Senior Financial Analyst and Actuarial Student

Actuarial Exams
  • Exam P/1 Probability Passed
  • Exam FM/2 Financial Mathematics Passed
  • Exam MFE/3 Models for Financial Economics - In Progress
  • VEE - Economics - In Progress

Professional Experience


Senior Financial Analyst - 2012-Present
UnitedHealth Group - Minnetonka, Minnesota

 

  • Provides accurate financial data used by reserving actuaries for the Employer and Individual markets, and Community and State markets.
  • Collects and analyzes data from multiple platforms for government audits, including SOX, and reporting purposes
  • Ensures financial data integrity between financial systems and the general ledger
  • Automates processes using SAS, SQL and other tools to improve turn around time and accuracy
  • Tests and implements upgrades to claims platforms and reserving systems
Financial Analyst - 2011-2012
Wells Fargo - Minneapolis, Minnesota

 

  • Provides daily reports using SQL, VBA and Excel on over 1000 employees covering over 300,000 active loans allowing management to make informed decisions about business lines
  • Simplified, standardized and streamlined employee reviews by collecting data from SQL into Excel and writing VBA code to allow team performances to be compared consistently across sites
  • Swiftly and correctly provided custom reports which enabled management to make future financial decisions
  • Guaranteed accuracy of data through use of pivot tables and comparing against multiple sources
  • Created SQL code and Excel spreadsheets to turn over 500,000 data points into an easy to understand and meaningful format for upper management

FHA & VA Mortgage Loan Specialist - 2009-2011

US Bank and Wells Fargo - Minneapolis, Minnesota
  • Maintained 90% customer service satisfaction through bi-weekly status updates with customers
  • Completed the purchasing of 1350 loans in one month, breaking the previous record by 400 loans
  • Prevented regulatory sanctions by confirming all processed loans met federal guidelines before completion
  • Negotiated with underwriting to ensure timely completion of loans, leading to higher customer satisfaction
  • Trained over 20 new employees on LIS and OMNI computer systems, job duties and Federal regulations

Senior Physical Design Engineer - 2005-2007

Engineer II - 2003-2005
Engineer I - 2001-2003
LSI Logic - Bloomington, Minnesota
  • Saved over $1,000,000 and avoided months long delays on dozens of projects while heading the Design Review Automation Team by finding and resolving design issues prior to manufacturing
  • Earned the first LSI Logic Central Area Peer Award for outstanding team work
  • First member of the Minneapolis Physical Design Center to participate on 90 and 65 nanometer designs
  • Saved 100 hours of work time by writing a Python program to create 50 arrays of varying sizes and configurations, preventing dozens of iterations of manual placement by trial and error
  • Decreased turnaround time by creating new computer programs in Perl, Python and TCL to solve unique design problems, allowing results to be returned to customers over 5 hours sooner on average
  • Lead engineer on multiple, concurrent, cross-site projects with team members across the globe

Community Work

Precinct Supervisor Election Judge - 2008 - Present
City of Bloomington - Bloomington, Minnesota
  • Safeguarded the integrity of elections
  • Managed a staff of 5 election judges
  • Protected the civil rights of citizens by guaranteeing that all eligible voters were allowed to vote
  • Provided a positive voting experience by maintaining order and efficiency in the sign in and registration process
  • Ensured accurate election results
Community Volunteer - 2008 - 2012
League of Women Voters Minnesota - Saint Paul, Minnesota
  • Spread LWVMN goals by lobbying State legislators at the Capitol
  • Educated voters through activities including the Voter Hotline, issue forums and candidate debates
  • Provided technical advice, saving over $500 on computer purchases
Community Volunteer - 2010 - 2011
Volunteers Enlisted to Assist People Food Shelf - Bloomington, Minnesota
  • Eased record keeping by maintaining an up to date and accurate client database in Microsoft Access
  • Delivered excellent service by scheduling convenient appointments and transportation for clients in need
  • Solved computer issues and assisted other volunteers with technical problems
  • Created daily ledgers for appointments from Microsoft Access to allow for timely check-ins for clients
Researcher and Writer - 2009 - 2009
Peacemaker Foundation - Roseville, Minnesota
  • Spread the word about bullying by assisting in the writing of the quarterly newsletter
  • Conveyed the issue of bullying in schools through researched data and numbers

Education

Bachelor of Science in Mathematics
University of Minnesota – Twin Cities - Minneapolis, Minnesota
  • Dean's List
  • Language Proficiency Exam in German
Bachelor of Arts in English
University of Minnesota – Twin Cities - Minneapolis, Minnesota
  • Dean's List
  • Language Proficiency Exam in Spanish