Experience

• 

  Long Run Partners

  • Remote

  • Credit Analyst

    • Oct 2023 - Present
    • Remote

• 

  Clearwater Analytics

  • Boise, Idaho, United States

  • Implementation Analyst

    • Jun 2022 - Oct 2023
    • Boise, Idaho, United States

    • Summary of role: Assists in the implementation of clients from sales to steady state account managers by performing various complex tasks and working with clients to implement their investment portfolio into Clearwater system.• Tasks include data transfers/migration/reconciliation/normalization, General Ledger configura- tion and testing, compliance, risk, and performance implementation, data comparison analysis to ensure norm models are working correctly.• Interprets Chart of Accounts of large corporations, insurance companies, and/or Government clients to convert to General Ledger within Clearwater system for normalized GL activity track- ing.• Daily reconciliation of various securities (ABS, US Gov Securities, MBS, CS, PS, etc).• Assist Project Managers in meetings with clients to provide expertise on accounting, compli- ance, performance, risk, and other processes as they relate to the Clearwater product.• Train peers and new hires on the Clearwater processes (listed above).• COMPLIANCE SME - assist peers in the interpretation, conversion, and coding process of in- vestment policies provided by clients to ensure policies are configured accurately. Named as a lead of compliance tribe (Compliance SMEs) for my department.

• 

  The State of Idaho

  • United States
  • Human Resources Services
  • 700 & Above Employee

  • Tax Compliance Representative

    • Sep 2021 - Jun 2022

    • Provide taxpayer assistance and enforces compliance with employer tax and benefit provisions of the Idaho Employment Security Law.• Audit business records of employers to determine wages paid, payroll tax liability and value of assets.• Determine employer compliance with state unemployment tax law, verify wages and amounts paid, and locate unreported or improperly recorded wages. Conduct fact-finding and investigative interviews with employers, employees, subcontractors, tax practitioners, and attorneys to obtain sufficient information regarding state unemployment insurance coverage.• Negotiate tax payment agreements and determines business ownership, encumbrances, assets and em- ployer equity.• Investigate financial resources by examining county property tax records and public financial records.• Recommend appropriate legal action and implements legal enforcement if delinquency is not resolved.

  • Compliance Analyst

    • Dec 2020 - Sep 2021

    • Track Electronic Funds Transfers to and from the department• Assists department in secure electronic file transfers to and from the Internal Revenue Service, along with monitoring deposits of tax intercepts, preparing reports for accounting, assisting IT with technical issues regarding hardware issues and repairing corrupt files, and maintaining communication with IRS regarding Secure Tax Information.• Monitor accounts for fraudulent activity, including bank changes, log-ins with unknown devices, foreign IP address hits, and account information changes.• Investigate suspicious IP addresses to find other fraudulent and/or hijacked accounts and put freezes to stop payments from being released. Retrieve and analyze data from SQL Management Studios.• Contact victims of identity theft to secure accounts.

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  Aim High Impact

  • Beaverton, Oregon, United States

  • Behavioral Therapist

    • May 2020 - Dec 2020
    • Beaverton, Oregon, United States

    Counseled children with extreme behavioral issues

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  George Fox University

  • Newberg, Oregon

  • Head Intramural League

    • Aug 2019 - Apr 2020
    • Newberg, Oregon

• 

  George Fox University College of Behavioral and Health Sciences

  • Newberg, OR

  • Body Composition Consultant

    • Jan 2019 - Apr 2020
    • Newberg, OR

• 

  CS Lewis Academy

  • Newberg, Oregon

  • Head Basketball Coach

    • Dec 2019 - Mar 2020
    • Newberg, Oregon

    Co-Head coach of the boys middle school basketball team at CS Lewis Academy in Newberg, OR. I will be the offensive and defensive coordinator.

• 

  Run To Win

  • Edmonds, WA

  • Head Coach

    • 2019 - Aug 2019
    • Edmonds, WA

• 

  IRG Physical & Hand Therapy (Integrated Rehabilitation Group)

  • United States

  • Exercise Specialist

    • Nov 2015 - Jun 2019
    • United States