Experience

Central Indiana Corporate Partnership

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Controller

  • May 2021 - Present

  Indianapolis, Indiana, United States Assistant Controller - May 2021 - Oct 2022



BioCrossroads

• United States
• Biotechnology Research
• 1 - 100 Employee

• Finance Manager

  • May 2021 - Present

  Indianapolis, Indiana, United States



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Accounting Leader

  • Jan 2021 - May 2021

  Tampa/St. Petersburg, Florida Area

• Accounting Leader Trainee

  • Oct 2018 - Dec 2020

  Tampa/St. Petersburg, Florida Area

• Senior Analyst - Financial Operations Audit (Internal Audit)

  • Apr 2018 - Sep 2018

  Maitland, Florida

• Analyst - Financial Operations Audit (Internal Audit)

  • Dec 2015 - Mar 2018

  Maitland, Florida



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Financial Service Professional

  • Aug 2013 - Dec 2015

  Indianapolis, Indiana Area Broker Trainee - August 2013 - May 2014 • Discussed stocks and other financial instruments, including annuities, ETFs, mutual funds and options with clients who desired to make an informed financial decision. • Probed clients to discover additional financial needs that could be met with various financial instruments. • Evaluated clients’ prior and subsequent risk involving tradeable securities.



Carnegie Mellon University

• United States
• Higher Education
• 700 & Above Employee

• Contract Analyst

  • May 2013 - Aug 2013

  Greater Pittsburgh Area • Reviewed sponsored grant proposals for accuracy and compliance and processed approved grants for faculty and staff remuneration. • Contacted government agencies such as NASA and the Office of Naval Research to check the status of pending proposals and to seek clarification regarding proposal requirements.



Thermal Industries, Inc.

• Corporate Finance and Accounting Intern

  • May 2012 - Aug 2012

  Pittsburgh, PA • Provided monthly profitability comparison of sales branches and edited management’s written monthly financial reports. • Completed profit and loss analysis to identify monthly changes in both product mix sales and cost of goods sold across product lines. • Evaluated the company’s labor costs as a percent of sales versus budget and last year’s results to determine trends in process improvements.



Senior Health Insurance Company of Pennsylvania (SHIP)

• United States
• Insurance
• 1 - 100 Employee

• Control and Oversight Auditor

  • Nov 2003 - Jul 2011

  Carmel, IN • Audited third party monthly claims process to verify that auditors and examiners had been meeting financial accuracy goals. • Led monthly claims error trending meeting to direct third party vendor in the development of an ongoing action improvement plan. • Consulted with external auditors to create claims audit documentation. • Conducted onsite interviews with management and analyzed systems capabilities of an affiliate company. • Prepared written opinions concerning high-risk… Show more • Audited third party monthly claims process to verify that auditors and examiners had been meeting financial accuracy goals. • Led monthly claims error trending meeting to direct third party vendor in the development of an ongoing action improvement plan. • Consulted with external auditors to create claims audit documentation. • Conducted onsite interviews with management and analyzed systems capabilities of an affiliate company. • Prepared written opinions concerning high-risk claims for risk management personnel. Dates in positions: • Long Term Claims Auditor/ Control and Oversight Auditor – Conseco (SHIP) – September 2006 – July 2011 • Claims Adjuster - Conseco – February 2005 – September 2006 • Customer Annuity Advocate - Conseco – November 2003 – February 2005 Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Services Representative

  • Mar 2003 - Oct 2003

  Indianapolis, Indiana Also worked in the same capacity from December 2001 to August 2002.



Foresters Financial

• Canada
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Aug 2002 - Feb 2003

  Indianapolis, Indiana



Flagstar Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Manager

  • Jul 2001 - Dec 2001

  Indianapolis, Indiana



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Jan 2001 - Jun 2001

  Fishers, Indiana