CV

CV

Objective

Seeking a lead or management role in the data visualization, data engineering, technical consulting, or business intelligence space to capitalize on my various strengths, education, and experiences to positively impact my customers both internal and external

Education, Qualifications, and Skills

  • B.A. in Business Informatics at Northern Kentucky University (2014)
  • B.S.B.A. in Accounting at Xavier University (2002)
  • Studying for AWS CLF-C02 Certified Cloud Practitioner, PL-300 Microsoft Power BI Data Analyst, Scrum Master Certification
  • Domains – legal technology, healthcare, home services/construction, manufacturing

Experience and Career Qualifications

SurePoint Technologies, Remote www.surepoint.com 

Conversion Engineer, September 2018 – Present

  • Overview: Facilitate the full data conversion project lifecycle in the legal tech industry using a multiple assortment of tools and skills including SQL querying and updating, ETL pipelines, financial analysis, process improvement, and project management to guarantee its accuracy and timeliness to maximize client success
  • Provide tier three client support for complex issues from Help Desk services
  • Expertise gained in researching data architectures, schemas, and database technologies including SSMS, DB2, various proprietary databases, and text-based storage systems
  • Deliver data conversions for two major product lines, being able to cross over between the technologies seamlessly while hitting major deadlines
  • Liaise with clients to ensure a successful transition to the platform through business transaction review and solution engineering through top notch communication skills
  • Heavy utilization of ETL tools (Talend and SSIS), SQL Server, DB2/AS400 while constantly striving to make them more efficient and better documented
  • Reduced transmission time for one major conversion platform by using Python to expedite the data transformation process from three days to two hours
  • Received multiple employee of the month, quarter and other recognition awards across organization for my results and positive feedback from clients

 St. Elizabeth Healthcare, Erlanger KY www.stelizabeth.com

Senior Budget Analyst, July 2016 – September 2018

  • Overview: Collaborate with financial statement owners, create business analytics, and develop models to prepare operating budget within a large healthcare organization by combining my background in finance, accounting, and information systems
  • Model top line collection deduction percentages from multiple payors based on $3 billion in gross revenue, modeling changes in government reimbursement, commercial contracting, changes in billing procedures, and forecasting bad debt collection rates
  • Partner with Supply Chain to accommodate a 5-year savings plan initiative by facilitating third party vendor selection and volume/contract modeling as they partnered with Cardinal Health
  • Develop variable supply rates, FTE/wage rates, fixed/discretionary spend categories
  • Liaise with operating departments to discuss DBVR (departmental income statements) and budget constraints/opportunities for upcoming year with multiple levels of management
  • Ad-hoc project duty related to developing business plans to support new initiatives including large data set pulls and analysis related to patient populations and volume conversions

Direct Energy Home Services – Services, West Chester OH  www.directenergy.com

Information Systems Administrator, Assistant Controller February 2013 – July 2016

  • IS Administrator Overview: Collaborate with multiple divisions and user categories to design, develop, implement, and test solutions to help increase the effectiveness and efficiency of data input, processing, and reporting within the Microsoft Dynamics SL ERP environment
  • Supported corporate accounting, divisional controllers, sales, marketing, procurement, and operations throughout the Midwest, Texas, and Canada
  • Performed business analyst duties to gather requirements and use cases; design, document, and test customizations to the ERP for transaction screens and processes; create code using VBA and manage larger technical development with senior programmers
  • Developed and maintain financial reports using Crystal Enterprise X for all corporate and divisional accounting needs (including month end P&Ls, Balance Sheets, Trial Balances) as well as marketing, operations (all segments), and procurement needs
  • Queried data, create views and stored procedures, perform indexing, troubleshoot processing and batch release errors, update and import data and tables, and analyze process flows
  • Managed change request process to capture documentation of ERP/reporting enhancements, approvals, testing, and post implementation analysis
  • Designed queries and execute data pulls in SQL Server to support marketing mailings, procurement analysis program, and other ad-hoc queries across multiple databases
  • Received very high marks and qualified for performance bonus
  • Assistant Controller Overview: Performed periodic review of accounting transactions and managed divisional period end closing functions, financial statements, reconciliations, and budget documents
  • Maintained WIP for hundreds of open projects to ensure reporting accuracy for all business segments including residential new construction, retrofit, commercial, and home services
  • Prepared monthly financial close package (5 day close) and provided financial reports
  • Liaise with operations and sales management to discuss operational excellence, financial performance against budget, cost discrepancies, and identification of top line opportunities
  • Reviewed daily costing, receiving, and project transactions and calculated commissions
  • Reviewed and directed efforts of staff to ensure an acceptable credit profile
  • Developed field audit program to count and review material and equipment
  • Managed biannual inventory counting and reconciliation process for warehouse and vans

 

Volunteer Experience

Boy Scouts Of America September 2018 – Present

  • Pack Committee Chair, Cubmaster, and Den Leader
  • Received Silver Acorn award from District in 2023
  • Led Pack to first ever Gold Level Journey To Excellence in 2024
  • Completed Scouting’s advanced leadership course – Wood Badge (T9-438-23) in 2023
  • Team building, leadership development and training, resource management, large event planning, communication, value and character development youth mentorship