Results-driven Finance and HR executive experienced in supporting strategic vision and growth with infrastructure and data. Well-versed in evaluating department operations, data analysis, auditing, and handling month and year-end closings. Meticulous and methodical in approach. Dedicated, agile, and detail-oriented.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Director of Finance and HR
Grey Matter
Cincinnati, OH (Remote)
11.2023 - Current
Finance:
Constructively engage with Managing Directors and Board to align financial strategies with broader business objectives. Drive insights and highlight areas for growth.
Streamline accounting operations to increase efficiency and accuracy.
Improve cash flow management by optimizing collection process and payment schedules.
Conduct internal audits and account reconciliations.
Amplified financial reporting processes and data management by implementing more effective software tools and reporting processes.
Ensure clean financial data is provided by instituting best practices and compliance with GAAP standards.
HR:
Establish and coordinate performance evaluations and employee engagement surveys.
Set and manage budget for culture events, merit increases, and company bonus structure.
Oversee employee benefits design and administration.
Screen potential hires and perform background and reference checks. Create, optimize, and manage job postings on various platforms.
Update policies, internal forms, and Employee Handbook with changes to HR policy or law. Collaborate with legal to review when necessary.
Manage payroll, payroll tax setup, payroll deductions, and any updates to the HRIS system.
Head of HR and Finance
VasanthaTech
West Chester, OH (Hybrid)
05.2022 - 11.2023
Finance:
Built foundational infrastructure needed to scale start-up subsidiary, including establishing corporate policies, accounting processes, and workflows.
Recognized by other global offices as go-to Executive for HR, finance, strategy, sales support, and general business needs.
Obtained grants from the state of Ohio and managed fund allocation for technical employee training to ensure compliance and funding qualification.
Renegotiated utility contracts and consolidated access points to save nearly 25% in energy costs.
Created internal process for AP/AR and all related activities.
HR:
Designed full lifecycle HR processes; recruiting, screening, hiring, onboarding, training, and performance management.
Developed strategic partnerships with leadership to drive organization al growth and change.
Implemented workforce planning strategies that addressed staffing needs during periods of rapid growth or contraction.
Collaborated with stakeholders to address legal and compliance concerns, mitigate risk, and advise on actions.
Strengthened branding efforts by establishing social media presence, developing sales decks, and facilitating updated website and logo creation.
Influenced shareholders to cover 100% of employee benefits costs which aided in recruitment of key positions.
Executive Administrator
VasanthaTech
West Chester, OH
01.2021 - 05.2022
Increased efficiency within the organization through regular review and improvement of administrative policies and procedures.
Optimized customer satisfaction by resolving inquiries promptly and ensuring accurate record-keeping in ERP system and other internal databases.
Prioritized workloads for executive team.
Served as a trusted advisor to executives providing guidance and support in strategic decision-making.
Managed complex travel itineraries for executives to ensure seamless transportation logistics during business trips.
Supported executive decision-making by conducting research, analyzing data, and providing insightful recommendations.
Proactively identified opportunities for process improvements leading to increased operational efficiency.
Safeguarded confidential information through the implementation of strict document management protocols and secure filing systems.
Prepared and distributed memos describing company's administrative policies and procedures to all staff members.
Fostered positive working relationships with cross-functional teams through excellent interpersonal skills and clear communication.
Reduced expenses for the organization by negotiating vendor contracts and monitoring departmental budgets.
Boosted employee morale with the coordination of team-building events, recognition programs, and staff celebrations.
Facilitated successful meetings by preparing agendas, distributing materials, tracking action items, and recording minutes.
Assisted executives in achieving business objectives with thorough project management support from initiation to completion.
Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
Operations Coordinator
VasanthaTech
West Chester, OH
01.2020 - 01.2021
Collaborated with area managers to evaluate needs and optimize operational plans.
Led successful projects from conception to completion, achieving objectives on time and within budget constraints.
Developed strong relationships with clients, maintaining open lines of communication to promote loyalty and retention.
Boosted productivity by establishing effective communication channels between departments.
Streamlined operations by implementing efficient processes and procedures.
Provided direction and guidance to internal teams in order to achieve targets.
Enhanced customer satisfaction by resolving issues in a timely manner and providing exceptional support.
Worked with vendors to make purchases and reconcile invoices.
Reported issues to higher management with great detail.
Assisted in recruiting, hiring and training of team members.
Purchasing Assistant
Basco Shower Doors
Mason, OH
01.2018 - 01.2020
Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
Established and managed supplier and vendor relationships.
Prepared purchase orders accurately and followed up with suppliers to confirm receipt and delivery schedules.
Verified receipt of items by comparing items received to items ordered and resolved shipment order errors with suppliers.
Improved supplier relationships through regular communication and transparent dealings.
Collaborated with other departments to identify opportunities for cost reduction or process improvements within the purchasing function.
Managed inventory levels effectively to prevent stockouts and minimize holding costs.
Maintained complete documentation and records of all purchasing activities.
Resolved discrepancies between purchase orders and invoices promptly, maintaining a high level of accuracy in financial records.
Developed strong working relationships with internal stakeholders, fostering a collaborative approach to achieving organizational goals.
Analyzed and reported on inventory levels to determine purchasing requirements.
Conducted research, identifying potential vendors and better pricing options.
Identified and resolved supply chain issues to mitigate delays and production disruptions.
Education
Master of Science - Legal Studies
University of Cincinnati College of Law
Cincinnati, OH
05-2025
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH
10-2022
Associate of Science - Healthcare Administration
Cambridge College
Cambridge, MA
10-2020
Skills
QuickBooks Online
ADP
Gusto
JobBOSS
Strategic Planning and Execution
Effective Communication
Organization
Tax Filing and Preparation
Auditing
Financial Reporting and Analysis
Certification
SHRM-SCP, SHRM, December 2023
Timeline
Director of Finance and HR
Grey Matter
11.2023 - Current
Head of HR and Finance
VasanthaTech
05.2022 - 11.2023
Executive Administrator
VasanthaTech
01.2021 - 05.2022
Operations Coordinator
VasanthaTech
01.2020 - 01.2021
Purchasing Assistant
Basco Shower Doors
01.2018 - 01.2020
Master of Science - Legal Studies
University of Cincinnati College of Law
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Science - Healthcare Administration
Cambridge College
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