Summary
Overview
Work History
Skills
Affiliations
Timeline
Generic

Andrea Millis

Kingston,MA

Summary

Dynamic leader with extensive experience excelling in project management, expertise in many data entry, payroll, and bookkeeping programs and financial analysis. Proven track record in enhancing operational efficiency and customer satisfaction. Skilled in tax preparation and staff training, fostering a culture of innovation and collaboration to drive organizational success. Committed to achieving strategic goals and optimizing processes.

Overview

12
12
years of professional experience

Work History

Volunteer

SSCAC
Plymouth, MA
12.2013 - Current
  • Seasonly prepare Advanced Tax forms for clients Through the program VITA
  • Assisted customers with any questions they had about their taxes or filing status.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.

Director

South Shore YMCA
Hanover, MA
04.2018 - 02.2025
  • Established relationships with vendors and suppliers to secure favorable terms for materials or services.
  • Prepared presentations for board meetings summarizing key developments within the company.
  • Managed budgeting and financial planning processes for the organization.
  • Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
  • Conducted regular meetings with department heads to review progress on strategic initiatives.
  • Monitored market conditions and competitor activities to inform business decisions.
  • Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
  • Assessed employee performance against established benchmarks or targets.
  • Developed policies and procedures to ensure compliance with corporate standards.
  • Recruited, trained, supervised, evaluated and mentored staff members.
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Ensured compliance with all relevant regulations, policies and procedures.
  • Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
  • Identified opportunities for process optimization through data analysis.
  • Spearheaded the development and launch of new products or services.
  • Facilitated professional development programs to build a high-performing team.
  • Promoted a culture of innovation and encouraged staff to contribute ideas.
  • Oversaw strategic planning and implementation to ensure organizational goals were met.
  • Enhanced customer satisfaction through the development of service improvement initiatives.
  • Represented the organization at industry events, conferences, and public meetings.
  • Managed annual budgeting process, including forecasting and financial planning.
  • Directed operations to improve efficiency and increase profit margins.
  • Managed crisis situations to minimize impact on operations and reputation.
  • Partnered with staff to create professional development plans to support personal and business growth.
  • Developed and executed marketing strategies to increase brand awareness and market share.
  • Established performance metrics and evaluated staff to promote continuous improvement.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Formed and sustained strategic relationships with clients.
  • Monitored progress by establishing plans, budgets and measuring results.
  • Forecasted customer demand to set prices or credit terms for goods or services.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Implemented campaigns and promotions to help with developing goods and services.

Skills

  • Tax preparation
  • Regulatory compliance
  • Financial analysis
  • Project management
  • Budgeting and forecasting
  • Customer service
  • Staff training
  • Friendly and outgoing
  • Fundraising events
  • Volunteer coordination
  • Data analysis

Affiliations

I am a USA Level 9 Gymnastics Judge. I hold many certifications Safe Sport, CPR,First Aid, Excel program, AAU and High School Gymnastics Judge.

Timeline

Director

South Shore YMCA
04.2018 - 02.2025

Volunteer

SSCAC
12.2013 - Current
Andrea Millis