Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kathleen Heller

Round Rock,TX

Summary

Seasoned Director of Operations with a proven track record at Lifetime Health Group, LLP, enhancing operational efficiency and spearheading business growth initiatives. Skilled in strategic planning, financial management, and fostering team collaboration. Excelled in implementing quality assurance and cost control measures, achieving significant improvements in productivity and profitability. Demonstrated expertise in data analysis and effective leadership.

Overview

32
32
years of professional experience

Work History

Director of Operations

Lifetime Health Group, LLP
Amherst, NY
09.1992 - 03.2019
  • Monitored progress by establishing plans, budgets and measuring results.
  • Developed and implemented operational strategies to improve efficiency and reduce costs.
  • Facilitated meetings with key stakeholders to discuss progress towards objectives.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Analyzed financial data to make informed decisions on cost savings initiatives.
  • Provided leadership and guidance to subordinate managers and supervisors.
  • Oversaw personnel by commending or initiating promotions, transfers and disciplinary measures.
  • Successfully improved employment turnover through creating incentive and training programs.
  • Set goals and expectations for direct reports using performance review process, holding staff accountable.
  • Prepared detailed reports outlining operational results on a regular basis.
  • Analyzed data trends and identified potential risks or opportunities associated with operations.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Coordinated activities between different departments to ensure successful completion of projects.
  • Managed day-to-day operations of a large staff in multiple departments.
  • Established operational guidelines and identified opportunities for improvement.
  • Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
  • Worked with management team to develop operational goals aligned with business strategy.
  • Ensured compliance with applicable laws, regulations, industry standards.
  • Maintained budgeting documents for accurate tracking of expenses.
  • Oversaw the implementation of new technology solutions designed to streamline processes.
  • Contributed to organizational strategic direction to improve products and services.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Reviewed site and department performance to improve quality of services and comply with regulatory requirements.
  • Reviewed contracts with vendors to ensure compliance with regulations and terms and conditions.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Created effective business plans to focus strategic decisions on long-term objectives.
  • Completed day-to-day duties accurately and efficiently.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Associate Accountant

Holcher, Taylor & Co., CPA
Naples, Florida
10.1986 - 05.1989
  • Reconciled expenses and financial records.
  • Ensured compliance with applicable federal, state, local laws regarding taxation matters related to payroll processes.
  • Oversaw full accounting cycle and prepared applicable financial statements.
  • Analyzed financial documents to verify data and mathematical accuracy.
  • Primary job function was as a member of the Tax Department, preparing both personal, corporate, partnership, and estate tax returns.
  • Experience in both federal and state tax preparation. Although Florida does not have state income tax the majority of our personal clients were at least required to file "Part-time Resident" state tax returns for a myriad of Northeastern States.
  • Engaged in Tax Code research for the Partners.
  • Prepared and maintained financial records for multiple accounts.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Generated accurate financial reports such as income statements, cash flow statements, balance sheets.
  • Assisted in preparing monthly financial statements and supporting schedules.
  • Maintained general ledger accounts and conducted routine entries and reconciliations.
  • Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Education

MBA - Accounting And Finance

University of South Florida
Tampa, FL
05-1986

Skills

  • Strategic planning and execution
  • Business management
  • Operations oversight
  • Quality assurance
  • Financial controls implementation
  • Cost control
  • Capital spending
  • Operational efficiency
  • Effective leader
  • Conflict resolution
  • Performance evaluations
  • Recruitment
  • Data analysis
  • Business growth initiatives
  • Excellent communication
  • Financial management
  • Profit and loss accountability
  • P&L management
  • Employee reviews
  • Manage operations
  • Desktops, laptops, and mobile devices
  • Budget control
  • Contract negotiation

Accomplishments

  • MBA
  • CMPE

Timeline

Director of Operations

Lifetime Health Group, LLP
09.1992 - 03.2019

Associate Accountant

Holcher, Taylor & Co., CPA
10.1986 - 05.1989

MBA - Accounting And Finance

University of South Florida

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Kathleen Heller