Results-focused Senior Executive with 18 years of diverse experience leading growing companies. Strategic and tactical executive with exceptional skills to direct the big picture while keeping sight of critical details. Exemplary communicator and consensus builder with keen insights into people as well as business and finance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Vice President
MinutemenHR
Cleveland, OH
10.2022 - Current
Developed and executed strategic plans to support the vision of the organization.
Collaborated with executive team members on major decisions regarding company-wide initiatives.
Created effective communication strategies between management team members and employees at all levels of the organization.
Negotiated contract specifications with major vendors.
Implemented process improvement procedures that resulted in cost savings across the board.
Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
Analyzed market trends to identify opportunities for growth within existing markets or new ones.
Reviewed reports from functional areas to assess progress towards organizational goals.
Directed annual budgeting processes and verified alignment with company objectives.
Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
Director of Integration Services
Northwinds Technology
Roanoke, VA
06.2017 - 10.2022
Recruited, trained, supervised, evaluated and mentored staff members.
Managed staff, financials and key performance indicators to facilitate business operations.
Recruited, hired, and trained employees on operations and performance expectations.
Guided and motivated staff to drive maximum performance.
Developed and presented new ideas and conceptualized new approaches and solutions.
Facilitated collaboration between teams by encouraging open communication channels.
Conducted regular meetings with department heads to review progress on strategic initiatives.
Collaborated with senior leadership to set long-term objectives for the company.
Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
Identified opportunities for improvement in operational performance metrics.
Partnered with staff to create professional development plans to support personal and business growth.
Reviewed internal reports and identified areas of risk or potential cost savings.
Prepared presentations for board meetings summarizing key developments within the company.
Director of Operations
CBIZ Payroll
Roanoke, VA
07.2006 - 05.2017
Managed day-to-day operations of a large staff in multiple departments.
Worked with management team to develop operational goals aligned with business strategy.
Provided leadership and guidance to subordinate managers and supervisors.
Developed and implemented operational strategies to maximize efficiency, reduce costs, and improve customer satisfaction.
Identified areas where process improvements could be made resulting in increased productivity.
Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
Developed training programs for new employees as well as existing staff members.
Developed and maintained client relationships to grow business and improve account retention.
Negotiated contracts with suppliers ensuring best value pricing options were secured.
Oversaw the implementation of new technology solutions designed to streamline processes.
Contributed to organizational strategic direction to improve products and services.
Oversaw personnel by commending or initiating promotions, transfers and disciplinary measures.
Analyzed data trends and identified potential risks or opportunities associated with operations.
Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
MANAGER OF TAX AND BENEFITS
CBIZ Payroll
Roanoke, VA
09.2002 - 05.2006
Prepare and review operational reports and schedules to ensure accuracy and efficiency
Set goals and deadlines for each department
Analyze internal processes, recommend and implement procedural or policy changes to improve operations
Monitored staff performance and addressed issues.
Enforced customer service standards and resolved customer problems to uphold quality service.
Coached, mentored and trained team members in order to improve their job performance.
System review, analysis and implementation of new platforms and services.
Ensured compliance with all applicable laws, regulations, industry standards.
TEAM LEADER OF TAX AND ACCOUNTING
CBIZ Payroll
Roanoke, VA
09.2001 - 09.2002
Plan work schedules and assign duties to maintain adequate staff for effective performance of activities and response to fluctuating workloads
Review work throughout the work process and at completion to ensure that it has been performed properly
Evaluate employee performance and prepare performance appraisals
Conduct staff meetings to relay general information or to address specific topics, such as safety
Counsel employees in work-related activities, personal growth, or career development
Recommend or initiate personnel actions, such as promotions, transfers, or disciplinary measures
Assess training needs of staff and arrange for or provide appropriate instruction.
Collaborated with other departments to ensure alignment of goals across teams.
Created and distributed monthly, quarterly and annual reports to management regarding performance.
LEAD ACCOUNTANT
Business Service Associates
Roanoke, VA
03.1998 - 09.2001
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software
Comply with federal, state, and company policies, procedures, and regulations
Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses for our clients
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements for our clients
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
Analyzed complex financial transactions for accuracy and completeness prior to recording into the system.
Reviewed and analyzed financial reports to ensure accuracy of information and compliance with generally accepted accounting principles.
Vice President of Corporate Communications, Vice President of Marketing, Vice President of Corporate Communications and Brand, Director of Marketing and Communications, PR & Communications Manager at Compeer FinancialVice President of Corporate Communications, Vice President of Marketing, Vice President of Corporate Communications and Brand, Director of Marketing and Communications, PR & Communications Manager at Compeer Financial