Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Hope Davis

Monument,CO

Summary

Qualified operations manager with proven track record in managing customer experiences and enhancing service delivery. Adept at implementing strategic initiatives that improve client satisfaction and retention. Demonstrated ability to lead cross-functional teams and optimize operational processes.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Experienced Manager

Baker Tilly
08.2024 - Current
  • Collaborated with team leadership to execute strategic initiatives and KPI's
  • Manage performance metrics for a global team of 150+ team members generating $50 million in annual revenue
  • Created automated Salesforce process to reduce administrative time by 45% leading to increase revenue of $4 million
  • Develop standard processes and procedures to ensure compliance to all firm and regulatory requirements
  • Lead firm initiatives and partner with internal teams to create change management plans
  • Monitored service metrics and reported findings to assist in identifying areas for enhancement
  • Responsible for managing 8 member operations team, including performance coaching and training
  • Remain agile and adaptable in a quickly changing environment


Manager

Baker Tilly
08.2022 - 08.2024
  • Streamlined daily operations to enhance workflow efficiency and reduce downtime
  • Implemented process improvements that optimized resource allocation and minimized waste, including developing project and change management plans
  • Monitored key performance indicators, identifying trends to inform strategic decision-making
  • Supervised operations staff and kept employees compliant with company policies and procedures across a global team environment with varying local regulatory requirements
  • Managed budgets effectively, consistently delivering projects on-time and within financial constraints.

Operations Analyst

Baker Tilly
07.2019 - 08.2022
  • Analyzed operational data to identify trends and optimize performance metrics.
  • Collaborated with cross-functional teams to streamline processes and enhance efficiency.
  • Developed and maintained process documentation for improved workflow consistency.
  • Conducted root cause analysis to resolve operational issues and minimize disruptions.
  • Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.

Supervisor of Operations

OppenheimerFunds
07.2018 - 07.2019
  • Streamlined operational workflows, enhancing overall efficiency and productivity across departments
  • Developed training programs for new staff, fostering skill development and team cohesion
  • Analyzed performance metrics to identify areas for improvement, driving strategic initiatives that increased output quality
  • Coordinated communication between departments to ensure alignment on project goals and timelines
  • Oversaw compliance with industry regulations, maintaining high standards of operational integrity

Education

Associate of Science - Finance

Front Range Community College
Westminster, CO
12-2014

Skills

  • CRM software proficiency
  • Cross-functional teamwork
  • Relationship building
  • MS office
  • Salesforce
  • System implementation
  • Regulatory compliance
  • Calm and professional under pressure
  • Staff education and training

Certification

Lean Six Sigma Green Belt, March 2024

Timeline

Experienced Manager

Baker Tilly
08.2024 - Current

Manager

Baker Tilly
08.2022 - 08.2024

Operations Analyst

Baker Tilly
07.2019 - 08.2022

Supervisor of Operations

OppenheimerFunds
07.2018 - 07.2019

Associate of Science - Finance

Front Range Community College

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