Experience

Creighton University

• United States
• Higher Education
• 400 - 500 Employee

• Financial Analyst - FP&A

  • Dec 2021 - Present

  • Partnered with the Phoenix Alliance and led key relationships and reporting for this new program • Researched and analyzed financial data including performance to budget and evaluation of revenue/expenses for multiple schools and areas • Managed the total labor budget at Creighton by tracking all new hires/terminations and forecasted these results on a monthly basis to the EVP • Collaborated with HR to create a more automated and accurate medical benefits forecast with Tableau & Oracle • Prepared various ad-hoc financial reports in Tableau & Excel as requested by business partners in other schools/divisions and senior management • Analyzed all contracted service accounts across the University and implemented changes for the next fiscal year to help reduce wasteful spending by 8-10% Show less



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Sales Analyst

  • Dec 2019 - Nov 2021

  • Forecasted sales and analyzed monthly production in Salesforce/Excel for external wholesalers to ensure the territories were on pace to meet their yearly goals • Integrated information from QlikView databases every week to create easily viewable spreadsheets in Excel to show the status of all cases for long term care insurance • Constructed a new dashboard in Salesforce showing the KPI for each territory that helped organize important metrics for the sales team which increased YOY sales by 15% • Created pivot tables for large amounts of data to identify driving metrics for the sales team and presented those results to management • Monitored competitors pricing for their insurance products and created heatmaps for the sales managers Show less



Union Bank & Trust

• United States
• Financial Services
• 500 - 600 Employee

• Finance Administrator

  • Apr 2018 - Dec 2019

  • Created an improved checks and balance system using Microsoft Access and SAP which helped efficiently organize data and decreased overall processing time • Processed data and daily financial trading activity with ~99% accuracy to help manage two separate college savings plans with $13 billion in assets under management • Finalized all NAV transaction documents and daily deposit totals using SAP Crystal Reports for supervisors & VPs to meet banking regulations • Collaborated with the customer service team to ensure all paperwork met compliance standards Show less