At Citizens Bank, I analyzed financial information for more than 100 clients, reviewing income, debt obligations, credit profiles, and supporting documents to assess financial position and repayment capacity. I also maintained client records and resolved discrepancies.
At Shyft, I evaluated customer cases and service resolutions for errors, compliance gaps, and process inefficiencies. I monitored performance metrics and compiled weekly reports for senior management.
As Founder & Finance Operations Lead at View Books, I directed operations across 2,000+ client relationships. I managed budgeting and expense tracking, and implemented transaction tracking and standardized workflows to strengthen financial controls.
I'm a CPA candidate who has passed the FAR, REG, and TCP sections of the U.S. CPA exam. My background includes financial reporting, account reconciliation, general ledger accounting, and regulatory compliance.
