Finance Associate


2020 Lawrence Street, Apt. 518

 Denver, CO 80205




University of Colorado at Boulder – Leeds School of Business                                                                                             May 2015 

Bachelor of Science in Business Administration with a dual emphasis in Finance and Human Resource Management



Mercer, Denver, Colorado                                                                                                                                          June 2015 - Present 

Financial Consulting Analyst

  • Collaboration with teams to design, finance, price, and administer client companies’ health and welfare programs.

  • Review current plan designs, contribution strategies, and funding arrangements

  • Provide clients with scenarios that meet both their financial and philosophical needs

  • Conduct benchmark studies to develop short- and long-term strategic goals that meet the needs of clients

  • Develop customized pricing and valuation models by performing cost projections

  • Manage day-to-day client needs through email and calls

  • Help clients prepare for federal filings

  • Develop employee contribution strategies to meet employer cost objectives

  • Prepare and deliver presentations to clients

  • Attend finalist meetings to attain new clients


Financial Aid Office at the University of Colorado at Boulder, Boulder, Colorado                                             August 2011- May 2015

Peer Supervisor

  • Initially hired as a peer advisor, promoted to a leadership position after 15 months

  • Supervised 20-25 peer advisors

  • Responsible for the training of new employees.

  • Counseled students and parents on various financial aid options

  • Access to three federal student aid and loan databases

  • Conducted interviews



Business Resource Groups, Mercer                                                                                                                     August 2015 - Present

  • Mercer Cares

    • Organize company sponsored volunteer opportunities to connect colleagues in the Denver office

    • Obtain approval from corporate headquarters for event budgets

  • Millennials at Mercer

    • Business group designed to connect, develop and empower millennial colleagues within Mercer  

    • Connect various lines of business within the office

    • Promote community mentoring and networking opportunities


Financial Aid Office at the University of Colorado at Boulder, Boulder, Colorado                                               Fall 2013- Spring 2015

Position on Student Employee Council

  • Developed improvements for inter-office communication and collaboration

  • Created programs to cross train employees




  • Microsoft Office Suite

    • Strong command of Excel

  • Ability to work in a team structure

  • Data Analysis

  • Forecasting

  • Consulting

  • Presenting

  • Negotiating

  • Effectively plan, organize, and prioritize tasks

  • Verbal and written communication

  • Problem Solving

  • SharePoint

  • Reliable

  • Analyze and manipulate large data.


  • Colorado Licensed Health and Life Insurance Producer

  • Worked diligently throughout my entire university career to finance my education


  • ID#: 99496
  • Location: Denver, CO , 80205

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