Career
Revenue-focused finance and accounting professional with 5+ years of experience in revenue tracking, reconciliation, and financial reporting. Recently completed a Data Analytics for Business certificate at UC Irvine, adding skills in SQL, Python, and Tableau. Currently exploring roles where I can combine my financial background with my growing analytics skillset.
Experience
Accounts Receivable Associate
- Manage revenue tracking for a $60M+ annual project portfolio, ensuring accurate accrual-based reporting across multi-month production cycles.
- Prepare and analyze weekly aging reports to identify trends, reconcile discrepancies, and support cash flow optimization.
- Investigate and resolve payment and revenue discrepancies, collaborating with production and finance teams to ensure accurate financial records.
- Partner with IT to identify reporting inefficiencies and implement process improvements, reducing manual data entry and improving data integrity.
- Act as financial liaison between departments, translating operational milestones into financial data and ensuring alignment on revenue recognition.
Staff Accountant, Accounts Receivable
- Audited and recorded $100K+ in daily medical insurance payments; resolved discrepancies and ensured accuracy across multiple payers.
- Developed Excel models (pivot tables, formulas) for account analysis, payment trend identification, and reporting.
- Collaborated with finance leadership to provide insights on payment patterns, revenue cycles, and cash flow.
- Monitored system performance and recommended process changes that improved workflow efficiency and reduced reconciliation errors.
Assistant Manager
- Analyzed sales and operational reports to project revenue and improve profitability.
- Mentored and trained staff, enhancing performance and collaboration.
Education
Data Analytics for Business Certificate — UC Irvine, 2026
SQL, Python, Tableau, KNIME, Data Visualization, Business Intelligence
Bachelor of Arts, Economics — California State University, Long Beach, 2018
Skills
Revenue & AR: Revenue tracking, accrual-based accounting, reconciliation, billing, collections
Data & Analytics: SQL, Python, Tableau, KNIME, Excel (Advanced), data visualization
Financial Reporting: Aging reports, variance analysis, KPI monitoring, month-end close support
Systems: QuickBooks, Acumatica ERP, Excel, Google Sheets
Soft Skills: Cross-functional collaboration, process improvement, attention to detail, problem-solving
Contact
Reach me at ehero10@gmail.com