Overview
Work History
Summary
Skills
Accomplishments
Work Availability
Work Preference
Websites
Timeline
Hi, I’m

Stacey Carvalho

"Don't just survive, thrive; embrace the challenges and let them fuel your growth."
Stacey Carvalho

Overview

25
years of professional experience

Work History

Wanderlust Enterprises, LLC

DIRECTOR OF OPERATIONS
06.2024 - Current

Job overview

  • Responsible for building two luxury travel business opportunities: Wanderlux Yacht Charter in Boston and Casa Florecer, Costa Rica
  • Wanderlux Yacht Charter - 2023 Prestige M48 Dual Hull
  • Worked with Coast Guard and Charlestown Marina to get proper licensing and permits to provide 100 ton yacht charters
  • Designed opulent interior suites and salons with opulence for luxury guests
  • Chose bedding, art, dining settings, deck seating and outdoor entertainment areas
  • Website - Created website
  • Worked with template and integrated all necessary booking and accounting software
  • Researched and managed all necessary software for booking, waivers, communication, billing and banking
  • Marketing - Created brochures and promotional materials
  • Presented at industry events
  • Built and maintained hotel/hospitality referral relationships
  • Staffing - Responsible for hiring/vetting Captains, deck hands, catering and cleaning services
  • Guest Services - Provided personal concierge services on all charters
  • Arranged special requests from high end clients, security and hotels
  • Scheduled regular maintenance and arranged repairs
  • Maintained quality control on all areas of the yacht
  • Casa Florecer - Luxury home rental
  • Provided interior design service for a 5 bedroom luxury home in Tamarindo Costa Rica
  • Made decisions on furniture, lighting, art, decor, window treatments and security
  • Procured all within the established budget and timeline
  • Staged home for professional photography
  • Worked with landscape design to make improvements to the pool and grounds
  • Migrated property management over to Stay in Tamarindo, including rental listing, reservations, A/P and A/R, maintenance and on site staffing

Aprio, LLP

CHIEF OF STAFF, MANAGED SERVICES
10.2018 - 05.2024

Job overview

  • Serve as the principal strategic advisor to the CEO, collaborating closely on the development and execution of company-wide initiatives to drive growth and operational excellence
  • Lead cross-functional teams in the implementation of strategic projects, ensuring alignment with organizational goals and timelines, while paying meticulous attention to detail
  • Spearhead communication efforts, both internal and external, to foster transparency, engagement, and alignment across all levels of the organization, leveraging exceptional collaborative skills
  • Develop and cultivate strong relationships with key stakeholders, including board members, investors, and partners, to support the company's strategic objectives
  • Implement process improvements and operational efficiencies through data-driven analysis and continuous optimization initiatives

HPC Technology Group, LLC

DIRECTOR OF STRATEGY & OPERATIONS
01.2014 - 10.2018

Job overview

  • Transitioned firm to a fully remote business operation, ensuring legal, compliance and employee requirements across 9 states were captured
  • Developed and executed strategic plans to drive revenue growth, streamline operations, and enhance customer experience, meticulously considering all details
  • Led a team responsible for project management, process optimization, and performance analytics, resulting in improved efficiency and cost savings
  • Collaborated with department heads to identify opportunities for innovation and implemented solutions to address challenges and capitalize on emerging trends
  • Established and monitored key performance indicators (KPIs) to track business unit progress against strategic goals and drive data-driven decision-making

Summary

Dynamic and results-driven Chief of Staff adept at optimizing processes, fostering collaboration, and driving organizational success. Seeking to utilize extensive experience in strategic planning, project management, and team leadership, coupled with a background in graphic design, to optimize operations and facilitate innovation within a forward-thinking company.

Skills

Operational efficiency

Operations oversight

Strategic planning

Strategic planning and execution

Process improvement

Quality assurance

Cost control

Leadership training

Workforce planning

Performance analysis

Risk mitigation

Financial controls implementation

Operations management

Teamwork and collaboration

Team leadership

Decision-making

Staff training/development

Staff management

Employee development

Customer service management

Customer service

Employee relations

KPI tracking

Business leadership

Effective leader

Customer relations

Hiring and onboarding

Performance improvements

Relationship building

Organizational structuring

Human resources

Management team building

Scheduling

Department oversight

Business development

Client account management

Sound judgment

Sales tracking

Revenue generation

P&L Administration

Records organization and management

Change management

Business marketing

Special promotions planning

Calendar management

Accomplishments

Mergers & Acquisitions

Participated in the merger of HPC and Aprio. Worked with the legal and executive team to prepare required documentation during the due diligence process. Provided information necessary to integrate HPC team into Aprio’s cloud accounting teams.

Technology Partnerships

Participated in the merger of HPC and Aprio. Worked with the legal and executive team to integrate incoming firm tools and software staff within Aprio’s workflow, while maintaining security and seamless client experience.

Marketing Booklet

Participated in the merger of HPC and Aprio. Worked with the legal and executive team to create a services booklet that detailed all of the services we provided, teams that we work well with and ideal client profiles.

Wanderlux Yacht Charter Start Up

Created a website including logo and site design, professional photos, calendar, service offerings and pricing. Chose and integrated online marketing and booking software.

Availability
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thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimeContract Work

Work Location

RemoteHybrid

Important To Me

Work-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offStock Options / Equity / Profit Sharing401k matchPaid sick leaveTeam Building / Company RetreatsCareer advancement

Timeline

DIRECTOR OF OPERATIONS

Wanderlust Enterprises, LLC
06.2024 - Current

CHIEF OF STAFF, MANAGED SERVICES

Aprio, LLP
10.2018 - 05.2024

DIRECTOR OF STRATEGY & OPERATIONS

HPC Technology Group, LLC
01.2014 - 10.2018
Stacey Carvalho