Education

university of phoenix

MASTER OF BUSINESS ADMINISTRATION

Graduated May 2021

BACHELOR OF SCIENCE - FINANCE

Graduated May 2014

colorado mountain college

ASSOCIATES IN ARTS*
Graduated May 2010

*Completed Associate of Arts Degree while completing high school classes simultaneously. Earned Associates degree before graduating High School the following month.

Experience

FIRST AMERICAN TITLE, SR. financial analyst

April 2020 - Present

• Collaborated with business leaders to identify cost-saving opportunities and improve current operations to increase Operating Profit by 240% YoY.

• Identified and developed Power BI profitability models and month-to-date reporting that provided Executive Management with in-depth historical actuals and strategic forecast analyses to aid in decision making and planning.

• Developed, maintained, and presented five monthly and four quarterly analyses and forecasts to respective Business Leaders that led to driving process improvement.
• Prepared month-end, quarter-end, and year-end close reports for assigned business lines.
• Leveraged historical trend information, changes in market and business environments, and strategic planning to create projections for quarterly forecasts and annual budgets.

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Ten-x COMMERCIAL REAL ESTATE, financial data analyst

July 2017 - April 2020

• Managed quarterly and annual forecast modeling that included Revenue, expenses, EBITDA, and Headcount and prepared quarterly Board decks inclusive of supporting schedules, reports, and visualizations for Executive Management to make strategic decisions.

• Developed and led gap analysis that identified over 1,000 data discrepancy root causes between BI Reporting and published Finance metrics that led to the establishment of three projects to correct discrepancies.

• Managed operational expense analysis on third party vendor contracts that led to 85% cost savings, built financial model and forecasts to project Revenue and Expense targets for Sales and Technology teams, and performed variance analysis to compare historical and forecasted amounts.

• Established cadence with business partners and Executive Management by developing Tableau and Power BI KPI dashboards and financial models that displayed actuals, forecast variances, identified key market trends, and provided recommendations to drive business decisions.

• Member of Project Management Office strategically collaborating IT and Business Partners to drive standardization process changes and management across the business through development and delivery of project plans and managed completion schedules.

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Casino essentials, client analyst

March 2016 - July 2017

• Established and managed a Client Portfolio of 50 clients, while prospecting and on-boarding new clients, in addition to assist in both internal and IRS/FinCEN Regulatory audits in gathering necessary data as it pertained to the auditors’ requirements.

• Analyzed existing clients’ contracts and initiated opportunities to increase revenue for both existing and perspective clients and cultivated and fostered long-term client relationships as well as activity clarified and resolved clients’ needs.

• Collaborated with Managing Director to combine client input, together with background knowledge, research, and feedback to assist with client implementations and overall successful achievement of existing clients.

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ashford university, financial aid data analyst

May 2015 - March 2016

• Built predictive models and reports to forecast declining student population with 2% variance accuracy.

• Prepared monthly financial reporting and analysis package consisting of third-party vendor billed amount compared to actuals, dashboard inclusive of executive commentary, and reporting on KPI and ad hoc analyses to support business initiatives.

• Initiated measures to analyze and report on operational findings to perform root-cause analysis on process/system deficiencies and provide solutions for process improvement.

• Created and developed Forecasting Model using R, Excel, and ShinyApps to create KPI dashboards for Executive Management Review.

• Created automation processes to mine data from the SQL database and output KPI Dashboards that were used to populate 3 daily, 1 weekly, and 2 month-end reports.

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Tetratech, jr. financial analyst

November 2014 - May 2015

• Performed variance analysis of budget and actual expenses through contracts, reports, and spending plans and identified over $0.5M worth of overcharges on invoices to be returned to FEMA.

• Conducted ad-hoc planning and analysis to support Boulder County departments and Senior Management.

• Developed 3 scalable and efficient financial processes to identify where individual projects were tracking to their budgeted amounts seeking reimbursement from both Boulder County and FEMA Management.

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us bank, teller manager

June 2011 - November 2014

• Managed 15 tellers while simultaneously developed and implemented branch specific policies, procedures, and customer service standards to help guide individual coaching sessions with tellers.

• Recognized as a Top Regional Performer both quarterly and annually for surpassing sales goals set for accounts, loans, and mortgages.

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SKILL SET

Financial Modeling

Corporate Strategy

KPI Metrics Reporting

Valuation Modeling

Variance Analysis