Financial Analyst - Aloha - McKinney, TX
(2025-04)
- Implemented and developed forecasting and month over month comparison reports within Planful.
- Worked in a team of four to perform and complete the company's first financial audit.
- Performed full cycle accounting duties, including Accounts payable coding, AR reconciliation, Journal entry posting and more with a team of four people.
- Perform Semi-monthly payroll runs and handled benefits reconciliations.
- Created and Reported Variance analysis for YoY, YTD, Monthly actuals and actuals versus forecasts.
- Utilized AI tools to complete deferred revenue calculations, payroll reconciliations, and various other tasks.
- Developed many ad-hoc reports using salesforce and the company's internal billing software to provide information regarding sales projections and financial health.
FP&A Analyst - Sol-Ark - Allen, TX
(2023-11 - 2025-04)
- Developed a weekly forecast variance report in Excel comparing revenue, costs, and margins to company demand plan.
- Utilized various Excel formulas to create an automated Flux Analysis Table, comparing monthly/weekly actuals to prior periods with focuses on Volumes, Revenue, and ASPs.
- Implemented NetSuite, Vena Solutions, and used QuickBooks to develop various ad-hoc reports.
- Maintained a 13 week and 52-week cashflow forecast.
- Created and maintained annual budget and revenue forecast.
Business Office Admin/Analyst - Sol-Ark - Allen, TX
(2021-07 - 2023-11)
- Process customer purchase orders by converting into Sales Order.
- Ran daily reports to streamline ASC 606 – Revenue Recognition, upon the completion of fulfilling a Sales Order and converting it to an invoice.
- Collect on overdue invoices, match banking transactions, weekly AR reconciliations, and work in a team to close out every business month within a timely manner.
- Automated reports in Tableau – Heat map with density circles based on largest revenue states. Daily tracking of top performing customers. Operations efficiency by calculating order turn over time.
