Experience

Goalbook

• United States
• Software Development
• 100 - 200 Employee

• Operations Finance Analyst

  • Oct 2022 - Present



Movoto

• United States
• Real Estate
• 1 - 100 Employee

• Business Operations Lead

  • Oct 2017 - Mar 2022

  San Mateo Focused on two Business Development projects for revenue growth and product expansion. Managed the collections for the referral service resulting in $570,000 in revenue, $10K over projected annual goal. Performance analysis for Brokerage service KPIs and developed the accounting/commission process. The Brokerage business has grown to $16 million in revenue in 2021. Operations- Developed and managed the procedures for each project. Implementing application softwares Front, Trello, Brokermint,… Show more Focused on two Business Development projects for revenue growth and product expansion. Managed the collections for the referral service resulting in $570,000 in revenue, $10K over projected annual goal. Performance analysis for Brokerage service KPIs and developed the accounting/commission process. The Brokerage business has grown to $16 million in revenue in 2021. Operations- Developed and managed the procedures for each project. Implementing application softwares Front, Trello, Brokermint, Quickbooks, bill.com, and Netsuite. Strategic Planning- Create an annual KPI tracker to deliver monthly KPI reports for stakeholders. Critical Thinking- Analyze KPI results and provide insights. Based on the results present the main factors of success and/or provide improvement suggestions to the executive team. Show less



RealtyShares

• United States
• Investment Management
• 1 - 100 Employee

• Closing Specialist

  • Aug 2016 - Sep 2017

  San Francisco Bay Area Closed an average of 30 loans per month resulting in $27 Million dollars in transactions and $4.9 million in annual revenue. Communication- Coordinated with an average of 48 stakeholders a week to ensure the loans are closed within our 10 day turn around goal. Planning- Create closing documentation and establish contact with all parties involved in the transaction for every loan in the pipeline to reach the 10 day loan approval goal. Forecasting- Prepare for a weekly forecast meeting… Show more Closed an average of 30 loans per month resulting in $27 Million dollars in transactions and $4.9 million in annual revenue. Communication- Coordinated with an average of 48 stakeholders a week to ensure the loans are closed within our 10 day turn around goal. Planning- Create closing documentation and establish contact with all parties involved in the transaction for every loan in the pipeline to reach the 10 day loan approval goal. Forecasting- Prepare for a weekly forecast meeting with the Capital Market and Finance team to plan the funding and disbursement needed each week. Show less



Movoto

• United States
• Real Estate
• 1 - 100 Employee

• Sales Operations Associate

  • Apr 2015 - Aug 2016

  Manage agent accounts to coach them on how to close transactions on unique internet leads. Goal is to increase the agent’s close rate to increase company revenue. Client relations- Increased revenue by $400K. Identified major gaps in client retention by conducting client focused experiments. Adaptable- Assigned and completed 4 projects that were critical in the new direction of the business strategy.



Alternative Eats

• Operations Manager

  • May 2012 - Mar 2014

  San Francisco Bay Area Co-managed 2 counter service restaurants. Responsible to create and implement operations processes. --Leadership- Assisted in training two managers to run two independent restaurants. Training and implementing the corporate office to a web-based system using Google Docs. --Purchasing- Decreased purchasing costs by 34%. Implemented a google spreadsheet purchasing system to reduce variable costs. --Vendor Relations- Monitored pricing for each item utilizing the purchasing system… Show more Co-managed 2 counter service restaurants. Responsible to create and implement operations processes. --Leadership- Assisted in training two managers to run two independent restaurants. Training and implementing the corporate office to a web-based system using Google Docs. --Purchasing- Decreased purchasing costs by 34%. Implemented a google spreadsheet purchasing system to reduce variable costs. --Vendor Relations- Monitored pricing for each item utilizing the purchasing system. Scheduled quarterly meetings with sales reps to negotiate better pricing. Compared pricing with competitors. Show less



The Stanford Park Hotel

• United States
• Hospitality
• 1 - 100 Employee

• Food and Beverage Manager

  • May 2010 - May 2012

  Menlo Park, CA Manage 3 food and beverage outlets restaurant, lounge, and room service. Hire and train front of house staff to deliver memorable fine dining experience to all guests. --Events- Assisted in coordinating 20+ events at Stanford Park Hotel from concept to completion. --Marketing- Interact and engage with potential clients to promote and highlight the restaurant and private dining space. --Leadership- Trained and managed the floor staff for a $700,000 restaurant opening.



Darden

• United States
• Restaurants
• 700 & Above Employee

• Assistant Manager

  • 2004 - 2010

  Started my restaurant career as a host and work my way up to supervisor. Completed the Leadership program which consisted of people management, purchasing, inventory, and budgeting.