Summary
Skills
Work History
Education
Technical Proficiencies
References
OperationsManager

Terri Totty

Clermont,FL

Summary

Results-driven operations manager with expertise in payroll administration, data analysis, and client relations. Proven ability to oversee financial operations and manage complex projects effectively. Detail-oriented professional known for strong analytical skills and effective report preparation. Experience in leveraging technology for operational improvements and driving strategic initiatives in nonprofit and corporate environments.

Skills

  • Account management and client relations
  • Accounting software proficiency
  • Benefits administration
  • Budget management
  • CRM expertise
  • Data analysis
  • Database management
  • Human resources oversight
  • Information technology skills
  • Invoicing and accounts payable/receivable
  • Marketing strategies
  • Non-profit operations
  • Office administration
  • Operations management
  • Payroll administration
  • Problem-solving techniques
  • Process improvement
  • Program coordination
  • Project management
  • Report preparation
  • Staff training and supervision
  • Vendor management

Work History

Executive Administrator

Diane Meiller & Associates
Clermont, FL
01.2023 - 01.2025
  • Oversee bi-weekly payroll, including approving submitted hours, applying project time to clients, and administering adjustments.
  • Prepare standard, tracking, and ad hoc reports.
  • Provide general office support services, including being the primary contact for facility maintenance and vendors.
  • Monitor QuickBooks, including receiving payments.
  • Manage new engagement bid process and track contracts with vendors and clients.
  • Program coordination of non-profit event.
  • Handle confidential information with discretion and professionalism.

Director of Operations

Nashville Public Education Foundation
Nashville, TN
01.2017 - 01.2023
  • Oversaw the nonprofit organization’s financial health, including managing a $1.6M budget and ensuring monthly financials were prepared/reviewed by the CEO and Board Treasurer while leading the annual audit process.
  • Develop business strategies and internal controls.
  • Leverage Salesforce to meet changing business needs, such as analyzing data, developing dashboards, and generating ad hoc reports.
  • Act as liaison to the Board of Directors, serve as System Administrator for IT needs, and direct HR functions such as new-hire orientation, benefits administration, and employee relations.
  • Member of the Leadership Team and provide administrative support to the CEO.
  • Maintain and develop vendor and facility relationships and maintain contracts with vendors and clients.

Operations Manager

Roux, LLC
Franklin, TN
01.2014 - 01.2017
  • Served as system administrator for Emma, G Suite, Salesforce, Survey Monkey, and Teamwork.
  • Conducted research and data mining from simple trademark and URL searches to identify product expansion opportunities.
  • Provided daily office support for the CEO and organization, including system administration, calendars, correspondence, travel arrangements, reporting, and meeting presentations.

Program Manager – Data Analyst

TransFirst Inc.
Franklin, TN
01.2011 - 01.2014
  • Contributed to developing and integrating a new lead management system through training and implementation from the concept and design phase.
  • Served as a system administrator and subject matter expert.
  • Performed data analysis and database management, providing sales management and marketing with actionable data on sales results and their financial impact.
  • Created queries and produced standard and ad hoc reports in multiple systems, including Salesforce, Cognos, and Excel.
  • Refined target audience for direct mail campaigns to increase ROI from 2.5% to 3.33%.

Freelancer

Redpepper, LLC
Nashville, TN
01.2010 - 01.2011
  • Performed data analysis and database management for internal needs and various clients.
  • Customized ACT! CRM, as the system administrator, maintained data integrity and conducted training.
  • Conducted multiple market research projects, from web reputation monitoring to product expansions.
  • Coordinated special projects and assisted with account management.

Sales Operations Supervisor and Sales Planning & Performance Coordinator

United Parcel Service Inc.
Nashville, TN
01.1999 - 01.2010
  • Served as administrator and subject matter expert for field sales tools and applications, including CRM software.
  • Performed data analysis using Access, Excel, Oracle BI, and SQL.
  • Utilized data warehouse for data analysis, producing forecasts, sales planning, anomaly identification, ad hoc reporting, and developing action plans.
  • Program manager for corporate sales initiatives, including communications, data analysis, and standard and ad hoc reporting.
  • Developed district business plan objectives and forecast account-level plans for 45 sales territories.
  • Assisted with the development and implementation of target market initiatives.
  • Managed the district retail channels; planned and conducted customer relations events.
  • Participated in creating and managing the local advertising and customer relations budgets, and the district was placed in the top spot in the region for two consecutive years.

Account Manager

United Parcel Service Inc.
Nashville, TN
01.1999 - 01.2010
  • Managed and grew 100 accounts, providing over $4M in annual revenue for three consecutive years.
  • Negotiated contracts for long-term partnerships while maintaining profitability.
  • Recognized client issues and identified resolutions to retain clients and promote goodwill.
  • Conducted client analysis to research key decision-makers/ needs to identify what products and services the client used and which products or features to promote.
  • Additional positions include Marketing Analyst, Human Resource Representative, Executive Administrative Support, Telecommunications and Process Improvement, and Support Call Center.

Education

Bachelor of Science - Business Administration/Marketing

Lipscomb University
Nashville
01.2002

Business Honor Society -

Beta Gamma Sigma
01.2002

Technical Proficiencies

Experienced with PC and MAC environments.

· Accounting Software, including MIP Abila, QuickBooks Online, and Sage Intacct

· Analytics and Data Warehouse tools, including Cognos Analytics and Oracle BI eBusiness Suite

· CRMs, including ACT!, Salesforce, and Siebel

· Donation and Event Systems, including Eventbrite, Givebutter, Paperless Post, Soapbox Engage, and Zeffy

· Google Suite for Business Tools and Admin Console

· HRIS systems, including Gusto, PeopleSoft, and PrismHR

· Marketing Email Tools, including Constant Contact, Emma, and Mailchimp

· Microsoft 365, including Access, Excel, Outlook, Planner, PowerPoint, SharePoint, Teams, Word

· Microsoft Admin Center, performed12/ basic administrative tasks

· Payroll Systems, including ADP, Gusto, and Paychex

· Program Management and Productivity Tools, including BaseCamp, Skype, Survey Monkey, Teamwork, Trello, Workamajig, Wufoo, Zapier, Zoom

· Basic Web Design and Updates using Hubspot, Squarespace, and WordPress

References

References available upon request.
Terri Totty