CV

Benevity

April 2023 - Present

I use my knowledge and skills to support internal teams to deliver the best products and services to clients. As the only senior analyst on the Financial Operations team, I have successfully coached team members and managed changes for the group. I have experience in problem solving to meet the needs of team members and clients.

Accomplishments:

• Develop and coach team members understanding of financial cycle
• Lead FinOps through cross functional DR modification project with CS to remove 85% of DR customizations
• Create automations and processes to help team exceed Jira queue OKR goals by 50%
• Build workflows and training for new financial systems and custom financial processes

Responsibilities:

• Coach team members and other stakeholders on processes and best practices
• Understand team capacity to create development opportunities and ensure task coverage
• Migrate custom DR and cause workflows to reduce errors
• Optimize and create processes by configuring and introducing the team to new tools
• Publish self-help resources and automate processes to reduce manual effort
• Diagnose and report on errors to understand root cause and prevent repeated issues
• Act as SME for complex clients and workflows
• Train non-technical team members on technical processes
• Work closely with product teams to foster platform improvements
• Represent FinOps through various financial incidents
• Support the financial aspects of client escalations
• Participate in successful team hiring

Self Employment

March 2017 - Present

I am a landlord and owner of rental properties in Calgary. I manage maintenance, finances, and tenant relationships.

Responsibilities:

• Manage cash flow, expenses, taxes
• Foster good relationship with tenants
• Maintain the physical properties
• Acquired tenants with online marketing
• Renovated properties myself to make them competitive on the market

Benevity

August 2020 - April 2023

I coach my team so we can effectively support stakeholders, navigate the financial cycle, and complete tasks. I use my technical expertise to support financial processes and disburse monetary donations.

Responsibilities:

• Coach team members and other stakeholders on processes and best practices
• Interpret contracts to ensure compliance with negotiated terms and fees
• Optimize processes by configuring and introducing the team to new tools
• Advocate for high value changes, denounce complacency
• Publish self-help resources and automate processes to reduce duplication
• Change client on-boarding process to ensure regulatory compliance

Benevity

April 2018 - August 2020

I worked with clients daily to support the technical needs of their granting programs. I also took on additional responsibilities to improve efficiency and scalability of internal processes.

Responsibilities:

• Analyzed and solved client issues
• Managed client deadlines within internal time constraints
• Generated reporting metrics for clients
• Trained external and internal users with varying technical expertise
• Worked cross functionally to improve product offerings
• Used Microsoft software to maintain database correctness

University of Calgary, Student Enrolment Services

April 2017 - April 2018

In this role, I helped develop and implement the strategy for the Campus Community Hub and help promoted the space. I was the first point of contact for clients, volunteers and community stakeholders.

Responsibilities:

• Managed internal budgets
• Generate reports to show program progress
• Assisted in submitting Advance Education and SU Union Quality Money grant reports
• Analyzed data using IBM’s SPSS to improve and develop programming
• Developed a VBA Userform to solve the problem of how to track new clients
• Created a database using Microsoft Access and Excel to centralize data

Youth Central

September 2012 - September 2017

As an alumni of this nonprofit volunteer organization I know how imperative it is for youth to be engaged citizens. Seeing how motivated the youth of Calgary are to volunteer was an incredible experience.

Responsibilities:

• Developed relationships between Youth Central, various agencies, and volunteers
• Supervised others; ensured volunteers stay on task and perform at an adequate level
• Connected new volunteers to the program and assisted with onboarding
• Created a safe and productive environment for the volunteering youth
• Acted as a role model by maintaining an approachable demeanor in order to give advice or answer questions

University of Calgary, Haskayne School of Business

January 2016 - April 2016

Working with professors and other TAs in the business department helped me give back to the University of Calgary. My mastery of the BTMA 317 course material allowed me to act as a mentor to students.

Responsibilities:

• Marked assignments monthly based on given rubric
• Provided assignment assistance to students in one on one and group settings
• Taught course concepts in tutorials of 100 or more students
• Mentored students for academic success

Executive Flight Centre

June 2010 - June 2014

Working in a professional client facing setting at 18 years old showed me how to treat clients and develop long term relationships. This fast-paced environment allowed me to develop the skill of thinking on my feet. With so many things always going on I had to learn how to prioritize tasks such as email, phone calls, and the radio.

Responsibilities:

• Liaised between various enterprise clients and business
• Represented the interests of contractors while maintaining the image of the company by providing excellent customer service and facilitating communication
• Coordinated with various departments such as flight crew (2-4), ramp staff (5-15), and logistics coordinators (3-5)
• Relayed specific critical flight information to ground crew via radio, telephone, or email
• Inputted data correctly to track Executive Flight Centre’s KPIs

Warnaco Canada

August 2009 - August 2010

Like most teens, my first job was in retail. I took on the responsibility of being a key holder and was responsible for making bank deposits.

Responsibilities:

• Interacted with customers in a professional manner
• Assigned key holder and preformed bank deposits