Experience

ProCo Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Manager of Market Analytics & Client Solutions

  • Apr 2023 - Present

  Campbell, California, United States

• Lead Marketing Financial Analyst

  • Feb 2022 - Mar 2023

  Campbell, California, United States

• Marketing Financial Analyst

  • Jul 2017 - Jan 2022

  Campbell, California, United States



Boston Water & Sewer Commission

• United States
• Utilities
• 100 - 200 Employee

• Financial Analyst

  • Mar 2016 - Jun 2017

  Boston, MA • Perform monthly and annual budget analysis of up to $365 million, producing executive-level monthly variance and operational performance reports, maintaining and analyzing financial records using PeopleSoft and Excel • Manage Accounts Receivables for services producing approximately $600,000 in annual revenue using Sage100 ERP software; monitor monthly water consumption data to identify trends and inconsistencies to minimize water loss • Assist Capital Improvement Program Manager to… Show more • Perform monthly and annual budget analysis of up to $365 million, producing executive-level monthly variance and operational performance reports, maintaining and analyzing financial records using PeopleSoft and Excel • Manage Accounts Receivables for services producing approximately $600,000 in annual revenue using Sage100 ERP software; monitor monthly water consumption data to identify trends and inconsistencies to minimize water loss • Assist Capital Improvement Program Manager to audit contract files and prepare financial results and forecasting packages; perform account reconciliation and analysis and provide accounting support • Developed detailed training instructions for financial procedures used to train employees and optimize daily processing Show less



Boston College

• United States
• Higher Education
• 700 & Above Employee

• Office Assistant

  • Mar 2015 - Mar 2016

  Chestnut Hill, MA • Advised Associate Vice President on the financial efficacy of retaining a vendor’s services; conducted market research and developed a proposal that summarized results and recommended solutions • Supported executive-level staff in varied capacities including administrative assistance, project management, hiring and training student employees, event planning, and document creation for advertising and recruitment



Sage Systems

• IT Services and IT Consulting
• 1 - 100 Employee

• Associate Director of Strategical and Governmental Affairs

  • Oct 2013 - Aug 2014

  Boston, MA • Oversaw all aspects of Boston mayoral campaign efforts in Allston-Brighton district; recruited, trained, scheduled, and managed over 150 volunteers to maximize voter contacts and identifications • Achieved 125% of voter outreach goals and filled 150% of shift goals set by Campaign Manager • Analyzed data to design and implement effective voter target strategies resulting in a 55% to 45% victory of district • Prepared official documents and contract bids ranging up… Show more • Oversaw all aspects of Boston mayoral campaign efforts in Allston-Brighton district; recruited, trained, scheduled, and managed over 150 volunteers to maximize voter contacts and identifications • Achieved 125% of voter outreach goals and filled 150% of shift goals set by Campaign Manager • Analyzed data to design and implement effective voter target strategies resulting in a 55% to 45% victory of district • Prepared official documents and contract bids ranging up to $3 million; assisted executive consultants with scheduling, coordinating events, developing press releases, and lobbying efforts • Recorded campaign finance records for multiple clients and ensured their compliance with campaign finance laws Show less



East Middlesex Mosquito Control Project

• Seasonal Field Technician

  • Jun 2013 - Sep 2013

  Waltham, MA • Planned efficient routes and recorded data for up to 1000 larvicide applications per day in compliance with state regulations



Providence House Senior Living Community

• 1 - 100 Employee

• Activities Assistant

  • May 2009 - May 2011

  Brighton, MA • Designed and conducted daily resident activities and supervised and trained receptionists while attending college fulltime