Business Process AnalystFeb 2017 to Current QuintilesIMS － West Allis, WI
Calculate rebate invoices within the Medicaid program for nine different states, while acting as the account
lead for all relevant programs.
Evaluate claim level detail reports within excel combined with company-developed software to identify
invoice discrepancies such as erroneous 340B/PHS claims, product utilization quantity disputes, and
Communicate with state representatives in order to successfully dispute erroneous claims, providing
supporting evidence to validate claim analysis.
Maintain SOC-1 compliance throughout Medicaid process, by strictly following company-developed
Calculate Average Manufacturer Price (AMP) within excel, utilizing functions such as VLOOKUP and
Financial Planning AssociateMar 2016 to Feb 2017 Northwestern Mutual － Milwaukee, WI
Construct personal financial plan based on information provided to determine retirement, education,
survivor-ship, disability, long term care and asset allocation needs.
Generate risk illustrations, investment proposals, and investment paperwork for client review meetings.
Create ideas within a team setting to refine and improve team efficiency and effectiveness, including the
addition of flow charts, account spreadsheets, and standard work additions and subtractions.
Research and analyze investment portfolio asset allocations using investment research platforms such as
Morningstar and Bloomberg.
Utilize high level excel features such as pivot tables to report and analyze current metrics within the sales
and support pilot program.
Serve as a "referral" source for each group of new hires, ranging from six to ten employees per hiring class.
Tax PreparerFeb 2016 to Apr 2016 Focused Tax Solutions － Brookfield, WI
Prepare individual income tax returns for filing using Drake Tax Filing System.
Seek out optimal tax deduction options for each client based upon a variety of income sources.
Review financial records such as income statements and documentation of expenditures to determine forms
needed to prepare tax returns.
Accounting Specialist IIDec 2015 to Mar 2016 U.S. Bank － Brookfield, WI
Analyze status of REO properties based upon legal guidelines.
Open eviction process with attorneys and
verify eviction status.
Input, append, and maintain precise notes in REO system to accelerate properties into ensuing stages of
Coordinate the action of contractors employed by U.S.
Bank as to ensure all laws and regulations regarding
the foreclosure process are executed without error.
Perform accounting duties that include the processing of accounts payable and accounts receivable on a
weekly basis to ensure timely payment.
Maintain a one-hundred percent compliance success rate through length of employment.
Education and Training
B.A, Business Administration/FinanceDecember 2015University of Wisconsin － Milwaukee, WIBusiness Administration/Finance