Operations and Project Manager with extensive experience overseeing financial, operational, and client-focused processes. Skilled in bookkeeping, cost analysis, and workflow optimization, with a proven ability to manage complex projects while ensuring accuracy, efficiency, and profitability. Highly adaptable and tech-savvy professional with strong communication and problem-solving skills, seeking a long-term role in a challenging financial or accounting environment.
Overview
18
18
years of professional experience
Work History
Operations Manager
Mike's Master Plumbing
02.2024 - Current
Oversaw all bookkeeping functions, coordinated with the company accountant on quarterly and annual tax filings, and performed job-cost analysis to ensure pricing accuracy and profitability.
Conducted cost reviews, budget tracking, and financial audits (including workers’ comp and liability insurance audits), identifying discrepancies and maintaining compliance.
Managed operational workflow, including scheduling, permitting, vendor coordination, and materials procurement to keep projects on time and under budget.
Supported the master plumber on job sites, gaining the ability to perform basic to semi-skilled plumbing tasks, interpret construction plans, and identify issues such as structural conflicts before they caused costly delays.
Designed and produced the company’s branding, website, and marketing collateral (logo, brochures, business cards) and executed outreach through chamber of commerce events, door-to-door campaigns, and professional networking.
Implemented and maintained internal documentation systems for financial records, project information, and marketing assets, improving organization and operational efficiency.
Operations Manager
Diamond Engineering
12.2018 - Current
Manage nearly every aspect of company operations from marketing, maintaining AR/AP, payroll, tax remittance, HR, project and inventory management, shipping logistics, contract development, and more
Instituted thorough documentation of in-house manufacturing procedures to streamline, standardize and continually improve quality control, product replicability, employee efficiency and overall profitability
Maintain communication with customers to provide project updates, ensure needs and deadlines are met while extending post-project support - all with a focus on cultivating lasting relationships
Oversee various digital advertising and e-mail marketing strategies while continually refining our branding or improving our website SEO efficacy, etc.
Continue to regularly design, update or improve sales or end-user materials such as product data sheets or users manuals; customized instructions for unique machine maintenance/upgrades; all sales brochures/materials (for new and existing products), etc.
Maintain QuickBooks Enterprise as a whole - including basic bookkeeping, all product assemblies and the associated work-order processes relating to producing machines, the post-processing of parts and/or sub-assembly production, etc.
Teach and oversee employee manufacturing such as how to safely use mills, saws, lathes (etc.) to machine custom parts (or modify existing ones), related sub-assemblies, complex wiring harnesses, etc.
Territory Account Manager
SleepCare Source
03.2016 - 11.2018
Expanded and maintained relationships from the original 20 small offices to well over 300 prime medical offices, skilled nursing facilities, hospitals, home health agencies (etc.) across four counties
Expanded usage of BrightTree to develop internal order tracking/task systems to ensure all orders met MediCare/insurance requirements were met, timely and accurate equipment delivery while maintaining prompt communication with prescribers to ensure timely resolution of any issues
Extensive knowledge of MediCare/private insurance requirements, denial procedures & appeals, etc.
Led on-site training luncheons and dinners for providers and their staff on everything from proper documentation/testing requirements to use/troubleshooting of various PAPs/O2 setups and more
Represented company in various capacities, often with custom designed presentations, various community activities – all to network and foster company growth
Personally delivered, set up and educated patients on equipment/testing devices
Part of on-call rotation for 24-hour support which required proficient troubleshooting of an array of machines
Developed marketing materials, order forms and designed innovative programs to best serve individual office needs to improve patient care, increase sales and deepen market penetration
Certified Clinical Medical Assistant
Pulmonary Medicine Associates
03.2014 - 03.2016
Obtained vitals and perform rooming interviews
Managed and triaged incoming referrals, diagnostic results (labs/imaging results)
Performed various diagnostic testing/procedures such as spirometry, 6-minute walks, EKG, PPD, vision tests, allergy scratch tests, etc
Administered nebulized and injected medications/therapies
Responsible for resolving all issues from patients, labs, specialists, DME companies, imaging facilities, health departments etc.—all requiring an in-depth understanding of many facets of therapy (from equipment needs, therapies, insurance requirements, specialty pharmacies & infusion centers, etc.) Answered questions from patients about diagnoses, procedures, therapies, etc., and translated complex medical terminology/concepts to laymen's terms/analogies
Assisted both local clinicians and remote critical care physicians in Sutter Roseville ICU
Coordinated all logistics and aspects for out-patient procedures, therapies and referrals
Assisted allergy/immunologist by performing and interpreting testing, administering maintenance injections and more
Also assisted infectious disease specialist, often hands-on with various highly contagious pathologies and more
Responsible for teaching new employees EMR and clinic protocols, organizing luncheons for external representatives, etc.
Graphic Designer / Manufacturing Technician
DIAMOND ENGINEERING, INC.
01.2008 - 03.2014
Designed and developed the company’s complete brand identity and website, along with all user manuals, installation guides, datasheets, wiring diagrams, and internal build documentation for complex engineered products.
Fabricated custom mechanical and electronic components from hand-drawn technical drawings, ensuring accuracy and maintaining tight tolerances during machining and assembly.
Learned and applied 3D modeling to convert manually fabricated parts into digital CAD designs, enabling scalable outsourcing to machine shops and reducing production time.
Assembled full machines from custom components, including mechanical assembly, soldering, custom cable creation, wiring integration, and functional testing for quality assurance.
Managed the full packaging and shipping workflow, including partial disassembly, secure packaging, documentation, label generation, and compliance with international shipping requirements.
Collaborated closely with engineers to refine designs, improve build processes, and create clear documentation that reduced errors and improved manufacturing consistency.
Education
Associate of Arts - Medical Assisting
Heald College
CA
03.2014
Pursuing Bachelors - Accounting
University of South Alabama
Mobile, AL
09-2027
Associate of Applied Science - undefined
Heald College
Rancho Cordova, CA
10.2013
Skills
Strong written and verbal communication skills with a proven ability to build and maintain professional relationships
Highly adaptable and collaborative, with a proactive, solutions-oriented approach to team projects
Exceptional organizational and time-management skills, with meticulous attention to detail and accuracy
Proficient in financial software and accounting tools, including QuickBooks, with strong data entry and reporting capabilities
Analytical and process-focused, with experience streamlining workflows, reviewing costs, and ensuring operational efficiency
Experienced in producing clear, professional documentation and reports, supporting decision-making and compliance
Technologically adept, with advanced computer skills and fast, accurate typing (100 WPM)