Nicole Albert
Kennewick,USA
Summary
Operations and finance professional with 12 years of experience across business operations, product management, project management, strategic planning, and financial reporting. Improve operational efficiency through data analysis, risk management, and compliance with industry standards. Lead cross-functional collaboration to deliver measurable process improvements and organizational goals.
Overview
14
14
years of professional experience
Work History
Sales Operations Manager
CHESA
Baltimore, WA
01.2025 - Current
- Analyze sales data to identify market trends and uncover business opportunities.
- Implement CRM systems to enhance customer relationship management.
- Lead process improvement initiatives that increased efficiency in sales operations.
- Develop strategies to boost customer service, sales efficiency, and profit maximization.
- Coordinate communication among cross-functional teams to expedite issue resolution.
- Negotiate favorable vendor terms to enhance product offerings and drive sales growth.
- Manage daily operations of sales team, including hiring, training, and performance evaluations.
- Design incentive programs that motivated sales staff and promoted growth.
- Lead sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Oversee regional and local sales managers and staff.
Project Manager, PMO
Insight Global
01.2024 - 07.2024
- Lead strategic initiatives to enhance operational efficiency, achieving measurable improvements.
- Collaborate with cross-functional teams to define processes, ensuring alignment and success.
- Manage project documentation and timelines, delivering high-quality results on schedule.
- Developed customer strategies with agencies, improving experience and communication.
- Monitored and optimized business strategies, maximizing organizational benefits.
- Supported engineering, construction management, procurement, and cost control resources for development and execution of project scope, cost, and schedule of multi-discipline capital projects.
- Develop project plans and track performance utilizing project management tools and controls.
- Delivered routine status updates to the Project Sponsor and Stakeholders on the project and portfolio, communicating scope, schedule, budget opportunities, issues, and risks while prioritizing leadership alignment.
- Work with Central Engineering and Operational leadership to ensure the project(s) are successfully implemented and technical benefits and value are captured for high complexity projects.
- Interact with top management outside of Compliance and Regulation team on key equipment and material vendors, engineering consultants, and installation contractors.
- Provide co-ordination of all resources to deliver successful project(s) on time and within budget.
- Define, implement, and measure metrics and KPI's for project progress.
- Drove continuous improvement by leveraging internal and external SMEs and COEs.
Executive Operations Manager/Controller
Integrity Marketing Group
, Washington
02.2019 - 12.2023
- Project Management and Change Management
- Work with stakeholders on projects, strategic initiatives, integration, and KPI performance
- Implemented systems and programs that streamlined operations and improved overall efficiency
- Strategic planning: Developing the company's vision and goals for the future
- Managing budgets and forecasts: Finding ways to improve efficiency
- Organizational Processes: Developing, implementing, and reviewing all organizational ops
- Performance analysis: Using data analysis and performance metrics to improve operations
- Accounting: Oversee accounting, A/R, A/P, payroll, bank reconciliations
- Financial strategy: Developing financial strategy, including risk minimization and forecasting
- Financial reporting: Preparing and publishing monthly financial statements, and ensuring quality control for financial reporting and transactions. Create treasury reports, including monthly, quarterly, and yearly reports
- Audit functions: Working closely with auditors to maintain financial reporting compliance
- Cash flow: Manage daily cash flow & forecast cash flow
- Assess risk, manage FX and interest-rate risk, and support internal risk management activities
- Ensure compliance with all regulations and taxes, and monitor debt covenant compliance
- Mergers and acquisitions: Assist with mergers and acquisitions
- Develop and enforce strong internal controls and financial management policies
- Assist management in developing investment strategies, and recommend investments
- HR Administrator - Oversee and be responsible for all aspects of Risk Management, Legal Compliance, Benefits, Payroll, Onboarding, Training & Development
- Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance
- Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
- Maintain subsidiary accounts by verifying, allocating, and posting transactions
- Balance subsidiary accounts by reconciling entries
- Maintain general ledger by transferring subsidiary account summaries
- Balance general ledger by preparing a trial balance; reconciling entries
- Prepare financial reports by collecting, analyzing, and summarizing account information
- Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions
- Analyze banking activity, consider and develop banking strategies
- System and program implementation
- QBO Certified Pro Advisor
Operations Accountant & CAS
Team One Accounting
06.2017 - 06.2019
- Accounting Duties: A/R, A/P, payroll, bank reconciliations, posting payments, bill pay, deposits
- Developed system for accounting financial transactions by establishing chart of accounts and defining bookkeeping policies and procedures, ensuring accurate financial tracking.
- Maintain subsidiary accounts by verifying, allocating, and posting transactions
- Balance subsidiary accounts by reconciling entries
- Maintain general ledger by transferring subsidiary account summaries
- Balance general ledger by preparing a trial balance; reconciling entries
- Prepare financial reports by collecting, analyzing, and summarizing account information
- Ensured compliance with federal, state, and local legal requirements by studying regulations, enforcing adherence, filing reports, and advising management on necessary actions.
- Analyze banking activity, consider and develop banking strategies
- Implemented systems and programs to enhance operational efficiency.
- QBO Certified Pro Advisor
Prior-Authorization Specialist
Puget Sound Pain Clinic
12.2012 - 01.2017
- Reviewed structured clinical data, matching it against specified medical terms and diagnoses ICD-9, ICD-10 codes, and procedure (CPT) codes, following established procedures for authorizing or referring requests.
- Insurance verification, benefits verification, prior-authorization, and medical billing.
- Provided accurate data input for pre-authorization requests, accounts receivable, payment posting, and patient statement processing.
- Answer and return calls from physician offices, hospitals, insurance carriers, and patients using exemplary customer service skills.
- Design and implement company forms and spreadsheets, utilizing Microsoft Office, PowerPoint, Excel, and Google Docs.
- Performed clerical duties including reception, call center tasks, filing, scanning documents, creating forms, and requesting medical records.
Education
Bachelor of Arts - Business Administration And Management
Western Governors University
03-2026
Associate of Applied Science - Business Administration
Columbia Basin College
Diploma -
Tesoro High School
Skills
- Sales Analytics
- Project Management
- Budget management
- Operational Efficiency
- KPI Development
- Business Operations
- Workflow Development
- Process Improvement
- Change Management
- Strategic Planning
- Risk Management
- Data Analysis
- Compliance oversight
- Team Leadership
- Team Building
- Interpersonal Communication
- Microsoft Office
- Process Improvement
Achievements
• 2025 CHESA Core Value Award - Empowerment
• Owned the creation and launch of operational framework for 10+ startup and small businesses across multiple industries
• Led multi-million dollar company acquisition w/ Integrity Marketing Group
• Sandler Essentials Certified
• 4 year high-school basketball team captain
Languages
- English, Native
- Spanish, Novice
Volunteer Experience
HEAD COACH, Washington Angel's Organization, Competitive Youth Softball Coach, 03/01/18, Present
Timeline
Sales Operations Manager
CHESA
01.2025 - Current
Project Manager, PMO
Insight Global
01.2024 - 07.2024
Executive Operations Manager/Controller
Integrity Marketing Group
02.2019 - 12.2023
Operations Accountant & CAS
Team One Accounting
06.2017 - 06.2019
Prior-Authorization Specialist
Puget Sound Pain Clinic
12.2012 - 01.2017
Bachelor of Arts - Business Administration And Management
Western Governors University
Associate of Applied Science - Business Administration
Columbia Basin College
Diploma -
Tesoro High School