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Work Background
Johnson ControlsFinance Manager - Business Line Controller
Jul. 2017Milwaukee, Wisconsin
Johnson ControlsLead Financial Analyst
May. 2015 - Jul. 2017Milwaukee, Wisconsin
BMO Harris BankFinancial Analyst
Mar. 2010 - May. 2015- Prepare comprehensive personal financial reporting packages for ultra-high-net-worth clients on a quarterly basis which incorporate investment, estate and tax planning analysis - Responsible for preparing client estimated tax payments and annual income tax returns
- Assist client advisors in the planning and execution of investment portfolios - Use planning, communication and analytical skills to assist clients in various financial transactions
BMO Harris Bank (Formerly M&I Wealth Management)Accountant
Mar. 2006 - Mar. 2010Greater Milwaukee Area- Responsible for the creation and compilation of financial analysis reports provided to executive
management on a monthly basis - Responsible on a monthly basis, for analyzing and recording revenues and expenses from various sources including: mutual fund revenue, investment fair market value adjustments, deferred income accretion and legal expense accruals - Played integral role in month end close of the company’s books through the completion of month over month variance analysis as well as month over budget variance analysis
- Responsible for completing and submitting quarterly and annual regulatory reports
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