Experience

SS&C ALPS

• United States
• Financial Services
• 100 - 200 Employee

• Assistant Vice President Finance

  • Oct 2021 - Present

• Financial Planning and Analysis Manager

  • Jan 2016 - Oct 2021

• Expense Supervisor

  • Mar 2013 - Jan 2016

  ๏ Through supervising a team of Expense Analysts and working with 18 clients across the country, oversee the tracking of expense budgeting, setting daily accrual rates, processing vendor payments and ensuring expense contract compliance for over 80 mutual funds. ๏ Assisting in implementing budgeting and payment software to replace reliance on Excel spreadsheets which automated processes, reduced redundancies, and incorporated stronger controls. Successfully ensuring that all supervised… Show more ๏ Through supervising a team of Expense Analysts and working with 18 clients across the country, oversee the tracking of expense budgeting, setting daily accrual rates, processing vendor payments and ensuring expense contract compliance for over 80 mutual funds. ๏ Assisting in implementing budgeting and payment software to replace reliance on Excel spreadsheets which automated processes, reduced redundancies, and incorporated stronger controls. Successfully ensuring that all supervised mutual funds will be implemented in the software and clients are comfortable with new processes. ๏ Consistently recognized for high performance and strong ability to manage team operations. Responsible for training, monitoring work output, administering personnel policies, career development, and communicating progress on daily and quarterly assignments of team members.

• Expense Analyst

  • Mar 2012 - Mar 2013

  ๏ Optimize performance for numerous mutual funds and their advisors by analyzing expenses and developing models to strengthen future development using MS Excel. ๏ Recognized for excellent communication skills and follow-through and targeted to work with prospective, new and difficult clientele. ๏ Act as liaison between vendors, trustees, controllers, and expense team to satisfy auditors, government regulations, shareholders, and partners.

• Accounts Payable Associate

  • Jul 2011 - Mar 2012

  ๏ Processed accounts payable invoices with thorough detail and accuracy. Assist with special projects, audits, and increasing efficiency as needed. ๏ Quick mastery of job duties allowed for additional responsibility to include project management, client relationship building, and implementing quality controls.



Volunteer Center of Iron County

• Program Assistant

  • Apr 2010 - Jul 2011

  Implemented capacity building program to recruit volunteers and revitalize struggling programs. Prepared direct mail pieces, brochures, website content, presentations, press releases, logo design and email marketing campaigns for coherent organizational messaging and increased public awareness. Provided community-wide service projects and support through coordination with partnered non-profit organizations and over 700 volunteers. Implemented capacity building program to recruit volunteers and revitalize struggling programs. Prepared direct mail pieces, brochures, website content, presentations, press releases, logo design and email marketing campaigns for coherent organizational messaging and increased public awareness. Provided community-wide service projects and support through coordination with partnered non-profit organizations and over 700 volunteers.



Southern Utah University

• United States
• Higher Education
• 700 & Above Employee

• Administrative Assistant III

  • Feb 2008 - Mar 2010

  Assisted accounting personnel through various secretarial and clerical duties, report generation, data analysis, reconciliations, and interaction with other agencies. Coordinated Controller’s schedule, scheduled and attended meetings, recorded minutes, arranged travel itineraries, communicated with campus administration, Trustees, Regents, Legislators, State and local officials on behalf of the Controller’s Office. Supervised and trained all student workers and interns within the… Show more Assisted accounting personnel through various secretarial and clerical duties, report generation, data analysis, reconciliations, and interaction with other agencies. Coordinated Controller’s schedule, scheduled and attended meetings, recorded minutes, arranged travel itineraries, communicated with campus administration, Trustees, Regents, Legislators, State and local officials on behalf of the Controller’s Office. Supervised and trained all student workers and interns within the department. Show less Assisted accounting personnel through various secretarial and clerical duties, report generation, data analysis, reconciliations, and interaction with other agencies. Coordinated Controller’s schedule, scheduled and attended meetings, recorded minutes, arranged travel itineraries, communicated with campus administration, Trustees, Regents, Legislators, State and local officials on behalf of the Controller’s Office. Supervised and trained all student workers and interns within the… Show more Assisted accounting personnel through various secretarial and clerical duties, report generation, data analysis, reconciliations, and interaction with other agencies. Coordinated Controller’s schedule, scheduled and attended meetings, recorded minutes, arranged travel itineraries, communicated with campus administration, Trustees, Regents, Legislators, State and local officials on behalf of the Controller’s Office. Supervised and trained all student workers and interns within the department. Show less



RE/MAX Community

• Marketing Coordinator

  • Aug 2005 - Nov 2007

  Accurately completed research, reporting, information management and marketing-support activities within demanding time frames. Collaborated with management, developed educational materials and provided training for sales meetings, career development program, business planning and continuing education. Performed, coordinated and oversaw all technical and office administration including daily bookkeeping and database management, organizing and maintaining files, receiving calls and… Show more Accurately completed research, reporting, information management and marketing-support activities within demanding time frames. Collaborated with management, developed educational materials and provided training for sales meetings, career development program, business planning and continuing education. Performed, coordinated and oversaw all technical and office administration including daily bookkeeping and database management, organizing and maintaining files, receiving calls and directing customers. Show less Accurately completed research, reporting, information management and marketing-support activities within demanding time frames. Collaborated with management, developed educational materials and provided training for sales meetings, career development program, business planning and continuing education. Performed, coordinated and oversaw all technical and office administration including daily bookkeeping and database management, organizing and maintaining files, receiving calls and… Show more Accurately completed research, reporting, information management and marketing-support activities within demanding time frames. Collaborated with management, developed educational materials and provided training for sales meetings, career development program, business planning and continuing education. Performed, coordinated and oversaw all technical and office administration including daily bookkeeping and database management, organizing and maintaining files, receiving calls and directing customers. Show less