

Data and financial analyst with cross-functional industry experience across business operations, accounting, customer service, insurance, and healthcare settings who is passionate about empowering people, businesses, and communities through practical, data-driven solutions. Skilled in Excel, with experience in Power BI, Tableau, SQL, report automation, dashboard development, and interpreting financial, operational, and healthcare data to support informed decision-making and organizational success.
Transitioned to Sero Mental Health following its acquisition of THIRA Health in October 2024; continued supporting THIRA operations.
Data & Reporting
Data collection, cleaning and validation; KPI dashboards; budget presentations; trend and variance analysis
Finance & Operations
Budgeting and forecasting; bank and month-end reconciliations; AP support/invoice processing; monthly expense tracking, financial summaries,
Tools
Excel (PivotTables, lookups, formulas, macros); Power BI / Power Query; Tableau; SQL (basic)
Systems
Sage Intacct; Ramp; ADP; QuickBooks; SAP Concur; Kipu; SharePoint; Copilot; ChatGPT
Base SAS Certification, SAS Institute