Experience

Beacon Oral Specialists

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Financial Planning and Analysis Manager

  • Jun 2023 - Present

  Dallas-Fort Worth Metroplex



AEG Vision

• United States
• Medical Practices
• 300 - 400 Employee

• Senior FP&A Analyst

  • Apr 2021 - Jun 2023

  Dallas-Fort Worth Metroplex

• FP&A Analyst

  • Nov 2018 - Apr 2021

  Dallas-Fort Worth Metroplex



RATP Dev

• France
• Truck Transportation
• 700 & Above Employee

• FP&A Analyst

  • Jun 2018 - Nov 2018

  Dallas-Fort Worth Metroplex Create financial valuations on cities transportation needs based on released RFP data • Created financial models and budgets for complex transportation tender offers (bids), driving Executives decisions on proposal • Updated financial models and budgets for 25+ entities, saving 2 hours per bid and increasing accuracy by 12% • Designed profitability analysis for each transportation bid • Performed variance analysis and provided recommendations to drive business results and achieve… Show more Create financial valuations on cities transportation needs based on released RFP data • Created financial models and budgets for complex transportation tender offers (bids), driving Executives decisions on proposal • Updated financial models and budgets for 25+ entities, saving 2 hours per bid and increasing accuracy by 12% • Designed profitability analysis for each transportation bid • Performed variance analysis and provided recommendations to drive business results and achieve financial goals Show less



Progrexion

• United States
• Financial Services
• 500 - 600 Employee

• FP&A Analyst

  • Aug 2016 - Jun 2018

  Greater Salt Lake City Area Created company Financial Reports that coincided with the implementation of Adaptive Insights, helping Executives with their departmental budgets and performance • Re-created and update CEO’s KPI and Financial Performance reports • Using Adaptive Insights, created the template for the companies Financial Reporting • Created more accurate and detailed reports for assigned departments • Forecast and update the weekly hiring numbers for our companies call centers • Verify expenses… Show more Created company Financial Reports that coincided with the implementation of Adaptive Insights, helping Executives with their departmental budgets and performance • Re-created and update CEO’s KPI and Financial Performance reports • Using Adaptive Insights, created the template for the companies Financial Reporting • Created more accurate and detailed reports for assigned departments • Forecast and update the weekly hiring numbers for our companies call centers • Verify expenses booked by Accounting, ensuring accuracy • Create adhoc reports as needed by Executives for their departments Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Credit Risk Analyst

  • Nov 2014 - Jul 2016

  Salt Lake City Debt PACT Team • Verified the documentation of debt deals from a Credit perspective • Created the firms Commitment Product approval tracker to document approved deals Product Analysis & Control Team • Oversaw Foreign Exchange, Equity Derivative, and Bank Loan trades • Created and updated reports that track approvals, trades, trade amounts, outstanding trades, and exposure the firm has with other entities • Used Macros, vlookups, and formulas, for daily updating of… Show more Debt PACT Team • Verified the documentation of debt deals from a Credit perspective • Created the firms Commitment Product approval tracker to document approved deals Product Analysis & Control Team • Oversaw Foreign Exchange, Equity Derivative, and Bank Loan trades • Created and updated reports that track approvals, trades, trade amounts, outstanding trades, and exposure the firm has with other entities • Used Macros, vlookups, and formulas, for daily updating of reports • Approved counterparties to trade foreign exchange, equity derivatives, and bank loan products with the firm based on our view of the counterparty Show less



Brown & Brown

• United States
• Insurance
• 700 & Above Employee

• Business Analyst

  • Nov 2013 - Oct 2014

  Dallas/Fort Worth Area Created and updated monthly reports on a per client basis to track and assess healthcare expenses. Verified data to provide correct information and strategy for marketing campaigns and target audience. • Created and updated financial reporting packages for over 15 clients to track healthcare expenses • Pulled and constructed data files from various healthcare portals to provide thorough monthly reports tracking funds and expenses • Input and update data files to… Show more Created and updated monthly reports on a per client basis to track and assess healthcare expenses. Verified data to provide correct information and strategy for marketing campaigns and target audience. • Created and updated financial reporting packages for over 15 clients to track healthcare expenses • Pulled and constructed data files from various healthcare portals to provide thorough monthly reports tracking funds and expenses • Input and update data files to provide correct information used in marketing to possible clients and prospects • Created various reports to demonstrate expenses and funds used in clients healthcare plan Show less



Wedge Partners (Brian Blair)

• Equity Research Intern

  • Feb 2013 - Nov 2013

  Working under the direction of Brian Blair, Principal at Wedge Partners. • Updated quarterly earnings and core metrics models across mobile and communication semiconductor industry • Built out income statements and forecasted future revenues for a variety of companies in the technology sector • Researched product breakdown for specified companies



Nationstar Mortgage

• Financial Services
• 700 & Above Employee

• Loan Counselor

  • Feb 2013 - Oct 2013

  Lewisville, tx Managed delinquent mortgage accounts and advise over mortgage payments and process. Assess the need of a repayment plan, modification, or refinance when necessary. • Top ten of loan counseling representatives on a monthly basis • Familiar with servicing procedures and terms of loans such as Fannie Mae, Freddie Mac, and Governmental loans • Manage mortgages in English and Spanish



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Representative

  • Jan 2007 - Jan 2009

  Chicago, Illinois Unpaid service as a missionary for the Church of Jesus Christ of Latter-day Saints • Maintained a work schedule of 65+ hours a week for two year • Held multiple leadership positions over groups numbering up to 25 individuals • Translated films, documents, and live conferences from English to Spanish and vice versa