MBA

Student Conservation Association, Boise ID 4/10 – 5/13Responsible for project budget analysis, monthly variance reporting, month end account receivables, andgeneral ledger discrepancies.Analysis: Charged with 40-50 project budgets annually with Federal government analyzing spendingand making sure we were on budget. Analyzed monthly budget reports and reported on variances.Development: Designed budget workbooks in Excel to track project spending and determine monthlyaccount receivables.Administrative: Coordinated monthly meetings with department managers to discuss project budgetsand worked with the managers to ensure we were within grant and budget guidelines. Collaborated withmanagement on developing the organizational budget, and responsible for entering budget numbers intoMicrosoft Forecaster.Results:* First year, teamed with the finance team to help the organization go from a $1 million deficit to asurplus.* Designed and created budget workbooks in Excel to help department managers to better track projectexpenses.* Trained department managers on budget workbooks and finance concepts.

Responsible for working with independent insurance agents and employers to offer pet insurance to theirclients and employees.Strategy: Sought out and initiated contact with large insurance agencies throughout the country.Trained the agents on the product and the online enrollment form available for their clients.Development: Worked with the I.T. department to design a payroll deduction accounting systemwithin our computer system.HIGHLIGHTS OF ACHIEVEMENTSAdministrative: Generated invoices for payroll deduction and mailed them to employers. Processedincoming premium for payroll deduction into the computer system.Relationships: Built, developed, and strengthened relationships with agents, employers, and otheraffiliates. Thoroughly explained all products and services with simplicity and clarity.Results:* Increased sales 125% in first full year as head of Business Development.* Initiated contact, and helped to sign up the largest teacher’s union in the country to offer our productto their membership.* Strengthened relationship with large insurance carrier to offer our pet insurance products on theirwebsite.

Responsible for managing the day to day operations of the customer service call center. Processedincoming premium payments received by check and posted them to the accounting system.Management: Initiated the writing of policies and procedures for the department. Responsible forinterviewing and hiring personnel.