Open To Work
Jennifer O’Brien Illingworth
Relationship Manager / Director
Remote,NY
Summary
Operations leader with extensive experience in client relationship management and process enhancement across financial services and education. Expertise in ensuring compliance and elevating client satisfaction through effective communication and customized solutions.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Capitol Wealth Strategies
01.2025 - 04.2026
- Acted as primary contact for clients, agents, and underwriters, independently resolving issues to strengthen relationships.
- Cultivated strong client relationships through regular communication and personalized service.
- Managed full lifecycle of client account operations, ensuring precise execution of policies and investments to enhance client satisfaction.
- Collaborated with financial advisors to develop tailored investment strategies for clients.
- Facilitated onboarding process for new clients, clearly explaining services and procedures.
- Compiled reports on customer relations activities and performance metrics to inform strategic decisions.
- Performed financial calculations and transaction reviews to ensure compliance.
- Maintained data accuracy through ongoing validation and reconciliation processes.
Director
Emmaus Catholic Parish Preschool
Austin, Texas
08.2018 - 09.2024
- Directed operational, financial, and administrative functions to enhance organizational performance.
- Oversaw budgeting, payroll, and financial reporting, ensuring stability in operations.
- Built and led a team of educators and staff, establishing expectations to enhance accountability.
- Implemented structured processes across enrollment and daily activities to improve consistency.
- Acted as primary decision-maker for staff and parental concerns, handling issues efficiently.
- Ensured compliance with regulations while streamlining internal processes.
- Managed facilities, vendors, and safety protocols with minimal oversight.
- Organized parent-teacher meetings to strengthen community engagement.
Accounts / Finance Manager (Self-Employed)
400 Pace Bend LLC
Austin, Texas
01.2017 - 09.2020
- Managed financial operations for multiple properties, optimizing revenue and controlling expenses to increase profitability.
- Produced monthly financial reports that guided strategic business decisions and financial planning.
- Led budgeting and forecasting processes, adapting plans based on real-time performance indicators.
- Developed pricing strategies responsive to occupancy trends and market demand.
- Oversaw billing receivables and collections, ensuring timely cash flow and reducing outstanding debts.
- Ensured compliance with tax filings, reporting requirements, and audit readiness.
Supervisor
Ocean State Job Lot
Chatham, Massachusetts
12.2014 - 12.2016
- Oversaw front-end operations and team performance to enhance daily execution efficiency.
- Maintained accountability for customer experience and cash handling to ensure workflow consistency.
- Trained staff on product knowledge and customer service techniques to enhance service quality.
- Enforced safety standards to establish a secure and compliant work environment.
- Resolved customer inquiries and complaints effectively to improve satisfaction.
- Guided subordinates on job duties and responsibilities to improve clarity and performance.
HR Generalist / Immigration Specialist
Mercer Oliver Wyman
Boston, Massachusetts
01.2003 - 12.2006
- Served as a primary resource for navigating complex immigration processes and addressing employee matters.
- Managed HR operations, ensuring compliance and reporting accuracy in high-performance consulting environment.
- Maintained internal systems to support employee data management and global HR coordination.
- Managed employee onboarding processes to enhance integration into company culture.
- Conducted background checks, reference checks, and employment verification for new hires.
- Led new hire orientation sessions to ensure successful transitions into organization.
- Created comprehensive employee handbooks, incorporating design and layout for improved usability.
Senior Case Assistant – Transportation Consulting Group
Mercer Management Consulting
Boston, Massachusetts
09.1994 - 12.2002
- Researched project initiatives and client recommendations to enhance decision-making.
- Created spreadsheets to analyze client record data, facilitating informed project insights.
- Maintained critical models, benchmarks, and internal knowledge systems to ensure accuracy.
- Contributed to presentations and strategic analyses for client-facing deliverables.
- Coordinated meetings and scheduled appointments for project stakeholders to enhance communication.
- Organized project documentation and maintained accurate records for consulting teams.
- Supported consultants in crafting clear, detailed presentations for client meetings, improving communication effectiveness.
- Supported Officers in the preparation of legal documents, including briefs and motions for cases presented to the DOJ.
Earlier Career: Accounting Roles
Thinking Machines Corporation
08.1990 - 09.1994
- Established expertise in accounts payable, receivable, and revenue accounting, contributing to accurate financial management.
- Executed reconciliations and reporting while coordinating international financial activities to ensure compliance.
- Collaborated with diverse teams to resolve product and service-related issues.
- Facilitated cross-functional collaboration to align teams with organizational objectives.
Education
Bachelor of Science - Accounting Minors: Taxation, Philosophy
Le Moyne College
Syracuse, NYSkills
- Client relationship management
- Financial oversight
- Compliance and risk management
- Process improvement
- Strategic prioritization
- Operations leadership
- Team management
- Autonomous execution
Personal Information
Work Permit: Authorized to work in the U.S.
Certification
- Texas Director Certification
Affiliations
- Volunteer, Emmaus Catholic Parish 2012-2024
Work Preference
Job Search Status
Open to workWork Type
Full TimeContract WorkPart TimeLocation Preference
RemoteSalary Range
$85000/yr - $200000/yrTimeline
Client Relationship Manager
Capitol Wealth Strategies
01.2025 - 04.2026
Director
Emmaus Catholic Parish Preschool
08.2018 - 09.2024
Accounts / Finance Manager (Self-Employed)
400 Pace Bend LLC
01.2017 - 09.2020
Supervisor
Ocean State Job Lot
12.2014 - 12.2016
HR Generalist / Immigration Specialist
Mercer Oliver Wyman
01.2003 - 12.2006
Senior Case Assistant – Transportation Consulting Group
Mercer Management Consulting
09.1994 - 12.2002
Earlier Career: Accounting Roles
Thinking Machines Corporation
08.1990 - 09.1994
Bachelor of Science - Accounting Minors: Taxation, Philosophy
Le Moyne College