Bio
Credentials
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Lean Six Sigma Green Belt Certification
Arkansas Quality InstituteJul, 2022- May, 2026 -
IMA Data Analytics & Visualization Fundamentals Certificate
IMA | Institute of Management AccountantsApr, 2020- May, 2026 -
CSCA® (Certified in Strategy and Competitive Analysis)
CSCA® (Certified in Strategy and Competitive Analysis)May, 2018- May, 2026 -
Red Belt
-Dec, 2013- May, 2026 -
FFSI
LOMA Insurance & Financial ServicesJun, 2013- May, 2026 -
Certified Management Accountant
Certified Management Accountant: CMA®Apr, 2013- May, 2026 -
AAPA
-Dec, 2011- May, 2026 -
FLMI
LOMA Insurance & Financial ServicesJun, 2009- May, 2026
Experience
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CRST The Transportation Solution, Inc.
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Cedar Rapids, Iowa, United States
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Senior Manager - Revenue Assurance
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Aug 2021 - Present
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Cedar Rapids, Iowa, United States
Responsible for planning, leading, and executing efforts to maximize receivable collections, maintain acceptable levels of customer risk, minimize revenue loss throughout organization. Manages all aspects of revenue assurance, including billing, cash application, customer collections, and custome...
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CRST, INC.
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Cedar Rapids, Iowa Area
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Manager - Revenue Assurance/Controller
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Nov 2019 - Aug 2021
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Cedar Rapids, Iowa Area
Prepare and analyze financial statements for division, participate in the creation of the strategic plan for the, book accruals. Manage billing. Prepare ad hoc management reporting to monitor business. Participate in projects as needed.
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Accounting
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Mar 2018 - Oct 2019
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Cedar
Manage Accounting Department within newly acquired United Life Company. Oversee financial reporting, budget, AP, reconciliation, and reinsurance accounting groups. Provide analytics to management team to help with decision making for the business units.
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United Fire Group
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Cedar Rapids, Iowa Area
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Senior Financial Reporting Analyst
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Aug 2015 - Apr 2018
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Cedar Rapids, Iowa Area
Responsible for the monthly, quarterly and annual preparation and analysis of financial statements, regulatory forms, internal management financial reports, assists with annual audits, coordination of the financial planning and analysis process and assisting with SEC reporting requirements. Works...
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Kirkwood Community College
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Cedar Rapids, Iowa Area
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Adjunct Faculty
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Aug 2013 - Mar 2018
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Cedar Rapids, Iowa Area
Teaching Financial Accounting & Managerial Accounting to business and/or accounting majors in the traditional and accelerated adult program. Entry level accounting courses taught at various locations via KTS technology.
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Transamerica Enterprise Business Services
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Cedar Rapids, Iowa Area
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Lead Accountant - Health Products
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Mar 2013 - Aug 2015
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Cedar Rapids, Iowa Area
Prepare and review financial statements for life & health businessResponsible for streamlining processeslife insurance businessLead special projectsHelp with preparation and review of annual budgetReview and document trending of block of business.Prepare annual statements.Review and update pr...
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Senior Accountant
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Aug 2009 - Mar 2013
Prepare and review financial statementsResponsible for streamlining processes in the closed block life insurance businessWork on special projects as neededHelp with preparation of annual budgetReview and document trending of block of business.Prepare annual statements.
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Accountant II
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Nov 2005 - Aug 2009
Worked on projects such as TCAS rewrite, ALPS Implementation, 50 ledger testing, documenting TCAS processes, along with several others.Gained experience with limited partnership accounting through learning, testing, and making complex entries, such as merger, legal entity transfers, etc.Have know...
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Remittance Processor
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Jul 2004 - Nov 2005
Balancing files of various customers and research variances, when out of balance.Moving 401K funds from plan to participants with high level of accuracy.Talk to customers on resolving various balancing/participant issues.Showing attention to deadlines by meeting daily goals.
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Media Consultant / Coordinator
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Jan 2000 - Jul 2004
Assist customers on a daily basis to place advertising, answer various billing and accounting questions, and consult with them on new advertising campaigns. Maintain accuracy while working with deadlines.Ability to adjust to change quickly, for instance learning and installation of new ad taking...
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Education
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2009 - 2011Mount Mercy University
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2003 - 2005Mount Mercy College
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1997 - 2000Kirkwood Community College
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