Jan, 2022 – Jan, 2026 • 4 yrs 1 mo - Full time
Project & Account Management
Financial Analysis & Forecasting
Operational & Process Efficiency
Team Building & Leadership
Strategic Planning & Execution
Resource & Staffi ng Management
Strategic Problem Solving
Process & Quality Improvement
AR/AP, Payroll & Budget Reconciliation
Create project and company financial documents, analyze monthly profit actuals, and forecast full-year projections across all client accounts. Foster an empathetic, trusting, and positive work environment by coaching, supporting, and mentoring project team members. Drive decisions on projects and company directives by attending all executive team meetings.
● Drove profitability by deploying efficient delivery processes that improved performance and ensured best-in-class client service.
● Ensured strategic project plans aligned with company goals through day-to-day workflow management and cross-functional collaboration.
● Directed the sunsetting of a 20-year legacy financial system and led migration to a modern, scalable platform improving reporting accuracy and speed.
● Drove operational system and process improvements by identifying inefficiencies, implementing solutions, and enhancing productivity.
● Led process and quality improvement initiatives to develop standardized workflows and reduce errors.
● Conducted cost-efficiency analyses to streamline processes, reduce operational waste, and lower expenses.
● Leveraged financial analysis, budgeting, and forecasting expertise to drive operational efficiency and improve organizational performance.
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Degree: Bachelor of Science •  Sep, 1994 – May, 1998
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