing to assist internal audit and inventory teams
Maintained industry-leading PCI DSS and security standards

Supervised by Dr. Sandy Vannoy, Associate Dean of Graduate Programs & Research
Assisted with literary review of hundreds of social media, social computing, and social networking articles
Created review of rankings of business ethics academic journals
Researched hybrid/executive business graduate programs as part of an exploratory study
Assisted with analysis of department budget, program goals, and student fees
- Supervised by Wendy Deng – WCOB Graduate Programs Budget Director
Graduate Programs differential tuition research

Supervised by Dr. Claudia Kelley, Professor of Accounting
Assisted with research, evaluations, proctoring, and grading for graduate- and undergraduate-level courses

Managed, created, and updated thousands of item records with Sierra ILS database
Conducted annual audits of periodical subscription invoices and receipts
Worked on various special projects for serials and receiving
Saved the Library $4,000+ annually in subscription fees by eliminating unread publications