Experience

Balance Financial Management

• United States
• Accounting
• 1 - 100 Employee

• Office Operations Manager

  • May 2022 - Present

  Balance is a financial management partner that works with top organizational leaders to build solid financial structures for their companies. With more than a decade of experience together, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth. The Balance team seamlessly integrates into organizations to provide everything from CFO functions to all accounting services. Balance is a financial management partner that works with top organizational leaders to build solid financial structures for their companies. With more than a decade of experience together, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth. The Balance team seamlessly integrates into organizations to provide everything from CFO functions to all accounting services.



Mike Goldberg and Associates, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Sep 2020 - May 2022

  Mike Goldberg and Associates, Inc. was founded with the express purpose of providing a means for finding low cost term insurance from among the highest quality life insurance companies in the United States.

• Case Manager - Exam Coordinator

  • Feb 2020 - Sep 2020



Broadspectrum

• Australia
• Facilities Services
• 700 & Above Employee

• Business Analyst - Change & Performance - Electrical Services & Communications Technologies

  • Nov 2015 - Jul 2016

  Directed administrators from 5 contract centers across New Zealand and ensured timely administration services for line managers, executives and customers, including billing, payroll, human resources support, asset management administration, and personal assistant tasks such as travel and schedule managementPrepared monthly reporting, including P&L for all profit centers reporting to B & C-Suite executives, expense and budget reporting, and large infrastructure project cost reportingCollaborated with Bid Manager on the design of the new contract collecting and collating financial and performance data for the bid teamPioneered Business Key Performance Indicator Reporting across all of NZ and supported the rollout of new contract conditions to all B-level and line managers in electrical servicesInitiated and reported the Program of Works worth $11 million dollars in savings annually after the company underwent significant restructuring and adopted lean initiativesImplemented SAP Training across Electrical Services from frontline to managers and implemented initial KPI reporting and training for line managers and executivesDeveloped and supported a program of cost savings across the division including presentation and consultation, and served as the point of contact with Legal, Finance, and Human Resources to ensure execution in line with New Zealand legislation

• Finance and Administration Manager - Stations (ESNZ)

  • Oct 2014 - Oct 2015



Asteron Life

• Financial Services
• 100 - 200 Employee

• Leader, Communications Delivery (Interim)

  • Nov 2013 - Jul 2014

  Reviewed Customer Experience administration and presented a report on business capability and workflow management with recommendations resulting in them being prioritized and implementedMentored and collaborated with the Leader of Administration to implement above recommendations and manage organizational changeManaged the change process and led people development in collaboration with the Executive Manager of Customer Experience on the restructure of direct administration during the merger of Asteron Life & AA LifeDesigned, implemented, and administered a Quality Assurance and Training FrameworkImplemented business customer service strategy, various initiatives including product design and migration to a new CRM platform (Salesforce), and managed department processes design, staff training and development, budgets, and business planningServed as the subject matter expert, operations lead, and project manager on several projects, including three new products to market, several operational enhancements, marketing, branding, and website refresh of AA Life and PCI-DSS, Life Office tax and legislative changes, communications platform migration, and mail-house migration from Australia to New Zealand

• Leader, Direct Customer Services

  • Jun 2012 - Jul 2014

• Training & Quality Coordinator - Direct Customer Services

  • Mar 2010 - May 2012