An experienced and motivated professional seeking a position as an Insurance Financial Examiner.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Appraisal and Assessment Supervisor/Specialist
Missouri State Tax Commission
Jefferson City, MO
01.2022 - Current
Satisfactorily assess over 150 Railroad and Utility Companies for Property Taxes - Collect, review, and evaluate financial data and perform calculations to determine the market value of centrally assessed Utility, Railroad, Telecommunication and Aircraft companies, Private Car Companies, Railroad and Rural Electric Cooperatives.
Audit property tax returns from Centrally Assessed Companies – Ensure the returns are reasonably accurate.
Provide training and technical assistance to county assessors, county clerks, and centrally assessed company representatives on filing requirements.
Senior Utility Regulatory Auditor
Missouri Public Service Commission
Jefferson City, MO
06.2018 - 12.2021
Perform financial analysis to determine financial health of utility companies in Missouri.
Ensure the utility companies’ rate case filing is reasonably accurate.
Perform equity and debt analysis to estimate a fair and reasonable cost of capital to include in utilities’ revenue requirements.
Sponsor recommendation in utilities’ financing authority and merger & acquisition (M&A) applications
Provide testimony before the Missouri Public Service Commission regarding fair and reasonable cost of capital.
Education
Master of Business Administration - Finance
North Central College
Naperville, IL
06.2007
Bachelor of Arts - Finance and Economics with a Minor in Accounting
North Central College
Naperville, IL
06.2004
Skills
Strong analytical skills
Strong interpersonal skills relating to working with other departments and staff
Strong numeracy skills
Holding formal discussions with business representatives
Working with the Missouri Statutes
Testifying in legal proceedings
Decision-making
Attention to detail
Analytical thinking
Staff discipline
Processes and procedures
Data analytics
Verbal and written communication
Certification
Certified Internal Auditor (CIA) April 2025
Unitary Valuation Appraiser Certificate February 2024
Missouri Leadership Academy July 2023
Certified Rate of Return Analyst (CRRA) April 2019
Currently studying for Certification in Risk Management Assurance
Timeline
Appraisal and Assessment Supervisor/Specialist
Missouri State Tax Commission
01.2022 - Current
Senior Utility Regulatory Auditor
Missouri Public Service Commission
06.2018 - 12.2021
Master of Business Administration - Finance
North Central College
Bachelor of Arts - Finance and Economics with a Minor in Accounting