Accounting Manager

• Mar 2023 - Present

Senior Financial Analyst

• May 2021 - Mar 2023

• Owner of $50 million physician enterprise budget • Enhanced local decision making through creation of MS PowerBI dashboards • Corresponded with executive management regarding financial results and new initiatives • Evaluated capital projects for acceptable NPV and IRR thresholds • Owner of $50 million physician enterprise budget • Enhanced local decision making through creation of MS PowerBI dashboards • Corresponded with executive management regarding financial results and new initiatives • Evaluated capital projects for acceptable NPV and IRR thresholds

Senior Associate

• Sep 2018 - May 2021

- Lead senior on audits of public and private clients in the telecommunications, technology, and Alaska Native Corporations - Supervised substantive and control testing in the following areas: revenue, fixed assets, leases, payroll, expenses, and treasury - Utilized software such as Alteryx (workflow automation), Microsoft PowerBI (visualization), and Microsoft Azure DevOPS (virtual Kanban workflow) to drive audit efficiency - Lead senior on audits of public and private clients in the telecommunications, technology, and Alaska Native Corporations - Supervised substantive and control testing in the following areas: revenue, fixed assets, leases, payroll, expenses, and treasury - Utilized software such as Alteryx (workflow automation), Microsoft PowerBI (visualization), and Microsoft Azure DevOPS (virtual Kanban workflow) to drive audit efficiency

Graduate Assistant

• Aug 2017 - May 2018

-Wrote Federal Tax Updates for circulation in the Montana Society of CPAs newsletter -Tutored ACTG 201/202 students -Assisted business school professors with course content (grading, answering students questions, etc.) -Wrote Federal Tax Updates for circulation in the Montana Society of CPAs newsletter -Tutored ACTG 201/202 students -Assisted business school professors with course content (grading, answering students questions, etc.)

Audit Intern

• Jun 2017 - Aug 2017

Tax Intern

• Jan 2017 - Apr 2017

-Prepared 100+ individual tax returns -Exceeded established utilization goals -Prepared 100+ individual tax returns -Exceeded established utilization goals

Institutional Equity Research Associate: Financial Institutions

• Jul 2013 - Aug 2015

-Member of a five person equity research team covering 65 financial institutions with market capitalizations from $100 million to $8 billion -Assisted three analysts author a variety of investment research pieces ranging from brief 400 word industry overviews to in- depth 6,000 word analyses of individual companies -Monitored and analyzed various macroeconomic data such as interest rates, housing statistics, mortgage applications, and equity market performance -Ensured the timely dissemination of research reports to a distribution list comprised of buy-side clients, D.A. Davidson financial advisors, and major financial media corporations -Interviewed prospective candidates for other research associate positions Show less

Summer Intern

• May 2012 - Aug 2012

-Assisted teams preparing for expert witness testimonials regarding patent infringement -Gathered and summarized data from a variety of sources including confidential company data, SEC filings, depositions, and various legal documents. -Proofread final documents to ensure that senior partners were adequately prepared for trial -Assisted teams preparing for expert witness testimonials regarding patent infringement -Gathered and summarized data from a variety of sources including confidential company data, SEC filings, depositions, and various legal documents. -Proofread final documents to ensure that senior partners were adequately prepared for trial