Experience

ALPS, A DST Company
• United States
• Financial Services
• 1 - 100 Employee
• Financial Reporting Manager

  • Oct 2021 - Present


State Street

• United States
• Financial Services
• 700 & Above Employee

• Director - Assistant Vice President

  • Aug 2019 - Oct 2021

  • Work collaboratively and partner with internal operational teams to improve efficiencies in delivery of SEC Regulatory Reporting, decreasing work time by over 30%.• Engage in complex analysis of accounting records to comply with SEC Regulations.• Assess operational effectiveness and implement process change through automation and workflow mapping, created automation to preform crosschecks from multiple statements. • Plan and review financial, board, regulatory, 10Q, 10K and status reporting for accuracy and adherence to SEC, IRS and IFRS requirements, client agreements and internal policies Show less

• Officer Insurance Accounting

  • Mar 2017 - Aug 2019


TIAA-CREF
• United States
• Senior Investment Accountant

  • Oct 2014 - Mar 2017
• Assistant Director

  • Jul 2007 - Oct 2014

Hy-Vee
• United States
• Personal Care Product Manufacturing
• 1 - 100 Employee
• Assistant Manager Store Operations

  • Jun 2004 - Jul 2007