Finance/Human Resources

• Jun 2023 - Present

All things Accounting and Human Resources All things Accounting and Human Resources

Adjunct Online Faculty

• Jan 2020 - Present

Experienced professor of Finance and Economics. Utilizes Canvas, Zoom, Google apps, and Microsoft products to assist students in their educational journey. Regularly assist 60-100 students per semester to learn and understand content related to business, finance, and economics. Courses taught: ECON 2010 - Microeconomics, FIN 2870 - Personal Finance, ECON 2500 - Quantitative Methods for Business and Economics Experienced professor of Finance and Economics. Utilizes Canvas, Zoom, Google apps, and Microsoft products to assist students in their educational journey. Regularly assist 60-100 students per semester to learn and understand content related to business, finance, and economics. Courses taught: ECON 2010 - Microeconomics, FIN 2870 - Personal Finance, ECON 2500 - Quantitative Methods for Business and Economics

Senior Consultant

• Jun 2019 - Jun 2023

Skilled consultant focused in analyzing requirements, processes, systems, services, and culture. Key industry experience in construction and information systems. Empathetic to management and employee needs and resolving opposition between the two. Available for manager training for the millennial workforce. Ready learner, straight talker, goal driven. Let me help your company on its next steps to greatness! Skilled consultant focused in analyzing requirements, processes, systems, services, and culture. Key industry experience in construction and information systems. Empathetic to management and employee needs and resolving opposition between the two. Available for manager training for the millennial workforce. Ready learner, straight talker, goal driven. Let me help your company on its next steps to greatness!

Business System Analyst

• Oct 2016 - May 2019

Worked with individuals and project teams to understand their processes as they interact with various technology systems. Directed efforts to standardize common processes across multiple business units. Project Manager and SME on Corporate Training Program. Directed small teams of consultants and SMEs within the organization to develop better training on our organization's main systems and processes. LMS experience with Instructure's Bridge platform; Authoring experience with iSpring… Show more Worked with individuals and project teams to understand their processes as they interact with various technology systems. Directed efforts to standardize common processes across multiple business units. Project Manager and SME on Corporate Training Program. Directed small teams of consultants and SMEs within the organization to develop better training on our organization's main systems and processes. LMS experience with Instructure's Bridge platform; Authoring experience with iSpring Suite and Articulate360/Storyline. Experienced in CMiC's Construction Management Software. Consistently trained and troubleshot various CMiC user issues. Directed teams in efforts to expand use of best practices and actively improving employee efficiency through quality, focused, and direct training. Implemented the use of "micro training" and enhancing the quality of our training organization to improve employee engagement in online learning. Assisted in researching, testing, and implementing new employee engagement platform and intranet solution, Jostle. Developed training, assisted in set-up, and provided hands-on customer service during transition for 800+ employees. Automated processes using DOMO reporting, Pype's AutoSpecs, and VBA in Excel saved affected employees days of time and increased the quality of work previously done manually. Show less Worked with individuals and project teams to understand their processes as they interact with various technology systems. Directed efforts to standardize common processes across multiple business units. Project Manager and SME on Corporate Training Program. Directed small teams of consultants and SMEs within the organization to develop better training on our organization's main systems and processes. LMS experience with Instructure's Bridge platform; Authoring experience with iSpring… Show more Worked with individuals and project teams to understand their processes as they interact with various technology systems. Directed efforts to standardize common processes across multiple business units. Project Manager and SME on Corporate Training Program. Directed small teams of consultants and SMEs within the organization to develop better training on our organization's main systems and processes. LMS experience with Instructure's Bridge platform; Authoring experience with iSpring Suite and Articulate360/Storyline. Experienced in CMiC's Construction Management Software. Consistently trained and troubleshot various CMiC user issues. Directed teams in efforts to expand use of best practices and actively improving employee efficiency through quality, focused, and direct training. Implemented the use of "micro training" and enhancing the quality of our training organization to improve employee engagement in online learning. Assisted in researching, testing, and implementing new employee engagement platform and intranet solution, Jostle. Developed training, assisted in set-up, and provided hands-on customer service during transition for 800+ employees. Automated processes using DOMO reporting, Pype's AutoSpecs, and VBA in Excel saved affected employees days of time and increased the quality of work previously done manually. Show less

Technology Project Analyst

• Dec 2014 - Oct 2016

Provide analysis of product costs and volunteer complements and recommendations for strategic planning. Produce reporting solutions to help ecclesiastical leaders understand mobile device usage. Create, track, and report project budgets. Produce internal reporting on specific initiatives. As product manager, lead ideation for asset management and reporting product system requirements. Subject matter expert in efficient report design to meet consumer needs. Proficient in Business Objects… Show more Provide analysis of product costs and volunteer complements and recommendations for strategic planning. Produce reporting solutions to help ecclesiastical leaders understand mobile device usage. Create, track, and report project budgets. Produce internal reporting on specific initiatives. As product manager, lead ideation for asset management and reporting product system requirements. Subject matter expert in efficient report design to meet consumer needs. Proficient in Business Objects reporting tools.  Lead requirements development for new reporting products and asset management inventory and financial solutions.  Provide important data driven information necessary to key policy decisions affecting dozens of staff members and thousands of consumers.  Increase regional leaders’ productivity by designing reports to track performance of individual team members.  Meet internal customer reporting needs quickly by collaborating closely with report development team to effectively address user requirements.  Lower mobile device costs by supporting key analyses of 15,000-unit corporate purchase and leasing program options.  Improve leader financial accountability by effectively managing and presenting on complex multi-million dollar device budget.

Accounting Clerk, Sr.

• Jun 2012 - Nov 2014

Developed and implemented financial and systems training for > 400 volunteer offices on bank credit and debit card programs. Trained on basic accounting, financial controls, cost saving processes, and bank relationship procedures. Subject matter expert for credit and debit card operations. Supported staff on credit card issues. Developed training manual and update materials as needed.  Lowered banking fees 25% ($1.2 million annually) by training volunteers on improved financial… Show more Developed and implemented financial and systems training for > 400 volunteer offices on bank credit and debit card programs. Trained on basic accounting, financial controls, cost saving processes, and bank relationship procedures. Subject matter expert for credit and debit card operations. Supported staff on credit card issues. Developed training manual and update materials as needed.  Lowered banking fees 25% ($1.2 million annually) by training volunteers on improved financial practices.  Met project scope, schedule and quality goals for developing and implementing training how to efficiently use Bank of America system following 2 upgrades.  Increased customer satisfaction while lowering service email volume 75% by providing alternative avenues for problem resolution.  Improved controls and lower costs by creating dashboards with key financial and behavioral KPIs (key performance indicators).

Substitute Teacher

• Oct 2011 - Jun 2012

Substitute teaching on occasion for seminary (religious) classes at local junior high and high schools. Sought to understand student needs and planned questions and activities to increase student involvement and learning. Planned lessons based on current curriculum. Disciplined students where needed to enhance the learning environment for them and the rest of the classroom. Substitute teaching on occasion for seminary (religious) classes at local junior high and high schools. Sought to understand student needs and planned questions and activities to increase student involvement and learning. Planned lessons based on current curriculum. Disciplined students where needed to enhance the learning environment for them and the rest of the classroom.

Associate Financial Representative

• Jul 2011 - May 2012

Licensed Financial Services Associate Provided flexible Health and Life Insurance solutions to individual and business clients along the Wasatch Front. Provided follow up service to multiple small businesses and individuals. Served as event manager for financial seminars to recruit new and retain clients. Analyzed health insurance information for small businesses to receive quotes and recommend insurance solutions.  Retained clients by assessing their financial health (budget, debt pay… Show more Licensed Financial Services Associate Provided flexible Health and Life Insurance solutions to individual and business clients along the Wasatch Front. Provided follow up service to multiple small businesses and individuals. Served as event manager for financial seminars to recruit new and retain clients. Analyzed health insurance information for small businesses to receive quotes and recommend insurance solutions.  Retained clients by assessing their financial health (budget, debt pay back, etc.).  Signed 4 clients into protective life insurance plans.  Cultivated strong relationships with clients through cheerful attitude and prompt service.

Administrative Assistant

• Jan 2010 - Jul 2011

Health Intern

• May 2010 - Aug 2010

Missionary

• Jan 2008 - Aug 2009

Taught the Gospel of Jesus Christ to varying individuals and families in the California Carlsbad Mission Taught the Gospel of Jesus Christ to varying individuals and families in the California Carlsbad Mission

Customer Service Manager

• Aug 2004 - Dec 2007