• Management of the accounting operations including monitoring cash flow and handling accounts payable and receivable• Providing financial advice and direction to management regarding long-term planning, forecasting future cash flow needs, budgeting, and identifying potential problems that may arise from changes in regulations or economic conditions• Investigating current financial trends to identify potential areas of concern that may require further exploration• Formulating reports for senior executives regarding financial events within the organization• Organizing the preparation of annual reports with auditors as required by law• Managing the organization’s financial plan by analyzing income and expense trends to help recognize areas where costs can be reduced• Studying financial statements and other accounting records to identify errors or irregularities that may need to be examined• Performing audits of the organization’s financial records to safeguard compliance with laws and regulations• Recommending changes to accounting processes to improve efficiency

• Grant management and expense tracking• Periodic financial reports by Local, State, and Federal grant requirements• Studying financial statements and other accounting records to identify errors or irregularities that may need to be examined

• Responsible for direct and indirect reports ensuring production remains consistent with targets and budget• Blueprint and technical schematic review and updates• MES, SAP, PowerBi dashboard management for projects and proficiency reporting• Assisting with projects in cost reduction, scrap efficiency, production improvement alongside members of management and the process engineer, Kaizen and 5S methodologies• Conflict resolution and management• Reporting Overall Equipment Effectiveness (OEE) results daily and adjusting as necessary

• Project engineering and facilities management• Technical drawing and schematic overview and updating as necessary• Identifies and addresses areas of risk to employees• Equipment evaluation• Employee progression tracking• Pilot testing of new training and making suggestions as needed• Analyzed business unit data for use in line with organizational learning strategy and business planning• Reported changes, suggestions, and status changes to regional management

National Producer number: 15849349 - Casualty(12/21/2010) - Life and Annuities(07/20/2010)(08/14/2019) - Variable Contracts(01/03/2011) - Property(12/21/2010) - Prepaid Legal(12/21/2010) - Sickness, Accident and Health(07/20/2010)* Telephone sales & service (generated an average of $200,000 to $300,000 in NEW Annual Premiums for life insurance telesales every year)* Extensive reports analysis in Salesforce to obtain access to the best leads in the system* Salesforce dashboard and CRM training for agents to maximize their sales potential and organization* Create agent goals in Salesforce dashboards to maximize lead potential* Face to face client appointments, consultations, sales (former)* Business tracking, strong organization* Working with multiple vendors to ensure ParaMed & pertinent information is completed/gathered* Teaching various types of life insurance to other team members as well as clients* Needs analysis on what product is best for each client & their families

• Grant and funds proposal writing, including successfully obtaining $1.3million in forgiven grants in the 2020 / 2021 fiscal year (Medicaid related)• PPP grant management with expenditure plan development for client• Managed projects in sites located across Nebraska, South Dakota, Minnesota, Kansas, and Missouri• Worked with State Regulators to ensure audits and compliance were done within specified criteria• Financial planning using Quickbooks & PEO Payroll, business revenue of $6+million annually• Reviewed financial and insurance audits semi-annually and annually• System management, price negotiation, contract evaluation for payroll, accounts receivable, accounts payable• Audited internal accounting files as needed• Evaluated business effectiveness and coordinated projects for improvement and implementation• Operations/business model development and process engineering leading to exponential revenue growth from May 2015 to Mar 2016. Technical writer of operations manuals and handbooks. Deep-level Salesforce administration/management.• Salesforce data mining, report and dashboard generation that allowed the greatest outbound lead contact for the department. Consulted with management in creating reports for lead lists to maximize a greater premium demographic potential.• Converted a printed workflow system into a server-based and digital-imaged workflow resulting in $10,000+ annual savings minimum PER account, allowing for contract renegotiation of several accounts adding to profitability. This decreased turnaround time on work by 50%, decreased transferred data-loss risk entirely, saved time and transportation costs for 1099 contractors, and allowed for remote access for quality assurance staff to review the keyed data. • Technical writing for training/process manual creation, and training sessions.

• Investment specialist (prior 7 & 66 series licensed CRD# 5129203).• Inbound & outbound tele-sales.• Systems trainer.• New hire, process, and department trainer.• Process specialist and manual writer.• Salesforce.com specialist.