Accounting & Finance Professional | Financial Analysis, Liquidity Reporting & Workflow Automation
I'm an accounting and finance professional with experience in banking, energy, logistics, and small-business accounting. My background spans financial planning and analysis, liquidity regulatory reporting, purchase accounting, month-end close, general ledger accounting, and account reconciliation. At JPMorganChase, I work on planning and analysis for the capitalization and amortization of internally developed software. Previously, I supported liquidity reporting across FR2052a, US LCR, US NSFR, ILST, G-SIB STWF, and 10-Q reporting, along with qualitative modeling of stress assumptions. At American Electric Power, I handled acquisition purchase accounting, financial reporting, and close activities, and developed processes and training to support accounting outsourcing. I can help reconcile accounts, improve financial reporting workflows, support cash forecasting, and automate repetitive tasks using Python, SQL, PowerShell, VBA, Power Query, and Power BI. I also use large language models to enhance productivity and output. I've worked with SAP, Oracle, PeopleSoft, Sage, QuickBooks, Great Plains, and Peachtree. I bring strong attention to audit and reconciliation, prioritize deadlines, and work well independently or with a team. I hold a bachelor's degree in accounting and am a CPA candidate with an active Notice to Schedule.
CCB PXT Planning and Analysis at JPMorganChase (2025 - Present) CCB Treasury Liquidity Controller at JPMorganChase (2022 - 2025) Senior Accountant at American Electric Power (2018 - 2022)