Education
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1997 - 1999
Marshall University- Huntington, West Virginia. USA
Master of Public Administration
Master of Public Administration
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1991 - 1995
Marshall University- Huntington, West Virginia. USA
Bachelor of Business Administration in Finance & Business Law
Bachelor of Business Administration in Finance & Business Law
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2001 - 2023
Franklin University – Columbus, Ohio. USA.
Bachelor of Science in Accounting
Bachelor of Science in Accounting
Experience
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2023 - 2024
Bolt Technologies Inc
Inventory Control Analyst
• Managed inventory and sales data, identifying trends and discrepancies in inventory records and physical inventory counts.
• Utilized SAP daily to track on-hand inventory and booked inventory entries at period end.
• Collaborated cross functionally between finance, operations logistics and supply chain on all matters pertaining to inventory.
• Prepared inventory reports including key performance indicators (KPIs) metric for management. -
2022 - 2023
Scotia Bank
Senior Financial Analyst - Product Control
• Managed and prepared weekly, monthly & quarterly P&L posting and accounting entries to the G/L and conduct regular reconciliations to ensure figures are properly tied back to the front office estimates.
• Managed overall Product Control functions by conducting independent Price validation (IPV) of the value of the trading portfolios books of all capital markets.
• Advising the front office on all financial matters relating to new business, products and structures.
• Worked closely with the trading desk, syndicate accounting, and capital markets stakeholders to ensure timely and accurate reporting of financial results.
• Performed variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well P&L attribution risk management.
• Provided quality support to various banking platforms across multiple asset classes and strategies, by performing daily market valuation. -
2021 - 2021
CIBC Bank
Senior Financial Analyst - CIBC Technology Finance
• Managed development and management of budgets for technology departments projects. Ensuring that technology initiatives stay within budget and financial resources are allocated efficiently.
• Conducted financial analysis to determine the return on investment (ROI) of technology projects and reporting to management the financial impact of technology initiatives on the bank’s bottom line.
• Provided detailed analysis of results on a number of projects, including accruals, forecast and spend analysis
