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Work Background
INTEGRIS HealthProgram Manager - Financial Operations
Apr. 2025
INTEGRIS HealthSenior Financial Analyst FP&A
Apr. 2024 - May. 2025
INTEGRIS HealthSenior Financial Analyst, Strategy
Oct. 2023 - Apr. 2024
ChartisAssociate Consultant
Jul. 2022 - Apr. 2023Michigan, United StatesAnalyzed multiple datasets to identify $6.5M of cash acceleration opportunity in point-of-service collections for a large Wisconsin-based hospital system
Synthesized and reported on front-end registration error data and provided a weekly Tableau dashboard to director and executive-level leadership
Created and documented multiple process workflows in Visio to be utilized to standardize registration and eligibility processes enterprise-wide
Supported the Chartis team’s efforts that resulted in a 55% decrease of registration errors in 4 months
Created executive-level presentation decks, documented meeting notes and tracked actions for cross functional teams
Assisted in designing executive-level dashboards, and benefit models for KPI reporting and tracking for a world renowned children’s hospital
Created and utilized data request and task trackers as project management tools
QodexIntern
May. 2021 - Aug. 2021Michigan, United StatesVolunteered to turn a complex concept into an effective visual for an integral part of a pitch deck used to raise capital
Developed standardized materials (5 in-depth documents) for client use, reducing software implementation time and increasing company capacity to take on clients
Created training material for custom software delivered to the hospital. Trainees were director level and their employees
Harvest Financial, LLC Financial Advisor
Jul. 2018 - Jul. 2020Napa, CACreated and presented client retirement plans
Created an investment portfolio that was tested by multiple industry experts and received high praise
Utilized the investment portfolio to $60 million in assets under management
Researched and implemented remote meetings and digital calendaring improving client experience and reducing administrative workload
Reduced billing process from 1.5 weeks to 2 days
Created task management workflows to create accountability and better communication
Obtained Series 66, 7, Life & Health insurance licensing Passed the CFP exam
Diversify, Inc.Intern
Apr. 2017 - Jul. 2018Sandy, UtI had a great learning experience at Diversify. I became very proficient while in the OPS division. I ended my internship with analyzing and proposing a scheduling software that would completely streamline the scheduling process. I analyzed the software to make sure it would fit our needs. I spent several weeks implementing it to fit our way of doing things. It was then presented to my managers for approval. They absolutely loved it. I think refined the proposal and presented to the company's founder for his approval. He also loved the software. With my managers, I put together an official written proposal that was sent to the other founder and the heads of compliance for their approval. At the time this is written I have ended my internship for another job opportunity and the software is still being processed by compliance. This was definitely a capstone experience and an excellent learning opportunity.
Century 21 Everest Realty Group (Utah)Licensed Realtor
Jun. 2016 - Jul. 2018Orem Utah
Vista Financial ServicesAccount Manager
Apr. 2015 - Jul. 2018Orem, UtahI currently am managing client portfolios. I am also involved in web design, tax preparation (as a registered tax preparer),tax research. I'm also acting as a loan officer. I am continuously learning about long term investments and swing trading through options.
Alpine Business BrokersAssociate
Oct. 2014 - Mar. 2016Orem, UtahAssisting in the listing and sale of businesses.
Century 21 Harman RealtyLicensed Realtor
Oct. 2014 - Mar. 2016
Full Service StorageProfessional Driver/ Technician
Sep. 2013 - Jul. 2014I am entrusted with the safe transportation of items stored in our facility.To pick up or deliver items I utilize a forklift, 2 1 ton trucks and a 1.5 ton truck. I mostly pull boats ranging in size from small ski boats to large cabin boats. I also transport luxury RV's ranging from 20' to 45' and worth anywhere from $40k to $1million. My longest routes reach appx. 50 miles one way. I also handle cars and off road vehicles. I interact frequently with customers, building a rapport so they know that their valuables will be well taken care of. I assist in the organization of over 400 items stored in our facility. I have been involved in the adaptation of new software in the company as well as updating our website. I have also been involved in putting together bids for clients.
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