Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Optimized staff performance by designing comprehensive training programs tailored to individual needs.
Managed daily operations while overseeing multiple locations to foster increased productivity.
Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
Sr. Operations Leader
Ameriprise Financial Services, LLC
Ohio
01.2011 - 10.2023
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
Managed daily operations while overseeing multiple locations to foster increased productivity.
Optimized staff performance by designing comprehensive training programs tailored to individual needs.
Client Service Coordinator
Ameriprise Financial Services, LLC
Beachwood, OH
02.2010 - 12.2010
Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
Field Operations Team Leader
Ameriprise Financial Services, LLC
Mayfield Heights, OH
05.2008 - 02.2010
Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.
Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
Office Manager
Rite Aid
Cleveland Heights, OH
03.2003 - 05.2008
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Updated reports, managed accounts, and generated reports for company database.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Human Resources Administrator
Rite Aid
Cleveland Heights, OH
06.2001 - 03.2003
Managed employee data and privacy to keep employee data confidential per organizational privacy policies.
Managed payroll and timekeeping.
Handled on-boarding process for newly hired employees, which included distribution and input of all paperwork.
Maintained accurate employee records through diligent documentation of personal information, job history, performance evaluations, and other relevant data.
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services
Complex Director of Sales & Marketing at Crowne Plaza by IHG & Fairfield by MarriottComplex Director of Sales & Marketing at Crowne Plaza by IHG & Fairfield by Marriott