Director | Project Manager | Executive
I am a results-oriented, strategic thinking leader, with 10+ years track record of driving innovative projects by producing and implementing strategies and motivating a positive working environment for one of the top Wireless Communications companies in America. I have 20+ years of personal/business tax prep and bookkeeping experience. I am an organized professional with the ability to conceptualize, analyze and not only see the company’s goals, but also see the customer service side of issues. I repeatedly welcome new challenges and deliver commendable and impressive results to senior leadership. I am committed to excellence which extends to relationship building, inspiring team members and gaining the respect of others.
• Developed strategies to streamline and improve office procedures.
• Verified and submitted timekeeping information for accurate and efficient payroll processing.
• Performed payroll discrepancy calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
• Furnished statistical and verbal reports to management for historical, status and forecasting purposes.
• Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
• Collaborated with human resources, accounting and other departments to confirm payroll accuracy.
• Create and update Post Orders
• Directed all back office and administrative duties.
• Defined, implemented, and revised operational policies and guidelines.
• Oversaw day-to-day production activities in accordance with business objectives.
• Created and implemented governance compliance, form preparation, bookkeeping, financial/business consulting, HR, mobile notary, and tax preparation.
• Designed and facilitated the development of financial educational presentations.
• Set team and individual KPIs and provided regular, actionable feedback.
• Achieved team goals through formalized training plans, coaching and performance management.
• Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
• Modernized and improved operational procedures to increase productivity and profitability while tightly controlling costs.
· Negotiated terms of business acquisitions to increase business base and solidify market presence.
· Oversaw day-to-day production activities in accordance with business objectives.
· Created and implemented governance compliance, form preparation, bookkeeping, financial/business consulting, HR, mobile notary, and tax preparation.
· Established organizational mission statement through extensive collaboration and review.
· Defined company roles and responsibilities to establish and enhance processes.
· Established, optimized, and enforced business policies to maintain consistency across industry operations.
· Directed market expansions to propel business forward, meet changing customer needs.
· Maintained P&L and shouldered corporate fiscal responsibility.
· Spearheaded third-party contract negotiations to obtain favorable pricing and scheduling parameters.
· Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
• Collaborated as point of contact for the developmental and implementation of the Exigent Circumstances policies and procedures.
• Directed as primary contact for law enforcement officials, various government officials, attorneys and customers submitting request for imminent life-threatening situations.
• Implemented strategy changes and led to 100% reduction of processing non-exigent requests through the exigent phone line and exigent incoming queue.
• Directed and implemented strategic improvement plans to integrate solutions to Exigent Circumstances and workflow process issues.
• Performed quality reviews to uncover workflow and communication issues.
• Supported team by pitching in to complete special projects.
• Identified deficiencies, discrepancies, misinformation and compliance issues with subpoenas, search warrants and court orders to determine ineligibility or acceptance status and reject non-compliant request to submitting agencies.
• Provided guidance, advice, and training to improve business' understanding of related laws and regulatory requirements.
• Used CORE, Adobe Pro, and Microsoft Excel to create reports to keep senior management informed of operations and progress of compliance efforts.
• Played key role in development and launch of CORE, providing research and development of training requirements and securing approval for implementation.
• Collaborated as a liaison for law enforcement officials, various government officials, attorneys, and customers.
• Collaborated on the development and testing of the CORE processing system. This new system provided a streamline process which was instrumental in increasing processing efficiency and increasing the number of completed requests per specialist.
• Directed and implemented strategic improvement plans to integrate solutions to audit findings and workflow process issues.
• Served as subject matter expert by advising staff and customers and working directly with law enforcement agencies to remedy compliance issues.
• Assisted with training sessions to educate management personnel on compliance and regulatory standards through CORE and PowerPoint presentations.
• Identified deficiencies, discrepancies, misinformation and compliance issues with subpoenas, search warrants and court orders to determine ineligibility or acceptance status and reject non-compliant requests to the submitting agencies.
• Maintained current knowledge of law enforcement requests and applicable requirements, processes, procedures, internal policies, and regulations.
• Identified potential areas of compliance vulnerability and risk to develop and implement corrective action plans.
• Provision and terminate electronic surveillance as legally demanded by law enforcement.
• Testify and authenticate results in local/national courts as custodian of records.
• Extract, analyze, format, and distribute upon request via legal demand to law enforcement officials, various government officials, attorneys, and customers.
• Created and implemented point of contact for the development and implementation as it relates to internal AR policies and procedures that increased departmental revenue.
• Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
• Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
• Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
• Managed monthly reconciliation schedules for assigned accounts.
• Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information.
• Designed and facilitated the development of forms that increased departmental revenue.
• Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
• Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
• Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
• Managed monthly reconciliation schedules for assigned accounts.
• Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information.
• Implemented strategy changes and led instrumental initiatives - streamline process which was instrumental in providing a consistent method for receiving, documenting, and tracking payments for audit purposes that generated $5 million in cost recovery and revenue. The revenue reserve decreased from 40% to 8%.
• Collaborated as a liaison for Temp-to-Hire Analysts, Specialists and Management.
• Conducted orientation sessions to assess skill levels and areas of strength and weakness.
• Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
• Converted all curriculum and programs from print to digital, creating supplementary materials like practice tests, exercises, videos and interactive quizzes for instructors and students.
• Provided constant training to staff on newly developed training programs used in classrooms, new language labs and computer systems.
• Created curricula, instructions, documents, and written tests for various types of training courses.
• Designed and facilitated education to enhance the revision of policies, procedures, and quality assurance by addressing educational opportunities to streamline processes, reduce errors and increase workflow efficiencies.
• Implemented strategy changes and led instrumental initiatives that creates a smooth transition from the old process to the revised process.
Strategic Initiative Implementation
· Certified Notary and General Lines Agent (Life, Accident, Health, HMO, Property, and Casualty)
· Created a workflow schedule that increased departmental processing efficiency by 20%
· Developed and implemented AR policies, procedures, and forms that increased revenue.
· Developed and implemented the Exigent Circumstances policies and procedures.
· Implemented strategy changes and led to 100% reduction of processing non-exigent requests through the exigent phone line and exigent incoming queue.
· Implemented strategy changes and led instrumental initiatives - streamline process which was instrumental in providing a consistent method for receiving, documenting, and tracking payments for audit purposes that generated $5 million in cost recovery and revenue. The revenue reserve decreased from 40% to 8%.
Licensed Independent Insurance Adjuster – Texas or equivalent regulatory body where licensing is required by the state.