Financial professional with the ability to handle accounting and financial duties. Adept in streamlining processes, enhancing productivity levels, and implementing technology solutions. Seeks to lead complex assignments, meets deadlines, and delivers quality performance. Effectively examines situations and provides innovative solutions. Proficient in various computerized financial, accounting and business systems including SAP, BIDW, Artesia AS400 and Microsoft Office.
Financial Accountant April 2013 to CurrentDevon Energy － Oklahoma City, Oklahoma
Monthly financial statement consolidations, reporting, and variance analysis.
Process and reporting improvement projects.
Prepared accurate general ledger and reporting packages in a timely manner.
Routinely reconciled accounts records reports ledgers and journals.
Assisted with internal and external audits.
Reviewed 10-K and 10-Q SEC drafts for errors related to financial figures and language.
Prepared month-end entries.
Performed walkthrough's of significant accounting processes in order to properly understand the flow of transactions/processes for SOX 404 purposes.
Adapted the audit approach and created work plans in response to the changing environment.
Performed several senior-level duties as opportunities presented themselves such as performing an archive, coordination with overseas team, and coaching of the interns and Staff I throughout busy monthly close cycle.
Designed and implemented programs that evaluated and safeguarded assets and controlled risk.
Reviewed transactions in SAP accounting system to ensure completeness and proper approval.
Assisted in the planning of and execution of executives expense and travel report.
Business Banker July 2011 to April 2013JP MORGAN CHASE － Oklahoma City, Oklahoma
Provided high level of support to clients in opening new accounts and growing revenue.
Researched and resolved financial issues.
Played a key role in account acquisitions and boosting satisfaction ratings.
Delivered banking solutions to clients while managing client relationships.
Strategic sales planning to define target markets, strategic sales approaches, and provide solutions.
Demonstrated capacity to sell products/services within the financial services industry.
Strong knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements.
Knowledge of credit and operational risk-ability to quantify potential exposure and advise team.
Demonstrates strong strategic sales knowledge selling to small business owners.
Demonstrates proficient level of business banking product knowledge and product innovation.
Manages time effectively to balance new & existing relationships to meet goals.
Financial Representative June 2009 to July 2011Northwestern Mutual Financial Network － Oklahoma City, Oklahoma
Informed clients on complex subjects including budgeting, insurance, and estate tax issues.
Advised clients quarterly and annually on portfolio performance ensuring client's needs aligned with projected results.
Initiated portfolio solutions ranging from customized investment management and insurance to advisory services for top level business executives at Fortune 500 companies.
Built relationships with small and mid-cap corporations and offered recommendations for current assets and financial services as well as developed qualified plan solutions and corporate 529 plans.
Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.
Featured speaker at monthly retail and institutional seminars for clients and prospects.
Oversaw marketing initiatives including website maintenance, newsletter, print ads and client events.
Led efforts to increase assets using sound business acumen.
Participated in all aspects of finance including financial research and financial planning.
Provided leadership to interns.
Bachelors of business : FinanceUniversity of Central OklahomaFinance
MBA : Accounting and CPA, May 2017Oklahoma Christian UniversityGPA: Delta Epsilon Iota Academic Honor Society.Accounting and CPA Delta Epsilon Iota Academic Honor Society.