I’m grateful for the experiences I’ve had in my previous roles. I’m very excited to bring these skills together to help business owners and their employees succeed in their financial goals.

▪ Delivers accurate, timely, and consistent results utilizing excel and maneuvering through 50+ in-house accounting applications▪ Bolsters client delight by coordinating essential action items with the data and reconciliation teams to meet monthly report SLA▪ Manages the documentation of seven standard operational procedures for clients to support effective servicing▪ Automated a manual, error prone daily task by 90% using a VBA macro that formats a csv file into the data points needed to update analytics ▪ Trains new external client analysts to effectively operate Clearwater tools and streamline data updating and reporting processes▪ Built a dashboard for Team Lead using SQL and Excel to present accounts created and closed each quarter

▪ Instituted a short-term storage plan resulting in over $500,000 in storage and operations' cost savings by forecasting monthly storage expenses of three viable storage options, advising management on best solution, and enabling efficiencies of manufacturing operations.▪ Increased production yield by 40% by developing tracking measures and recognition initiatives for operation leadership and their teams▪ Co-created inventory control systems that allowed for greater accountability of manufacturing parts and reducing regular asset loss.▪ Evaluated company inventory levels and coordinated global purchasing decisions for over 700 parts valuing $29 Million.

▪ Organized networking and recruiting events for over 1000 students to help them connect with companies and pursue career goals

▪ Achieved $1,750 in incentive pay in August by cross-selling company products for secured and unsecured consumer loans▪ Consolidated loan distribution process resulting in 260% more loans each week by unifying teller and loan officer operations

▪ Enhanced teaching efficiency by 80% by creating detailed plans, leading focused drills, and providing real-time coaching ▪ Improved missionaries’ ability to set specific, measurable, realistic goals and plans to augment performance efficacy

▪ Qualified and sourced 100 investor leads for a startup seeking $3 Million in their 3rd round of funding through due diligence including investigating various firms’ mandate for Health Care investments of this size with pre-cash flow startup companies ▪ Consolidated a 120-slide pitch deck for 18 value-add multi-family properties valuing $4 Million to create a teaser along with a Trailing Twelve Month evaluation for each of the 18 properties to be sent to Real Estate investors; meeting compliance standards▪ Performed due diligence on the direct to consumer Health Food industry (analyzed Amazon’s take-over of PillPack) and co-authored a report that was published to the company’s website to help investors become informed on investment industries

▪ Expanded clientele 250% by communicating daily with company CEOs to understand their current operations, pain points, and discover synergies and potential business partnership opportunities, growing actual company revenues by $76,000▪ Pivoted efforts into the pest control industry by assertively voicing and acting upon my experience resulting in tripled deal flow

▪ Reduced the number of boys on protocols by 20% by culminating a culture of “Kindness is Coolest” that swept across the ranch ▪ Deescalated 100 intense situations when boys would be quick to make poor choices impacting themselves and those around them

▪ Achieved company’s “Top Three Highest Paid Checks of The Week” consistently amidst company’s 70 sales reps across 4 states▪ Increased company revenues by $64,000 during three months of door to door sales with one month of additional knocking hours