Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great with others and clients
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Associate
Eide Bailly
Mankato, Minnesota
07.2023 - 06.2026
Assisted clients with preparation of 1094c & 1095c forms
Employee retention credit preparation
State and federal regulation research and compliance
Managed client communications to ensure timely responses and updates.
Trained new associates on store operations, policies, and procedures.
Analyzed financial data to identify trends and areas for improvement.
Collaborated with other departments to ensure successful product launches.
Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Collaborated with team members on Medicare cost report processes and review procedures.
Prepared Medicare and Medicaid cost report for hospitals, skilled nursing facilities, and basic care facilities.
Insurance Agent
Northwestern Mutual
Mankato, MN
06.2021 - 09.2021
Developed relationships with new clients through cold calling and referrals from existing customers.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Education
Bachelor of Science - Business
Minnesota State University, Mankato
Mankato, MN
09.2020 - 12.2023
Skills
Financial analysis
Client communication
Document management
Training development
Data analysis
Problem solving
Computer skills
Team collaboration
Passions
Fitness
Golf
History
Sports (MLB, NFL, Formula one racing)
Cars
Watching/listening to podcast to stay up to date with financial news around the world