Bio
Credentials
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Series 7
FINRAJan, 2024- Apr, 2026 -
Securities Industry Essentials (SIE)
FINRAJun, 2023- Apr, 2026
Experience
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State Treasurer of Iowa
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Des Moines, Iowa, United States
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Staff Accountant
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Aug 2023 - Oct 2023
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Des Moines, Iowa, United States
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SEA Electric
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Grimes, Iowa, United States
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Treasury Analyst
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Aug 2022 - Jul 2023
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Grimes, Iowa, United States
• Reconciled daily cash activity and distributed reports detailing spend, revenue, and transactions. • Responsible for obtaining and maintaining vendor banking information for processing wire and ACH payments.• Administered company credits to employees and conducted standard training and policy procedures.• Assisted employees with submitting and reimbursing expenses owed by the company.• Worked closely with accounting to improve finance and accounting practices and records.
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Treasury Analyst
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May 2022 - Aug 2022
• Prepare customized reports for clients monthly analyzing invoices • Created graphic detailing and analyzing banking fees to uncover opportunities to lower cost• Assisting in funds collection, allocation, and verification of members through reconciling process
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Finance and Accounting Intern
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May 2020 - Aug 2022
• Responsible for reporting and reconciling bank account transactions on a daily basis• Monitored service level agreements for clients to ensure that we are meeting our promises to our clients• Worked with financial planning team to design yearly budget and revenue projections• Created monthly invoices for funds to be distributed through carrier remittance system
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Businessolver
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Des Moines, Iowa, United States
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Project Management Intern
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May 2019 - Aug 2019
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Des Moines, Iowa, United States
• Collaborated with team to identify possible system repairs and enhancements to improve department efficiency • Lead 5 different projects allocating roles, overseeing progress, and testing resolutions• Participated in executive presentation to propose solution to high customer support call volume
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Education
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2017 - 2022The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA, Finance, General
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