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Work Background
ForterraHead of Business Systems
Jan. 2024Ketchum, Idaho, United StatesLead the overall strategy and execution of our business tools and integration infrastructure to drive operational efficiency and scalability in our business processes.
ForterraBusiness Operations Manager
Nov. 2022 - Jan. 2024Ketchum, Idaho, United States
DucoDirector, Insurance Strategy & Solutions
Mar. 2021 - Sep. 2022New York, New York, United StatesAs a subject matter expert in the insurance space, I led the strategy and application of Duco's data reconciliation and automation solutions for insurers globally.
Garza's GarageChief Wrenching Officer
Dec. 2018Ketchum, IdahoRepair and resell high-potential cars. Vehicle customization services.
Clearwater AnalyticsProgram Manager - Global Delivery
Mar. 2018 - Mar. 2021Boise, Idaho, United StatesLead Clearwater’s most strategic & complex investment portfolio reporting implementations, aggregating data from custodians, asset managers, and brokers to build a world-class daily investment reporting & accounting SAAS solution for insurers, asset managers, and Corporates
HPForecasting & Business Intelligence Program Manager, Managed Services Americas
Dec. 2016 - Mar. 2018Boise, Idaho, United StatesDrive initiatives between business and finance teams across HP Managed Services Americas to rigorously track our P&L trends and improve the predictability of forecasts through Business Intelligence and statistics measurements.
Clearwater AnalyticsProduct Owner
Mar. 2015 - Dec. 2016Boise, Idaho AreaPartnered with leadership and software development stakeholders across Clearwater, leading a 9-person development team to launch some of Clearwater’s most intuitive, efficient, and reliable internal tools such as Client Configurator, Taskmaster, Cyclops, and Janus. Client Configurator cut configuration times in half and made mega-sized client setups by analysts possible. Taskmaster allowed for more transparency into data accuracy, virtually eliminating common data issues. Cyclops allowed for lining up disparate sets of tax lot data for analysis in minutes, replacing a manual Excel process that took days to set up.
Clearwater AnalyticsSenior Implementation Specialist
Oct. 2010 - Mar. 2015Boise, Idaho AreaExpert in collaborating with all levels of leadership to implement Clearwater quickly and easily in corporate, government, insurance, or asset manager applications. Helped accounting, finance, and portfolio management teams succeed by eliminating manual processes and providing world-class support and collaboration in combination with our second-to-none solution. Provided guidance and support for all implementations happening company-wide. Drove and executed our strategy for implementation efficiency & client satisfaction, improving upon our already unrivaled financial reporting software implementation experience.
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