Experience

Uplift Education

• United States
• Education Administration Programs
• 700 & Above Employee

• Director of Operations Analysis

  • Feb 2023 - Present

• Manager of Strategic Initiatives

  • Sep 2021 - Feb 2023


Children's Health
• United Kingdom
• Medical Practices
• 1 - 100 Employee
• Financial Analyst

  • Apr 2016 - Aug 2021


Coca-Cola Refreshments

• Financial Analyst II

  • Aug 2014 - Mar 2016

  • Managed a complex pricing process for corporate customer accounts ensuring timely and accurate execution of deals, rebates, and Customer Marketing Agreement incentives, while collaborating with the sales team • Conducted internal pricing control reviews and verified contract compliance in systems to resolve discrepancies • Participated in monthly closings and preparing SAP budget uploads for business units and profit centers • Received recognition for achieving accuracy and timeliness of promotional activity, which reduced losses to customers, gave a precise representation of customer allowances, and reduced year-over-year expenses by 10% • Managed pricing portal for high volume customers and executed all trade letter and informal pricing requests • Standardized a pricing communication process, which promoted consistency of data, reduced analyst training time, and allowed associates to become familiar with customer intricate account details during intense transitions Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Enhancement & Growth Leveraged Services (EGLS) Analyst

  • May 2012 - Aug 2014

  • Provided pre-sales portfolio design support and practice development consulting to members in order that they could spend more time enhancing value by focusing on the client • Educated and coached licensed advisors on investment products, fiduciary duties, and compliance regulations • Implemented consolidated report containing Assets Under Management, Monthly Production, and Year-to-Date Production, and explained areas of growth and value add opportunities • Conducted extensive analysis and reporting using Morningstar, Nava Plan, and other investment related software to provide illustrations and proposals • Offered investment solutions based on suitability, performance, asset allocation, and internal portfolio structure • Trained associate financial representatives on the use of investment software and other sales related tools • Attended Centralized Financial Security Training Conference at the corporate office Show less



UT Southwestern Medical Center

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Financial Analyst Intern

  • May 2011 - Aug 2011

  • Assisted with the implementation of the new accounting system (PeopleSoft) • Created Excel spreadsheets containing the monthly and year to date collection of 26 clinical departments (Urology, Orthopedic Surgery, Neurology, etc.) • Compiled the Cash Position Report, Schedule ABC, Budget Variance Report, and Executive Summary onto a single document for department managers to view • Developed a formula and spreadsheet that calculated the daily variances in collection by department across the university • Assisted with the depreciation schedule for the clinical departments Show less

• Account Services Representative Intern

  • May 2010 - Aug 2010

  • Participated in bi-monthly budget meetings and handled patient payments • Created Microsoft Word documents for training manuals • Logged confidential patient records into Excel, so that medical records could be seen in the UTSW system • Discussed patient records information with insurance companies (M'Care, M'Caid, Aetna, etc.) • Mailed statements to patients concerning the remaining amount of their bill • Prepared a patient billing project/portfolio that was used by my manager Show less