Experience

MGMA

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Senior Financial Analyst

  • Feb 2023 - Present

  Denver, Colorado, United States

• Analyst, Finance and Analytics

  • Mar 2020 - Present

  Colorado, United States Responsible for assisting in determining financial objectives, budget and forecast for the business; analyze and report financials and key metrics across all departments of the organization Lead the organizations forecast meetings including maintaining and updating all monthly forecast reporting models to support organization wide financial understanding and outlook Work closely with all departments to develop net new reporting (Excel and Power BI) to drive business strategy;… Show more Responsible for assisting in determining financial objectives, budget and forecast for the business; analyze and report financials and key metrics across all departments of the organization Lead the organizations forecast meetings including maintaining and updating all monthly forecast reporting models to support organization wide financial understanding and outlook Work closely with all departments to develop net new reporting (Excel and Power BI) to drive business strategy; guide departments through discovery, development, validation, and delivery of new reporting Create the standard for organization wide reporting in regular monthly financial and ad hoc reports as well as dynamically aiding all business lines through simple, easy to read outputs, visualizations, and reports Collaborate closely with product owners, marketing, sales, and executive team members to identify reporting needs, trends, risk factors, and long-term goals Manage the creation and maintenance of all organization wide Power BI reporting including all report requirements, dataset organization, visualization creation and modeling, including some DAX and PowerQuery experience Organize, update, and maintain monthly financial presentations for the MGMA executive team and audit committee Update excel reports and templates monthly to drive consistent and transparent understanding of the organization's financials; add features to existing reports and complete new analysis to answer pertinent business questions Support sales through commissions reporting, sales and revenue reports, and targeted client prioritization lists Complete variance analysis across all revenue generating and expense lines of the business including budget and forecast variances as well as trend analysis with datasets spanning multiple products over many consecutive years

• Marketing Specialist

  • Jul 2018 - Mar 2020

  Greater Denver Area Oversee the approach and analysis of gathering a wide variety of data to optimize marketing spend, targeting, segmentation and ad sale Advise business partners with regards to patterns and relationships in the data to recommend business direction and outcomes Extract and manipulate raw and structured data from customer databases to develop insights and recommendations Perform analysis to aid strategic initiatives in marketing strategy, product line trajectory, and lead… Show more Oversee the approach and analysis of gathering a wide variety of data to optimize marketing spend, targeting, segmentation and ad sale Advise business partners with regards to patterns and relationships in the data to recommend business direction and outcomes Extract and manipulate raw and structured data from customer databases to develop insights and recommendations Perform analysis to aid strategic initiatives in marketing strategy, product line trajectory, and lead generation Build systems to transform raw data into actionable business insights Support analytics needs using data from Google Analytics, CRM, CMS and the marketing automation platform (Eloqua) Track and measure the results of CRM and marketing automation (email and direct mail, when applicable) campaigns, providing results and key insights for future strategy Create presentations and/or monthly/weekly reports that illustrate key performance indicators through charts, tables, and other visual aids Lead and facilitate projects to include marketing target optimization, A/B test design and analysis, consumer segmentation, metric forecasting, and sales analysis Uncover actionable insights from data and present them via easily understandable tables, charts and graphs Provide recommendations and actionable insights based on lead behavior Coordinate statistical analysis and predictive modeling (inferred, for the time being) to ensure the integration of those tools into the marketing programs Manage cross functional teams and coordinate enterprise-wide programs Assist the marketing department in completion of other tasks as assigned, including but not limited to: reporting & analytics, monitoring industry trends and best practices, managing sales and marketing software tools Support the marketing team and other departments to solve problems and create positive results for all product lines



Great-West Financial

• Marketing Coordinator

  • May 2017 - Jul 2018

  Greater Denver Area Lead the coordination of all social media posts for the company’s social pages in addition to editing and coordinating marketing pieces incorporating print ads, email and direct mails including events and seasonal promotions. Coordinate all compliance and legal teams using the “AdMaster” legal compliance tool. Maintain open lines of communication with new insurance plan enrollees and potential insurance members as needed. Direct the coordination of website updates… Show more Lead the coordination of all social media posts for the company’s social pages in addition to editing and coordinating marketing pieces incorporating print ads, email and direct mails including events and seasonal promotions. Coordinate all compliance and legal teams using the “AdMaster” legal compliance tool. Maintain open lines of communication with new insurance plan enrollees and potential insurance members as needed. Direct the coordination of website updates including data pull and report creation for 2 microsites and 1 company site while working in collaboration with the web development team on new microsites, landing pages, website updates, bug fixes, promotion tracking and trackable URLS. Provide promotion and conversion related reporting for the department on CTR, response rates, registrations, account activations, address changes and login information. Pull and organize data for the quarterly Google Analytics reports and pull reports for both branches of the marketing department using Microsoft SQL, Access and Excel. Maintain the company customer database in a manner to ensure record accuracy and data integrity. Organize call lists for the sales team/plan specialist team while being responsible for the reporting of payments of new insurance plans, website surveys completed by plan members and organizing send lists for all marketing efforts. Manage a number of small to large projects within the department, supporting all marketing campaigns in the area. Responsible for organizing all samples and marketing pieces and saving all digital files for documentation. Show less



Global Technology Resources

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Marketing Coordinator

  • Aug 2014 - Nov 2016

  Denver, Colorado Performed a wide range of marketing activities to fully support the organization’s marketing and sales strategy. Led in terms of strategy, development and the continual optimization of online properties to support revenue growth and brand awareness. Directed the efforts of a web development team comprised of 4 to 5 employees, a social media contractor and a public relations team of 3. Worked in partnership with sales, marketing and partner teams to plan, coordinate and… Show more Performed a wide range of marketing activities to fully support the organization’s marketing and sales strategy. Led in terms of strategy, development and the continual optimization of online properties to support revenue growth and brand awareness. Directed the efforts of a web development team comprised of 4 to 5 employees, a social media contractor and a public relations team of 3. Worked in partnership with sales, marketing and partner teams to plan, coordinate and execute marketing campaigns and activities to maximize brand exposure and to take full advantage of new business opportunities. Played a vital role assisting with campaign list management, cleansing, data validation, segmentation, tagging custom report creating and the importing and exporting of CRM data. Partnered with an external agency, implementing, analyzing and optimizing organic and paid search engine marketing activities including remarketing and social media ads. Assisted in the campaign development and execution of various online marketing channels including Google Adwords. Conducted campaign data analysis, adjusting bids accordingly to achieve maximum return on investment and efficiency ad spend. Participated in a variety of tasks including banner ad creative development and implementation, SEM keyword research and implementation and ad copy creation, testing and optimization. Developed subject matter expertise on current and new offerings in search and online advertising from search engines and other providers. Continually evaluated new advertising opportunities, proactively searching out additional opportunities as they become available. Completed weekly and monthly analysis and reporting of SEM campaign results and contributions to bookings. Complete website conversion rate optimization (CRO) tests, maintaining a focus on improving the customer experience and increasing the organization’s sales pipeline.

• Marketing Intern

  • May 2013 - Aug 2014

  Denver, Colorado Played a key role providing support for a successful website launch including the creation of content while creating press releases and analyzing social media marketing software Managed Microsoft Dynamics CRM data including data entry/data integrity, list pulling and report generation Oversaw Act-On marketing automation for a variety of email campaigns, online trainings and webinars Supported campaign list management, cleaning, data validation and segmentation and imports