Experience

ClubReady, LLC

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Financial Operations Manager-Treasury Accountant

  • Mar 2022 - Present

• Financial Operations Lead- Finance and Franchise Operations

  • Apr 2019 - Feb 2022

  Process day to day transactions, maintenance, NACHA file creation and generate ACH uploads to bank. Communicate all revenue transactions to support team and finance/accounting team. Creation, review and delivery of weekly Franchise Fee and Month End Reporting. Initiate and Review all A/P and A/R - Trust transactions for Xponential Fitness. Track through revenue reporting all billing, franchise and operating fees. Update and maintain fees for all brands. Review Contracts, setup Franchise billing, reporting needs and review rebates. Generate additional revenue by monitoring gross sales and pulling weekly franchise reports. Process and track franchisee loans initiated by franchise brands. Research, identify and implement enhancements to existing software tools and new features. Provide input and engage in Finance and Onboarding product meetings to improve product development and end user experience both internally and client facing. Redesigned Remit process to eliminate manual tasks with our Finance Engineering Department. Documenting process workflow and presenting the needs to product team. SaaS billing, setup and testing for our clients, on-site and remotely, following information gathering, analysis and mapping of the client’s workflow and processes. Skilled in Excel, Wrike, ZenDesk, LiveChat, Office365, SharePoint, SAGE Intacct, ultipro PhotoShop, Brackets, Quickbooks Show less

• Onboarding/Training Specialist

  • Aug 2016 - Apr 2019

  • Manage and coordinate new customer onboarding activities and act as the primary contact for all issues and opportunities related to the customer during the onboarding process.• SaaS setup and training for our clients, on-site and remotely, following information gathering, analysis and mapping of the client’s workflow and processes.• Design and create customer training documents and best practices for internal and external use. • Troubleshoot customer issues accurately, professionally and patiently (many clients are non-tech savvy) and initiate escalation process for unresolved problems. • Work with customers on training to identify strengths and weaknesses with software. • Prioritize and manage multiple complex projects within time, technical and resource constraints. • Passion to deliver superior client services by going above and beyond and doing whatever it takes to ensure each client contact is a positive experience with ClubReady. • View customer data metrics to understand customer issues and training opportunities.• Web based chat and phone style customer support specialist to over 2000 fitness facilities.• Comfortable communicating and presenting to groups (remotely and in person) within my organization and outside. Show less



Clayton Law Offices

• Legal Services
• 1 - 100 Employee

• Paralegal

  • 2005 - 2015

  Administrative /Paralegal Responsible for opening all client files, met strict deadlines, prepared preliminary reports, letters, memos, emails to all parties involved at all levels. Prepared all court filing documents, pleadings, obtained affidavits, health care record summaries & witness statements. Developed PowerPoint presentations for attorneys to present at trials. Coordinated with managing attorney and web developer to accomplish visual design, layout and content of the firm’s online presence. Compiled, designed and wrote copy for quarterly educational publication “Your Law”. Managed Medical records and portfolios. Routinely managed time-sensitive, confidential information. Generated and verified client month-end Invoices. Show less



The Red Lion

• Mapelwood, MO

• Restaurant Manager/Wait Staff

  • Apr 2010 - Oct 2014