Jody L. Francis
Family Care, Education, & Authorship
Tucson,AZ
1
Certification
27
years of professional experience
Results-driven Executive Leader and liaison experienced in connecting strategy to operations and managing multimillion-dollar budgets. Achieved stakeholder alignment across boards and government partners while driving revenue initiatives that scale impact. Focused on implementing process improvements and coordinating multiple projects to ensure timely execution and achievement of project milestones.
Work History
Coordnator
5 Years- Coordinated multi-provider care logistics—appointment scheduling, medical records, insurance claims, and medication tracking—across 6 facilities using Excel and Copilot Studio
- Managed real-time care-team communication and emergency response coordination during critical health transitions, maintaining accurate documentation for benefits and provider continuity
- Navigated crises, provider conflicts, and care-plan decisions, treatment options, and emotional well-being.
- Completed continuing education certifications and wrote a researched nonfiction manuscript and professional book proposal/business plan, represented by Laura Yorke Agency in New York.
Program Manager, Community Engagement
2 Years- Managed event planning, budgeting, staffing, and logistics for eight business districts—28 annual events, $80K budget, grant allocation, vendor contracts, and coordination across 96 board and 96 staff meetings annually
- Tracked and reported KPIs using Excel dashboards, surveys, and stakeholder databases to ensure grant compliance and support decision-making for board, executive director, and city council member
- Led external communication through social media, print media, grants, district trainings, Mailchimp, Canva, and stakeholder databases to grow visibility and community involvement
- Led external communication through social media, print media, grants, and district trainings to enhance visibility and foster community involvement
- Acted as government liaison between business districts, boards, and city officials.
Principal
10 Years- Managed $3.5M operating budget in QuickBooks and Excel, ensuring compliance and accurate financial reporting for investor oversight.
- Managed $3.5M operating budget in QuickBooks and Excel, maintaining compliance records, risk controls, and monthly financial reporting for investor oversight
- Implemented tenant billing process improvements that generated $36K+ in additional annual revenue per property
- Expanded revenue streams by creating manufactured home sales/rentals and onsite utility billing—increasing monthly revenue by $10K through diversified portfolio operations
- Liaised with clients, CPAs, agencies, attorneys, investors, and internal stakeholders to ensure alignment and timely communication.
- Served as liaison between clients, CPAs, agencies, attorneys, investors, and internal stakeholders, keeping stakeholders on track and informed.
- Managed sewage and water facility projects with operators, engineers, contractors, and state agencies using project plans, vendor trackers, timelines, and compliance checklists.
- Delivered 960 hours of onsite staff training during infrastructure development in Beaumont, TX, improving team performance in operations, compliance, and field execution
- Delivered 960 hours of onsite staff training during infrastructure development in Beaumont, TX, enhancing operational and compliance readiness.
Owner
2 Years- Managed daily operations, vendor relationships, accounting, annual reporting, budget management, menu development, and a seven-person team using QuickBooks and Excel
- Implemented marketing strategies through POS, social media, local promotions, and community events to increase customer traffic and build a neighborhood following.
- Developed and implemented operational strategies to enhance customer experience and satisfaction.
- Trained and mentored staff on best practices for food preparation and customer service excellence.
- Oversaw inventory management, optimizing supply chain processes to reduce waste and costs.
Office Manager / Executive Assistant
4 Years- Coordinated investor/client communications, newsletters, investment updates, and calendar management, ensuring accurate contact records in Word, Excel, Publisher, and stakeholder databases.
- Evaluated real estate projects and managed vendor relations, maintaining accurate bookkeeping and timely monthly owner reporting to enable informed decision-making.
- Evaluated real estate projects, managed vendor relations while maintaining accurate bookkeeping and monthly owner reporting so owners could make informed decisions quickly.
Location Builder Team Trainer
2 Years- Trained new store teams on service standards, cash handling, and inventory controls during Minneapolis-area store launches, maintaining consistent brand execution.
- Constructed and assembled store fixtures to enhance customer experience and operational efficiency.
- Trained new team members on equipment usage, safety protocols, and company standards.
- Collaborated with cross-functional teams to ensure timely completion of construction projects.
Advance Team Member / Community Engagement Coordinator
2 Years- Worked on location in La Unión, El Salvador, and aboard Hospital Ship Caribbean Mercy
- Acted as liaison between ship leadership, national government officials, and civic leaders for nationwide humanitarian operations in El Salvador.
- Managed advance-team accounting—fund distribution, billing, currency exchange—ensuring precise financial tracking for field operations.
- Coordinated logistics—facilities, supplies, volunteer scheduling, transportation, pre-operative screening—for humanitarian operations benefiting over 10,000 individuals.
- Coordinated housing and scheduling for 200+ volunteers and medical/operations staff; supported advance-team accounting, currency exchange, billing, procurement.
Skills
TECHNICAL & TOOLS Microsoft Office | QuickBooks | Asana | Concur | Mailchimp | Canva | CRM systems | ADP | POS systems
OPERATIONS & PROGRAM MANAGEMENT Calendar management |Scheduling appointments | Administrative assistance | Budget oversight | Expense tracking | Portfolio management | Grant compliance | KPI management | Operational strategy | Cost reduction
COMMUNITY & STAKEHOLDER ENGAGEMENT Stakeholder communications | External relations | Event planning | Government liaison | Volunteer management | Community engagement | Donor stewardship | Provider partnerships
Crisis management
Project management
Data accuracy
Strategic planning
Team leadership
Microsoft Office applications
Policy improvement
Training programs
Stakeholder engagement
Certification
- Executive Certification Program in Diversity, Inclusion, and Belonging, Cornell University, 2021
- Female Health and Wellness Certification, MSCC Scotland, 2023
- Transpersonal Therapeutic Training Program, Clearmind International, Vancouver, BC, 2017
Timeline
Coordnator
Family Care, Education, & Authorship
01.2021 - 01.2026Read More
Program Manager, Community Engagement
Venture Portland
01.2018 - 01.2020Read More
Principal
Wise Group, LLC
01.2008 - 01.2018Read More
Owner
The Fine Grind, LLC
01.2007 - 01.2009Read More
Office Manager / Executive Assistant
Western Property Sales LLC
01.2003 - 01.2007Read More
Location Builder Team Trainer
Starbucks
01.2001 - 01.2003Read More
Advance Team Member / Community Engagement Coordinator
Mercy Ships International
01.1999 - 01.2001Read More