Dallas-Fort Worth Metroplex
• Generate, assemble, analyze, summarize, and disseminate recommendations to senior management based on a variety of financial and statistical data to support financial decision making and strategy. • Create, support, and administer management reports generated from various sources and systems. • Assist management in financial and operational activities including budgeting, forecasting, compensation analysis, expense tracking, ad-hoc analysis, etc. • Assist in the creation and maintenance of various profitability analyses and reports. • Work with managers to create, update, and track bonus plans for all bonus-eligible colleagues. • Calculate commissions and bonuses according to approved plans. • Provide monthly financial and statistical reporting. • Provide backup for various accounting and administrative functions.
Responsibilities • Partnered with executive team to create monthly forecasts and yearly plans. • Created and maintained sku/category level sales/profit forecast. • Assisted Accounting department with month-end close. • Led analytical and cross-functional projects. • Prepared detailed variance analyses of financial statements and managerial reports. • Developed models to evaluate pricing and forecasts across various retailers and selling formats. • Prepared appropriate channel/category mix and operating expense management reports. • Performed ad hoc analyses to support business decisions. Achievements • Increased accuracy of P&L forecast by 14% and sales forecast by 22%.
Responsibilities • Created and maintained financial forecasting models for key operational and financial drivers, developed metrics against which to measure future performance, and performed detailed variance analyses. • Evaluated processes and created and implemented plans to improve operational efficiency. • Prepared reports and presented findings to senior management to aid in budgetary and strategic decision-making. • Performed ad-hoc analyses. • Performed general accounting duties. Achievements • Identified opportunities to increase average revenue per exam by 26%, increase eyewear sales rate and revenue per sale, limit inventory and improve cash flow, and increase patient retention by 20%. • Achieved increases in total annual revenues of 28% in fiscal year 2015 and 22% in fiscal year 2016 after three consecutive years of declines.
• Gathered medical and expense records needed to establish clients’ personal injury claims. • Corresponded with clients on the status of their claims as well as defendants and insurance providers on matters of settlement. Organized trial materials and client records.
• Selected as one of six law students in the U.S. to participate in American Airlines' six-week summer legal internship program. • Assisted in-house counsel in the performance of day-to-day operations in a variety of legal fields including litigation, employment, labor, contracts, compliance, and intellectual property.