(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Strategic and analytical finance professional with ten years of success in financial reporting, analysis and project management. Excellent financial reporting, budget forecasting, management and team-building skills. Financial Analyst specializing in corporate and government finance, financial reporting and trend forecasting.

The Microsoft Suite including Excel, Word, PowerPoint and Outlook. Oracle, Oncore Research Management System, Lotus notes,  Research Administration application, Core Utilization application, BA3, Banner, Cognos, iLabs and QuickBooks

Collaboration Skills Value and celebrate differences, build rapport, form associations and negotiate effectively. Critical Thinking Approach problem solving logically, research options, avoid biases and focus on meaningful data to draw the right conclusions. Management and Leadership values set priorities, delegate, motivate and develop people, coach them to become top performers and communicate objectives and goals

Rochester College Rochester Hills, MI Expected in 2017 BBA : Business Leadership - GPA :
Henry Ford Community College Dearborn, MI Expected in 2007 Associate of Arts : General Studies - GPA :
Blue Cross Blue Shield Of Michigan-Vision IT - Field Service Coordinator - Contractor
City, STATE, 05/2015 - Current
  • Designed and created weekly and monthly spending reports.
  • Identified operational processes inefficiencies and recommended necessary improvements.
  • Streamlined spending analysis to a more accurate, efficient and automated process.  
  • Scheduling retiree meetings for over 40 field reps, nationwide (using TRUST scheduling system.
  • Routing of claims and inquiries to appropriate areas with follow up.
  • Coordinate: webinars, teleconferences, meetings and training.
Accountempts - Toshiba Business Solutions - Account Analyst - Accounts Payable
City, STATE, 01/2015 - 03/2015
  • Verified details of transactions, including funds received and total account balances.
  • Coded the general ledger and processed vendor invoice payments.
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Supported the accounting department during monthly closings and Fiscal Year end.
  • Facilitated month-end close processes and account reconciliations.
  • Tracked daily payments received through specific lease agreements for specific clientele. Ensured that each payment was accurately appointed to the designated invoice.
Wayne State University - Office and Lab Coordinator
City, STATE, 2014 - 05/2014

Research Projects valued at 100K to 10 Mil

  • Conducted cost, schedule, contract performance, variance and risk analysis.
  • Reduced and controlled expenses by improving resource allocation.
  • Reviewed and approved billing invoices and expense reports.
  • Compiled and synthesized relevant business data such as financials, performance and forecasts.
  • Accounts receivable, account management, internal billing, external invoicing and office administration.
  • Customer communication, vendor communication and order placing and receiving.
  • Responsible for employee time card approval and submitting to payroll.
  • Ensure studies adhere to guidelines and regulations set by federal, state and local health departments
Karmanos Cancer Institute - Research Accounting - Post-Award specialist
City, STATE, 05/2012 - 2014

Shared Resource Core Facilities, NCI designated Comprehensive Cancer Center

Research Projects valued at 500K to 10 Mil 

  • Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
  • Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.
  • Executed accounts receivable reporting enhancements and reconciliation procedures.  
  • Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
  • Managed account information in the KCI Oncore Research
  • Management System, Research Administration application, Core Utilization application and BA3
  •  Managed research information in affiliated Wayne State University systems Banner, Cognos and iLabs.
Karmanos Cancer Institute - Research Accounting Assistant
City, STATE, 05/2010 - 05/2012

NCI designated Comprehensive Cancer Center

  • Executed accounts receivable reporting enhancements and reconciliation procedures.
  • Managed accounting operations, accounting close, account reporting and reconciliations.
  • Sustained and updated the Clinical Trial information in the Oncore Research Management System.
  • Oversee data collection, data entry and final analysis.
  • Manage clinical trial budget, payment process, vendors and consultants.
Karmanos Cancer Institute - Research Finance - Pre- Award Specialist
City, STATE, 05/2007 - 05/2010

NCI designated Comprehensive Cancer Center

  • Prepare regulatory documents and maintain records for clinical studies.
  • Develop reports, charts, presentations and spreadsheets with data and results. 
  • Facilitated the communication between KCI, pharmaceutical sponsors and principal investigators.
  • Assisted in the review of contracts and budgets.
  • Assisted in processing of documents and facilitating standard operating procedures
Account management, Accounting, Accounts receivable, Approach, billing, brochures, budget, Clinical Trials, coach, Cognos, draw, Critical Thinking, clientele, focus, Grants, invoicing, Leadership, Lotus notes, Mailing, meetings, Excel, Microsoft Suite, Outlook, PowerPoint, Word, office administration, Oracle, payroll, problem solving, QuickBooks, rapport, receiving, Research, Routing, Scheduling

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School Attended

  • Rochester College
  • Henry Ford Community College

Job Titles Held:

  • Field Service Coordinator - Contractor
  • Account Analyst - Accounts Payable
  • Office and Lab Coordinator
  • Research Accounting - Post-Award specialist
  • Research Accounting Assistant
  • Research Finance - Pre- Award Specialist


  • BBA
  • Associate of Arts

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