Hardworking reliable professional who possesses excellent problem-solving and time-management skills with strong ability to work both individually and collaboratively. Committed to continuous learning and professional growth.
Overview
9
9
years of professional experience
Work History
Financial/Operations Systems Analyst
UC Health
12.2021 - Current
Monitor and interpret financial data in the development of cost analysis and reports
Perform budget analysis and assist in the development of budgetary forecasts
Prepare and assist in budget-related statistical analysis, estimates and financial reports
Assist in the development and input of financial transactions into university systems
Conduct monthly financial projections to support strategic planning, including forecasting revenue, expenses, and cash flow
Process physician payroll and compensation, specifically for the Endocrinology, Hematology/ Oncology, and Rheumatology departments
Producer Agent and Marketing Assistant
Michael Smith Insurance Agency
05.2019 - 10.2021
Responsible for prospecting, quoting, and selling property/casualty and life insurance to new clients
Conducted detailed studies of insurance products along with providing excellent customer service by identifying and understanding client inquiries
Created content for the company’s social media pages along with content for local newspaper advertisements
Prepared monthly financial reports including cash flow analysis
Customer Service Representative
Mainsource Financial Group
05.2016 - 08.2017
Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals,
and recording night and mail deposits
Recorded transactions by logging cashier's checks, traveler's checks, and other special services
Cross-sold bank products by answering questions, informing customers of new services and product promotions, and
determining customers' needs
Education
Bachelor of Business Administration - Marketing
University of Cincinnati, Carl. H. Lindner College of Business
Cincinnati, OH
05.2020
Skills
Projecting and forecasting financial reports
Running data and reports using Oracle
Microsoft Excel
Microsoft Office applications
Excellent communication skills
PeopleSoft
Timeline
Financial/Operations Systems Analyst
UC Health
12.2021 - Current
Producer Agent and Marketing Assistant
Michael Smith Insurance Agency
05.2019 - 10.2021
Customer Service Representative
Mainsource Financial Group
05.2016 - 08.2017
Bachelor of Business Administration - Marketing
University of Cincinnati, Carl. H. Lindner College of Business
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