Project manager focused on multi-functional operations, consistently delivering projects on time while enhancing efficiency through process improvements. Skilled in budget management and strategic communication, effectively exceeding stakeholder expectations and fostering collaborative relationships.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Project Manager / Financial Operations Lead
Primerica Financial Services
Brooklyn, USA
01.2021 - Current
Managed complex client portfolios by identifying needs and designing long-term strategies using solutions-selling methodology.
Spearheaded lead generation campaigns to secure stakeholder accounts through market analytics.
Led project teams to deliver financial services initiatives on schedule.
Implemented quality control measures to maintain high service standards.
Optimized workflow processes across departments, enhancing overall efficiency.
Facilitated stakeholder communication to resolve issues and sustain project momentum.
Collaborated with senior management on strategic planning for ongoing projects.
Directed budget activities to fund operations and maximize investments.
Operations Project Associate
EMBER Charter School
Brooklyn, USA
01.2016 - 01.2021
Optimized logistics and data verification systems for student records management.
Managed procurement lifecycle, creating purchase orders and auditing credit card statements to minimize budget variances.
Facilitated stakeholder meetings to gather input for effective project planning.
Documented project progress, ensuring compliance and accurate reporting.
Monitored project timelines and budgets, ensuring completion within established constraints.
Planned and executed high-visibility educational field trips and community events to enhance student engagement.
Established communication channels among educators, administration, and parents to align educational goals.
Participated in professional development opportunities to remain updated on industry trends.
Education
Bachelor of Science - Business Administration And Management
Brown Mackie College
Albuquerque, NM
05-2014
Skills
Project management
Project execution
Project oversight
Budget and cost control
Financial forecasting
Risk assessment
Vendor management
Operations management
Process improvement
Scheduling and resource allocation
Data analysis and reporting
Agile, Waterfall, Scrum Frameworks
Microsoft Office Suite
Stakeholder communication
Stakeholder engagement
Client engagement
Team leadership
Awards
Customer Satisfaction & Top Producer Award – Primerica Financial Services
Top Scheduler Recognition – Peak Risk Adjustment Solutions
Maintained 95% Quality Assurance Score
Rising Star Award – MetroPlus Health Plan
Excellent Customer Service Award – MetroPlus Health Plan
Certification
Project Management Certificate
Life Insurance Producers License
Timeline
Project Manager / Financial Operations Lead
Primerica Financial Services
01.2021 - Current
Operations Project Associate
EMBER Charter School
01.2016 - 01.2021
Bachelor of Science - Business Administration And Management