Experience

HBG - New Mexico

• Client Relationship Manager

  • Jan 2016 - Present

  Albuquerque, New Mexico Area Supporting my team members in all areas of practice management and consulting. We are dedicated to serving the retail medicine community by providing practice business valuations, assisting clients with the purchase and sale of practices; associate and partnership agreements; cash management; practice reorganization; loan origination and debt restructuring; capital expenditure analyses; and litigation support.

• Client Relationship Manager

  • Oct 2012 - Present

  Albuquerque, New Mexico Area



Burgmaier & Associates, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Human Resources Business Partner

  • Jan 2015 - Present

  4425 Juan Tabo NE Suite 250 Responsible for the day-to-day operation of the firm which includes facilitations management. As the primary champion for operational efficiency focusing on client service and profitability, I assist the managing partner with developing processes and procedures to carry out firm policy. As acting chief-of-staff for the managing partner, I am responsible for supervising the human resources, training, technology, accounting, marketing, and the administrative components of the firm. I manage… Show more Responsible for the day-to-day operation of the firm which includes facilitations management. As the primary champion for operational efficiency focusing on client service and profitability, I assist the managing partner with developing processes and procedures to carry out firm policy. As acting chief-of-staff for the managing partner, I am responsible for supervising the human resources, training, technology, accounting, marketing, and the administrative components of the firm. I manage workflow and budgeting for the firm as well as process the firm payroll and accounts receivables.

• HR/Recruiting/Marketing Coordinator

  • Oct 2012 - Present

  Albuquerque, New Mexico Working with management to provide office marketing and sales support. With a strong knowledge of technology and office operations, successfully manage sales and marketing campaigns, industry events, and the generation of leads and referrals. Establishes recruiting requirements by studying organization plans and objectives; meeting with owners to discuss current needs. Search for qualified professionals through many different sources. Locate top talented individuals from bookkeepers… Show more Working with management to provide office marketing and sales support. With a strong knowledge of technology and office operations, successfully manage sales and marketing campaigns, industry events, and the generation of leads and referrals. Establishes recruiting requirements by studying organization plans and objectives; meeting with owners to discuss current needs. Search for qualified professionals through many different sources. Locate top talented individuals from bookkeepers to CPAs.



Moss Adams LLP

• United States
• 1 - 100 Employee

• Administrative Associate

  • Jul 2011 - Mar 2012

  6100 Uptown Blvd. NE Suite 400 Coordinated winning proposals, mentored administrative leadership in marketing initiatives and assisted in targeting and leading sales initiatives for the Albuquerque office of Moss Adams LLP.

• Marketing

  • 1998 - 2012

• Albuquerque Office Sales and Marketing Coordinator

  • Apr 2009 - Jan 2011

  Achieved marketing and sales objectives by contributing marketing and sales information and recommendations to strategic plans; prepared and completed action plans; implemented production, quality, and superior client-service standards; resolved problems; identifyed trends; determined improvements; implemented change.

• NFP/Government Group Marketing Coordinator

  • 2007 - 2009

  Assisted group marketing manager with marketing initiatives for the Not-For-Profit/Government Industry Group of Moss Adams. Assisted in creating ad campaigns and training seminars along with proposal writing and assembly. Maintaned a proposal log, developed PowerPoint presentations as a follow-up to the proposal process, and maintained contact data base through SharePoint.

• Tax Administrator

  • 2006 - 2008

  Reporting to the Albuquerque office Tax Leader, I was assigned the task of maintaining a tax schedule for all tax professionals, managing the extension process, assigning tax returns, running data scans, and managing our office's tax preparation system.

• Executive Administration

  • 1998 - 2006

  Managed client filing system; preparation of financial statements from the first draft to the final product; assembly of tax returns and created examples of marketing materials for processing; put together valuation reports and proposals.