Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
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Timeline
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Letter of Recommendation 1 of 4
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Sarah Shafer

Sarah Shafer

Business Operations | Project Management
Santa Ysabel,CA

Summary

Proven operations leader that has effectively led and managed strategic planning, execution, and optimization of operational processes and projects, and the development and implementation of workable solutions for various clients across several industries and markets.

With over 5 years of experience in leading and managing operations across various industries, such as manufacturing, healthcare, and technologies; I have successfully led and supported multiple enterprise-level projects and cross-functional teams, while maintaining high standards of quality, efficiency, and profitability of the organization. I have leveraged my communication and analytical skills to collaborate with internal and external stakeholders, identify operational challenges and opportunities, and implement strategic plans to deliver solutions that improve the efficiency, productivity, and profitability of an organization.

I am a respectful and respected professional with exceptional knowledge of overall business operations management and I have acquired several skills and competencies through my diverse and challenging work experiences with a notably strong working knowledge of operations and accounting fields, and am always eager to learn new skills and technologies to enhance my performance and efficiency. I have competencies in communication, analytical skills, problem-solving, strategic planning, project management, interdisciplinary collaboration, and leadership.

Some of my achievements include implementing and streamlining operating processes, improving efficiency, reducing costs, increasing revenue, and enhancing and sustaining customer satisfaction.

My mission is to provide innovative and effective solutions that meet the needs and expectations of clients and stakeholders. I am passionate about the fields of operations and finance, and with commitment, I constantly seek to learn and improve my skills and knowledge. I value collaboration, integrity, and excellence, and I strive to achieve the highest standards of performance and service while creating value for our clients, employees, and shareholders, and contributing to the mission and vision of the organization in which I am committed to.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
4
4
Certificates

Work History

Sr. Director of Operations

Dalrada Financial Corporation
Escondido, CA
09.2022 - 02.2024
  • Developed and executed strategic operational plans to achieve organizational goals by implementing efficient processes and workflow strategies.
  • Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreements.
  • Enhanced interdepartmental coordination by organizing regular cross-functional meetings, improving communication channels between teams.
  • Led change management efforts to successfully implement new technologies and systems across the organization.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Reduced costs while maintaining quality through effective resource allocation and budget management.
  • Facilitated staff training programs to ensure employees were knowledgeable about the latest industry trends, best practices, and tools required for their roles.
  • Spearheaded implementation of program rules, frameworks and toolkits to facilitate smooth change management process.
  • Supported change management by addressing impacts of new accounting policies, financial statement initiatives, and non-standard transactions.
  • Drove collaboration across several business units, cross-functional departments, and internal and external partners to optimize workflows, enhance communication channels, increase productivity and enable overall process improvement.
  • Refined organizational structure to optimize reporting lines, resource allocation, and responsibilities to consolidate, streamline, and delineate necessary functions.
  • Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
  • Managed day-to-day operations to keep organization running smoothly while meeting business goals.
  • Assisted in the implementation of a new Demand Planning software system that increased efficiency and improved collaboration among departments involved in the S&OP process.
  • Managed full procurement cycle by planning, reviewing, soliciting, awarding, administering and closing out contracts to achieve seamless transition at all levels of procurement.
  • Negotiated contracts with vendors for cost-effective materials procurement and established secure relationships with vendors and suppliers to streamline procurement operations.

Director of Operations

Dalrada Financial Corporation
Escondido, CA
06.2021 - 09.2022
  • Evaluated performance, adjusted strategies, and maintained agile, sustainable operations.
  • Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
  • Modernized and improved administrative and operational procedures to increase productivity and profitability while tightly controlling costs.
  • Mitigated risks by developing comprehensive contingency plans that ensured business continuity during unforeseen events or challenges.
  • Delivered exceptional customer experiences by implementing strategies focused on meeting evolving needs and expectations.
  • Enhanced employee engagement by developing training programs, fostering a collaborative culture, and promoting professional development opportunities.
  • Spearheaded change management initiatives that facilitated organizational transformations while minimizing disruption to ongoing operations.
  • Established strong partnerships with vendors, suppliers, and key stakeholders to improve collaboration and ensure alignment with business requirements.
  • Implemented data-driven decision-making processes to enhance operational performance and achieve targets.
  • Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
  • Optimized supply chain management through implementation of best practices, reducing lead times and improving inventory control.

Account Manager

Dalrada Financial Corporation
Escondido, CA
03.2020 - 06.2021
  • Managed diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction
  • Liaised between account holders and various departments.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.

Accounting Assistant

Premier Air Charter
Carlsbad, CA
08.2019 - 04.2020
  • Expedited invoice processing with effective communication between internal departments and external vendors.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Reduced errors and enhanced financial reporting accuracy through meticulous attention to detail and diligently reconciling accounts and transactions to identify discrepancies.
  • Managed and responded to correspondence and inquiries from customers and vendors.

Business Office Manager

Dalrada Financial Corporation
Escondido, CA
12.2019 - 03.2020
  • Fostered a positive work environment by resolving staff conflicts promptly and promoting open communication.
  • Raised employee retention rates with effective hiring processes, ensuring alignment between candidate qualifications and job requirements.
  • Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
  • Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.
  • Safeguarded sensitive company information by establishing comprehensive data security protocols that complied with industry best practices.
  • Improved workflow efficiency by streamlining office processes and implementing new software solutions.
  • Reduced operating expenses through diligent contract negotiations with suppliers, securing favorable terms without sacrificing quality or service standards.
  • Facilitated cross-departmental collaboration on projects, fostering teamwork to achieve shared goals more efficiently than before.
  • Reduced turnaround time for project completion through effective resource allocation and team management.
  • Implemented quality control systems that boosted overall product consistency and reliability.
  • Implemented new inventory management system to optimize stock levels and reduce waste.

Operations Administrator

Dalrada Financial Corporation
Escondido, CA
03.2019 - 12.2019
  • Consistently met deadlines under high-pressure situations demonstrating strong multitasking abilities.
  • Conducted thorough audits of departmental processes for compliance with established policies and regulations.
  • Collaborated with various teams to develop cross-functional solutions for operational challenges.
  • Managed vendor relationships to ensure timely delivery of products or services within budget constraints.
  • Streamlined business operations by implementing efficient administrative processes and procedures.
  • Managed inventory levels effectively, reducing waste and optimizing resource utilization throughout the organization.
  • Reduced operational costs with diligent vendor management and contract negotiations.
  • Enhanced company productivity by optimizing internal communications and coordination among departments.
  • Ensured a high level of customer satisfaction with prompt resolution of inquiries, complaints, or concerns from clients or stakeholders.

Assistant Manager

Big 5 Sporting Goods
Ramona, CA
07.2016 - 03.2019
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies
  • Helped with planning schedules and delegating assignments to meet coverage and service demands
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
  • Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
  • Increased sales through effective merchandising strategies and targeted promotions.

Part-Time Waitress/Cashier

Wynola Pizza and Bistro
03.2018 - 07.2018

Homeward Bound Horse-Drawn Hurst Company

Wayne Moretti
07.2016 - 02.2018

Waitress/Cashier

Red Feather Off-Road Market & Cafe
06.2014 - 02.2018

Education

High School Diploma -

Imperial Ave Holbrook School
Imperial, CA
08.2010 - 06.2014

Associate Degree in Business Management - Operations Management

Palomar College
San Marcos, CA
2025

Skills

Change Managementundefined

Certification

Lean Six Sigma Green Belt, ASQ, 2022

Accomplishments

  • Developed strong relationships with third-party vendors, which enabled Dalrada Corporation to receive competitive material pricing, reducing costs by 12%.
  • Successfully Implemented Oracle NetSuite ERP software for 19 subsidiaries resulting in significant process area improvements in efficiency, communication, and account management, reducing operating costs by 8% globally.
  • Monitored and assessed issues that arose with clients, ensuring immediate resolution which promoted stronger relationships and resulted in more lucrative projects.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin

Timeline

Sr. Director of Operations

Dalrada Financial Corporation
09.2022 - 02.2024

Director of Operations

Dalrada Financial Corporation
06.2021 - 09.2022

Account Manager

Dalrada Financial Corporation
03.2020 - 06.2021

Business Office Manager

Dalrada Financial Corporation
12.2019 - 03.2020

Accounting Assistant

Premier Air Charter
08.2019 - 04.2020

Operations Administrator

Dalrada Financial Corporation
03.2019 - 12.2019

Part-Time Waitress/Cashier

Wynola Pizza and Bistro
03.2018 - 07.2018

Assistant Manager

Big 5 Sporting Goods
07.2016 - 03.2019

Homeward Bound Horse-Drawn Hurst Company

Wayne Moretti
07.2016 - 02.2018

Waitress/Cashier

Red Feather Off-Road Market & Cafe
06.2014 - 02.2018

High School Diploma -

Imperial Ave Holbrook School
08.2010 - 06.2014

Associate Degree in Business Management - Operations Management

Palomar College

Software

Oracle NetSuite ERP

QuickBooks

Microsoft Office

Excel

Adobe

References

Work/ Professional References

Fawad Nisar, Nucleus Insurance; Chief Operating Officer

(302) 437-4050

fnisar307@yahoo.com

Letter of Recommendation: Reference Page 2 of 5

Brian Bonar, Dalrada Financial Corporation; Chief Executive Officer (CEO)

(858) 705-3713

bbonar@dalrada.com

Kyle McCollum, Dalrada Financial Corporation; Chief Financial Officer (CFO); CPA

(949) 375-6566

kmccollum@dalrada.com

Letter of Recommendation: Reference Page 3 of 5

Brian McGoff, Dalrada Financial Corporation Chief Operating Officer (COO)

(484) 432-9058

Letter of Recommendation: Reference Page 4 of 5

Kevin Canfield, General Atomics (GA-ASI); Vice President of Quality Assurance

(858) 524-9595

Reference

Deyan Pantovich, General Atomics (Corporate); Security Specialist III

Employed 2013-2022

(760) 696-0065

Reference

Josh Buchanan, General Atomics; Sales & Service Engineer Employed 2018-2022

(520) 444-0867

Reference

Ruby Briseno, Big 5 Sporting Goods; Store Manager

Letter of Recommendation, 2019: Reference Page 5 of 5

Letter of Recommendation 1 of 4

To Whom it May Concern,

I am pleased to write this letter of recommendation for Sarah Shafer, who served under my leadership as the Chief Operating Officer at DALRADA, a publicly traded company. Sarah joined our team in operations, and I have had the privilege of witnessing her remarkable growth and contributions during her tenure.

From the moment Sarah stepped into her role, it was evident that she possessed exceptional dedication and a drive to excel. She didn't just fulfill her duties; she actively sought out opportunities to take on additional responsibilities and initiatives. Her relentless commitment to the company's growth was evident, and she embraced various roles including those in manufacturing, inventory management, logistics, and customer service.

In just one year, Sarah played an instrumental role in establishing an efficient operational structure that supported six distinct business units. Her meticulous approach and ability to manage multiple responsibilities resulted in a seamless workflow, contributing to the generation of over 3 million in revenue.

Due to her exceptional performance, I was pleased to promote Sarah to the position of Operations Director within the span of two years. In this elevated role, she not only continued to excel individually but also demonstrated her leadership skills by building and leading a team of five professionals. Under her guidance, our global operations across the US, UK, India, and Malaysia were managed efficiently and effectively.

What sets Sarah apart is her unique combination of strength, approachability, and loyalty. She tackles challenges head-on, while maintaining a collaborative and friendly demeanor that fosters a positive work environment. Her dedication to our company's success was unwavering, and she consistently displayed a willingness to go above and beyond.

Sarah made significant contributions beyond her core responsibilities. She implemented NetSuite to manage the financial, manufacturing, sales, and marketing functions for 12 of our globally dispersed companies. Her technical acumen and leadership were instrumental in streamlining operations and enhancing efficiency.

Without a doubt, Sarah has the potential to excel in any role she chooses to pursue. Her commitment, work ethic, and ability to lead and inspire others make her an invaluable asset to any organization. I am confident that she will continue to progress and make significant contributions in her future endeavors.

Sincerely,

Fawad Nisar

Chief Operating Officer Nucleus Insurance

Phone: 302-437-4050

Email: fnisar307@yahoo.com

Letter of Recommendation 2 of 4

February 14, 2024

To Whom it May Concern:

I have had the pleasure to work with Sarah Shafer for 3 years as the Chief Financial Officer of Dalrada Financial Corporation, which has over 12 subsidiaries and has locations in 5 different countries.

During Sarah’s time at Dalrada, she was committed to fostering collaboration among teams, streamlining workflows, and maximizing productivity. Sarah’s primary functions included:

Operations Strategy and Execution: She led multifaceted teams to execute business objectives, resulting in measurable outcomes and enhanced workflows.

• Netsuite Implementation: She spearheaded the Netsuite implementation to all Dalrada companies throughout the world. This included over 16 companies and 12 operating subsidiaries in 5 countries.

• Operations Optimization: Through meticulous analysis and optimization efforts, she consistently achieved significant improvements in operating performance of Dalrada and its subsidiaries.

• Strategic Leadership: She led with a proactive approach, driving innovation and fostering a culture of continuous improvement within the operations department.

I can confirm that Sarah has great integrity and is extremely professional both personally and in her professional life. Sarah is an incredibly hard worker, and I am impressed with her dedication to any endeavor that she has been involved in.

I truly enjoy working with Sarah and look forward to my continued professional relationship with her.

Please do not hesitate to call me if you have any questions in regard to the above.

Regards,

Kyle McCollum, CPA

949-375-6566

Letter of Recommendation 3 of 4

Recommendation via LinkedIn: Brian McGoff; Chief Operating Officer

LinkedIn Profile Link/URL: https://www.linkedin.com/in/sarah-shafer-a67957193

I had the absolute pleasure of working with Sarah in her current role as Director of Operations for Dalrada. Sarah was a direct report, and I am highly impressed with the positive energy, leadership, and employee engagement skills she brings to the role. Sarah is excellent at inspiring and motivating the team, empowering her direct reports, and is exemplary in her customer focus. I have personally experienced her project leadership in turning around a corporate ERP implementation while simultaneously updating key data privacy and policy procedures related Dalrada's highly regulated business units. I look forward to continuing working with Sarah.

Brian McGoff

Chief Operating Officer

(484) 432-9058

Letter of Recommendation 4 of 4

To Whom It may concern,

I am writing to you regarding Sarah Shafer, who has applied for the position of your company. Sarah has worked with me since July 21st of 2016 and has always been a reliable employee. Since the day I began working with Sarah she has exceeded every expectation. Sarah has a very large number of strengths that I would love to share. From customer service to work ethics,2 she has been the most professional aspect to our team. She has been an excellent team leader since the day she began working here. I believe your company woufd continue to thrive and grow if she were to be brought aboard. Sarah's work knowledge and experience clarify that she would be a great canidate for promotion. Sarah has become part of a family at Big 5 and she will be greatly missed when she continues to follow her aspiration.

Sincerely,

Ruby Briseno , Big 5 Sporting Goods, Store Manager

Sarah ShaferBusiness Operations | Project Management