Oversee the multi-billion dollar investments of four separate asset pools for the hospital, endowment and retirement plans.Successfully implemented a retirement readiness initiative which will ultimately improve retirement outcomes for all employees.Build annual expense forecasts for retirement plans and model cost impacts for plan change initiativesMonitor and analyze the daily funded status movements of the organization’s billion dollar pension plan.Determine strategic asset allocation mixes and monitor monthly portfolio deviations from targetDevelop ongoing relationships with investment managers (30+) and complete operational due diligence

Helped develop/implement a new Planning and Forecasting Model to predict/plan future resultsConducted Profit and Loss statement analysis to evaluate trends and results by productProvided analytical support to senior leadership to aid the daily decision making processTracked and reported financial results to the Product team to identify opportunity areasEstimated the impact of future rate and initiative changes within in state plan and forecast models Ran frequency and severity tracking reports for the claims organization to analyze changing trends Established annual financial planning and budgeting target goals for leadership and analyzed progress towards leadership goals

I developed a database of all Corporate owned McDonalds restaurants in the US to organize employee hierarchy. I maintained this database so anyone can easily track down information needed to accomplish daily tasks. I also briefly worked on creating the contract invoices for the media and waste management services for every restaurant.

Consultant for the Tax and Insurance division of a Business Development and Expansion Firm Utilized multiple market research methods to help improve marketing efforts and their returnsPerformed a trend analysis of entire market demographics to track spending patterns and habits Developed 5 recommendations to expand current customer base and increase marketing efficiency

Worked alongside 3 other representatives to aid and assist 300+ customers dailyProcessed payroll for over 14 out of office employeesRecorded and organized contracts/service records for over 4000 customer accounts

Managed/analyzed the largest sector within the Iowa Krause Fund Portfolio (Consumer Staples)Performed multi-year financial statement forecasts to derive an accurate intrinsic stock price Created multiple valuation analysis models in excel including: Relative P/E, Discounted Cash Flow, Dividend Discount, Economic Profit, and Weighted Average Cost of CapitalDeveloped 2 published analysis reports derived from our predictions and forecasting models and presented findings to a Board of Advisors

Organized Good Manufacturing Practices training manuals for entire company of 70+ workersCompiled monthly training schedules for all of the employees Trained manufacturing employees in accordance with G.M.P. manuals