Risk Management• Develop strong relationships with AISD executive leadership and external resources (brokers/agents, TPA’s, carriers, consultants, etc.) to ensure safety and compliance throughout the district• Monitor performance indicators including Loss and Combined Ratios, self-insurance opportunities, and budget initiatives• Initiate a proactive vs reactive game plan utilizing an enterprise risk management approach• Conduct workers’ compensation workshops with participant size of 30 to 200 district bookkeepers • Developed and monitor online tool for student accident reporting that not only assists with documenting the incidents but also with frequency and pattern identificationMedicaid Reimbursement• Oversee compliance reporting to state and federal agencies and ensure that maximum levels of eligible reimbursements are achieved (approximately ~$18M)• Subject matter expert in all HIPPA and FERPA guidelines• Develop and maintain procedures that comply with regulations regarding the gathering, documenting, entering, and storing of records for Medicaid claims

• Oversee the District's Compensation Program for ~12,000 employees• Direct the job classification process for classified, professional and administrative employees along with establishing job classification for new positions• Assess department needs, design and lead strategic projects• Work with Chiefs and other administrators on compensation outlooks and development for future years

• Develop local fund budgets (+$1billion) and formulate Title I campus allocations• Mentor budget team members• Work with Chiefs and Executive Directors on budget projects and ad hoc requests• Compile and produce yearly award-winning budget book• Create financial documents for board meetings and open information requests

Budget Analyst• Liaison between internal departments providing budget guidance and reporting ($350M-$400M)• Build/Formulate Basic Table Organizations (BTO) for all 58 district departments• Maintain position control database and research variances• Presenter in yearly budget workshops

IT Product Manager• Product expert for SaaS MMSEA Section 111 reporting application• Recommended new processes and enhancements• Assisted in troubleshooting service issues• Organized and presented education sessions for new clients/usersRisk Analyst• Produced monthly, quarterly, and yearly reports identifying trends to minimize risks of over 175 clients with multiple lines of business• Built complex models for loss rating and Experience Modifiers based on budget objectives resulting in over 90% retention• Reviewed, analyzed, and validated reinsurance contracts/agreements for pricing and consistency to Fund guidelines• Project Manager for the yearly MGA team pool renewal• Created curriculum and taught Excel classes to company employees

Director of Project Development• Team leader on B2B sales and developer of pricing models• Project Manager for new and existing business• Developed vendor relations both inside and outside of the United States

Sales Coach/Analyst• Managed growth of the Dell Preferred Account product for 9 territories (52 kiosks)• Led teams to achieve and continually break pen rate records never experienced at DFS (averaged 88.4 percent)• Recognized for personally achieving a 98 percent pen rate in personal sales• Leader of a Best of Breed project for Business Process Improvement StrategyFinancial Analyst• Reported, forecasted, and planned monthly, quarterly, and yearly Average Managed Assets, Operating Expenses and headcount• Compiled and produced monthly sales commission payments/reports• Partnered in developing strategic plan to find $1M in cost savings• Modeled ad hoc projects for management

Regional New Business Consultant• Frequency and profitability management of Property & Casualty productsIowa State Consultant• Profitability management for all P&C products o Turned non-standard auto product to profitable statewideRegional Expense Coordinator• Prepared yearly budget and monthly reports/forecasts