Shawna Secker

Work History

Business Operations Manager

Garris Horn LLP

08.2018 - Current

Regularly manage C-suite matters
In accordance with strategic plans, develop departmental goals and standards to support vision
Identify financial trends and patterns
Develop and implement operational, human resource, and corporate communication policies, practices, and platforms
Plan, develop and execute the firm's administrative functions, identifying areas for internal practice efficiency
Reduce financial inconsistencies while assessing and verifying billing invoices and expense reports.
Enacted, administer company compensation and benefits plans
Manage, execute payroll, filings and related
Conduct employee and contractor onboarding, training & development, and oversee vendor management
Prepare engagement proposals and move clients through the engagement process
Negotiate price and service with customers and vendors to decrease expenses and increase profit.
Proactively identify and resolve client issues, conflicts
Perform supervisory duties 40% or less of the time.

Chief Operating Officer

Rotary District 5390

07.2015 - 06.2022

Managed financial, operational and human resources to continually optimize business performance
Maintained P&L and shouldered corporate fiscal responsibility
Monitored key business risks and established risk management procedures
Founded performance- and merit-based evaluation system to assess staff performance
Managed the Districts’ correspondence, records management, publications/forms management, administrative standard operating procedures, and administrative internal controls
Daily oversight over administrative operations
Managed alignment with current Rotary International, District procedures, and global goals
Created succession plans to provide continuity of operations during leadership transitions
Developed the annual strategy structure with new Governors
Developed innovative sales and marketing strategies to facilitate business expansion
Oversaw divisional marketing, advertising and new product development
Provided media relations and communications guidance to District leadership around sensitive and controversial issues
Identified and pursued business development opportunities to grow the organization and increase revenue.
Cultivated company-wide culture of innovation and collaboration.
Devised and presented business plans and forecasts to board of directors.
Directed technological improvements and oversaw business-wide changes to modernize procedures and organization

Client Service Associate

Morgan Stanley

05.2016 - 08.2018

Developed highly empathetic client relationships and earned reputation for regularly exceeding service standard goals
Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines
Optimized customer support by establishing collaborative service environments through targeted operational initiatives
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
Trained new personnel regarding company operations, policies and services
Reduced process inconsistencies and effectively trained team members on best practices and protocols

Community Engagement Manager

YWCA

10.2015 - 04.2016

Instituted and managed volunteer and supporting programs providing community services to underserved populations
Created and managed budgets, identifying and effectively allocating resources for social and community service projects
Implemented strategies to increase public awareness of social and community service programs
Identified new prospects and developed new donors/ fundraisers while soliciting annual, major, and planned gifts
Utilized grant writing skills to secure additional program funding
Designed and executed donor appreciation experience, conducted community outreach and public relations
Monitored trends in data and performed A/B testing to deliver increased engagement

Director of Development

American Heart Association

10.2013 - 10.2015

Established technical strategy for the organization, accounting for overall business goals, budgetary, and resource management
Defined and integrated roles, responsibilities, and processes for the business teams and data management organization
Partnered with business teams and IT personnel to align project goals with business strategy
Enacted a ground-up approach to integrating CRM resources to optimize resource and time allocation around customer outreach initiatives
Spearheaded deployment of websites, social media and mobile applications
Designed and deployed internal development dashboard to provide a clear, single touch-point to access progress metrics
Secured local sponsorship income and individual donations to support the events and developed major donors to maximize overall income potential
Mobilized CEOs, Presidents, and senior-level managers, cultivating local employers to raise funds
Collaborated with local and national communities to build a network of impactful volunteer partnerships to advance the mission through frequent, ongoing events

Community Engagement Manager

National Multiple Sclerosis Society

03.2011 - 10.2013

Doubled participation and income for events within 2 years
Spearheaded fundraising efforts to support social and community service initiatives
Implemented corporate sponsorship plans that increased corporate partnerships, resulting in effective fund-raising teams, in-kind support, and cash sponsorships
Developed and maintained local grass-roots marketing promotions, supported logistics planning and led local volunteer recruitment and monitored financial plans for the events
Conducted outreach to community agencies, healthcare professionals and the public at large, to increase the awareness of programs, services, advocacy and fundraising opportunities available to those with MS and caregivers
Utilized grant writing skills to secure additional program funding
Monitored trends in data and performed A/B testing to deliver increased engagement

Private Banking Relationship Manager

BNY Mellon Wealth Management

07.2006 - 03.2011

Increased the Seattle Private Banking outstanding loan balances from $12MM to $31MM; increased deposits from $15MM to $28MM between 2007 and through April 2010
Managed loan underwriting and account monitoring for the loan and deposit portfolio
Recognized for Premier Achievement Award for performance and contributions in 2007
Managed marketing budget of $350,000 for the Pacific Northwest region
Improved overall financial reporting by streamlining control processes and reporting structures
Partnered with Portfolio and Trust Managers to build strong long-term relationships with new and existing clients
Recommended other bank services including mortgage loans, investment management and not-for-profit accounts
Prepared cash flow projections, cost analysis for monthly, quarterly and annual executive reports
Collaborated with the C-suite and stakeholders to develop long-term financial plans
Created and managed financial models to evaluate corporate investments and acquisitions
Established internal audit procedures to validate and improve accuracy of financial reporting
Developed financial dashboards to provide clear insights into key performance indicators

Corporate Development Training Specialist II

Sterling Savings Bank

02.2003 - 02.2005

Developed and implemented the organization's onboarding program.
Identified training needs, and coordinated the development, design and implementation of corporate training programs
Provided key input on personnel matters as it relates to training and development to include performance appraisals and interviewing candidates for employment
Mentored new personnel hired across an array of roles
Developed training handbooks, computer tutorials and reference materials.
Prepared videos for online and remote instruction.
Developed job-specific competencies and performance standards for employees
Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Utilized variety of instructional design methodologies to create effective learning experiences.
Worked with vendors to customize courseware
Developed and executed performance management programs to increase employee engagement and productivity.

Summary

Overview

Work History

Business Operations Manager

Chief Operating Officer

Client Service Associate

Community Engagement Manager

Director of Development

Community Engagement Manager

Private Banking Relationship Manager

Corporate Development Training Specialist II

Education

BA -

Global Travel Education - International Business And Communications

Associate of Arts -

Skills

Affiliations

Software

Timeline

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