
Director of Operations and Finance with proven expertise leading Operations, Development, and Finance functions to drive business growth and operational excellence. Skilled in managing client portfolios, franchise expansion, financial oversight (QuickBooks, budgeting, forecasting, financial modeling), process improvement, and KPI-driven performance. Bilingual (English/Spanish) leader with experience implementing operational systems (OPUS), optimizing workflows, and ensuring regulatory compliance while delivering exceptional client and stakeholder satisfaction.
• Lead Operations, Development, and Finance functions, executing strategic initiatives to drive growth, operational excellence, and financial performance while overseeing the OPUS operating system.
• Oversee the company’s client base and operational teams, managing all aspects of service delivery to ensure efficiency, quality, and client satisfaction.
• Drive business expansion through franchise sales, new contract acquisition, and creation of client proposals/contracts in alignment with company standards.
• Direct financial operations including revenue reporting, invoicing (QuickBooks), accounts receivable, KPIs, process standardization, and risk mitigation.
• Supervise bilingual teams and act as key liaison between clients, stakeholders, and executive leadership.
• Lead Operations and Development, managing client base and operational teams to ensure efficient, high-quality service delivery across all territories.
• Oversee daily workflows, resource allocation, and the OPUS operating system to optimize productivity and standardize processes.
• Drive business growth through franchise sales, new contract acquisition, and franchisee certification via the Stratus onboarding program, ensuring compliance.
• Develop and enforce SOPs, conduct quality audits, identify risks, and implement corrective actions to maintain service excellence.
• Supervise and mentor bilingual teams, conduct coaching sessions, and serve as liaison between clients, internal teams, and stakeholders to ensure satisfaction and alignment.