Financial analyst with experience supporting state-funded and grant-funded research operations through budgeting, forecasting, financial reporting, general ledger reconciliation, and fund management. Advanced skills in PeopleSoft, Excel-based financial modeling, dashboard development, and variance analysis. Adept at translating complex financial data into actionable insights that support executive decision-making and resource allocation.
Overview
7
7
years of professional experience
Work History
Administrative and Billing Specialist II
The University of Texas Health Science Center at Tyler
Tyler, TX
08.2023 - Current
Manage financial activities for clinical and research operations across designated, grant-funded, and state-funded accounts, performing monthly reconciliations and ensuring compliance with institutional, state, and sponsor requirements.
Develop and maintain forecasting models, budget tracking tools, and financial dashboards that improve reporting accuracy and support strategic resource allocation.
Monitor expenditures and account balances through PeopleSoft, identifying discrepancies, analyzing variances, and implementing corrective actions to maintain financial integrity.
Prepare financial reports and analyses for laboratory leadership to support operational planning, budget management, and long-term decision-making.
Support annual budget development and ongoing financial forecasting for research operations, providing recommendations based on spending patterns and funding.
Collaborate with research and administrative stakeholders to ensure effective stewardship of sponsored and institutional funds.
Biomedical Research Center
Administrative Assistant
The University of Vermont Medical Group
Burlington, VT
01.2022 - 08.2023
Supported Vice Chair for Education and managed operations for Surgical Pathology Fellowship and Pathology Student Fellowship program.
Coordinated scheduling for 35+ physicians using QGenda, improving scheduling accuracy and workflow efficiency.
Led physician onboarding and recruitment coordination processes.
Developed and distributed a weekly departmental newsletter across multi-state network, increasing engagement and communication consistency.
Participated in various councils and committees, including the Wellness Committee, Communications Committee, and Pathology Education Council.
Provided comprehensive support to physicians, staff, and trainees at all levels.
Recognized for excellence in the 2022 Promotions binder preparation by the Department of Faculty Affairs at the Robert Larner, MD College of Medicine, University of Vermont.
Laboratory Assistant / Phlebotomy Lead
Northwestern Medical Center
St. Albans, VT
02.2019 - 12.2021
Supervised a team of phlebotomists in both inpatient and outpatient settings, ensuring high-quality care across all age groups from infants to geriatric patients.
Served as the lead trainer for phlebotomy techniques and specimen handling and processing, ensuring adherence to quality and safety standards.
Managed weekly staffing schedules for a team of up to 15 employees, optimizing workflow and ensuring adequate coverage.
Oversaw inventory tracking and supply management to maintain operational readiness.
Supported department initiatives and special projects to improve laboratory operations.
Education
MBA - Data Analytics Concentration
University of Texas at Tyler
08.2025
B.S. - Healthcare Administration
Southern New Hampshire University
11.2021
Skills
Financial Analysis & Reporting
Budgeting & Strategic Planning
General Ledger Reconciliation
Financial Reporting & Dashboard Development
Advanced Excel
Data Analytics & Visualization
Process & Workflow Improvement
Cross-Functional Collaboration
Timeline
Administrative and Billing Specialist II
The University of Texas Health Science Center at Tyler