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  • HTML,CSS , SQL ,R,C#,Python, Visual Studio , Excel , Word , Access
Education and Training
Bachelor of Arts Information Systems, , , Calvin College, , Grand Rapids MI. May 2019
Marketing Lead, Roseland Stair Works Inc, February 2019-Current Orland Park, IL
  • Helped develop marketing strategies and plans to launch a new line of less customizable stairs
  • Modeled trends and prepared reports utilizing database details to have a clear picture of the industry 
  • Applied specific demographic parameters to target market , which enabled us to come up with branding options. 
Researcher, Calvin College, March 2019-Current Grand Rapids, MI
  • Conducted research on NuGet Servers and Chocolatey packages to have them localized on the Calvin server. This eases the updating of software quarterly
  • Scripting to enable the ease of updating windows license on all Calvin computers being utilized by the computer science department
  • Managing over half a million dollar worth of servers and patching vulnerabilities
Web Developer, Women In Computing , August 2018-December 2018 Grand Rapids
  • Worked on the first women in computing website for the Calvin Chapter
  • Https://womenincomputing.herokuapp.com
Requirement Analyst , Calvin College Theatre Company , August 2017-December 2017 Grand Rapids, MI
  • Served as liaison between  client and software architects
  • Prepared the user manual for the software package for the client 
  • Monitored user experience test to document the improvements
User Analyst , Grand Rapids public Library , August 2016-December 2016 Grand Rapids
  • Monitored multiple databases to select decisive data-set to analyze for millage
  • Consulted with the client and Data analyst on how to analyze data-set and fulfill client requirements
  • Successfully streamlined specific areas client had to target to get millage passed
Orientation Assistant , Calvin College Orientation , August 2016-Current Grand Rapids, MI
  • Coordinated orientation for international students
  • Facilitated daily activities.
  • Mentored and lead 160 students
  • Worked as a team lead with 13 other leaders
Activities and Honors

2017-2019                  Rangeela - Lead Director

  • Managed all creative content for publicity 
  • Exceeded expectation and sold out 3 nights of the show 
  • Managing over 200 participants  
  • Chairing a 6 member Committee 

Rangeela is an  annual culture show which includes 300 participants and 4000 plus audience members cumulatively 

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Professional Summary

Reliable, detail-oriented Financial Service Professional with more than 12+ years of experience in corporate finance and customer service. Versed in balancing priorities and meeting deadlines under pressure, and adapts quickly to challenges and changing environments. Superior analytical and problem solving skills. Driven to make continuous improvements in the efficiency and accuracy of corporate accounting systems.

  • Strong Analytical Skills
  • Budget Management
  • Risk Analysis & Research
  • Public Relations & Marketing
  • Advanced in MS Office Suit.
  • Strategic sales knowledge
  • Superior Verbal & Written Communication
  • Outstanding Customer Service 
  • Presentation Skills
  • Fraud & Identify Theft Investigation
  • Excellent Attention to Detail
Work History
Specialist, 11/2016 to Current
Charles Schwab Phoenix, AZ
  • Answering questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations.
  • Effectively managing and evaluating risk when reviewing client accounts and providing support related to varying operational subjects.
  • Working independently and handling detailed instructions under pressure and relatively high volume of transactions.
  • Setting proper expectations when assessing and resolving client issues.
  • Delivering unparalleled value and outstanding service to our internal and external clients.
  • Taking initiative to work through issues and being able to perform well in a cross-functional team environment.
  • Identifying and resolving escalations while evaluating and mitigating risk.
  • Consolidating financial data and materials for key leadership meetings.
  • Creating and maintaining precise and accurate models, charts and reports.
Quality Assurance Specialist, 03/2016 to 11/2016
Charles Schwab Phoenix, AZ
  • Investigating and implementing ideas for quality improvement, increasing productivity and cost reduction.
  • Recommending and executing quality improvements for production and product quality.
  • Administering employee training and ongoing development in groups and individually.
  • Participating in projects for new initiatives, process improvements, and procedure writing and implementation.
  • Analyzing and identifying opportunities for improvement in usability and adherence to policy and procedures and prompt appropriate action following established or new processes.
  • Directing improvements in safety, product quality, service and cost efficiency.
Risk Analyst, 09/2008 to 03/2016
Charles Schwab Phoenix, AZ
  • Providing risk oversight, support, and coordination to ensure consistent identification, measurement and management of all risks possible in providing products and services to our clients.
  • Effectively interpreting data from validation systems and tools to perform in-depth analysis, preparing reports , reviewing transaction history, identifying red flags within days and performing alert analysis.
  • Recognizing and troubleshooting problems with data sources and marketing channels, and suggesting changes to better optimize customer acceptance against risk exposure.
  • Conducting comprehensive high risk reviews and fraud investigations of domestic and international business customers.
  • Referring approximately 300 cases for fraud review.
  • Creating and documenting quantitative and qualitative methodologies for risk measurement and risk assessment.
  • Monitoring fraud prevention/detection and suspicious activity reports to determine risk levels.
  • Engaging in complex dialogue using a consultative approach to resolve multi-faceted issues on simple and layered organization accounts.
Sr. Client Service Specialist, 09/2006 to 09/2008
MFS Investment, Inc. Phoenix, AZ
  • Resolving client issues by leveraging technology and internal business experts to identify efficient and effective methods to meet client goals and expectations.
  • Assuming ownership over team productivity and managing work flow to meet or exceed quality service goals.
  • Introducing new products and services as well as recommending service enhancements.
  • Developing highly empathetic client relationships and earning a reputation for exceeding service standard goals.
  • Training staff on operating procedures and company services.
  • Meeting all customer call guidelines including service levels, handle time and productivity.
Bachelor of Science: Psychology, 2003
Chabott College - Hayward, CA
Psychology: 2009
Glendale Community College - Glendale, AZ
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To associate myself with a professionally driven esteemed organization in a techno-functional role and putting my abilities and qualification to optimum use. A confidant and motivated person with sound technical skills seek challenging position as software professional with a degree of innovativeness and problem solving capability. 

  • Functional Test Automation Tools: Selenium Web driver, QTP
  • Language: Java, C
  • Development Environment: Eclipse
  • Execute Test Suites using Maven
  • Testing Frameworks: Test-NG
  • Back end Testing using SQL
  • Methodologies: Agile
  • Reporting Tool: JIRA
  • Manual Test Process Implementation
  • Test Cases, Plans & Scripts
  • Defect & Bug Discovery
  • Test management with Quality Center
  • Basic Test Automation with Quick Test Professional
  • Strong PC Skills including Microsoft Office (Word, Excel, & Outlook) and different operating systems (Windows, MAC, iOS, & Android)
  • Very good team player with excellent communication and interpersonal skills
Professional Experience
Electronics Technician SBE Canada | Mississauga, ON | September 2017 - May 2019


  • Work with team and management to meet and maintain goals
  • Disassembly of the wireless electronics device for its failure cause and inspection of internal components
  • Track all work done and parts used to use online real time database
  • Compile logs, Operational data and maintain reports
  • Perform RF diagnostics, Failure analysis and enter the analysis result into the Database
Q A Analyst CLAVELAND TECHNOLOGIES PVT. LTD. | Kottayam, KL | May 2015 - April 2016

Relevant Projects
Project Name: Claveland Smart School Solutions
Project Abstract: The software covers almost all areas for an educational institution such as administration, fee collection, time table generation, progress card generation, attendance, salary, transportation, hostel, stock management, several report generation, admission module, canteen etc. which are intranet web application. Parent portal and alumni are hosted internet applications.
• Involved in Requirement gathering, preparation of test plan, test cases and reports
• Automated test cases with Selenium Webdriver, TestNG, and Eclipse
• Automated cross browser testing for IE, chrome and Firefox
•  Performed regression testing and retesting using Selenium Webdriver
• Co ordination with each product owners for integration testing
• Identified web elements with Fire bug
• Reported the bugs using  Jira and tracked the bugs till closure.
• Worked in Agile testing methodology

QA Tester (Intern) CLAVELAND TECHNOLOGIES PVT. LTD. | Kottayam, KL | September 2014 - May 2015


  • Planned and implemented automation testing projects.
  • Executed and validated test cases based upon system requirements.
  • Developed test scripts for manual testing of applications.


  •  Got hired as a full-time QA Analyst in the same firm.
  • Consistently recognized for excellent problem-solving and analytical skills
  • Worked  as volunteer for National Service Scheme in India as  Community Educator in tribal areas.
  • Worked as volunteer in medical camps in  rural areas.
  • Worked as volunteer in Food Bank. 
Education and Training
Post Graduate Diploma: Embedded Systems Development Conestoga College | | Kitchener, ON, Canada | | 2017
Bachelor Of Technology: Electronics And Communication Mahatma Gandhi University | | Athirampuzha, KL, India | | 2015
Personal Information

Work Authorization:  Permanent Resident

References: Furnished upon request

Open to relocation

This resume is created in 7 minutes.
Cfa level 3 candidate, Experienced relationship manager with excellent client and project management skills. Recently migrated to USA. Seeking entry/associate level roles in the financial industry 
  • Excellent knowledge of derivatives (options , swaps) and fixed income securities 
  • Advanced MS excel 
  • Knowledge of financial statement analysis 
  • Proficient in python ( data analysis, visualization)
  • Decent verbal and written communication skills
  • Quick learner
  • Client-focused

Relationship Manager 06/2017 to 01/2018 India Infoline New delhi, India
  • Assist retail clients meet their financial goals by helping build investment portfolios, execute trades, and troubleshoot on all account levels
  • Designed strategies to retain and for acquiring prospective clients.
Document manager 11/2016 to 01/2017 Community Primary Care Hopewell Junction, NY
  • Input patient address, personal and Medical information from Physician's office into Eclinical works
  • Scanning charts into computer
  • Abide by the Hippa Laws and Regulation
  • Maintain data entry accuracies and monthly goals
  • Send faxes and emails when needed
  • Conduct administrative duties when needed
Programmer Analyst Trainee 02/2016 to 09/2016 Cognizant Technology Solutions Pune, India
  • Successfully completed Campus Associate training program
  • Was responsible for writing test cases, documenting bugs, and communicating with Development team to get them fixed.
  • Created complex manual testing test cases from approved requirement and design documents and traced them to the relevant use cases. 
Education and Training
Cfa Level 2: Finance 2017 Cfa Instititue Baltimore, md, USA Cleared CFA level 2 exam in June 2017 , will be giving level 3 in june 2018
Bachelor of Science: electronics and communications 2015 Jaypee Institute of Information Technology Noida, UP, India
Activities and Honors

Head trainer at www.tradingshiksha.com

Blood donor at rotary club , Delhi

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Detail-oriented environmental health and safety professional with excellent communication and teamwork skills. Enthusiasm, intelligence, and perseverance give the ability to thrive in fast-paced environments.

  • 2017/18 Secretary of American Society of Safety Engineers(ASSE) - MHCC
  • 2014 Veterinary Technician Assistant of the year (VCA, NWVS)
  • Adaptability
  • Public Speaking
  • Technical writing
  • Demonstrated organizational and planning skills
  • Problem-solving and analysis
  • Microsoft Office
  • Project Management
  • Emergency Response Planning based on 29CFR 1910.120q
  • Phase 1 Site Assessment based on ASTM1527-13
  • Safety documentation and materials
  • Expertise in CFR 29, 40, and 49
06/2020 to Current
Risk and Environmental Health and Safety Specialist Mt. Hood Community College Gresham, OR
  • Created and integrated an ICS/FEMA aligned Emergency Operations Plan
  • Processed workers compensation claims
  • Handled hazardous waste and coordinated waste streams
  • Reported to and complied with OSHA, DEQ, OHA, and State Fire Marshall
  • Responded to incidents and safety concerns and worked with employees to find compliant or best practice solutions
  • Acted as EHS liaison and consultant for outlying campuses and grant funded programs
  • Supported EHS professionals as needed
03/2019 to Current
Veterinary Technician Roseway Veterinary Hospital Portland, OR
  • Listened to clients' questions and concerns regarding pets and delivered timely responses and information on treatment protocols and procedures.
  • Restrained and stabilized animals during examination and treatment to safeguard against accidental injuries.
  • Collected urine by expression cystocentesis, or catheterization.
  • Prepared and labeled medications and informed client of administration techniques.
  • Performed blood draws and intravenous catheter placement
01/2019 to 03/2019
Office Manager Unique Auto Concepts Window Tinting Gresham, OR
  • Identified and assessed customers needs to achieve satisfaction
  • Managed incoming calls and customer service inquiries
  • Maintained office services by organizing office operations and creating standard operating procedures
  • Updated calendar and scheduled appointments
  • Performed clerical duties
09/2018 to 01/2019
Data Validation Specialist Smarter Sorting Austin, TX
  • Reviewed Safety Data Sheets
  • Categorized waste based on information from Safety Data Sheets
  • Validated that correct information was provided
  • Escalated discrepancies to management
  • Researched products and located missing safety data sheets
08/2018 to 03/2019
Risk Assistant Mt. Hood Community College Gresham, OR
  • Created and maintained multiple databases including Vehicles, Certificates of insurance, and incident/injuries
  • Acted as the Safety Officer on site for large projects
  • Revised multiple programs including Integrated Pest Management and Emergency Preparedness
  • Managed workers compensation cases in collaboration with SAIF
  • Maintained the OSHA 300 Log and sent end of year reports to Bureau of Labor Statistics
  • Communicated with staff, students, and visitors in regards to their environmental health and safety, and risk concerns
  • Mitigated any immediate hazards

06/2018 to 07/2018
Safety Intern Precision Castparts Corp Portland, OR
  • Promoted a safe and clean working environment.
  • Resolved violations from enforcement agencies.
  • Ensured proper labeling compliant with GHS and NFPA standards.
  • Provided support to Safety professionals
11/2017 to 06/2018
Environmental Health and Safety Intern Mt. Hood Community College Gresham, OR
  • Provided support to environmental health and safety specialists
  • Assisted with ergonomic consultations
  • Maintained and inspected fire extinguishers and AEDs
  • Performed annual Safety Data Sheet(SDS) audit
  • Participated in Safety Committee, Sustainability, and Resiliency meetings
Associate of Applied Science: Environmental Health and Safety Mt. Hood Community College Gresham, OR, USA
Biology/Veterinary Medicine The College of Southern Nevada Las Vegas USA
Certifications and Trainings
ICS - 100/200/300/400/700/800
30-hour OSHA Construction Safety Certification
40-hour HAZWOPER Certification
American Red Cross First Aid/CPR/AED Certification
State of Oregon Radiology Certification

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Professional Summary

Highly effective Operations Manager who excels at streamlining operations to decrease costs and promote organizational efficiency.

  • Audit reporting
  • 75 WPM typing speed
  • Microsoft Office Suite proficiency
  • Internal and external auditing
  • Creative thinker
  • Project planning and development
  • Fluent in Spanish
  • Detail-oriented
  • Budgeting and forecasting
  • Risk management
  • Organized
  • Advanced training in Power Bi and Salesforce
  • Logistics management
  • Management information systems
  • Work flow planning
  • Process improvement
  • Quality assurance and control
Work History
08/2017 to Current
Manager of Operational Risk and Control Northsight Management Scottsdale, AZ
  • Established project control procedures such as project forecasts and cash flow projections.
  • Oversaw major new enhancements to existing software systems.
  • Supported management through risk identification, control testing, and process improvement procedures.
  • Reported internal control issues to management and supplied comprehensive recommendations to mitigate the associated risks.
  • Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
  • Evaluated design and operating effectiveness of audit areas, including efficiency, effectiveness, and mitigating controls.
  • Prepared detailed reports on internal audit findings
12/2016 to 08/2017
Recurring Services Manager Northsight Management Scottsdale, AZ
  • Maintained up-to-date knowledge of service changes.
  • Effectively led a seasoned team of vendor managers and account coordinators.
  • Oversaw sales forecasting, goal setting and performance reporting for all routine accounts.
  • Trained peers and management team on internal system supports and implementation plans.
  • Drove daily production activities with effective communication and leadership.
  • Recommended and executed quality improvements for production and product quality.
01/2013 to 11/2016
Client Team Supervisor Northsight Management Scottsdale, AZ
  • Met all customer call guidelines including service levels, handle time and productivity.
  • Identified individual development needs with appropriate training.
  • Devised and published metrics to measure the organization's success in delivering world-class customer service.
  • Adhered to all confidentiality requirements at all times.
  • Managed workflow to exceed quality service goals.
  • Trained staff on operating procedures and company services.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
11/2012 to 12/2012
Client Team Specialist Northsight Management Scottsdale, AZ
  • Entered numerical data into databases in a timely and accurate manner.
  • Outlined the appropriate process and procedures necessary to fulfill and complete inquiries.
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Reviewed and updated client correspondence files and scheduling database.
03/2009 to 06/2012
Legal Assistant - Intern Law Office of Andrew Fried Tucson, AZ
  • Prepared for trials by organizing exhibits and other key evidence.
  • Produced legal documents such as briefs, pleadings, and appeals.
  • Filed all court documents on behalf of the attorneys.
  • Developed a working relationship with courts, clients, debtors, and attorneys.
Bachelor of Arts: Creative Writing
University of Arizona - Tucson, AZ
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Current PSEG employee supporting Fossil looking to apply 14 years of energy industry knowledge and strong analytical abilities to meet new career challenges. Highly motivated and self-driven individual with detailed knowledge relating to power plant operations, business planning, and physical and financial energy markets.

  • Lean Six Sigma - Green Belt Certified (Black Belt in progress)
  • Financial and Operational Reporting
  • Trading & Risk Management Systems
  • SAP & Ariba
  • Power GADS
  • PI System
  • Excellent Communication Skills
  • Empowering Leadership
  • Advanced Microsoft Excel, Word, & PowerPoint skills
Work History
Manager Business Operations, 08/2018 to Current
PSEG Power FinanceNewark, NJ
  • Manage forecasting of O&M expenses and development of the 5-year business plan for Fossil power plants owned by PSEG
  • Perform monthly financial analysis of plan vs. actual results for revenue and expenses
  • Lead and support Lean Six Sigma projects for continuous improvement of processes and cost reduction efforts
  • Ensure adherence to all company financial, accounting, and procurement procedures - communicate policy changes as needed
Business Analyst, 08/2013 to Current
PSEG Power FinanceRidgefield, NJ
  • Manage and forecast O&M costs for PSEG combined cycle plants in PJM: create and present monthly financial reports explaining variances from business plan to senior leadership
  • Perform analysis on power plant operations to determine financial impacts on revenue and O&M
  • Maintain and update annually the long-term business plan for PSEG combined cycle plants
  • Developed and implemented a forecasting tool to track O&M expenses that is currently used by PSEG power plants
  • Led a Lean Six Sigma project that reduced Fossil inventory by $717k
Settlements Coordinator, 05/2011 to 08/2013
PSEG Accounting Services DepartmentNewark, NJ
  • Validated and resolved discrepancies for all monthly settlements for ER&T physical and financial energy transactions (power, natural gas, fuel oil, coal)
  • Reconciled volume and P&L for ER&T open financial positions (power and natural gas swaps and options) on a daily basis, investigated and resolved variances
Electricity Hedging & Market Senior Analyst, 10/2008 to 04/2011
Consolidated Edison Company of New YorkNew York, NY
  • Procured financial hedges to mitigate high energy prices for Orange and Rockland electricity customers, approximately $3 million per year.
  • Performed statistical portfolio analysis using various hedge strategies to develop and implement long-term hedge plan for Con Edison and Orange & Rockland electric customers.
Electricity Hedging & Market Analyst, 01/2007 to 10/2008
Consolidated Edison Company of New YorkNew York, NY
  • Managed department integration of a new energy trading and risk management system.
  • Developed customized trade entry screen and reports to track financial positions vs. targets.
  • Verified daily statements from clearing house by performing SPAN (Standard Portfolio Analysis of Risk) calculations.
Growth Opportunities For Leadership Development Program, 06/2005 to 12/2006
Consolidated Edison Company of New YorkNew York, NY

Completed three 6-month rotations in the following departments:

  • Electricity Supply & Scheduling
  • Manhattan Substation Operations
  • Steam Distribution Engineering
MBA: Finance, Expected in Aug 2023 New Jersey Institute of Technology - Newark, NJ
Bachelor of Science: Electrical Engineering, Graduated in May 2005 The George Washington University - Washington D.C.
  • Graduated Cum Laude
  • Received - D.C. Rohlf's Senior Design Award for Outstanding Project
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Professional Summary
  • Experienced  Analyst with strong leadership and relationship-building skills.
  • Meticulous Analyst, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes Manufacturing, Projects, and E-commerce.
  • Persuasive Advertising Sales Representative with more than 3 years' success in maintaining revenue growth among assigned accounts. Proficient in using CRM to process and track sales orders.
  • Strategic account development
  • Advanced Salesforce.com user
  • Empowers high-performing sales teams
  • Business analytics
  • Proficiency with CRM systems
  • Self-motivated
  • Giving intelligence to data
  • Networking skills
  • Interpersonal skills
  • Analytical problem solver
  • Accomplished manager
  • Trained in consumer marketing
  • Sales analytics
  • Customer service
  • Highly competitive
Work History
Senior Account Manager, 04/2015 to 11/2016
SnapdealGurugram, HR
  • Contributed to quarterly revenue of $4 to $5M by promoting different fashion brand products on our website via different platforms
  • Strategized business planning to drive overall P&L of fashion business unit comprising of 8 categories by forecasting the demand and supply in accordance with planned promotions, marketing budget, and other competitive factors
  • Managed strategic redesigning of the website to drive e-commerce KPI's and incorporate new brand message, engage new users and improve conversion rates which resulted in 25% increase in AOV, 13% increase in visit duration and 7% decrease in bounce rate.
  • Developed the plan for new ad panel and seller panel. Managed the entire project lifecycle: strategy, design, development, pilot testing and implementation which increased the ad revenue by 245% and improved the seller engagement
  • Initiated Emerging accounts vertical, built processes around new seller training module that triggered the seller onboarding and seller development growth rate by 45%
  • Oversaw products offered and merchandising to ensure maximized sales and accurate order delivery. Worked directly with merchants and drop ship vendors to ensure correct images are uploaded on the site, as well as removed discontinued product lines.
  • Led Joint Business Planning (JBP) process enabling collaboration between Vendors, marketing team, and supply chain management, aligning to a +32% "stretch" growth plan
Process Analyst, 08/2013 to 03/2015
Emtex Engineering Private LimitedNew Delhi, DL
  • Leading Services project to revolutionize service center by implementing a modern CRM, enterprise quality phone/IVR system, and first ever CSAT/NPS program for the organization.
  • Provided consultation on the use of re-engineering techniques to improve process performance and product quality for Sales/Marketing departments.
  • Business partner with key stakeholders evaluating changes in business processes and product offerings that significantly impacted the end to end process for website revamping.
  •  Ensured compliance policies, procedures, and regulatory guidelines were met and deployed in a consistent, timely fashion that manages the risk of change, minimizes disruptions to the target environment, and provided a framework to ensure changes were successfully implemented.
  • Initiated vendor acquisition efforts with large Fortune 500 Multinational companies on a national basis
  • Facilitated and administered all aspects of the Change Control Program across multiple business lines and levels of management, mitigating risks and ensuring changes adhered to the Servicing Policy.
  • Accountable for developing and maximizing long-term relationship with strategic accounts to enhance customer satisfaction, retention, and sales. Assessed the type of service client is looking for and ensure the delivery of the product and service on time helped in retaining 89% of the Key Accounts.
Post Degree Diploma: Business Administration, 2018
Langara College - Vancouver, BC, Canada
B.Tech: Mechanical Engineering, 2013
Sant Baba Bhag Singh Institute of Engineering and Technology - Khiala, PB, India
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Professional Summary
Risk Analyst with 3 years of working experience seeking a challenging opportunity with exposure to Finance, Investment, or Pension & Benefits.
  • University Degree in Mathematics
  • 3 exams of the Society of Actuaries
  • Computer skills: Excel, VBA, R, SQL
  • Computer skills: Excel, VBA, SQL
  • Excellent organizational and communication skills
  • Bilingual (English/French)
Work History
ASSURIS Risk Analyst | Toronto, Ontario | July 2016 - Current
  • Conduct research on insurance companies, insurance and wealth management markets.
  • Sourcing and manipulating information from industry and internal databases to support analytical investigations.
  • Contribute to company risk assessments of life insurance companies.
  • Conduct research projects on industry trends and industry risk exposures.
WILLIS TOWERS WATSON Senior Actuarial Analyst | Toronto, Ontario | July 2013 - June 2016
  • Performed all aspects of pension plan funding and accounting valuations.
  • Executed special retirement projects such as assumption studies, plan design studies and plan terminations.
  • Assisted clients with Plan de-risking, including annuity purchase for several clients.
Bachelor of Science Mathematics University of Montreal
CFA Level 1 Candidate - June 2018
Society of Actuaries Exam 3: Models of Financial Economics
Society of Actuaries Exam 2: Financial Mathematics
Society of Actuaries Exam 1: Probability
This resume is created in 7 minutes.
Work History
07/2016 to Current
Risk Advisor Brandon Quarterman - State Farm Insurance Agent Winter Park, FL
  • Documented all customer inquiries and comments thoroughly and quickly.
  • Coordinated between billing department and customers to resolve problems.
  • Investigated and resolved customer inquiries and complaints in an empathetic manner.
  • Adhered to all confidentiality requirements at all times.
08/2016 to 02/2017
Sales Associate State Farm: Tad Tomblin Hamlin, WV
  • Identified and solicited sales prospects in agency databases.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
08/2011 to 06/2013
Account Research Specialist West Virginia Jobs & Infrastructure Council Charleston, WV
  • Adhered to all confidentiality requirements at all times.
  • Defined clear targets and objectives and communicated them to other team members.
05/2010 to 07/2011
Accounts Receivables Analyst Merck Pharmaceutical Company Charlotte, NC
  • Maintained an Accounts Receivable Age Analysis for credit and debit balances.
  • Established strong communication between supplier and vendor. Produced report requests for client's third party auditor.
  • Prioritized duty completions before deadlines.
  • Familiar with Health Insurance Portability and Accountability Act (HIPPA)

Bachelor of Arts: Education
Marshall University - Huntington, WV
Certification: Real Estate
Spruce School of Realty - South Charleston, WV
  • C.O.R.E. Online Real Estate Expert Certification

  • “Customer Service Associate of the Month” Merck Award, July 2010.
  • Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
  • Strong in MS Access and Excel
  • Dedicated team player
  • Dependable
  • Analytical
  • Flexible

  • Excellent problem-solving abilities
  • Excellent time management skills
  • Advanced computer proficiency
  • Customer satisfaction
  • Self-motivation
  •  Analytical reasoning  
  • Exceptional interpersonal communication
  • Customer-focused
This resume is created in 7 minutes.
Professional Summary
Experienced medical specialist transitioning to digital marketing or social media related profession-successful in revenue generation and member action, including sales and lead generation. Excels at creating and implementing effective promotions targeting specific audiences.
  • Weekend availability
  • Ability to work collaboratively in teams in a constantly changing environment
  • Ability to understand policies and apply them correctly while reviewing content
  • Prior experience working as a contractor
  •  Ability to research project-related data as required
  • Able to define needs and plan accordingly
  • Able to evaluate the credibility of various concepts
Work History
Pharmacist 02/2015 to Current
Walgreens 7802 Wurzbach Rd, San Antonio, TX 78229
  • Redesigned workflow for mail-order pharmacy operations to reverse prior history of lost prescriptions.
  • Recognized for ability to manage a high volume of patient accounts. Consult with hundreds of physicians and patients to fill prescriptions, review side effects, discuss drug interactions and resolve medication delivery problems.
  • Improved drug-inventory management system to reduce waste and eliminate back orders.
  • Introduced new labeling system that improved efficiency and saved thousands of dollars without compromising service or quality.
  • Improved morale of coworkers by rewarding good work performance, leading by example and using humor to diffuse stressful situations.

Ads Risk Analyst 01/2014 to 02/2015
Pro Unlimited at Facebook 600 w 6th st, Austin, TX
  • Manually review content that advertisers would like to put on the Facebook platform or content that is reported by users to ensure policy compliance
  • Identify trends to help Facebook automate review and refine policy enforcement guidelines
  • Review content quickly and efficiently, ensuring that turnaround time and review volume goals are met while maintaining high quality

Cashier 06/2008 to 05/2013
Walmart 1430 Austin Hwy, San Antonio, TX 78209
  • Trained new cashiers on procedures, customer service and sales techniques.
  • Itemizes and totals purchases by recording prices, departments, taxable and nontaxable items; operating a cash register.
  • Collects payments by accepting cash, check, or charge payments from customers; making change for cash customers.

Pharm. D: 2011 Feik School Of Pharmacy - 703 E Hildebrand Ave, San Antonio, TX 78212
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Professional Summary
Educated, ethical, driven, and results-oriented professional seeking a career to further talents and education in the medical coding and auditing field Extensive experience in diagnosis coding, concepts of disease, and anatomy/body systems as it relates to compliance in risk adjustment coding, along with excellent skills in trending and auditing, attention to detail, team management, and education of coders as well as providers, allow for a well-rounded background with superior work in remote or in-house environments.
American Academy of Professional Coders (AAPC), Member in Good Standing Certified Professional Coder (CPC) Certified Risk Coder (CRC)
  • ICD-9/ICD-10 Code Set Medical Chart Audit
  • Medicare Risk Adjustment Hierarchical Condition Categories
  • Electronic Medical Records Quality Assurance
  • Provider Education
  • Strong verbal communication
  • Staff development
  • Improvement Plans Coding Compliance
Work History
Sr. Coding Quality Auditor, present Aug 2017 - Current
Aetna Healthcare Harrisburg, PA
  • Conduct audits of medical records to ensure the codes captured are accurate, supported by clinical documentation and abide by CMS regulations.
  • Uphold standards of compliance, internal policies/procedures, & CMS documentation requirements for the purpose of risk adjustment.
  • Provide feedback to vendor/provider based on medical documentation for missed opportunities and/or areas of improvement.
  • Accommodate team members or other associated departments when support is requested or needed.
HCC Quality Assurance Auditor Aug 2016 - Aug 2017
RCM Health
  • Provide aids and support to Coding Director surrounding risk adjustment clinical coding related assignments.
  • Supply expertise and knowledge in relation to clinical coding surrounding risk adjustment models, as needed, in various assignments while upholding production and accuracy of 97%.
  • Analyze & audit medical records and Physician documentation to determine all appropriate ICD-9/10-CM coding based on CMS regulations and client specific guidelines.
  • Participate in RADV project to identify areas of concern and improvement.
Risk Adjustment Quality Assurance Auditor Oct 2016 - Feb 2017
Ingenesis Inc
  • Proficient knowledge of chronic diseases with the ability to assign ICD-9/10 CM codes to the highest specificity and support the visit encounter along with provider education.
  • Responsible for conveying current knowledge of coding clinic, trends, and any changes in laws and regulations governing medical ICD-9/10-CM coding and documentation.
  • Identify, communicate, and report issues or errors, such as incomplete records, ambiguous or nonspecific documentation, and/or codes that do not adhere to official coding guidelines.
  • Ensure optimal reimbursement of all cases in compliance with CMS policies, procedures, and official coding guidelines.
Quality Assurance Analyst Mar 2015 - Sep 2016
Inovalon HealthCare
  • Contribute to the knowledge based training events, communications and creations of best practices for the Quality staff while upholding CMS regulations and client driven guidelines.
  • Conducted peer reviews to ensure compliance with coding guidelines (to include federal, internal, & client specific).
  • Effectively audit medical records to ensure optimal quality, noting any documentation deficiencies and completing statistical reports for logging error trends.
  • Educate coding staff regarding quality trends, coding clinic, and effective improvement procedures for best coding practices and guidelines according to CMS regulations and client specific guidelines.
  • Responsible for providing improvement processes, leadership, and expertise in risk adjustment of an internal coding team of 23-28.
Coder II/Mentor Feb 2013 - Mar 2015
Verisk Health
  • Devised and implemented a training process which improved coding accuracy and production standards more than 20% resulting in department expansion as well as client retention.
  • Trained/Mentored teams of new coders on subjects pertaining to official coding guidelines, compliance, and CMS documentation requirements pertaining to Medicare/Medicaid.
  • Organized quality result presentations, provided feedback and training to internal coders.
  • Evaluated ICD-9-CM and ICD 10 CM codes on inpatient and outpatient medical record documentation, assigning appropriate codes according to CMS guidelines and Hierarchical Condition Category criteria.
  • Identify trends in coding data, reporting to upper management and providing recommendations on improvement and training as needed.