Concierge - Sunrise Senior Living at Silas Burke House - Burke, VA
(2026-05)
- Managed front desk operations for a community serving over 75 residents while handling high-volume calls, visitors, and service requests.
- Greeted residents, family members, and visitors in a professional and welcoming manner, creating a positive first impression of the community.
- Consistently upheld Sunrise Senior Living's commitment to resident-centered care and service excellence.
- Demonstrated compassion and patience when interacting with seniors, contributing to a comfortable and supportive living environment.
- Processed mail, deliveries, and packages while ensuring timely distribution to residents and departments.
- Collaborated with nursing, dining, housekeeping, and administrative teams to address resident concerns and ensure exceptional customer service.
- Coordinated visitor sign-in procedures and maintained security protocols to ensure a safe environment for residents and staff.
- Maintained resident records, schedules, and communication logs with a high level of accuracy and confidentiality, utilizing Microsoft Office and community management systems.
Treasurer - Terra Centre Elementary School PTA - Burke, Fairfax County, VA
(2025-07)
- Managed annual PTA budget of $50,000+, overseeing accurate allocation of funds across programs, events, and school initiatives.
- Maintained detailed financial records, ensuring 100% transparency and compliance with PTA bylaws and financial policies.
- Prepared and presented monthly financial reports to executive board and general membership meetings.
- Reconciled bank statements, processed deposits, and monitored cash flow to maintain fiscal stability.
- Led annual budgeting process, collaborating with school administrators and committee chairs to forecast expenses and revenue.
- Managed vendor payments, reimbursements, and expense approvals in a timely and accurate manner.
- Coordinated fundraising revenue tracking, ensuring accurate documentation and timely deposits.
IT Director - Childress Technology Solutions
(2024-07 - 2025-07)
- Analyzed, diagnosed, and repaired customer IT inquiries.
- Managed a diverse array of projects including laptops, PC, tablets, printers, phones, and stereo equipment.
- Leveraged and expanded personal and professional network to expand client base.
Financial Advisor - Edward Jones - Oakton, VA
(2024-01 - 2024-07)
- Built and managed a client base of individual investors through proactive outreach, networking, and community engagement.
- Conducted comprehensive financial reviews to assess clients' goals, risk tolerance, and time horizons, developing personalized investment strategies.
- Educated clients on retirement planning, portfolio diversification, insurance solutions, and tax-advantaged investment options.
- Recommended and implemented investment products including mutual funds, ETFs, fixed-income securities, annuities, and managed advisory programs.
- Leveraged Edward Jones financial planning tools to prepare detailed proposals and retirement income projections.
- Ensured compliance with FINRA and firm regulations while maintaining accurate documentation and suitability standards.
- Collaborated with regional leaders and home office teams to refine business development strategies and improve client service delivery.
- Utilized CRM systems to track prospecting activities, follow-ups, and client service interactions.
- Participated in continuous professional development and licensing education (Series 7, Series 66, Insurance Licensing).
Senior Data and Systems Analyst - XLA/CapGemini Government Solutions - Washington, DC
(2019-09 - 2023-12)
- Created macros in MS Access to support system updates and reduce downtime by 95%.
- Migrated manual Access processes into automated tools, improving reporting accuracy and audit readiness.
- Integrated Excel solutions with external MS Access systems using ADO and API calls for efficient data management.
- Built interactive dashboards and executive reporting solutions using ServiceNow to drive data-informed decision-making.
- Improved reporting efficiency by 90%, enabling leadership to access timely operational and financial performance metrics.
- Partnered with cross-functional stakeholders (business, IT, product teams) to define KPIs and deliver actionable insights.
- Conducted data quality assessments and implemented validation frameworks, reducing reporting discrepancies by 95%.
- Presented analytical findings and strategic recommendations to senior leadership and client executives.
- Trained end users and management on newly-implemented system features and updates.
Cyber Fraud Monitoring Analyst - MetLife - Cary, NC
(2018-10 - 2019-08)
- Conducted detailed data analysis to verify the legitimacy of account activity, utilizing techniques such as IP address comparison, data aggregation, and open-source intelligence to identify patterns and discrepancies.
- Collaborated with various business units to reconcile accounts and create new and refine existing business processes.
- Held weekly meetings with the operations unit and finance team to discuss and resolve challenges related to fraud monitoring.
Excel VBA Developer - Cisco Systems - Morrisville, NC
(2014-09 - 2018-09)
- Developed an offline Excel-based sales quoting tool, accurately replicating complex pricing schemes by analyzing discounts and features from multiple product managers, ensuring consistency and accuracy in offline sales operations.
- Designed and developed custom VBA macros and automation tools to streamline reporting, data processing, and reconciliation tasks.
- Built dynamic Excel dashboards with pivot tables, vlookups, advanced formulas, dynamic named ranges, index/match, and automated refresh capabilities.
- Developed user-friendly VBA UserForms to standardize data entry and improve data integrity.
- Wrote complex VBA procedures to manipulate large datasets (100K+ rows) with performance optimization techniques.
- Collaborated with finance, operations, and business stakeholders to gather requirements and translate them into technical solutions.
- Documented code, technical specifications, and user guides to support long-term sustainability and knowledge transfer.
- Provided training and ongoing support to end-users, increasing adoption of automated tools across departments.
Data Reconciliation Analyst - Cisco Systems - Morrisville, NC
(2013-07 - 2014-08)
- Reconciled sales and account datasets supporting accurate revenue reporting and financial analysis across multiple business units.
- Created and implemented complex queries and reports to analyze financial and sales data, providing actionable insights and improving data accuracy for strategic decision-making.
- Conducted regular evaluations of qualitative and quantitative data, identifying trends and presenting findings to management, supporting budget alignment and project goals.
- Prepared bi-weekly and monthly management reports comparing current and prior sales data, ensuring adherence to timelines and budget objectives.
- Investigated discrepancies in financial records, recommended corrections to erroneous account definitions, and implemented processes to improve data quality, ensuring proper allocation of organizational finances.
- Collaborated with cross-functional teams in weekly meetings, sharing findings from financial queries to align on project objectives and facilitate issue resolution.
Chief Budget Analyst & CEO - Childress Associates - Arlington, VA
(2003-02 - 2013-06)
- Developed and managed annual operating budgets, financial forecasts, and cash flow projections supporting strategic planning and organizational growth.
- Calculated and adjusted management fees using inflation metrics to ensure alignment with financial goals and market conditions.
- Independently planned, designed, and executed budgets for multiple organizations, including Childress Associates and the Gasification Technologies Council, ensuring fiscal responsibility and alignment with strategic objectives.
- Secured federal funding to update and maintain the World Gasification Database, demonstrating strong grant management and financial planning skills.
- Conducted detailed financial analyses to support decision-making, ensuring alignment between budget forecasts and organizational goals.
