Experience

Two Roads

• United States
• Accounting
• 1 - 100 Employee

• CFO

  • Jun 2023 - Present

  • Build customized reports to track and report on financial performance, including both financial and non-financial KPI's • Lead monthly financial review meetings to explain results and offer insights into clients' businesses • Provide value by identifying opportunities and suggesting ways to improve • Maintain responsibility for clients' financial statement structure, accounting methodology, and appropriate cost/revenue allocations • Providing ad-hoc consulting as needed •… Show more • Build customized reports to track and report on financial performance, including both financial and non-financial KPI's • Lead monthly financial review meetings to explain results and offer insights into clients' businesses • Provide value by identifying opportunities and suggesting ways to improve • Maintain responsibility for clients' financial statement structure, accounting methodology, and appropriate cost/revenue allocations • Providing ad-hoc consulting as needed • Facilitate the annual budgeting processes for each client • Create monthly cash flow and longer-term forecasts • Work with outside parties (banks, CPA's, etc.) on mutual client interests Show less



Lily Development

• CFO/Controller

  • Jan 2023 - Present

  • Oversee bookkeeper, maintain budgets and monitor cashflow to ensure financial health • Evaluate new projects and investment opportunities utilizing financial models and market research • Collaborate with ownership to develop and support long-term growth strategy • Build relationships with key stakeholders and develop investor network • Analyze operations and automate processes, reduce financial risk, and position company for growth • Maximize investment returns and asset… Show more • Oversee bookkeeper, maintain budgets and monitor cashflow to ensure financial health • Evaluate new projects and investment opportunities utilizing financial models and market research • Collaborate with ownership to develop and support long-term growth strategy • Build relationships with key stakeholders and develop investor network • Analyze operations and automate processes, reduce financial risk, and position company for growth • Maximize investment returns and asset performance by monitoring costs and maintaining budgets Show less



CCR (Circle Computer Resources)

• Technology, Information and Internet
• 1 - 100 Employee

• Financial Business Analyst

  • Sep 2020 - Jun 2023

  Cedar Rapids, Iowa, United States • Developed financial reporting framework to achieve desired future state • Identified stakeholder needs and use multiple techniques to provide accurate and relevant data to drive decision making • Collaborated with leadership on pricing to make business units more competitive and increase market share • Performed holistic analysis, cognizant of both upstream and downstream impacts • Provided clear and concise verbal and written communication tailored to appropriate… Show more • Developed financial reporting framework to achieve desired future state • Identified stakeholder needs and use multiple techniques to provide accurate and relevant data to drive decision making • Collaborated with leadership on pricing to make business units more competitive and increase market share • Performed holistic analysis, cognizant of both upstream and downstream impacts • Provided clear and concise verbal and written communication tailored to appropriate audience (technical and non-technical) • Demonstrated proficiency using tools such as MS Excel and SSMS to automate processes and ensure data integrity • Organized and modify data to deliver viable solutions • Became trusted source for business processes and financial information • Regularly performed tasks with limited guidance and direction Show less



Blackbird

• United States
• Real Estate
• 1 - 100 Employee

• Financial Analyst/Project Lead

  • May 2017 - Sep 2020

  Des Moines, Iowa Area • Secured investments and loans. • Communicated effectively with high net worth individuals and bankers. • Managed multi-million-dollar real estate construction projects and budgets ($40M+). • Negotiated real estate transactions with buyers, sellers, tenants, investors, and lenders. • Assisted in creation of Regulation D equity fund for high net worth individuals including financial analysis, legal structure, marketing materials, and investor relations. • Became subject matter… Show more • Secured investments and loans. • Communicated effectively with high net worth individuals and bankers. • Managed multi-million-dollar real estate construction projects and budgets ($40M+). • Negotiated real estate transactions with buyers, sellers, tenants, investors, and lenders. • Assisted in creation of Regulation D equity fund for high net worth individuals including financial analysis, legal structure, marketing materials, and investor relations. • Became subject matter expert on tax credit programs and managed relationships with government agencies. • Performed market research to underwrite new projects and business lines. • Completed due diligence for potential real estate acquisitions and development projects. • Planned, coordinated and managed real estate projects. • Advised leadership on financial decisions and business planning. • Created business plans and financial projections, metrics, and performance goals. Show less



Athene

• United States
• Financial Services
• 700 & Above Employee

• Actuarial Technician

  • Jun 2015 - May 2017

  West Des Moines • Provided comprehensive technical support to actuarial department for annuity business utilizing specialized valuation, statistical, and actuarial modeling software. • Designed and implemented control procedures to remove material deficiency designation from company. • Prepared, analyzed, and validated extensive policy data for financial reporting requirements while automating processes. • Assembled and presented market data each month utilizing Bloomberg Terminals and Excel Macros… Show more • Provided comprehensive technical support to actuarial department for annuity business utilizing specialized valuation, statistical, and actuarial modeling software. • Designed and implemented control procedures to remove material deficiency designation from company. • Prepared, analyzed, and validated extensive policy data for financial reporting requirements while automating processes. • Assembled and presented market data each month utilizing Bloomberg Terminals and Excel Macros for financial reporting. • Led efforts to streamline reporting process while maintaining audit ready controls to insure accurate and timely reporting for successful company IPO. • Developed and operated analytical models to evaluate data accuracy. • Achieved proficiency in Microsoft Excel and Access, SAS, MG-ALFA, Visual Basic, and A+. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Operations Analyst

  • Feb 2015 - May 2015

  West Des Moines • Audited databases and responded to access requests in timely manner resulting in exceptional system security for 500 team members. • Utilized critical thinking skills to evaluate and solve daily issues to ensure effective response to access requests.



City of Urbandale

• Economic Development Intern

  • May 2014 - Aug 2014

  • Created and analyzed spreadsheets to model impact of local property tax incentives for development • Created and edited community, site, and building records in Location One Information System online site selection database • Worked with commercial brokerage and real estate development offices to obtain data • Identified and contacted reliable sources for community demographic, economic, and service information • Lead efforts to create inventory of telecommunication data for… Show more • Created and analyzed spreadsheets to model impact of local property tax incentives for development • Created and edited community, site, and building records in Location One Information System online site selection database • Worked with commercial brokerage and real estate development offices to obtain data • Identified and contacted reliable sources for community demographic, economic, and service information • Lead efforts to create inventory of telecommunication data for Urbandale’s Connect Iowa certification • Researched and wrote articles for economic development newsletter • Built relationships with City staff and economic development partners to ensure provision of quality information for investment inquiries • Assisted in the production and delivery of local government professionals half-day training program • Utilized MS Office Suite, Arc GIS, website editing interface, and office equipment • Trained and oriented new employee to department objectives, job processes, and online site selection database Show less



Wills Family Orchard

• Assistant Farm Manager

  • May 2012 - Apr 2014

  • Developed budgets and collaborated to make financial decisions for business growth • Worked as a cashier and provide excellent customer service to orchard visitors • Directed day to day business activities and lead projects • Planned farm layout to best accommodate customers • Implemented various horticultural practices for efficient and effective farming



Dallas County Conservation

• Seasonal Maintenance Worker

  • Apr 2010 - Aug 2010

  Dallas County, IA - Preserve and maintain county parks and conservation areas - Collaborate with co-workers to determine logistics of county projects