The document summarizes the author's experience improving performance and implementing best practices across multiple roles in finance and accounting. It describes taking a month-end close from 25 to 9 days at Austin Cancer Center by automating processes. It also details streamlining a 20-hour process for HCFD reconciliations to 8 hours while at St. David's. Previous roles at a private equity firm, the US Senate, and other organizations provided opportunities to work under tight deadlines, communicate effectively, and adapt to changing priorities.

1. Performance Improvement
Experience
During my time in the field, I have had numerous opportunities to improve performance, document and
implement best practices, and develop structure within my teams. I always strive to find the most
efficient methods and convey them to others around me. Starting in the Senate with event planning
and coordinating, to working in a fast paced private equity firm, to St. David’s while the centralized
accounting office was just forming and combining best practices, to an oncology center financial
analyst, I feel my diverse background has well equipped me to be successful in this position.
Austin Cancer Center 2015
Austin Cancer Center has been a learning opportunity at every direction I turn. I have been able to
come in and implement processes such as reconciliation reviews, monthly departmental and division
reviews, FTE analysis, fixed asset analysis, procedure and drug analysis, and notes to the financial
statements. The biggest accomplishment thus far is taking a close of 25 days and bringing it to 9 days.
This has not been done overnight but with my team motivated and improvements in place for
efficiency we finally met our goal. Many of the journal entries were combined and imputed as recurring
so that the fields populate automatically. Also, the revenue excel files that are uploaded to the GL are
now automated to pull in the data where it belongs on the spreadsheet. I have been able to motivate
others to look for ways to improve by offering their insights into best practices. By closing on the 9th
, I
am able to present proper analysis on trends and variances to show what is happening within the
company. I have also been involved in developing CT/PET pro formas and have done cost analysis on
whether to stay open later or open on Saturday. I have been able to implement my knowledge and skill
to increase the performance of the accounting and finance department.
St. David’s 2013-2015
I had the opportunity to be a part of St. David’s accounting at a pivotal time when they centralized
four accounting offices to cover seven separate CoIDs. I joined the main accounting group six months
before the centralization occurred, so I was able to witness the change before my eyes. At the time, I
was just an accountant but I had the opportunity for tremendous growth. As you can imagine, there
were four different ways for each process. I was able to personally take on tasks to discover best
practices and implement them across all facilities. I did this with Heart Hospital reconciliations, fixed
assets, daily stats, and many more. Specifically, the most challenging process I took on, was to align
the process for HCFD across all entities and properties. I was also new to HCFD as another accountant
had been performing the task at main. Therefore, I had to jump into the different methods, learn how
to complete them, and then find the strengths and weaknesses of each. Finally, after a couple months
of trial and testing, I came up with a hybrid method to complete HCFD. I used excel formulas and
trending spreadsheets to take 20 hours of work down to 8 hours of work. This is one of many examples
of St. David’s providing opportunities for me to grow. The tight deadlines of month end closes,
scattered with audits, other projects like Uncompensated Care, and daily stats have prepared and
taught me how to maintain timelines and set realistic expectations through communication with
everybody.

2. Q Investments 2011-2012
While in Fort Worth, I was privileged to obtain a job at a leading equity firm in the DFW area. As a
trading assistant, I worked on a need-to-know-NOW basis. With information at a premium, the need for
fast paced, adaptable employees was essential. Although my title was trading, all trades were out by 3
PM. This allowed me to work on other departments projects as well. I worked with the recruiting team,
aviation department, charity organization, investment opportunity team, and legal team. Many times I
would be working on a project for another department with a deadline approaching and a trader would
need an Ex date or some other stock information. I needed to complete both tasks as soon as possible
but would have to make decisions about which task took precedence. I would communicate to both
sides that there were conflicting interest and offered realistic expectations on when I would have each
one done. Most of the time they understood and appreciated the communication. However, there were
times when the response was “No, it needs to be done now.” In those instances my expectation were
adjusted and executed or I would enroll assistance from an available team member. My time at Q
Investments allowed me to show my versatility and agility in working different projects simultaneously.
United States Senate 2010
Washington D.C. was the most unique and incredible experience of my life. I was able to plan and
facilitate the weekly GOP luncheon, track current events, and track various project statuses. While a
government job is different than a for profit business, I still had opportunities to improve efficiency
and performance. Specifically, there was a problem meeting the current events deadline. Each morning
all the current events trending were delivered in a synopsis to Senator Kay Bailey Hutchinson. The
massive amount of news outlets and topics were overwhelming. In response, I began delving into the
news before I got to work each morning. Instead of waking up to an alarm, I would set the TV to MSNBC,
so that I could start gathering information as I was getting ready for work. In the end, I was prepared
to look up articles once I arrived. This small change helped me to meet the deadline more effectively.
Overall, my experience spans various industries but all have molded me to look for efficiencies, find
best practices, work at a fast pace, set proper expectations and most of all, meet deadlines. Being in
accounting, every month end close is high stress, hard work, and effective team communication. I have
no doubt I have the capability to perform this role’s duties to the highest of standards.