Experience

GoodJob

• United States
• Software Development
• 1 - 100 Employee

• Senior Product Manager

  • Oct 2022 - Present

  Birmingham, Alabama, United States Spearheaded a 9-person software development team in the delivery of multiple successful software releases for an HR tech startup and AI-based hiring assessment provider Contribution Highlights: - Overhauled and released new GoodJob corporate website, resulting in a 200% increase in website traffic - Implemented a suite of API integrations, connecting GoodJob's hiring assessment to over 50 different ATS providers, integrating with providers representing over 90% of the current… Show more Spearheaded a 9-person software development team in the delivery of multiple successful software releases for an HR tech startup and AI-based hiring assessment provider Contribution Highlights: - Overhauled and released new GoodJob corporate website, resulting in a 200% increase in website traffic - Implemented a suite of API integrations, connecting GoodJob's hiring assessment to over 50 different ATS providers, integrating with providers representing over 90% of the current market share - Performed extensive market research to develop a corporate brand guide, voice, and vision in support of a streamlined product development focus Show less



Immertec

• United States
• Software Development
• 1 - 100 Employee

• Director of Business Solutions

  • Apr 2021 - Jun 2022

  Tampa, Florida, United States I was promoted from an Automation and Optimization Analyst to Business Solutions Director in less than 5 months at Immertec, a software development company managing an immersive peer-to-peer collaboration platform enabling remote attendees to view a live 3D stream of an operating room. I directed 3 employees in developing and implementing process and software solutions. Contribution Highlights: - Steered software implementation, migration, and subscription contracts. - Oversaw… Show more I was promoted from an Automation and Optimization Analyst to Business Solutions Director in less than 5 months at Immertec, a software development company managing an immersive peer-to-peer collaboration platform enabling remote attendees to view a live 3D stream of an operating room. I directed 3 employees in developing and implementing process and software solutions. Contribution Highlights: - Steered software implementation, migration, and subscription contracts. - Oversaw evaluation and consolidation initiatives to cut $50K in expenses annually. - Administered multiple software migrations, including transitioning Operations from Jira and Pipedrive software to HubSpot. Finalized a full migration in less than 9 months slashing $15K per year. - Streamlined end-to-end operational processes, systems, and support coaching for 50 employees throughout the company. - Prepared recurring/ad hoc reports, leadership dashboards, and investor updates. - Spearheaded ideation and the creation of metrics, offering executives and investors a pulse on the organization. - Utilized the EOS (Entrepreneurial Operating System) framework to support staff internally. - Interfaced with the IT division and senior leaders to maintain and prioritize the organizational roadmap permanently. - Instituted SOC2 Type 1 & 2 policies, controls, and internal coaching to attain SOC2 Type 1 & 2 certifications, providing enhanced data protection and security to clientele

• Automation and Optimization Analyst

  • Nov 2020 - Apr 2021

  Tampa, Florida, United States



AgileThought

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Product Owner & Business Analyst Lead, Scrum Master

  • Feb 2017 - Nov 2020

  Tampa/St. Petersburg, Florida Area In this role, I performed as Lead Product Owner, Analyst, and Manager of Agile project teams consisting of up to 50 employees at an IT services and consulting company supporting many Fortune 1000 clients in transforming, building, and managing their digital business. Contribution Highlights: - Rolled out an instructional design and business process management endeavor and created all training content. - Led and consulted fellow business analysts assigned on billable projects.… Show more In this role, I performed as Lead Product Owner, Analyst, and Manager of Agile project teams consisting of up to 50 employees at an IT services and consulting company supporting many Fortune 1000 clients in transforming, building, and managing their digital business. Contribution Highlights: - Rolled out an instructional design and business process management endeavor and created all training content. - Led and consulted fellow business analysts assigned on billable projects. - Built, supervised, and prioritized backlog and program management. - Used Agile methodology to deploy applications, coordinating intricate audit, M&A, key infrastructure, construction, and development operations. - Orchestrated continuous releases of software across various Agile projects successfully ranging from 20-50 team members. - Led stakeholder sessions for multi-stream projects on a regular basis, merging the demands of 100+ key stakeholders into an aligned vision and backlog. - Spearheaded the transformation of a major project with a Fortune 500 corporation, improving a low performing client/team, restructuring processes and technique, and updating the client dynamic to reach project success and retain staff. Show less



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Prod Lead Business Analyst & Product Owner, IT – Architecture & Data

  • May 2014 - Feb 2017

  Tampa/St. Petersburg, Florida Area In the spring of 2014, I was promoted to Senior Product Owner and Business Analyst where I held backlog refinement, sprint planning, prioritization, roadmap development, and committee meetings regularly. I collaborated with 60+ clients and IT departments to elicit, review, and log detailed requirements for systems and programs implementation. Contribution Highlights: - Developed comprehensive requirements for numerous clients, accounts, and product data features. - Utilized… Show more In the spring of 2014, I was promoted to Senior Product Owner and Business Analyst where I held backlog refinement, sprint planning, prioritization, roadmap development, and committee meetings regularly. I collaborated with 60+ clients and IT departments to elicit, review, and log detailed requirements for systems and programs implementation. Contribution Highlights: - Developed comprehensive requirements for numerous clients, accounts, and product data features. - Utilized Behavior Driven Development (BDD) methodology to generate user stories and requirements written in Gherkin format, enabling fully automated tests to be designed for new applications. - Interacted with customer onboarding teams and the technical product owner to implement a new system for clients and accounts. - Guided the planning and execution of an organizational-wide data cleansing effort for millions of client and account records. - Expedited the successful delivery of the MVP release for a financial product catalog with all products accessible companywide for thousands of individuals. - Liaised with the Anti-Money Laundering (AML) department to create requirements in support of AML objectives, including customer due diligence and KYC “Know Your Customer,” achieving enhanced due diligence, identity verification, and politically exposed person screening. - Led the release of a new client and account master data store, transitioning the company from an account-centric system to a client-centric system.

• Business/Financial Analyst

  • Sep 2011 - May 2014

  St. Petersburg, FL In this position, I provided one-on-one support for 20 regional managers servicing 3K advisors, identifying, analyzing, and resolving complex business reporting issues. Oversaw all escalated payroll and compensation concerns, comprised of payroll analyses preparation, development, negotiation, and tailored payout schedule integration. Created reports and led meetings both monthly and quarterly. Contribution Highlights: - Introduced a new fee-based advisor payout, examining it… Show more In this position, I provided one-on-one support for 20 regional managers servicing 3K advisors, identifying, analyzing, and resolving complex business reporting issues. Oversaw all escalated payroll and compensation concerns, comprised of payroll analyses preparation, development, negotiation, and tailored payout schedule integration. Created reports and led meetings both monthly and quarterly. Contribution Highlights: - Introduced a new fee-based advisor payout, examining it completely to influence lower attrition. - Examined metrics on territorial growth and development, consisting of addressing asset and revenue growth, customer count, advisor count, and other critical financial metrics to evaluate the success of growth programs. - Engaged with senior leaders to develop customized reports, tracking advisor engagement by reviewing asset and production growth and stimulating regional productivity. - Steered process improvement projects to support agents and drive organizational growth in alignment with Regional Management personnel. - Seamlessly accessed high priority and complex data to facilitate business goals. - Generated communication and marketing content for advisor events. - Maintained internal Practice Management websites, corporate intranet postings, and web content.

• Resolution Specialist - Concierge Services

  • Jul 2008 - Sep 2011

  St. Petersburg, FL In the summer of 2008, I was transferred from Branch Services to Concierge Services where I oversaw incident management issues and solved numerous problems for Chairman’s, Leaders, and Director’s Council members accountable for managing escalated, complex matters for the organization’s top financial advisors and their respective departments. Contribution Highlights: - Supervised the research and resolution of multiple cases across numerous divisions and business lines, including… Show more In the summer of 2008, I was transferred from Branch Services to Concierge Services where I oversaw incident management issues and solved numerous problems for Chairman’s, Leaders, and Director’s Council members accountable for managing escalated, complex matters for the organization’s top financial advisors and their respective departments. Contribution Highlights: - Supervised the research and resolution of multiple cases across numerous divisions and business lines, including various compliance, AML, legal, tax, and service concerns. - Coordinated and facilitated training for new department employees and led branch operations training on location. - Delivered premiere service on a consistent basis, earning 14 Service First awards from branch co-workers and advisors for administering high quality solutions within tight deadlines, including the Robert A. James Service Excellence award – the highest level of achievement. - Spearheaded branch training calls on a month-to-month basis focused on practice management, operations, and compliance subject matter. Secured a robust participation rate of 50-75 branch offices per call. - Served as the team leader in the manager’s absence, supervising associates in complex, and high-level problem-solving. - Performed as Principal in the absence of Branch Manager(s), guiding client document review and authorization to support client transactions.

• Resolution Specialist - Branch Services

  • 2006 - Jul 2008

  Tampa/St. Petersburg, Florida Area In my second year with the company my duties were shifted to the Branch Services unit where I served as a Resolution Specialist for 1 ½ years. Contribution Highlights: - Acted as a key operational contact on a day-to-day basis for office and branch employees, performing as a generalist on all services provided by the company. - Offered backup trading to clientele and enforced compliance within client transactions.

• Account Associate - Managed New Accounts

  • 2005 - 2006

  Tampa/St. Petersburg, Florida Area In my first major career opportunity I supported higher-level accountants at a prominent financial services company. For one year, I managed new accounts, maintained records, processed applications and payments, and tracked transactions. Contribution Highlights: - Performed contract reviews and verified funding and fee data. - Streamlined the opening and funding of new managed accounts. - Interacted with the billing and trading departments to initiate fee billing and… Show more In my first major career opportunity I supported higher-level accountants at a prominent financial services company. For one year, I managed new accounts, maintained records, processed applications and payments, and tracked transactions. Contribution Highlights: - Performed contract reviews and verified funding and fee data. - Streamlined the opening and funding of new managed accounts. - Interacted with the billing and trading departments to initiate fee billing and process client trade requests.