Detail-oriented professional with a robust background in financial analysis, regulatory compliance, and operational risk management. Expertise in developing predictive models and conducting thorough data analysis to support strategic initiatives and process improvements. Committed to fostering transparency and trust through accurate reporting and effective stakeholder communication.
Overview
2027
2027
years of professional experience
Work History
Royalty Reporting Consultant
Miller Energy Consulting, LLC
Tulsa, OK
2024 - Current
Provide comprehensive support for federal reporting, including unbundling and cost-of-service preparation, to improve accuracy and regulatory compliance.
Manage cost allocation by correctly attributing expenses to specific services and products for precise reporting.
Report bundles and unbundled services and products into individual components to prevent errors and ensure accurate financial documentation.
Ensure compliance with federal regulations by preparing accurate royalty reports and supporting audit readiness.
Coordinate support for Office of Natural Resources and Revenue audits, maintaining thorough records and facilitating efficient reporting processes.
Deliver tailored energy consulting services, including federal royalty rebooking and natural gas valuation, to support client-specific compliance and operational needs.
Data Analytics Merchandising Assistant
Excelligence
Monterey, CA
2023 - 2024
Performed competitive pricing analytics and built comprehensive data spreadsheets to analyze market trends and extract actionable insights from complex datasets, contributing to strategic decision-making processes.
Developed predictive pricing models and metrics to refine competitive pricing strategies and maximize profitability for all product lines and optimize segmentation pricing.
Played a pivotal role in the successful onboarding of a new competitive pricing tool within the company's product management system, ensuring seamless transition, enhanced efficiency, and accurate operations.
Conducted training sessions for category managers on new competitor pricing tools, enabling the team to leverage the portfolio more effectively against competitors.
Created a variety of pricing reports using statistical models and analytic techniques to evaluate and identify potential growth opportunities.
Collaborated with cross-functional teams to understand data needs and provide support.
Conducted exploratory data analysis to uncover actionable business insights and solutions.
Https://www.excelligence.com/
Human Resources Specialist
Monterey County Office of Education
Salinas, CA
2022 - 2023
Synthesized information to facilitate reporting and strategic planning initiatives within the department, catering to the needs of faculty, administrators, and business personnel.
Executed multifaceted functions in recruitment, classification, and compensation, utilizing intricate matrices in compliance with the Union Collective Bargaining Agreement.
Analyzed workforce data to develop strategies that address recruitment needs.
Drafted offer letters and employment contracts according to company guidelines.
Advised management and staff on labor laws and HR policies, reducing legal risks and ensuring regulatory compliance.
Https://www.montereycoe.org/
Office Coordinator
Union Creek Abstracting Company
Sapulpa, OK
2021 - 2022
Collaborated with management to develop systems to capture monthly statistical data and produced reports on productivity aligned with organizational goals and objectives.
Optimized efficiency and cost-effective handling of complex client proceedings.
Assisted in the development of new policies and procedures to improve operational efficiency.
Ensured compliance with all relevant laws and regulations of office management practices.
Utilized office management software and systems for streamlined operations and data management.
Https://www.unioncreekabstracting.com/
Director, Performance Management & Analytics
International Teaching Learning Cooperative
Durham, NC
2018 - 2020
Partnered with organizational leadership on financial analytics, performance goals, and operational projections for effective fiscal and personnel annual planning.
Collaborated with the management team to ensure alignment with organizational goals, forecasting metrics, and enhancing decision-making processes.
Created and managed a database on over 30,000 domestic and international educational institutions, facilitating research and analysis.
Facilitated professional development workshops for educators to improve instructional practices.
Evaluated program effectiveness and provided recommendations for continuous improvement efforts.
Https://www.itlc.org/
Assistant Professor
Bacone College
Muskogee, OK
2015 - 2018
Developed comprehensive course materials for both in-person and virtual classes covering subjects such as business and finance, law, and freshman experience courses.
Orchestrated seminars for students featuring guest faculty and industry professionals, providing valuable real-world experiences and insights on personal growth, career opportunities, and expectations.
Collaborated with strategic planning groups to contribute to academic advancement and faculty development initiatives, including serving as treasurer for the faculty development committee.
Conducted research in relevant academic fields to support curriculum development.
Collaborated with faculty on interdisciplinary projects and initiatives.
Https://www.bacone.edu/
Cross Border Specialist, International Division
Federal Deposit Insurance Corporation
New York, NY
2012 - 2015
Conducted extensive evaluations of legal compliance for domestic and international banking institutions, including resolution planning, and presented findings to internal and external executive management.
Provided recommendations for policy implementation concerning global payment operations, derivatives and trading activities, credit exposures, and asset custody.
Fostered effective communication with individuals from diverse countries and cultures to establish strong working relationships and collaborate on financial distress resolution management.
Analyzed regulatory compliance reports for financial institutions and assisted in the development of policy guidelines and operational procedures.
Collaborated with teams to assess risk management strategies and practices and interpreted federal regulations impacting banking operations.
Https://www.fdic.gov/
Internal Review Specialist
Federal Deposit Insurance Corporation
Dallas, TX
2010 - 2012
Conducted internal risk assessments with policy and operational recommendations for resolution and receivership claims, program management, and contract oversight.
Led audit planning and execution for financial compliance assessments.
Reviewed internal controls and analyzed financial statements for accuracy and adherence to regulations to identify areas for improvement and risk mitigation.
Managed a team of auditors and presented audit results to stakeholders, facilitating discussions on findings.
Assessed compliance risk, developed audit work plans, and reviewed financial documents for compliance with federal regulations.
Managed teams conducting impact analyses of institutional policies, procedures, and legal compliance related to financial risks, researching mitigating factors, and financial weaknesses.
Https://www.fdic.gov/
Portfolio Analyst
US Bank
Newport Beach, CA
2008 - 2009
Developed financial valuation models, performed analysis of insolvency risk, and reported findings to senior management and board of directors, and recommended corrective strategies.
Interpreted legislation governing financial crisis, and recommended strategies to manage bank failures and acquisitions in cooperation with the FDIC resolution team.
Reported deficiencies of residential and corporate mortgage portfolios based on financial and operational data.
Analyzed investment portfolios to assess performance and recommend adjustments.
Https://www.usbank.com/
Pricing and Performance Analyst, Derivatives
State Street Investment Solutions
Newport Beach, CA
2000 - 2007
Evaluated financial models and identified risks to domestic and international derivative payment operations, trading activities, liquidity and funding issues, and significant counterparty credit exposures.
Used industry-standard strategies and statistical modeling to price 35,000 securities daily across all asset types to deliver holistic performance analysis.
Developed internal quality control systems for institutional and global derivative financial instruments in areas of pricing, performance, contract management, and legal compliance with regulatory protocols.
Developed derivatives training programs for staff and executive management, drafted policy and procedure manuals, and assisted with complex technical and policy development to further international corporate strategies.
Evaluated portfolio performance metrics, ensuring alignment with client objectives and market conditions.
Developed predictive models using advanced analytics techniques and created reports and presentations summarizing results.
Https://www.statestreet.com/
Education
Juris Doctorate - Financial Law
Whittier College of Law
Costa Mesa
05-2008
Bachelor of Science - Business Management, Finance & Economics
Pre-op/PACU/PAT Registered Nurse - Ambulatory Surgery at United States Air Force Academy, 10th Medical GroupPre-op/PACU/PAT Registered Nurse - Ambulatory Surgery at United States Air Force Academy, 10th Medical Group