Results-driven Finance & Operations Specialist with a proven track record in project management and cross-functional communication. Skilled in enhancing operational efficiency and driving customer satisfaction through strategic planning and team leadership.
Overview
20
20
years of professional experience
Work History
Finance & Operations Specialist
Big Dog Solar
Pocatello, ID
08.2018 - Current
Began in the Satellite Sales Division selling Dish, DirecTV, TruFiber, and internet services through phone sales, retail sales, and promotional events.
Managed inbound and outbound customer communications, lead generation, collections, and account follow-up.
Served as Solar Project Manager, providing customers with ongoing project updates and ensuring smooth project progression.
Qualified prospective customers and scheduled appointments for solar consultants.
Promoted to Appointment Setting Manager, supervising a team of three appointment setters supporting nine solar representatives.
Transitioned into solar finance operations, managing collections, cash-pay accounts, financing coordination, and project support.
Assisted service and project teams to resolve customer concerns and maintain project timelines.
Consistently supported multiple departments to improve customer satisfaction and operational efficiency.
General Manager
Wienerschnitzel
West Jordan, UT
01.2018 - 05.2020
Oversaw daily operations, ensuring high standards of food quality and customer service.
Developed and implemented staff training programs to enhance team performance and efficiency.
Managed inventory control processes, optimizing stock levels and reducing waste.
Analyzed sales data to identify trends, driving strategic decisions for promotional campaigns.
Managed all daily restaurant operations while working closely with ownership.
Supervised and developed a team of 12 employees.
Conducted hiring, onboarding, training, scheduling, and performance management.
Managed inventory ordering, cash handling, and bank deposits.
Opened and closed the business and ensured compliance with company standards.
Maintained high levels of customer service and operational efficiency.
Call Center Supervisor
Swire Coca-Cola USA
Draper, UT
01.2013 - 08.2017
Oversaw daily operations, ensuring team adherence to call center protocols and performance standards.
Mentored team members, fostering a culture of continuous improvement and professional development.
Implemented quality assurance processes to enhance customer service experiences across all interactions.
Analyzed performance metrics, identifying trends and opportunities for operational efficiency enhancement.
Supervised a team of 12+ employees within the Corporate Call Center.
Conducted annual performance evaluations and weekly coaching sessions.
Managed recruiting, hiring, onboarding, and training for new employees.
Trained representatives on order entry, service procedures, and customer support processes.
Administered weekly payroll and managed employee schedules and time-off requests.
Conducted weekly team meetings and performance reviews.
Monitored productivity metrics, call volumes, and sales performance.
Managed escalated customer issues and ensured timely resolution.
Coordinated with service managers, accounting departments, office managers, and division leadership.
Maintained confidential employee and customer information.
Consistently exceeded company goals through employee development and process improvement initiatives.
Specialist, Finance and Operations at Ombudsman for Banking Services and InvestmentsSpecialist, Finance and Operations at Ombudsman for Banking Services and Investments