Proven leader in multi-office operations, achieving a 12.2% revenue increase. Strong focus on performance management, client relationship building, and process improvement to drive business growth.
Work History
Block Advisors Multi-Team Leader 2
8 Years 11 Months
Block Advisors | 09.2017 - Current
Lead operations across multiple office locations, ensuring consistent execution of company standards and exceptional client service.
Increased district Tax Plus revenue by 12.2% over the previous year.
Improved office revenue by 13.4% while maintaining operational efficiency and service quality.
Lead operations across multiple office locations, ensuring consistent execution of company standards and exceptional client service.
Recruited, trained, coached, mentored, and developed high-performing teams to enhance collaboration and accountability.
Conducted daily leadership meetings, performance reviews, and coaching sessions to enhance employee engagement and achieve business results.
Analyzed business performance metrics and implemented action plans that improved productivity, profitability, and client satisfaction.
Foster a positive, client-focused culture centered on teamwork, integrity, and continuous improvement.
Office Manager /Senior Tax Preparer
17 Years 8 Months
Liberty Tax Service | 01.2000 - 09.2017
Oversaw daily office operations during multiple tax seasons, ensuring seamless service delivery.
Managed daily office operations during multiple successful tax seasons.
Supervised staff recruitment, scheduling, training, and performance management.
Built lasting client relationships through exceptional customer service and personalized financial guidance.
Supported marketing initiatives that strengthened client retention and boosted referral business.
Ensured accuracy in financial records, office reporting, and operational procedures to uphold compliance.
Education
Associate of Arts – Business Management - Business Management
Central Arizona College | Apache Junction, AZ | 09-2022
Dean's List Fall 2022
Honor Roll Fall 2022
3.8 GPA
Study Abroad: Travel and Accounting in Ireland
Associate of Applied Science - Accounting And Finance
Central Arizona College | Mesa, AZ | 05-2019
4.0 GPA
Skills
Multi-Office Management
Operations Management
Strategic Planning
Revenue Generation
Business Growth
Labor budgeting
Performance Management
Process Improvement
Client Relationship Management
Customer Experience
Employee Engagement
Team building
Change Management
Staff Scheduling
Communication
Attention to detail
Problem-solving
Leadership Development
Timeline
Block Advisors Multi-Team Leader 2
Block Advisors
09.2017 - CurrentRead More
Office Manager /Senior Tax Preparer
Liberty Tax Service
01.2000 - 09.2017Read More
Central Arizona College
Associate of Arts – Business Management from Business Management
Read More
Central Arizona College
Associate of Applied Science from Accounting And Finance
<ul><li>Production Block Incharge Job Role: Operations, Control and Monitoring</li><li>1. All activities related to production and monitoring the process as per SOPs.</li><li>2. Communicate day to day process deviations and breakdowns of the equipment to concerned persons.</li><li>3. Check and implement the process for cleaning of equipment as per the schedules.</li><li>4. Responsible for housekeeping and implementation of day to day cleaning of process area & clean room.</li><li>5. Preparation, review and approval of monthly Reports and BPRs BCRs, OOS, Deviation, investigations reports, validation protocols reports, validation reports.</li><li>6. Responsible for preparation of daily production planning and ensuring the same.</li><li>7. Production planning, ensuring that the batches are produced as per planning and meeting the dispatch targets.</li><li>8. Ensure proper utilization of equipment and manpower as and when required.</li><li>9. Planning and monitoring during execution of the process validation.</li><li>10. Manpower planning. Monitor the project modification activities.</li><li>11. Responsible to handle production processes.</li><li>12. Implementation of new technology w.r.t. process equipments or facility.</li><li>13. Supporting quality assurance team for DMF submission.</li><li>14. Executing and supervising training, validation, qualification and calibrations protocols.</li><li>15. To perform visual inspection and certification of cleaned equipment after product change over cleaning as per standard operating procedure.</li><li>CGMP:</li><li>1. Following departmental standard operating procedures (SOP) and providing suggestions for SOP simplification and any other improvements.</li><li>2. Making sure all the documents and checklist are verified before and after manufacturing.</li><li>3. Ensuring retention and destruction of records are maintained in a department.</li><li>4. Verifying status labeling of accessories, in-process instruments, containers, area & equipment.</li><li>5. Performing contemporaneous (on time) document entries.</li><li>EHS:</li><li>1. Following Environment, Health and Safety policies and practices.</li><li>2. Making sure personnel health, hygiene and organization practices are followed.</li><li>3. To conduct risk analysis of product, system, equipment, process as per standard procedure.</li><li>Training</li><li>1. Attaining training as per training need and providing training to sub-ordinates through available software of Learning Management System (LMS).</li></ul> at MSN Group<ul><li>Production Block Incharge Job Role: Operations, Control and Monitoring</li><li>1. All activities related to production and monitoring the process as per SOPs.</li><li>2. Communicate day to day process deviations and breakdowns of the equipment to concerned persons.</li><li>3. Check and implement the process for cleaning of equipment as per the schedules.</li><li>4. Responsible for housekeeping and implementation of day to day cleaning of process area & clean room.</li><li>5. Preparation, review and approval of monthly Reports and BPRs BCRs, OOS, Deviation, investigations reports, validation protocols reports, validation reports.</li><li>6. Responsible for preparation of daily production planning and ensuring the same.</li><li>7. Production planning, ensuring that the batches are produced as per planning and meeting the dispatch targets.</li><li>8. Ensure proper utilization of equipment and manpower as and when required.</li><li>9. Planning and monitoring during execution of the process validation.</li><li>10. Manpower planning. Monitor the project modification activities.</li><li>11. Responsible to handle production processes.</li><li>12. Implementation of new technology w.r.t. process equipments or facility.</li><li>13. Supporting quality assurance team for DMF submission.</li><li>14. Executing and supervising training, validation, qualification and calibrations protocols.</li><li>15. To perform visual inspection and certification of cleaned equipment after product change over cleaning as per standard operating procedure.</li><li>CGMP:</li><li>1. Following departmental standard operating procedures (SOP) and providing suggestions for SOP simplification and any other improvements.</li><li>2. Making sure all the documents and checklist are verified before and after manufacturing.</li><li>3. Ensuring retention and destruction of records are maintained in a department.</li><li>4. Verifying status labeling of accessories, in-process instruments, containers, area & equipment.</li><li>5. Performing contemporaneous (on time) document entries.</li><li>EHS:</li><li>1. Following Environment, Health and Safety policies and practices.</li><li>2. Making sure personnel health, hygiene and organization practices are followed.</li><li>3. To conduct risk analysis of product, system, equipment, process as per standard procedure.</li><li>Training</li><li>1. Attaining training as per training need and providing training to sub-ordinates through available software of Learning Management System (LMS).</li></ul> at MSN Group