DANIEL BRENDA
Lompoc,CA
Summary
Operations and project professional with hands-on experience managing business operations, client projects, scheduling, financial tracking, CRM systems, purchasing, and process improvement. Experienced in building workflows, developing reporting systems, analyzing financial and operational data, and coordinating complex projects from planning through completion. Brings a combination of operational, analytical, technical, and client-facing experience across service, energy, and technology environments.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
17
17
years of professional experience
Work History
BUSINESS OPERATIONS MANAGER
Caitlin's Clutter Control
06.2021 - Current
- Manage day-to-day operations for a growing service-based business, including client intake, scheduling, project coordination, purchasing, invoicing, expenses, and follow-up.
- Manage the customer lifecycle from initial inquiry and consultation through scheduling, project completion, invoicing, payment, and ongoing service.
- Coordinate multiple concurrent client projects while balancing schedules, resources, deadlines, logistics, and changing requirements.
- Coordinated 200+ projects and events while managing competing priorities, timelines, vendors, and resources.
- Redesigned purchasing and project workflows, improving visibility, organization, and operational control.
- Track project expenses, supplies, inventory, and operating costs to support financial oversight and business decisions.
- Implemented and managed CRM, scheduling, booking, and client-management systems to create a more structured end-to-end workflow.
- Built operational tracking systems using spreadsheets and business software to monitor leads, projects, expenses, revenue, and performance.
- Designed and launched the company's website, organizing service information, lead capture, and online booking to improve the client acquisition process.
ENERGY & DESIGN ANALYST
JKB Energy
02.2019 - 06.2021
- Owned the analysis and proposal pipeline for residential and commercial solar opportunities, partnering with sales teams from initial analysis through signed agreement.
- Developed financial models and technical proposals for multi-million-dollar opportunities, analyzing utility consumption, rates, projected savings, financing, ROI, and payback periods.
- Analyzed customer utility bills and consumption trends to determine system requirements and build financial projections used in purchasing decisions.
- Designed solar and battery system configurations for client-facing proposals and presentations, translating technical specifications into financial and operational outcomes.
- Modeled customer savings, payments, project economics, and ROI across varying utility rate structures and financing scenarios.
- Applied knowledge of NEM 1.0, NEM 2.0, and NEM 3.0 to evaluate project economics and customer savings.
- Supported major client proposals, including opportunities involving The Wonderful Company, by combining technical analysis, financial modeling, and presentation development.
- Created tailored proposals and presented technical findings, financial forecasts, savings projections, and recommendations to non-technical decision-makers.
INDEPENDENT TRADER & MARKET ANALYST
Self-Employed
01.2010 - Current
- Independently manage a data-driven analytical workflow involving research, quantitative analysis, execution, performance tracking, and continuous process improvement.
- Managed more than $100K in trading capital while maintaining defined risk parameters, exposure limits, and documented decision-making processes.
- Developed custom Google Sheets and Pine Script tools to track performance, analyze outcomes, identify patterns, and support systematic decision-making.
- Conduct structured reviews of decisions and outcomes to identify process weaknesses, improve consistency, and refine analytical strategies.
Education
California State University, Stanislaus
Turlock, CAHigh School Diploma -
Skills
- Operations Management
- Project Coordination
- Process Improvement
- Workflow Design
- Scheduling & Resource Management
- CRM & Business Systems
- Client Operations
- Financial & Expense Tracking
- Invoicing Purchasing
- Data Analysis & Reporting
- ROI & Financial Modeling
- Cross-Functional Collaboration
- Problem Solving
- Process Documentation
Personal Information
Title: Operations Manager | Business Operations | Project Coordination | Analytics
Timeline
BUSINESS OPERATIONS MANAGER
Caitlin's Clutter Control
06.2021 - Current
ENERGY & DESIGN ANALYST
JKB Energy
02.2019 - 06.2021
INDEPENDENT TRADER & MARKET ANALYST
Self-Employed
01.2010 - Current
California State University, Stanislaus