Experience
The Depository Trust and Clearing Corporation (DTCC)
Dexian Counterparty Risk - Financial Statement Analyst – October 2025 - Current
Learn the legal standard for each type of organization
Maintained financial standards per published membership rules
Created a next-generation program design, including potential implementation of AI and customer facing portal screens
Directly worked on incremental improvements to reduce the inaccuracies inherent in the processes
Purvis Industries
Direct Hire as Financial Analyst - February 2022 through March 2025
Had to Learn the front end, backend, and human interconnections at the same time.
Accounting Work
Manufacturing Cost Accounting
Inside Sales Commissions
Financial Analyst Specific Work
Ad Hoc Work
Variance Analysis in C#, SSRS, VBA, and Excel Formulas
Created a WPF Application in VB.Net and C#.Net
Reviewed Competitor Financial Reports and Strategic Changes
Created Budgets, Sales Forecasts, and other Analysis for internal use inside of the department
Analyzed AR % Current Issues
Technical Specific Work
Created C# Trailing Twelve Month Statements and Profit & Loss Statements
Sales Scorecard in SSRS
Stored Procedures
Corrected a SQL AP EDI Report into VBA and then C#.Net
Took Inside Sales Commissions from excel formulas to a full C# Program that worked.
Sunoco L.P.
IT/Accounting Liaison (Comparable is Systems Analyst) August 2018-July 2021
Billing/Invoicing Analyst April 2018-August 2018
Temp to hire Billing/Invoicing Analyst from Southwest Search for Sunoco, L.P. September 2017 – April 2018
Accounting Specific Work
LIFO
Invoicing/Billing
Customer Service Referred Issue Investigation
Technical Specific Work
My original role took 2 people a day and a half. When I left it lasted 30 minutes. This was done through Excel Macro Programming. I was able to also increase communications through use of macros to send emails through outlook.
Sunoco trained me to use TSQL queries. The last half of my time I queried the back end in an ad hoc basis for the team I was working with.
Advised on Right Angle Processes and Upgrades.
Connected Upper Management Reports to Lower Level Employees.
Freshpoint Dallas Regional Accounting Facility
Dallas Credit Analyst August 2016-September 2017
Denver Credit Analyst December 2015-September 2016
Staff Force Temporary while background check was processed - Denver Analyst November 2015-December 2015
Credit/Collections
Worked with the Credit Manager to determine credit risks and processes to improve the team.
Analyzed Payment Application From the AR and Customer's Side.
Changed Peak Current Accounts % for Denver from 77% current to 94% Current Account and trough from 67% - 90%.
After transitioning to Dallas' accounts in August 2016, the peak accounts went from 83% to 93%.
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