Charity McDonald
Summary
Data-driven professional transitioning into data analytics, leveraging a strong foundation in operations, finance, and sales. Proficient in Excel, Google Sheets, and KPI dashboards for performance tracking and decision-making. Expertise in trend identification, process optimization, and delivering insights to leadership. Currently pursuing Google Data Analytics Certificate, gaining practical experience in SQL and Tableau.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Office Manager (Finance, Sales & Operations)
Nueva Health System
01.2025 - Current
- Manage daily operations and a team of 4, including hiring, scheduling, and performance reviews.
- Deliver financial presentations to patients; consistently close packages up to $15K and facilitate financing partnerships.
- Maintain and update KPI dashboards and spreadsheets to track sales, patient retention, and operational performance.
- Oversee office budgets, inventory, and vendor relationships, ensuring financial efficiency.
- Transition patient accounts to digital systems and optimize scheduling workflows, improving reporting accuracy.
Independent Business Owner | Operations & Data Manager
01.2018 - 01.2024
- Manage an e-commerce operation using Shopify analytics to track sales, marketing ROI, and customer retention metrics.
- Build reports on conversion rates, repeat customer behavior, and ad performance to guide marketing strategy.
- Own budgets, payroll, and financial reporting to maintain profitability and compliance.
- Optimize CRM/email campaigns (Wix, Mailchimp) using engagement data to improve retention and revenue.
- Analyze website traffic and sales funnels to identify growth opportunities.
Operations & QA Manager (Logistics • HR • QA)
Moon Valley Nursery
01.2020 - 01.2021
- Collect and analyze QA data to identify workflow issues and implement process improvements.
- Develop and monitor logistics schedules, reducing delivery delays and improving efficiency.
- Track employee performance metrics and support HR reporting and compliance efforts.
- Consolidate cross-departmental metrics (sales, HR, operations) to support leadership reporting.
Account Manager | Sales & CRM Analytics
LegalZoom
01.2017 - 01.2020
- Rank as a top performer by analyzing pipeline data and optimizing conversion strategies.
- Leverage CRM platforms (Salesforce, HubSpot, Zoho) to track conversion metrics and forecast revenue.
- Deliver data-backed client consultations to drive revenue growth and customer retention.
- Partner with leadership to refine sales scripts and reporting for team-wide performance gains.
Education
Bachelor of Arts - Psychology, English (creative & analytical writing)
Texas State University
TexasSkills
- KPI tracking and reporting
- Dashboard management
- Advanced Excel and Google Sheets
- SQL and Tableau
- Budgeting and financial analysis
- Process optimization
- CRM expertise
Certification
- Google Data Analytics Professional Certification (in progress)
Timeline
Office Manager (Finance, Sales & Operations)
Nueva Health System
01.2025 - Current
Operations & QA Manager (Logistics • HR • QA)
Moon Valley Nursery
01.2020 - 01.2021
Independent Business Owner | Operations & Data Manager
01.2018 - 01.2024
Account Manager | Sales & CRM Analytics
LegalZoom
01.2017 - 01.2020
Bachelor of Arts - Psychology, English (creative & analytical writing)
Texas State University
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