Organized and dependable operations and administration specialist with a proven track record of successfully planning and executing multifaceted projects in a variety of remote and startup environments. Experienced in CRM builds & customizations, high-level executive assistance, and creating and administering training.
Overview
17
17
years of professional experience
Work History
Project Manager, Operations
Report Right, LLC
Remote
04.2022 - 02.2023
Key collaborator to CEO and Owner, providing strategic support and integral involvement in decision-making processes.
Eradicated 6-month backlog and instituted an efficient, ongoing, robust project management system.
Successfully managed multiple projects (approx. 50 at a time) simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Proactively mitigated project risks, collaborating with internal teams and clients for effective resolutions.
Effectively coordinated contractors to meet project deadlines.
Chief of Operations
Rialto Academy
Remote
06.2016 - 12.2019
Led diverse projects, teams, and programs encompassing website buildouts, vendor management, e-learning initiatives, marketing campaigns, webinars, SaaS, and CRM.
Formed and guided cross-functional Project Teams, ensuring the achievement of goals and timelines within budget constraints.
Facilitated interdepartmental communication channels to increase collaboration, knowledge sharing, and streamlined decision-making.
Enhanced business performance across finance, operations, and human resources domains through strategic implementation of automation.
Implemented automation to streamline the onboarding process for coaches and clients, resulting in 70% reduction in onboarding time, while also providing daily 1:1 support.
Achieved significant cost savings, reducing operating costs by 35% and improving A/R timing by 20% through effective management of accounts receivable and payable.
Supported business growth through strategic planning and process development.
Business Assistant
Morgan Samuels
Los Angeles, CA And Remote
11.2012 - 12.2015
Provided comprehensive executive and personal support to CEO/owner, overseeing demanding travel schedules and expenses.
Efficiently handled all aspects of planning and execution of 8 annual CHRO Roundtables in NYC, including managing invitees, guest speakers, and logistics while based in Los Angeles.
Facilitated Executive Committee and all-hands monthly meetings.
Led team-building exercises at quarterly Kaizens.
Coordinated complex travel and interview schedules for C-level candidates.
Conducted final review to ensure accuracy on behalf of recruiting teams and generated weekly client reports.
Handled confidential and sensitive information with discretion and tact.
Senior Executive Assistant
Grant Thornton
Chicago, IL
05.2006 - 11.2012
Daily support to Partners, Managing Directors and their supporting staff for Federal and State and Local Tax Departments – direct support to 12.
Processed travel expenses and reimbursements for executive team and senior management group.
Boosted productivity levels through development of streamlined administrative procedures and protocols.
Identified knowledge/training gap and created/led training for local EA’s with best practices to expand the team’s knowledge on tax engagement processes, policies, and software databases.
Organized and led Chicago Fun Committee – (office size approx. 400) - planned and organized in-house stress relief/wellness and team building activities and contests with zero to little budget.
Originated role on company’s national green policies board, effectively rolling out new policies company-wide, while also managing company's internal green policies website.
Led fundraising and recruiting efforts on behalf of company in the Alzheimer’s Chicago Memory Walk (with a $0 budget) – more than doubled our goals for team recruitment and money raised each year.
Education
Certificate - Project Management
University of Illinois At Chicago (UIC) - Liautaud Graduate School of Business
Chicago, IL
Bachelor of Arts - Theatre
Texas State University
San Marcos, TX
Skills
Exceptional ability to lead through humor and empathy
Adept at fostering collaborative relationships with stakeholders, leading cross-functional teams, and communicating effectively with diverse audiences
Skilled in efficiently coordinating with staff across various time zones for optimal productivity
Proficient in variety of CRMs, Office Suites, collaboration and project management tools; virtual meetings; document management; learning management; QuickBooks, and travel and expense management
Project planning, development, and management
Processes and procedures
Timeline
Project Manager, Operations
Report Right, LLC
04.2022 - 02.2023
Chief of Operations
Rialto Academy
06.2016 - 12.2019
Business Assistant
Morgan Samuels
11.2012 - 12.2015
Senior Executive Assistant
Grant Thornton
05.2006 - 11.2012
Certificate - Project Management
University of Illinois At Chicago (UIC) - Liautaud Graduate School of Business