Experience

AllAccess Capital Markets Ltd.

• Canada
• Capital Markets
• 1 - 100 Employee

• Vice President

  • Jun 2019 - Present



PEAK NEUROMONITORING ASSOCIATES - KENTUCKY

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Senior Financial Analyst

  • Jun 2022 - Jun 2023

  Houston, Texas, United States • Streamlined company’s financial and operational reporting processes from beginning to end, drastically reducing report lead from 3 days to 2 hours, while improving overall accuracy and reliability of data • Built and maintained financial forecasting models, aiding in the development of ST and LT financial checkpoints and strategies • Conducted quarterly operational expense review with senior management, interpreting operational results and proactively consulting with department heads on… Show more • Streamlined company’s financial and operational reporting processes from beginning to end, drastically reducing report lead from 3 days to 2 hours, while improving overall accuracy and reliability of data • Built and maintained financial forecasting models, aiding in the development of ST and LT financial checkpoints and strategies • Conducted quarterly operational expense review with senior management, interpreting operational results and proactively consulting with department heads on cost-savings initiatives • Designed and implement routine variance analysis tools, creating new financial indicators and recommending corrective actions accordingly • Responsible for developing and presenting professional presentations for private equity and outside investors Show less



Quor Health

• Senior Financial Analyst

  • Apr 2019 - Jun 2022

  Houston, Texas Area • Constructed monthly reports in Power BI to include month-end revenue and profit, variance analysis of actual data to budget and forecasting, and coordinated with departments to include updates on company initiatives • Led the preparation of the company’s annual budgets, collaborating with department heads to ensure alignment with corporate objectives • Developed and maintained complex financial models to analyze historical and projected financial data, identifying cost-saving… Show more • Constructed monthly reports in Power BI to include month-end revenue and profit, variance analysis of actual data to budget and forecasting, and coordinated with departments to include updates on company initiatives • Led the preparation of the company’s annual budgets, collaborating with department heads to ensure alignment with corporate objectives • Developed and maintained complex financial models to analyze historical and projected financial data, identifying cost-saving opportunities and revenue growth potential • Responsible for leading weekly management meeting, coordinating with senior management to track deliverables, coordinate interdepartmental collaboration, and ensure productive meeting results • Frequently relied on by senior management for leading high priority initiatives, often requiring tactful yet effective navigation of nuanced issues or circumstances Show less



Nobilis Health Corp.

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

• Financial Analyst

  • Jan 2017 - Apr 2019

  Houston, Texas Area • Analyzed and modeled financial data in excel to produce ST and LT forecasts based on multiple scenarios and contingencies related to financing and market conditions • Played a crucial role in merger and acquisition analysis, including due diligence, valuation, and post-acquisition performance monitoring on over $300mm of closed M&A and corporate debt arrangements • Responsible for creating engaging and visually appealing presentations for upper management, translating complex financial… Show more • Analyzed and modeled financial data in excel to produce ST and LT forecasts based on multiple scenarios and contingencies related to financing and market conditions • Played a crucial role in merger and acquisition analysis, including due diligence, valuation, and post-acquisition performance monitoring on over $300mm of closed M&A and corporate debt arrangements • Responsible for creating engaging and visually appealing presentations for upper management, translating complex financial concepts into clear, actionable insights

• Associate Financial Analyst

  • Sep 2014 - Dec 2016

  Houston, Texas, United States • Responsible for preparation of monthly reporting package for distribution to senior management • Prepared financial reports and presentations for external stakeholders, including investors, lenders, private equity, and sell-side analysts • Conducted in-depth financial analysis, including financial statement analysis, with special consideration placed on valuation, financing, investor sentiment, and general risk assessment • Assisted senior management with ad-hoc projects and… Show more • Responsible for preparation of monthly reporting package for distribution to senior management • Prepared financial reports and presentations for external stakeholders, including investors, lenders, private equity, and sell-side analysts • Conducted in-depth financial analysis, including financial statement analysis, with special consideration placed on valuation, financing, investor sentiment, and general risk assessment • Assisted senior management with ad-hoc projects and initiatives as needed



Independent Financial

• United States
• Financial Services
• 700 & Above Employee

• Credit Analyst

  • May 2013 - May 2014

  Dallas, Texas, United States • Commercial loan underwriting with focus on commercial real estate projects and business lines of credit • Financial risk profile analysis through quantitative and qualitative assessments of individual solvency, type and strength of assets, income analysis, collateral valuation and liquidation, short and long-term liabilities review, current financial obligations, as well as personal spending habits • On-site inspection of commercial properties, monitoring use of proceeds, reconciling… Show more • Commercial loan underwriting with focus on commercial real estate projects and business lines of credit • Financial risk profile analysis through quantitative and qualitative assessments of individual solvency, type and strength of assets, income analysis, collateral valuation and liquidation, short and long-term liabilities review, current financial obligations, as well as personal spending habits • On-site inspection of commercial properties, monitoring use of proceeds, reconciling loan draws with project completion goals, and providing weekly progress reports to Loan Officers • Conducted comprehensive financial data analysis to assess market trends, competitor performance, and investment opportunities Show less



Baylor University

• United States
• Higher Education
• 700 & Above Employee

• Student Archivist- Work Study

  • Mar 2011 - May 2013

  Waco, Texas Area



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • May 2012 - Aug 2012

  Houston, Texas Area