Education
Master of Business Administration, Finance – University of Denver
- March 2010
- GPA: 3.74
Bachelor of Science Business Administration, Finance Emphasis – University of Colorado, Boulder
- May 2007
- GPA: 3.2
- Business School Certificate in International Business Spring 2006
Online Work Experience
Freelance Writer and WordPress Developer (2012-Present)
- Weekly Contributor – Student Loan Hero (February,2016 – Present)
- Monthly Contributor – Living on the Cheap (March, 2016 – Present)
- Weekly Contributor – AgentHarvest blog and Really Rotten Realty (January, 2013 – Present)
- Contributor – Insurance Engine (March, 2016 – Present)
- Contributor – Betterment (November 2014 – Present)
- Contributor – Graphiq (November 2014 – Present)
- Contributor – Investopedia (February 2015 – Present)
- Weekly Contributor – Turo blog – Formerly RelayRides (December, 2013 –December, 2015)
- Ghost Writer – CPC Strategy (August 2014 – January 2015)
- Cloudpeep/Social Media Management – Switchmate (June 2014 – November 2014)
- Weekly Contributor – TermLifeInsurance.com (September 2014 – November, 2014)
- Weekly Contributor – Entrepreneurship & Life (July, 2012 – December, 2013)
- Contributor – Money Talks News
*Work syndicated to major publications including Huffington Post and Business Insider
Owner/Founder – Personal Profitability – PersonalProfitability.com (October, 2008-Present)
- Owner and editor
- Built profitable blog with thousands of monthly visitors and engaged commenters
- Formerly Narrow Bridge Finance
Owner/Founder – Denver Flash Mob (November 2010-Present)
- Well-known local flash mob planning company
- Successfully built email list and Facebook following of more than 5,000 fans
- Thousands of happy flash mob dancers and dozens of happy sponsors
Offline Work Experience
Fiserv, Portland, OR (September 2014-April 2016)
Senior Financial Analyst
- Manage financial reporting for risk products and Accel network
- Responsible for financial tracking and analysis on $200M+ annual business lines
- Successfully created new financial performance reporting
- Automated existing reporting and analysis to increase efficiency and output
- Led analysis projects resulting in significant cost savings
Holiday Retirement, Lake Oswego, OR (December 2013-August 2014)
Senior Financial Analyst
- Created monthly analysis reports for use by field team and private equity owners
- Interfaced with field team and private equity owners to identify trends and areas to improve business performance.
- Managed financial reporting and analysis for a portfolio of 20 retirement homes
- Built forwarding looking labor and expense forecast and budget tools
- Tracked revenue and expenses to budget and provided actionable guidance and analysis to regional managers
- Successfully improved efficiency and automation of key performance trackers and monthly reporting packages
Level 3 Communications, Broomfield, CO (November 2010-December 2013)
Financial Analyst II
- Improved and automated reporting packages to increase accuracy and efficiency and facilitate head count reduction
- Conducted analysis leading to new sales initiatives designed to increase average revenue per unit
- Created financial analysis reporting packages for products with over $1 billion annual revenue including IP, VPN, CDN, and Vyvx Solutions (Broadcast)
- Self-initiated financial analysis on teleport and satellite operations
- Member of team responsible for building the fastest growing CDN in the world more than doubling revenue while managing capital spend and cost
Qwest Communications, Denver, CO (March 2008-November 2010)
Senior Treasury Analyst
- Leasing program portfolio manager for $165 million annual leasing program that provided over $100 million in annual cash flow savings
- Generated new leasing opportunities through internal procurement teams and external vendors
- Work with teams in multiple business units to deliver specialized service based on customer needs
Senior General Accountant / Finance/Business Analyst (Promoted in November, 2009)
- Managed financial and accounting analysis on accounts receivable systems and accounts
- Facilitated major changes to new bank and accounts receivables management methods
- Worked to change banking processes to lower transaction costs
Leadership/Other Activities
- Denver B’nai B’rith (Community Focused Non-Profit) – Treasurer (2011-2012), International Marketing Committee (2012)
- Colorado State Legislative Intern, House of Representatives Minority Office (Spring 2003)
Awards Received
- Eagle Scout, Boy Scouts of America
- Madden Leadership Scholarship Award – Full ride scholarship to the University of Colorado
- Alpha Epsilon Pi National distinguished service key