• Managed a team of three accountants and analysts, performing budgets/forecasts, month-end close, AP, AR, Capex, risk management, credit analyses, tax, and compliance • Liaisoned with other department heads to improve process efficiency • Articulated to headquarters in Changsha, China Sinoboom’s financial and operational position, strategy, and support requirements • Collaborated with the Sales team in financing deals through 3rd party Finance Leasing companies, and/or in-house financing • Created ad hoc finance models and dashboards to assist/advise on decisions germane to productivity, inventory turnover, risk, margin profitability, and expense ratios • Managed monthly machine & parts inventory counts, both onsite/warehoused, and Demo/consigned for all U.S. and Canada locations • Fixed Asset management • Managed company internal controls • Sales & Use tax filings • Perform ad hoc analyses

• Prepare month end close, Trade-In Credit adjustments, reclass journal entries, deep-dive variance analyses, and reporting on the Business General Aviation Americas Aftermarket (BGA AAM) division • Prepare annual Budget, and monthly Forecasts, and analyzed variances • Update financial models to align with changing business drivers and reporting structures • Point person on the Finance team for the strategic “Finished Goods Inventory (FGI)” campaign, “Retrofit Mod Unit” consolidation, “Price Edit”, and “Consigned Inventory” teams. • Perform ad hoc analyses

• Prepare midmonth, and month end close, reconciliation, and reporting on the Central Payment (CPAY) and TransFirst Merchant Service (TMS) “Merchant Acquiring” platforms, and allocated shared services • Perform ad hoc analyses • Prepare residual buyout reports, and recommended course action • Prepare annual Budget, and monthly Forecasts for CPAY, and analyzed variances • Update financial models to align with changing business drivers and reporting structures

Contracted Companies: • AAA Travel (Wilmington, DE) • Independence Blue Cross (Philadelphia, PA) • PrintFly Corp (Philadelphia, PA) • Publicis Touchpoint (Yardley, PA) • ADP (Norfolk, VA) • Kikka Sushi (Providence, RI) ------------------------------------------------------- • Developed a pricing model to determine a per unit cost of production • Created quarterly financial forecast models for various business units throughout various FP&A teams, using proactive communication and data-driven modeling techniques designed to drive business decisions • Excel troubleshooting of broken links and formulas • Performed ad hoc analyses supporting management, and aligned with the current corporate structure • Developed new analytical packages to drive improvements in overall FP&A processes, to simplify and/or enhance the organization • Developed new models designed to extract, aggregate, and analyze financial data, allocation, and performance metrics

• Calculate monthly incentive bonuses • Prepare Annual Budgets and Reforecasts • Audit and approve all period financials and performance reports • Calculate monthly, quarterly, and annual Sales reports • Calculate variance analyses, Same Store sales, 3-month Averages, and other ad hoc financial modeling for the Board of Directors • Coordinate and Conduct Quarterly Cost Analyses and SWOTs • Capital expenditure (CapEX) tracking and ROA • Partner with Operations to underwrite new site/expansion projects, and project opening start up costs, opening date, and break even point • Conducted Advanced Excel training for departmental staff (i.e. Macros, Pivot Tables, vlookups/hlookups, Slicers, Sparklining, listing, charting, flow-through modelling etc)

• Prepared all daily U.S. off market trading reports • Reconciled all day end and month end global trade transactions and summarized in a Daily Dashboard to the VPs in New York • Calculated LIBOR spreads • Researched and resolved duplicate trades • Monitored exchange rates for opportunities for arbitrage • Interacted with multiple departments to gather financial statistics, resolve budget and financial issues, and provide needed analytical support • Capitalized on opportunities for arbitrage on the Canadian Dollar