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Work Background
Mercy Culture ChurchDirector of Finance
Jul. 2021Fort Worth, Texas, United States
Portico Benefit ServicesSr. Financial Analyst- Financial Risk Management & Systems Integration
May. 2016 - Jun. 2021Minneapolis, MinnesotaI work in the Products & Marketing department serving as the Senior Financial Analyst. I help our team with month end close financial reporting along with a lot of different Ad Hoc requests. I also assist our Lead Actuary with the pricing and valuations of our Products for our customers. Through this process, I also am heavily involved in conducting, compiling and providing information for our year end census that calculates Portico's "Benefit Obligation" for the next fiscal year and also help with our financial assumptions that back up our projections for the annual "Benefit Obligation". My routine tasks are: -Analyze the effectiveness of health plan programs using internal and external data
-Conduct monthly medical claims verification
-Perform medical claims and other benefit analyses
-Assist in the preparation of quarterly management reports
-Prepare inputs for pricing calculators
-Assist with plan experience studies and related reporting
-Actively pursue and implement analyses and processes to operate more efficiently
-Respond to customer and vendor requests for analysis
-Create, update and manage new and existing databases, spreadsheets and applications
Voya FinancialStrategic Planning/ Financial Analyst
Nov. 2014 - May. 2016Minneapolis, Minnesota-Support the Employee Benefits & Individual Life Business Units at Voya Financial
-Help create and present performance updates within these two departments
-Serve as the liaison between the individual project managers and the Sr. Program Consultants/Managers
-Analyze and provide recommendations on financial budgeting for the IL & EB departments along with other various analytical responsibilities
-Act as the admin for our corporate SharePoint website to ensure projects are updated appropriately with: financial figures, status updates, project start and completion dates and general site maintenance
ValsparFinancial Analyst
Aug. 2014 - Nov. 2014Greater Minneapolis-St. Paul Area
U.S. BankTeller/Business Analyst
Apr. 2013 - Mar. 2014Brooklyn Park, MnHelped support the Brooklyn Park, MN branch for about seven months. I learned how to analyze, develop, and implement new strategies to further succeed the company. I was mentored by a few different managers, and had a great experience learning the ins and outs of not only the financial management industry but the finance industry as a whole.
Minnesota HeatHead Coach
Feb. 2009 - Jul. 2018Minneapolis, MinnesotaI oversee and develop a group of 17 year olds. I have had the same group since they were in eight grade. This summer will be my final year with this group of kids and I hope to continue coaching for the Minnesota Heat or a high school program.
DICK'S Sporting GoodsSales Associate: Golf Department
Apr. 2008 - Dec. 2010Led a team of five individuals of the golf department for Dicks Sporting Goods. Improved our sales by 30% and was named Team Lead of the month for two months acknowledging my leadership and analytical skills.
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