Experience

Action Accounting

• United States
• Accounting
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2022 - Present

  Clearwater, Florida, United States



The Sports Facilities Companies

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Director of Project Management

  • Apr 2021 - Jan 2022

  Clearwater, Florida, United States • Responsible for leading team members, managing projects, analyzing opportunities, developing strategies, and coordinating with other departments • Create and manage project plans and timelines to set, manage, and exceed client expectations through excellent service, communication, and results • Critically evaluate information gathered from a variety of sources and determine applications based on both project needs and project vision • Collaborate with team of development advisors… Show more • Responsible for leading team members, managing projects, analyzing opportunities, developing strategies, and coordinating with other departments • Create and manage project plans and timelines to set, manage, and exceed client expectations through excellent service, communication, and results • Critically evaluate information gathered from a variety of sources and determine applications based on both project needs and project vision • Collaborate with team of development advisors, market specialists, business analysts, and project managers through the project specific development of feasibility studies, analysis of findings, and creation of strategic recommendations for client decision making • Implemented project management software to improve efficiency, manage resources, incorporate SLAs to improve service quality, and developed an executive dashboard for hi-level overview of production and performance Show less



Stratus

• United States
• Facilities Services
• 300 - 400 Employee

• Field Partner Compliance Manager

  • May 2018 - Feb 2021

  Clearwater, Florida, United States • Vendor Management & Vendor Compliance • Audit vendors for compliance, identify potential compliance issues, implement compliance resolutions, and build equitable relationship with vendors • Responsible for managing vendors in Southeast Region • Developed, implemented, and managed national vendor selection process • Created Request For Proposal (RFP) and Service Level Agreement (SLA) for national program • Developed and implemented 12 process improvements that… Show more • Vendor Management & Vendor Compliance • Audit vendors for compliance, identify potential compliance issues, implement compliance resolutions, and build equitable relationship with vendors • Responsible for managing vendors in Southeast Region • Developed, implemented, and managed national vendor selection process • Created Request For Proposal (RFP) and Service Level Agreement (SLA) for national program • Developed and implemented 12 process improvements that improved operational efficiency • Developed process maps to identify best practice and improve efficiency • Assist management in implementing adequate controls and quality assurance processes to provide early identification and prevention of potential compliance issues • Developed data analytics to track, measure, identify opportunities, and provide guidance for decision-making • Emergency Response Team Coordinator Show less



Gulf Winds Credit Union

• United States
• Banking
• 1 - 100 Employee

• Vice President of Strategic Initiatives

  • Aug 2014 - Jun 2017

  Pensacola, Florida Area · VP of eCommerce and Project Management 8/2014-5/2016- promoted to VP of Strategic Initiatives · Designed, developed, and implemented Strategic Planning process · Leader of Strategic Planning; collaborated with Senior Management Team to prioritize projects and initiatives and develop them into a comprehensive plan · Developed Executive Dashboard for tracking and reporting of projects, business plans, and strategic plan · Developed & implemented Project Management Office (PMO) to… Show more · VP of eCommerce and Project Management 8/2014-5/2016- promoted to VP of Strategic Initiatives · Designed, developed, and implemented Strategic Planning process · Leader of Strategic Planning; collaborated with Senior Management Team to prioritize projects and initiatives and develop them into a comprehensive plan · Developed Executive Dashboard for tracking and reporting of projects, business plans, and strategic plan · Developed & implemented Project Management Office (PMO) to provide standardized processes, tools, techniques, and training · Developed, implemented, and managed Project Portfolio Management to align projects with strategic priorities · Implemented strategy for Enterprise Resource Planning (ERP) to balance resource capacity and align with strategic priorities · Developed and implemented Process Improvement Program · Developed & implemented Process Improvement methods that helped optimize operational processes and procedures · Created Innovation Lab to drive innovation and generate new or unique solutions and embrace new ideas that will help sustain the business · Developed & implemented Change Management objective & strategy for Senior Management Team · Developed & implemented RFP & Contract review process to improve vendor selection process, pricing, and due diligence protocol · Lead team of Project Managers to complete 30-40 projects annually · Selected new vendor for Online Banking, Mobile Banking, & Bill Pay platform. Successfully executed implementation and created infrastructure for omni-channel strategy · Built new eCommerce Department, developed business plan & infrastructure for strategic growth · Implemented Phone Conversion for Contact Center · Developed & implemented re-organization plan with concurrent implementation of remodel project to include all departments and three buildings · Member of the Senior Management Team · Plan Coordinator for Business Continuity Plan Show less



USF Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• AVP Retail Operations

  • Feb 2012 - Apr 2014

  · Multi-Unit Manager; Five Branches, Loan Department, Operations, eServices, Contact Center, and Card Services Department · Member of the Senior Management Team · Developed, implemented, and managed Enterprise Project Management · Developed, implemented, and managed Project Management Office (PMO) · Developed and implemented Process Improvement program and Kaizen philosophy · Defined and optimized standard operating procedures throughout the business units · Developed and… Show more · Multi-Unit Manager; Five Branches, Loan Department, Operations, eServices, Contact Center, and Card Services Department · Member of the Senior Management Team · Developed, implemented, and managed Enterprise Project Management · Developed, implemented, and managed Project Management Office (PMO) · Developed and implemented Process Improvement program and Kaizen philosophy · Defined and optimized standard operating procedures throughout the business units · Developed and implemented Procedure Manuals · Implemented tracking and reporting Dashboard · Developed and implemented Enterprise Career Pathing program · Developed and implemented new eServices Department · Evaluated and implemented new technologies and add-on applications to improve and optimize performance · Implemented Online Account Opening Platform · Implemented Online Loan Platform · Implemented building construction project for new Branch · Implemented building remodel project for existing Branch · Implemented remodel projects for new Loan Department, eServices Department, and Contact Center · Developed Business Development strategy and implemented tactical plan · Implemented Sales & Service program at organizational level and transformed culture · Responsible for Compliance/Auditing/Risk Management/Branch Security for Retail & Operations · Member of Asset and Liability Committee · Business Continuity Plan Coordinator – responsible for Branch Operations Recovery, Teller Service Restoration, Contact Center Restoration, & Cash Services/ATM Restoration Show less



Bayside Grill

• President, General Manager

  • Oct 2010 - Jan 2012

  Saint Petersburg, Florida · Developed and implemented Building Restoration Project plan to include, planning, designing, and remodelling; interior, exterior, and signage · Ensure exceptional service & food quality · Marketing and sales building · Developed and implemented Cost Control Systems · Establish, challenge, and develop all control systems for ordering and inventory · Developed and implemented processes and procedures · Maintained food safety certifications for all employees · Interviewing,… Show more · Developed and implemented Building Restoration Project plan to include, planning, designing, and remodelling; interior, exterior, and signage · Ensure exceptional service & food quality · Marketing and sales building · Developed and implemented Cost Control Systems · Establish, challenge, and develop all control systems for ordering and inventory · Developed and implemented processes and procedures · Maintained food safety certifications for all employees · Interviewing, staffing, and scheduling · Training and development · Manage contracted services · Budgeting · Profit and loss · Emergency Preparedness and Business Continuity Administrator Show less



Achieva Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• VP of Operations

  • 2003 - 2010

  Clearwater, Florida · Multi-Unit Manager; Eight Branches, Lending, Operations, eServices, and Contact Center · Member of the Senior Management Team · Developed and implemented Project Management processes, tools, and techniques · Updated and developed policies and procedures for Operations, Retail, Business, & Lending · Developed and implemented Process Improvement Program to optimize operational processes · Developed and implemented Career Pathing Program to improve quality of service ·… Show more · Multi-Unit Manager; Eight Branches, Lending, Operations, eServices, and Contact Center · Member of the Senior Management Team · Developed and implemented Project Management processes, tools, and techniques · Updated and developed policies and procedures for Operations, Retail, Business, & Lending · Developed and implemented Process Improvement Program to optimize operational processes · Developed and implemented Career Pathing Program to improve quality of service · Developed Managers into Leaders · Responsible for developing and implementing new Products and Services · Developed and implemented Business Services · Developed and implemented Financial Literacy Program · Developed and Implemented Certified Financial Counselor Program · Implemented Sales & Service Program · Implemented Phone Conversion for Contact Center · Implemented New Account Opening Process · Implemented Three Mergers · Implemented Five New Branches · Implemented projects ranging from interior remodels to ground up new construction · Implemented Six Branch Remodels · Responsible for Compliance/Risk Management/Branch Security within Retail & Operations · Member of Asset and Liability Committee · Responsible for Budgeting process and accountability within Retail & Operations · Responsible for Emergency Response and Business Continuity (Hurricane Damage) · Developed and implemented Emergency Preparedness process and procedures for all Branches & Contact Center · Responsible for Contract Management · Responsible for Vendor Management · Member of Asset and Liability Committee · Business Continuity Plan Coordinator – responsible for Branch Operations Recovery, Member Support Services Restoration, Teller Service Restoration, Contact Center Restoration, & Cash Services/ATM Restoration Show less