Dynamic financial leader with extensive experience at Platinum Management QCA, excelling in budget development and compliance oversight. Proven track record in strategic planning and vendor negotiation, driving operational efficiency and enhancing employee benefits programs. Adept at team leadership, fostering a culture of performance improvement and accountability across diverse organizations. Proven leader with a strong background in financial and human resource management. Committed to fostering team excellence and ensuring compliance with federal and state regulations while driving strategic initiatives.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Comptroller/Acting Director of Human Resources
Platinum Management QCA
Bettendorf, USA
11.2022 - Current
Manage the day to day financial and people management of a company of over 500 employees and six food service concepts.
Developed annual operating and capital budgets, authorized expenditures and monitored financial performance. Took corrective action when appropriate to maintain control of financial resources.
Responsible for the fiscal integrity and management of the company, including all financial accounts, annual budget, financial reporting, strategizing, and creating new revenue streams, insurance contracts, claim submission and claim fiduciary management, vendor contracts and payroll.
Oversee the development and monitoring of the health care services budget.
Extensive knowledge of health care plan design, function, administration and funding required.
Ensure compliance with all federal, state and industry-specific regulations including Center for Medicare & Medicaid Services (CMS), Affordable Care Act (ACA), Employee Retirement Income Security Act of 1974 (ERISA) and Heath Insurance Portability and Accountability Act (HIPAA), Occupational Health and Safety Administration (OSHA).
Implemented performance improvement initiatives.
Responsible for Human Resource/benefit administration functions, talent acquisition and training, ensuring that they align with the company’s values, mission and long-term strategic objectives.
Administer employee benefits programs, including health, disability, life, flex spending, and retirement benefits, research, analyze, design, negotiate with vendor for renewals of these programs to provide the most benefit rich benefits package for the company while remaining cost effective.
Process payroll and coordinate talent acquisition with background in Workday, ADP, Paycor/Paychex, ISolved and Quickbooks platforms.
Contact employees and managers about any payroll discrepancies; resolve payroll issues in timely and professional manner.
Audit quarterly and year-end tax documents, including W2 and 1099s.
Assist with garnishment process and prepare payroll records for legal requests.
Conducted quarterly auditing and reconciliation of financial accounts.
Compiled and presented quarterly and annual financial reports to stakeholders.Develop and implement payroll strategies that align with organizational goals and ensure efficiency
Oversee all aspects of payroll processing to ensure accuracy, compliance, and timeliness
Manage performance-based compensation and all retirement benefit programs, including 401(k) plans and deferred compensation, ensuring accurate contributions and compliance with regulations
Lead initiatives to improve payroll processes and systems, leveraging technology for efficiency and scalability
Ensure compliance with federal, state, and local payroll and benefits regulations
Partner with HR, Finance, and other departments to align payroll operations with broader organizational strategies
Provide guidance and mentorship to the payroll team, fostering a culture of excellence and continuous improvement
Monitor and analyze payroll metrics to inform decision-making, and identify areas for improvement.
Address escalated payroll and benefits issues, providing resolution and guidance to the team.
Prepare and present payroll and benefits reports to senior management, ensuring transparency and accountability.
Assistant General Manager
ELD Holdings
Bettendorf, USA
11.2022 - 03.2023
Manage the day-to-day operations of a modern Japanese restaurant concept with over 50 employees.
Provided coaching to service staff, wrote schedules for FOH operations, assisted with recruitment and employee retention.
Troubleshooting as needed with immediate results, stepped into other roles in the FOH and BOH as needed.
Served in this role while being trained to take over the position of Comptroller for the company’s parent organization.
A subsidiary of Platinum Management QCA
Office Manager/Transition Team Manager
Hawkeye Chiropractic
Bettendorf, USA
01.2022 - 05.2022
In charge of the transition team. Assisted patients with questions regarding the new practice ownership.
Responsible for patient retention to avoid shrinkage.
Worked with existing relationships with insurance carriers to provide smooth transition of insurance billing and expedite provider credentialing to provide a seamless patient experience.
Schedule appointments and provide exceptional patient care to patients of all backgrounds.
Created and managed employee benefit program for providers and office support staff.
Director of Operations
Arndt Chiropractic Center, Incorporated
Bettendorf, USA
04.2011 - 05.2022
Identified potential market opportunities to generate new business in an over-saturated market. Created an integrated three-year marketing and strategic plan that targets potential opportunities.
Developed annual operating and capital budgets, authorized expenditures and monitored financial performance. Took corrective action when appropriate to maintain control of financial resources.
Responsible for the fiscal integrity and management of the company, with multiple clinical sites in multiple states. Responsibilities included: all financial accounts, annual budget, financial reporting, strategizing, and creating new revenue streams, insurance credentialing, claim submission, vendor contracts and payroll.
Responsible for Human Resource/benefit administration functions, talent acquisition and training, ensuring that they align with the company’s values, mission and long-term strategic objectives.
Administer employee benefits programs, including health, disability, life, flex spending, and retirement benefits, research, analyze, design, negotiate with vendor for renewals of these programs to provide the most benefit rich benefits package for the company while remaining cost effective.
Provided oversight of programs and community partnerships.
Implemented performance improvement initiatives.
Operationalized strategic plans and goals at the clinic level.
Analyzed operations to evaluate performance of a department or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, growth opportunities, increase efficiency or policy change.
Established work schedules and assignments for staff, according to workload, space and equipment availability.
Developed and executed marketing promotion strategies which have produced an excellent ROI.
In collaboration with the physicians, assumed overall accountability for maintaining high-quality, cost-effective services within budgetary guidelines.
Conducted monthly auditing of patient accounts for accuracy and determine patient financial risk.
Provided support to Iowa Chiropractic Society during transition between association management companies via member services, legislative assistance and vetting of new contractors to provide the day to day management of the organization.
Registered Representative
Mutual of Omaha
Davenport, USA
05.2014 - 09.2014
Created, analyzed and presented employee benefit programs to potential and existing clients.
Assisted clients with employee onboarding and retention of benefit programs on offer by the company.
Worked with existing relationships with insurance carriers to provide clients with the most benefit rich option for their employees for the lowest possible price.
International Programs and Communications Intern
Iowa Council for International Understanding (ICIU)
Des Moines, USA
09.2005 - 05.2006
Assigned to public relations and other projects within the Executive Director's office.
Acted as media spokesperson on a range of issues affecting the organization or any political issues that had arisen.
Assembled and proofed the group's monthly newsletter and maintained the organization's website.
Responsible for communicating effectively with the Board of Directors and providing, in a timely manner, all the information necessary for the Board to function properly and to make informed decisions.
Assisted with grant writing and fund raising initiatives which generated an additional $75,000 for the organization.
Organized visits of foreign heads of state, government ministers, and other VIPs.
Interviewed prospective candidates and coordinated development of conflict resolution and nation building program in Kosovo.
Project Coordinator for Iowa International Fellows Program and Iowa Student Global Leadership Conference, creating increased cultural awareness and networking opportunities for international students throughout the state.
Education
Masters of Arts - International Relations
Middlesex University
London, UK
01.2010
Bachelor of Arts - International Relations, International Business
Drake University
Des Moines, Iowa, USA
01.2006
Skills
Microsoft Office
QuickBooks
Month-end closing
Financial controls implementation
Preparing financial statements
Strategic planning
Vendor negotiation
Claims management
Team leadership
Financial reporting
Budget development
Payroll administration
Human resource management
Compliance oversight
Talent acquisition
Employee benefits design
Certification
Licensed Health, Life, Long Term Care and Property and Casualty Agent, IA, IL, WI, AR, 06/14-06/18
Notary Public, IA, 01/14-Present
Community Organizations
Co-Chair Underground Doctors Fundraising Campaign, Great Ormond Street Children’s Hospital, London UK
American Society, London, UK
Royal Overseas League, London, UK
British Australian Society, London, UK
Iowa Chiropractic Society
Charter President, River Valley Optimist Club
The Network-Quad Cities Young Professionals
Chair, Economic Development Committee, Le Claire Chamber of Commerce
Treasurer, Le Claire Chamber of Commerce
Davenport Noon Optimist Club
Bettendorf Rotary Club
Timeline
Comptroller/Acting Director of Human Resources
Platinum Management QCA
11.2022 - Current
Assistant General Manager
ELD Holdings
11.2022 - 03.2023
Office Manager/Transition Team Manager
Hawkeye Chiropractic
01.2022 - 05.2022
Registered Representative
Mutual of Omaha
05.2014 - 09.2014
Director of Operations
Arndt Chiropractic Center, Incorporated
04.2011 - 05.2022
International Programs and Communications Intern
Iowa Council for International Understanding (ICIU)
09.2005 - 05.2006
Masters of Arts - International Relations
Middlesex University
Bachelor of Arts - International Relations, International Business
Director of Marketing and Media / Client Representative at Platinum Wealth Management of BuckheadDirector of Marketing and Media / Client Representative at Platinum Wealth Management of Buckhead