CONNOR THOMAS
Overland Park
Summary
Dynamic Operations Supervisor at Shamrock Trading Corporation with expertise in financial analysis and risk management. Proven track record in optimizing workflows and enhancing team performance, leading to significant improvements in client satisfaction. Skilled in Excel and Power BI, I excel at training staff and fostering a collaborative environment to achieve operational excellence.
Overview
5
5
years of professional experience
Work History
Operations Supervisor
Shamrock Trading Corporation (RTS Financial)
Overland Park
01.2023 - Current
- Managed account representatives overseeing designated client accounts to ensure satisfaction.
- Completed weekly and monthly reports for operational review to enhance team efficiency.
- Trained staff and conducted performance reviews quarterly and annually for development.
- Delegated daily tasks and special projects to address clients' monetary needs.
- Led team to achieve goals outlined in performance reviews, focusing on development.
- Administered policies and procedures from upper management to maintain compliance.
- Collaborated with credit department to assess debtor risk issues and evaluate concentration reports.
Operations Team Coordinator
Shamrock Trading Corporation (RTS Financial)
Overland Park
01.2022 - 01.2023
- Monitored team productivity to ensure daily objectives were consistently met.
- Trained new team members on Excel, Power BI, and collections processes.
- Provided daily feedback to representatives, facilitating prompt resolution of issues.
- Implemented performance improvement plans for underperforming representatives when necessary.
- Acted as liaison between upper management and representatives to align on company goals.
- Managed MCA payments, fraud investigations, and IRS liens effectively.
Financial Account Manager
Shamrock Trading Corporation (RTS Financial)
Overland Park
01.2021 - 01.2022
- Oversaw a diverse portfolio of 300 clients with account receivables exceeding $6 million
- Facilitate collections on outstanding receivables in order to resolve funding discrepancies
- Provided financial analysis and consultation whilst leveraging clients financial data to foster growth and operational efficiency
- Applied risk assessment techniques to safeguard clients assets and receivables
- Identified potential risks, opportunities for enhancement, and assessed clients current business practice to ensure the highest rate of return on investments
Education
BBA - Finance Emphasis
University of Missouri
Kansas City, MO01.2020
Skills
- Excel and Power BI
- Salesforce proficiency
- Financial analysis
- Risk management
- Analytical thinking
- Communication skills
- Problem solving
- Operations management
- Risk assessment
- Staff training
- Performance evaluation
- Workflow optimization
- Customer relationship management
- Data reporting
- Team building
- Conflict resolution
- Time management
- Quality assurance
- Employee engagement
Timeline
Operations Supervisor
Shamrock Trading Corporation (RTS Financial)
01.2023 - Current
Operations Team Coordinator
Shamrock Trading Corporation (RTS Financial)
01.2022 - 01.2023
Financial Account Manager
Shamrock Trading Corporation (RTS Financial)
01.2021 - 01.2022
BBA - Finance Emphasis
University of Missouri
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