Experience

MarketSpark, Inc.

• United States
• Telecommunications
• 1 - 100 Employee

• Customer Success Manager

  • May 2022 - Present

• Customer Success Analyst

  • Oct 2021 - Apr 2022



Caselle, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Government Accounting

  • Feb 2020 - Apr 2021

  • Problem solved and assisted in resolving issues regarding Caselle's software. • Supported government employees with their day to day questions, including providing guidance to front line workers, and helping them build reports using Caselle's accounting software. • Assisted with the training and troubleshooting of new software versions. • Performed other general accounting support functions needed by the government employees. • Problem solved and assisted in resolving issues regarding Caselle's software. • Supported government employees with their day to day questions, including providing guidance to front line workers, and helping them build reports using Caselle's accounting software. • Assisted with the training and troubleshooting of new software versions. • Performed other general accounting support functions needed by the government employees.



Preferred Capital Management, Inc.

• Real Estate
• 1 - 100 Employee

• Capital Manager

  • Sep 2018 - Feb 2020

  • Increased monthly revenues with sale of contracts and surpassed record numbers by using marketing techniques and providing outstanding customer service. • Led a group of 6 team members and improved attendance and team relationships. • Handled all the financial aspects (such as AP, AR, payroll, petty cash account, etc) for over 300 contracts with precision. • Increased monthly revenues with sale of contracts and surpassed record numbers by using marketing techniques and providing outstanding customer service. • Led a group of 6 team members and improved attendance and team relationships. • Handled all the financial aspects (such as AP, AR, payroll, petty cash account, etc) for over 300 contracts with precision.



Consumers Credit Union

• United States
• Banking
• 200 - 300 Employee

• Internal Auditor

  • Oct 2017 - Sep 2018

  • Negotiated contracts with vendors to decrease costs. • Researched assigned business processes and audit areas, identified key risks, and developed comprehensive audit programs to test internal controls around identified risks. • Drafted well-written audit reports of findings and recommendations for distribution to process owners, Senior Management, and the Supervisory Committee of the Board that ultimately optimized department processes. • Reviewed contracts from the business unit managers against a list of checklist provisions to minimize exposure to risk and liability. Worked with the business unit manager to negotiate contract pricing, terms, and changes. Maintained the contract management system.



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Branch Service Manager

  • Nov 2015 - Oct 2017

  • Assisted the Mequon branch in becoming the number one branch in referrals and appointments within the first six months of employment. • Passed the external audit performed in the branch with the highest score the branch had ever seen. • Met and exceeded all personal referral goals. • Supported bank’s community involvement and participated in community activities. • Maintained cash supply at each service representatives’ window, vault, and oversaw vault security and teller alarm equipment. • Managed, coached and developed the Service Representative staff by assigning work, training, answering questions, solving problems, helping with complex transactions and sensitive customer relations problems/complaints.