Server/Bartender/Manager - Baker Street Pub - Sugar Land, TX
(2023-11 - 2026-08)
- Oversaw all operations including guest satisfaction, cash management, daily financial reconciliation, hiring and employee scheduling.
- Lead server trainer and oversaw all training of new servers. Additionally, maintained continued ongoing training and support for all staff after formal training.
- Has maintained consistent guest satisfaction and support for guest return as evidenced via online reviews as well as direct compliments to management for the service provided.
- Continually searched for ways for all staff to improve efficiency, responsibilities and guest satisfaction while maintaining communication for improvements with management.
Senior Auditor - Sysco Corporation - Houston, TX
(2018-07 - 2023-06)
- Performed detailed SOX and operational control testing for all North American field operation locations.
- Performed on-site field operational shrink reviews which requires an in depth understanding of Inventory Control, Warehouse, Transportation, Merchandising and Finance operations, as well as effective communication with all levels of management.
- Performed detailed investigations and reviews of field and distribution operations as well as M&A operations.
- Created and maintained professional relationships with Sysco field location personnel and audit team staff to ensure effective and efficient communication related to each audit’s status and progress.
- Mentored and coached new hire associates with minimal to no audit knowledge to help develop their knowledge and effectiveness.
Assurance Associate - PricewaterhouseCoopers LLP - Houston, TX
(2014-12 - 2018-02)
- Performed detailed substantive and analytical financial statement testing for planning, execution and conclusion activities for Fortune 500 public to small private entities in accordance with US GAAP and other regulatory bodies.
- Created and maintained professional relationships with client personnel and engagement team leaders to ensure effective and efficient communication related to engagement status and progression of the engagement.
- Efficiently adapted to numerous different clients across various industries along with an everchanging policy and regulatory environment.
- Mentored and coached new hire associates to help develop their knowledge which in turn aided client relationships and progression of each engagement.
Financial Analyst - Direct Energy - Houston, TX
(2012-10 - 2014-03)
- Created monthly corporate consolidated reports containing P&L and non-financial power, gas and customer metric data.
- Lead on a project with parent company to integrate a new reporting system to upload data which required in depth knowledge of entire company while also communicating with all lines of business to gather and analyze accurate historical and forecasted data.
- Developed and grew an understanding of software programs that extract financial and non-financial data from SAP through writing scripts that designate specific information to extract.
- Analyzed and reported weekly/quarterly/bi-annual data on varying reporting formats.
- Consolidated company-wide reporting with accompanying commentary for internal management and parent.
Financial Analyst - JP Morgan Chase and Co - Houston, TX
(2010-06 - 2012-10)
- Analyzed and recorded monthly/quarterly reporting on a variety of energy trade books.
- Accurately completed monthly/quarterly/annual financial closing and reporting for multiple physical and financial trade assets.
- Completed multiple write-ups for management detailing GAAP implications regarding large investments.
- Tracked and provided daily analysis for movement within the trading portfolio for my reporting group.
- Successfully accomplished many tasks that require working across multiple lines of business.
