Experience

Appcast, Inc

• United States
• Software Development
• 300 - 400 Employee

• Financial Business Intelligence Analyst

  • Feb 2023 - Present

  Denver, Colorado, United States Business Intelligence specialist within the FP&A department for a 300+ person company. Built out entire reporting ecosystem through use of complex SQL queries using data from Netsuite housed within BigQuery. Created robust queries for seamless reporting after monthly close to identify revenue/COGS trends. Improved financial transparency by migrating eyes from Excel to more digestible reports for cross department functionality. Experience listening to executives and translating… Show more Business Intelligence specialist within the FP&A department for a 300+ person company. Built out entire reporting ecosystem through use of complex SQL queries using data from Netsuite housed within BigQuery. Created robust queries for seamless reporting after monthly close to identify revenue/COGS trends. Improved financial transparency by migrating eyes from Excel to more digestible reports for cross department functionality. Experience listening to executives and translating business needs to easily readable dashboards which leads to improved financial health and literacy. Show less



HCLTech

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Reporting Analyst

  • Apr 2022 - Feb 2023

  Reporting specialist for all projects within a multi client mortgage servicing company. Responsible for all intake and invoicing operations. This also includes creation of monthly executive decks for presentation to stakeholders, and updating of master finance models. Implimented PowerBI solutions across all projects. Experience listening to business problems from project VP's and producing visually effective monitoring dashboards to improve daily mortage operations. Created SQL… Show more Reporting specialist for all projects within a multi client mortgage servicing company. Responsible for all intake and invoicing operations. This also includes creation of monthly executive decks for presentation to stakeholders, and updating of master finance models. Implimented PowerBI solutions across all projects. Experience listening to business problems from project VP's and producing visually effective monitoring dashboards to improve daily mortage operations. Created SQL queries to pull from years of data and create insights to problems not previously recognized. Extensive experience PowerQuery in PBI and Excel to automate invoice/incentive/intake documentation processes.

• Mortgage Processing Team Lead

  • Jun 2021 - Apr 2022

  Managed a team of loan processors on the NewRez project to effectively fund an expected number of files per month. This included building training skills, interpersonal relationships with my team, making the work environment inclusive, and creative thinking for the complex situations that can arise when working with different clients/departments in the mortgage industry. Refined my knowledge of the mortgage industry and processing operations.

• Mortgage Loan Processor

  • Aug 2020 - Apr 2022

  Denver, Colorado, United States Worked on NewRez Project Managed pipeline of 100 loans Advanced knowledge of underwriting conditions required for CTC status Credit/title/legal documentation knowledge FHA, Conventional loan experience AUS, LP/DU experience



University of Colorado Boulder

• United States
• Higher Education
• 700 & Above Employee

• Student Finance Assistant

  • Dec 2018 - May 2019

  Work with business directors of the Division of Student Affairs on department reconciliation. Creating and filling out budget template models.



Taproot

• Project Assistant (Internship)

  • Jun 2018 - Sep 2018

  Boulder Data analytics internship that consisted usage of Excel for a business development company. Created robust spreadsheets to assist data analysts in understandings sales data from a waste management company to increase overall intrinsic value. Also, further improved knowledge of basic marketing skills such as google analytics and other metric measuring software such as Grow.



Alfalfa's

• Floor Supervisor

  • May 2017 - Apr 2018

  Boulder -Managed a culinary team in a fast paced environment -Learned essential leadership skills



Cooperative Institute for Research in Environmental Sciences

• United States
• Research Services
• 100 - 200 Employee

• Student Finance Assistant

  • May 2016 - Sep 2016

  Boulder -Communicate with scientist during their travel -Create reimbursements for travel -Point of contact for travel related questions