Summary
Overview
Work History
Education
Skills
Certification
Additional Information
References
Timeline
BusinessAnalyst
Gwendolyn Harris

Gwendolyn Harris

Management
Dallas,TX

Summary

Knowledgeable manager within administration, operations and data systems with over twelve years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents. Possessing strong leadership skills, exceptional problem-solving abilities and a solid foundation in attention to detail and effective communication. Showcasing strong interpersonal skills have allowed me to effectively collaborate with cross-functional teams and build lasting client relationships.

Overview

14
14
years of professional experience
1
1
Certification

Work History

TAX ACCOUNT OPERATIONS

Saville CPA
Dallas, TX
05.2023 - 11.2023
  • Participated in administrative phases of project/engagement management for 100 clients
  • Monitored audit documents and client service assurance
  • Planned, execute, and completed external data system document audits
  • Verified 100 client account documents, including billing, fee analysis, taxes and collections
  • Reviewed all work before submission to Tax, Accountants and Assurance Teams
  • Researched and analyze financial statements for auditing procedures
  • Proactively interacted with client management to gather information for quality assurance
  • Filed data while recording and maintaining accurate and complete financial records
  • Handled sensitive or confidential information with honesty and integrity
  • Oversaw and analyzed tax data, tracked information, and supported 100 client accounts
  • Recognized problems in processing system, assessed alternatives, conveyed solutions
  • Documented formal evaluation processes with managers in a timely manner.
  • Analyzed customer accounts and identified potential areas of improvement in order to maximize efficiency.
  • Assisted customers with inquiries related to their accounts as needed.
  • Ensured accurate data entry of customer information into the system.
  • Collaborated with other departments to develop new processes and procedures for account operations.
  • Developed and implemented procedures to streamline account operations and ensure compliance with company standards.
  • Reviewed customer accounts for accuracy and completeness prior to processing transactions.
  • Monitored daily customer account activity, reconciled discrepancies, and resolved issues promptly.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

DEPARTMENT OPERATIONS MANAGER

HPA
Plano, TX
09.2019 - 04.2023
  • Identified market opportunity for effective/efficient company training programs
  • Handled escalated inquiries from multiple office markets
  • Logged/monitored team productivity reaching daily/annual quotas
  • Conducted vendor quality control while tracking project activity reporting
  • Developed a safe workplace environment for colleague/employee assistance
  • Prioritized clear and consistent data needs for ongoing engagement opportunities
  • Collaborated with over 30 Regional Account Managers on strategy/execution
  • Supported 30 Regional Teams with company improvement ideas and process changes
  • Updated project progress, expectations, accomplishments, and objectives
  • Verified/logged accurate data in managing systems
  • Provided proper data entry for presentation/event details ensuring clean execution
  • Created requests for service and maintenance distribution.
  • Developed and implemented departmental policies and procedures to ensure organizational compliance with applicable laws and regulations.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Identified areas for process improvement within the department through benchmarking studies and analysis of operational data.
  • Analyzed customer feedback surveys to identify opportunities for improving service delivery and customer satisfaction levels.
  • Created company handbook to document corporate policies and procedures.
  • Conducted regular meetings with team members to discuss project updates, review performance metrics and address any issues or concerns.
  • Maintained up-to-date knowledge of industry trends, regulatory changes, and best practices in order to provide informed guidance to the team.
  • Coordinated with other departments to ensure alignment of objectives across the organization.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.

OFFICE ADMINISTRATION MANAGER

MRG
Fort Worth, TX
08.2018 - 07.2019
  • Developed reporting procedures while managing 300 client inventory reports
  • Trained, guided, and supervised over 40 team members
  • Organized/submitted reports for 300 West Coast clients
  • Consolidated/processed over 300 client transactions daily
  • Analyzed company data and client logistical operations
  • Updated over 30 Standard Operating Procedure Manuals
  • Managed multiple databases while coordinating office workload distribution
  • Created, Modified and Deleted receipt codes within Administration Support Systems
  • Communicated with supervisors/CEO on weekly transactions and changes in data
  • Provided corrective action/technical support to company/client system operations.
  • Recruited and trained new employees to meet job requirements.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Assisted in the preparation of reports, presentations, and other materials as needed.
  • Managed day-to-day office operations and provided administrative support.
  • Automated office operations by managing client correspondence and data communications.
  • Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

ACCOUNT MANAGER

Macy's
Arlington, TX
11.2017 - 07.2018
  • Managed/Resolved over 100 daily escalated incoming customer calls
  • Edited and finalized 20 management agreements
  • Reviewed 30 daily reports/identify deficient areas to implement action plan
  • Ensured accuracy of promotional presentation/advertising
  • Created/Graded 20 employee Scorecards monthly
  • Established shortage awareness and ensured policies/procedures were implemented
  • Developed employee/company improvement strategies
  • Interviewed employees/managers for hiring and firing
  • Provided monthly performance evaluations; encouraged development plans.
  • De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
  • Recognized security risks to properly handle situations.
  • Provided training and guidance to new Account Managers.
  • Collaborated with marketing team to develop promotional materials for clients.
  • Identified customer needs by asking questions and advising on best solutions.
  • Reduced process lags by training employees on best practices and protocols.
  • Maintained accurate records of all customer interactions in the CRM system.
  • Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

DATA ENTRY MERCHANDISING MANAGER

Frito-Lay
Dallas, TX
06.2016 - 10.2017
  • Managed/Mandated 50 client account databases
  • Developed policies, procedures and objectives for department growth
  • Coordinated routes for product transport
  • Created weekly and monthly Data spreadsheets
  • Monitored over 50 accounts Product Inventory and client product displays
  • Merchandised lines of quality products to existing accounts
  • Handled distribution, reviewed and finalized electronic agreements
  • Created routine communications, complex reports and forms.
  • Identified systematic problems and root causes to resolve issues and improve service delivery.
  • Ensured compliance with company policies regarding product selection, ordering, display and inventory management.
  • Trained, supervised and evaluated staff to optimize their performance levels.
  • Identified dead inventory and created solutions for excess liquidation through creative inventory management solutions.
  • Assisted in developing visual displays for stores according to corporate guidelines.
  • Analyzed consumer feedback from surveys, focus groups and other sources to identify areas of improvement in merchandising activities.
  • Organized and prioritized projects.
  • Conducted regular visits to stores in order to monitor stock levels, customer service standards and employee engagement.
  • Maintained physical inventory of merchandise and implemented systems to monitor costs.
  • Identified potential opportunities for growth within existing markets or new markets.
  • Determined direction for seasonal merchandise by researching and analyzing trends.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

LOGISTICS SUPERVISOR

Walmart
Arlington, TX
09.2015 - 05.2016
  • Conducted over $2,000 daily money handling
  • Ensured inventory presentation stayed apart of protocol
  • Prepared and plan upcoming events that impacted 10 departments
  • Maintained accurate inventory levels
  • Met monthly store sales and financial performance goals.
  • Conducted regular meetings with customers, carriers, vendors, management and staff to address any issues or concerns regarding logistics procedures.
  • Coordinated material deliveries and equipment maintenance, transportation, and disposal manifests for off-site shipments.
  • Logged, processed and followed up on merchandise authorization shipments in databases.
  • Informed upper management or department heads of items loaded or problems encountered.
  • Updated customers and interdepartmental employees on critical shipments upon request.
  • Conducted interviews, selected candidates and supported hiring processes to maintain staffing levels.
  • Relayed information between drivers and recipients regarding ETA and potential delays.
  • Provided smooth operations by maintaining communication with supervisors of other departments.
  • Promoted safe working conditions by monitoring safety procedures and equipment.
  • Created and enforced policies and procedures for entire logistics team.
  • Resolved problems that arose during transit by liaising with suppliers and carriers quickly and efficiently.
  • Implemented ordering, tracking and billing systems and associated processes to streamline procedures.
  • Collaborated effectively in cross-functional team-oriented environment.
  • Established and maintained professional relationships with carriers, warehouses, customers, and sales force.
  • Completed or assisted with difficult or skilled tasks.
  • Monitored workers and reviewed completed work for proper performance.
  • Provided training and guidance to junior staff members on best practices within the logistics department.
  • Designed standard operating procedures for various aspects of the logistics process
  • Ensured compliance with all applicable laws, regulations and safety standards related to logistics operations.
  • Provided oversight to ensure daily operations ran efficiently and effectively.
  • Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.

ACCOUNT SUPERVISOR

Ross Clothing
Arlington, TX
08.2014 - 08.2015
  • Supervised over $5,000 in daily money handling
  • Implemented management and hands-on merchandising
  • Conducted 10 sales projects executing them efficiently and promptly
  • Managed over 50 incoming/outgoing customer phone calls
  • Corrected and reported any unsafe conditions or practices
  • Monitored all front-end/day-to-day Operations.
  • Trained new staff members on account management procedures as well as best practices.
  • Identified appropriate solutions to minimize issues and quickly solve problems.
  • Monitored projects, disseminated information and answered concerns in order to cultivate and strengthen client relationships.
  • Managed team members across multiple departments to ensure work is completed accurately and on time.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Reviewed customer complaints to determine appropriate methods for resolution.
  • Identified areas of opportunity within the organization's processes related to account management.
  • Recruited and trained new employees to meet job requirements.
  • Developed and implemented successful strategies to increase customer loyalty and account retention.
  • Collaborated with company departments to guarantee cohesive branding and strategic product placement.
  • Managed daily operations and client relations.
  • Managed multiple accounts and projects fostering positive client interaction to communicate project plans and up-to-date status.

ACTIVITIES MANAGER

YMCA
Arlington, TX
06.2014 - 07.2014
  • Supervised 10 childcare counselors and 30 children ages 5-13
  • Oversaw programs mirroring proper child care standards
  • Practiced safety procedures for 30 children and 10 employees onsite
  • Supported enrollment, promotions, tours, and marketing for half day programs
  • Planned, supervised, conducted programs mirroring YMCA policies/philosophy
  • Coordinated and implemented leadership monthly activities
  • Reviewed weekly reports, and supply requests timely.
  • Monitored participants during all activities to ensure safety protocols were followed.
  • Trained workers in company procedures or policies.
  • Conducted surveys with participants regarding their satisfaction with existing programs and preferences for new ones.
  • Managed a team of employees responsible for facilitating activities both onsite and offsite.
  • Collaborated with other departments to coordinate activities that are tailored to meet the physical and mental abilities of each individual participant.
  • Provided feedback on how various programs can be improved based on participant responses or observations made during the sessions.
  • Completed day-to-day duties accurately and efficiently.
  • Collaborated with other departments to discuss new opportunities.
  • Planned programs of events or schedules of activities.

ADMINISTRATION MANAGER

U.S. Marine Corps
Oceanside, CA
02.2012 - 07.2013
  • Handled distribution, reviewed and finalized electronic agreements for over 200 clients
  • Trained 20 employees on company protocols by facilitating orientation
  • Oversaw pricing/inventory control by retaining financial records for 200 clients
  • Liaised head office communication directives that best suit the department/office
  • Conducted/delegated purchasing agents/agreements for our departments 200 clients
  • Developed/implemented visual strategies for 10 regional directors
  • Analyzed financial variances and initiated corrective actions
  • Coordinated/enforced programs and operational policies/procedures.
  • Developed a comprehensive training program for new staff members to ensure smooth integration into the organization's culture.
  • Created and implemented administrative processes and procedures to prioritize job tasks.
  • Analyzed internal processes and recommended and implemented procedural or policy changes to improve operations.
  • Delivered comprehensive training to maintain compliance requirements.
  • Conducted staff performance evaluations to monitor progress and individual skills.
  • Created monthly reports summarizing department activities for senior management review.
  • Collaborated with other departmental leaders to establish organizational goals, strategic plans, and objectives.
  • Collaborated with project and department leaders to develop and implement improvements to operational efficiency.
  • Maintained an accurate database of company documents.
  • Organized special events such as corporate conferences or workshops by coordinating logistics requirements.
  • Resolved complex problems related to administrative processes in a timely manner.
  • Established work procedures or schedules to organize daily work of administrative staff.
  • Created and revised systems and procedures by analyzing operating practices, recordkeeping systems and forms control.
  • Conducted performance reviews for administrative staff members to identify areas of improvement.
  • Created and maintained operations manual to document systems and standards.
  • Served as a liaison between the organization's leadership team and other departments when needed.
  • Oversaw complex office support and managing records database.
  • Prioritized and organized tasks to efficiently accomplish service goals.

DATA OPERATIONS MANAGER

U.S. Marine Corps
Okinawa, JP
01.2010 - 01.2012
  • Conducted interviews with 30 foreign politicians
  • Planned and conducted over 20 civil-military exercises
  • Managed over 100 daily high volume incoming/outgoing phone calls
  • Reviewed, finalized and distributed electronic agreements for 200 clients
  • Analyzed/categorized health care for over 20,000 families
  • Catalogued over $100 Million dollars in military Humanitarian Civil Aid
  • Reviewed/approved audits from Training/Operations Supervisors for 15 regions
  • Managed coded authorization to secure encrypted rooms of secret information while working directly with regional directors daily
  • Developed Presentations for over 20 Military/Non-Military Superior Leaders
  • Prepared routine communication, complex report/form for our 200 clients.
  • Recruited, trained and supervised multiple departments on office operations.
  • Analyzed workflows and established priorities for daily operations.
  • Reviewed source documents to locate required data for entry.
  • Proofread and edited documents to correct errors.
  • Performed quality assurance checks on incoming and outgoing data sets to ensure accuracy and completeness.
  • Participated in meetings with senior executives in order to discuss project updates or review progress reports.
  • Compiled, sorted and verified electronic data against hard copies to support quality control efforts.
  • Designed dashboards in Tableau for tracking key performance indicators across multiple business units.
  • Scanned and stored files and records electronically to secure data.
  • Gathered and documented statistical information to generate reports.
  • Maintained knowledge of advances in information systems and applications.
  • Maintained detailed documentation of all operational processes related to data management.
  • Analyzed large volumes of structured and unstructured data from different sources in order to generate actionable insights for decision makers.

Education

Bachelor Degree - English Communication

University Texas Arlington
Arlington, TX
12.2017

Associate Degree - English Studies

North Lake College
Irving, TX
12.2015

High School Diploma -

Klein Collins High School
Spring, TX
06.2009

Skills

  • Customer Service
  • Marketing/Merchandising
  • Distribution
  • Vendor Management
  • Problem-Solving
  • Microsoft Office Program Proficient
  • Administration and Reporting
  • Procurement
  • Delegating
  • Team Building/Leadership
  • Managing Data Systems
  • Work Planning and Prioritization
  • Data Management
  • Data Analysis
  • Administrative Management
  • Quality Assurance
  • Employee Development
  • Inventory Management
  • Staff Management
  • Logistics
  • Decision-Making
  • Records Organization and Management
  • Operations Management
  • Daily property operations

Certification

  • Certified Quality Control Management Internal Auditor, (IOS) 9000 International Organization for Standardization - Yellow Belt - 2012

Additional Information

(WOTC) Work Opportunity Tax Credit Eligible - For Employer Write Off

References

  • Chad Marchum, CMarkum@acosta.com, 309-210-8320
  • Leina Alfanash, lalfanash@marshallretailgroup.com, 469-939-1308
  • Victor Cefalu, vcefalu@pathlightmgt.com, 469-910-5328
  • Sandra Chavez, Sandra_chavez_89@yahoo.com, 818-561-0031
  • Yolanda Jones, Yolanda.jones@usmc.mil, 919-648-9382
  • Bridget Raygoza, Rayray1253@gmail.com, 708-983-5087
  • JoAnna Warren-Lewis, jojonlewis@gmail.com, 972-786-4740

Timeline

TAX ACCOUNT OPERATIONS

Saville CPA
05.2023 - 11.2023

DEPARTMENT OPERATIONS MANAGER

HPA
09.2019 - 04.2023

OFFICE ADMINISTRATION MANAGER

MRG
08.2018 - 07.2019

ACCOUNT MANAGER

Macy's
11.2017 - 07.2018

DATA ENTRY MERCHANDISING MANAGER

Frito-Lay
06.2016 - 10.2017

LOGISTICS SUPERVISOR

Walmart
09.2015 - 05.2016

ACCOUNT SUPERVISOR

Ross Clothing
08.2014 - 08.2015

ACTIVITIES MANAGER

YMCA
06.2014 - 07.2014

ADMINISTRATION MANAGER

U.S. Marine Corps
02.2012 - 07.2013

DATA OPERATIONS MANAGER

U.S. Marine Corps
01.2010 - 01.2012

Bachelor Degree - English Communication

University Texas Arlington

Associate Degree - English Studies

North Lake College

High School Diploma -

Klein Collins High School
  • Certified Quality Control Management Internal Auditor, (IOS) 9000 International Organization for Standardization - Yellow Belt - 2012
Gwendolyn HarrisManagement