Summary
Overview
Work History
Education
Skills
References
Timeline
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Lara Shafer

Wyandotte,MI

Summary

Resourceful Financial Manager adept at supporting high growth technology and service organizations. Skilled in aligning people, processes and technology to achieve continuous improvement in operational processes. Well-versed in providing analytics with insight and influencing decisions that support growth and development.

Overview

5
5
years of professional experience

Work History

Financial Manager

True Orthodontics
03.2024 - Current
  • Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation
  • Increased financial efficiency by streamlining budget processes and implementing cost-saving measures
  • Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning
  • Created analytical framework for identifying and developing financial growth opportunities

Operations Manager

Ulta Beauty
09.2023 - 03.2024
  • Supervised operations staff and kept employees compliant with company policies and procedures
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes
  • Recruit, select, train, schedule, coach, and discipline employees
  • Leading a team of 25-30 employees
  • Develop and implement policies and procedures
  • Creating and implementing sales strategies for company revenues

Team Leader

Rocket Mortgage
09.2019 - 04.2023
  • Led team of 7-15 team members while providing exceptional customer service
  • Conducted trainings and mentored team members to enhance productivity, accuracy and commitment to friendly service
  • Provided feedback, coaching, and encouragement for team members to achieve their production goals
  • Established open and professional relationships with team members and senior leadership to achieve quick resolutions for various challenges
  • Demonstrated knowledge of company mission and goals
  • Mentoring employees to reach objectives aligned with company core values
  • Implemented new working processes to deliver operational improvements
  • Developed documentation and logs of monthly goals and production reports.

Education

Master's of Business Administration - Organizational Leadership

Southern New Hampshire University
05.2022

Bachelor's of Health Service Administration -

Baker College
05.2018

Skills

  • Bank Reconciliation
  • Variance Analysis
  • Highly detail-oriented
  • Financial reporting and analysis
  • Quickbooks expert
  • Customer relationship development

References

  • Ashley Lipphard, Director of Operations, ashleylipphard@rocketmortgage.com, 313-407-5344
  • Megan Gillespie, Field Investigator - State of MI, gillespiem5@mi.gov, 989-306-4261

Timeline

Financial Manager

True Orthodontics
03.2024 - Current

Operations Manager

Ulta Beauty
09.2023 - 03.2024

Team Leader

Rocket Mortgage
09.2019 - 04.2023

Master's of Business Administration - Organizational Leadership

Southern New Hampshire University

Bachelor's of Health Service Administration -

Baker College
Lara Shafer