Richard Morrison
Associate Managing Director at ExecSearches.com- Claim this Profile
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Bio
Experience
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ExecSearches.com
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Associate Managing Director
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Sep 2021 - Present
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Uplift Education
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United States
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Education Administration Programs
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700 & Above Employee
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Associate Operations Manager
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Jun 2018 - Present
*In addition and not limited to Office Manager tasks listed below*● Responsible for coordination, content and follow up on assigned deliverables of weekly K12 leadership team meetings● Oversees Onboarding tasks for the receptionist(s) and assists the Operations Director with On-boarding and/or training support for new operations staff.● Performs annual Performance Management ratings for direct reports.● Acts as surrogate for Operations Director as needed, including times of extended leave.● Assists Operations Director in updating and creating all campus SOPs and training manuals for the office staff.● Performs quarterly analysis of campus processes, and makes adjustments where needed.● Monitor balance/purchase information for all state, local, discretionary and enrichment accounts in accordance with Uplift AP policy.● Conducts all campus safety drills and follow-up action items with coordination of campus leadership; documenting in campus EOP forms per accordance with Fire Marshall regulations.● Approves time of direct and non-direct reports in Uplift’s time management system including PTO/FMLA. ● Responsible for hiring/termination of direct reports with the approval of campus Operations Director Show less
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Office Manager
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May 2015 - Jun 2018
Oversee/manage all purchasing for the campus● Create and maintain a system of requisitions and purchase orders● Coordinate mass communication to parents and staff● Verify and submit times for non-exempt staff, and absences for all staff● Review and update campus website with current documents and important information● Support campus enrollment events● Monitor balance information for all state, local, discretionary and enrichment accounts in accordance with Uplift AP policy.● Train campus staff on correct Cash Handling procedures● Process and submit any check requests for vendors, refunds, and staff reimbursements ● Provide administrative support to campus directors● Coordinate and purchase all travel for staff (flights, lodging, conference fees, etc)● Serve as Operations logistic point of contact for all campus activities● Manage campus asset inventory, including textbooks, libraries, manipulatives, etc● Provide support for daily afternoon carline● Coordinates coverage for front desk when needed● Assist Operations director with training presentations and supporting documentation ● Submit timesheets for carline officers weekly Show less
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CityDoc Urgent Care
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United States
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1 - 100 Employee
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Office Manager
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Aug 2013 - May 2015
● Manage clerical duties in a high flow medical office (incl. phone, scheduling, monetary transactions) ● Transfer of patients from the web portal into medical charting software ● Communicate with insurance companies regularly for verification of benefits and claims processing ● Submission of patient charts using ICD-9 medical billing codes and diagnosis information ● Act as practice point person/representative for patients, insurance companies and physicians ● Make referrals to patients for applicable practices, and services as needed ● Train new and existing nursing and administration staff on new protocols and procedures ● Keep medical board of directors updated regularly on any projects and pertinent practice information ● Journal all transactions in spreadsheets, balancing all cash and settling credit transactions daily ● Creation of any forms or documents for interoffice use and communication ● Keep daily office staff informed of any and all projects ● Coordinate with personnel to assure adequate coverage of all positions throughout the shift ● Train applicable staff on state protocols for Workman's Comp visits and claim processing ● Communicate any IT issues with off-site software company, correcting any problems in a timely manner Show less
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Monitor Medical
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Medical Practices
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1 - 100 Employee
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Office Manager
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Feb 2011 - Apr 2013
● Facilitate transfer of new patients, working with other offices, and providers ● Manage daily operational aspects of the office, including staff scheduling, and sales goals ● Maintain relationships with several sleep labs, doctors and providers ● Make referrals to patients for applicable services ● See patients on a regular basis, setting up CPAP (and related) machines, instructing on use ● Evaluate patient’s needs, and fitting them with appropriate masks for effective PAP therapy ● Regular follow up with patients regarding success in therapy, changing when needed ● Verification of insurance and Medicare benefits ● Following federal guidelines, gather paperwork from other sources to ensure medicare coverage Show less
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Project Manager
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Sep 2007 - Jun 2010
Create and execute project work plans and revise as appropriate to meet changing needs and requirements Identify resources needed and assign individual responsibilities Manage day-to-day operational aspects of a project and its scope Identify business development and up-sale opportunities as they relate to a specific project Keep project team well informed of changes within the organization and general corporate news Delegate tasks to team while ensuring quality of work and adherence to schedule Create detailed customer invoices for services Receive and process payments from customers for monthly invoices Developed and maintain a catalog of material for wholesale costs and pass thru charges to customers Show less
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Resource Center
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Non-profit Organizations
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1 - 100 Employee
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Program Coordinator
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May 2004 - Apr 2007
Created and enhanced venue relationships to ensure the success of multiple programs Promoted studies using various recruitment methods Supervised, recruited and trained volunteers, fellow staff, and recruitment staff Developed recruitment goals and long-term recruitment strategies Developed recruitment material and administration forms Fulfilled the recruitment goals for multiple interventions at the agency Conducted yearly community assessment to assure the continued success of programs Show less
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FedEx Office
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United States
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Printing Services
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700 & Above Employee
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Production Associate
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Aug 2002 - Oct 2003
Maintained office equipment Proofread and edited documents for quality and accuracy Co-managed the Sign & Banner department arm of the retail location Maintained office equipment Proofread and edited documents for quality and accuracy Co-managed the Sign & Banner department arm of the retail location
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Education
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University of North Texas
Journalism Major -
Collin College
General Studies