Operations-focused professional with experience supporting organizational planning, KPI development, and cross-functional decision-making through data-driven strategies and program execution.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Financial Wellbeing Coach
Operation HOPE
Atlanta, GA
02.2023 - Current
Execute end-to-end delivery of a financial wellbeing program, including client recruitment, onboarding, coaching session workflows, and follow-up processes.
Leverage data-driven strategies as part of the CSA team to triple the HOPE Child Savings Account activations, and double our strategic alliances from August 2024 to August 2025.
Foster relationships with key stakeholders to support program initiatives, and align service delivery with organizational goals.
Track and analyze KPIs weekly (workshop attendance, unique coached clients, unique coaching sessions) using spreadsheets and internal dashboards, adjusting outreach strategies to reach goals.
Selected to serve on a cross-functional advisory committee responsible for providing frontline insight, reviewing organizational KPIs, and evaluating departmental performance.
Education
Bachelor of Science in Business Administration - Business Management
University of Arizona
Tucson, AZ
05-2019
Skills
Stakeholder Engagement
KPI Analysis & Reporting
Process Improvement
Operational Planning
Data Analysis
Process Mapping
Microsoft Suite (Word, Excel, Dynamics 365, etc)
Data Dashboards
Certification
Operations Management Professional Certificate - Jack Welch Management Institute, 2025
Timeline
Financial Wellbeing Coach
Operation HOPE
02.2023 - Current
Bachelor of Science in Business Administration - Business Management