Practice Director – Solutions Architecture

• Oct 2022 - Present

Director Of Business Operations

• Oct 2021 - Oct 2022

I continued to serve as a corporate officer and steward of the company, but my title changed. As Director, I was less task-oriented and more intentional about delegation, leading, and empowering others.• Implemented the Workforce Go HCM solution for payroll and human resources, which integrates withAcumatica ERP.o Reduced overall payroll processing time by 8 hours. Redirected one employee to other valuabletasks.o Also identified a lack of clarity in the compensation policy for field staff. Implemented newpolicies, procedures, and protocols that increased gross profit by 3% while maintaining fairnessand integrity in adequately compensating field staff.• Conducted weekly “design” meetings with cross-functional teams to map current state and future state, and to identify and eliminate waste through quick fixes or improvement projects.• Led a complete rebrand including company logo, taglines, website redesign, vehicles, and othermarketing materials.• Further refined accounts receivable procedures and the department’s organizational structure to improve Total AR Aging under 90 days to 99.8% (from 93%).• Redesigned core strategies in recruiting, hiring, onboarding, and development.• Mentored team members on a biweekly basis in professional development, leadership, and problemsolving. Show less

Business Operations Manager & Assistant Secretary/Treasurer

• Jan 2016 - Dec 2021

I was promoted to the executive team in 2016. My main responsibility was to provide leadership to theAccounting, HR, and IT teams. I also had fiduciary responsibilities to help other departments with process improvement or organizational structure.• Designed and implemented new core values, mission, vision, and company culture with the President and Vice President after an ownership split.o Rewrote company policies to align with the new culture and strategic direction.o Removed those who were not ideal team players from the organization, transferred and promoted others, then created new job descriptions and performance evaluations for all staff members.• Eliminated the root cause of accounts receivable and cash flow issues due to a lack of accountability and created policies, procedures, and protocols for customer service agreements.o Led cross-functional team members to resolve outstanding invoices. The average DSO decreased from 53 days to 34. Total AR Aging under 90 days improved from roughly 78% to 93%.• Spearheaded the implementation of the Acumatica cloud ERP within four months (2/2020-6/2020).o Led the IT team and external consultants to import previous database records, financial data, and open transactions into Acumatica.o Created and documented new processes. Trained staff and reinforced procedures post-implementation.o Created process maps and value stream maps to aide in implementing process improvements across multiple operational departments.• Created a business objective to implement a hybrid work infrastructure in 2018. By the time the pandemic hit in 2020, we were well positioned for remote work through cloud connectivity. Show less

Business Operations Specialist

• Aug 2012 - Jan 2016

From 2012 to 2014, I primarily completed administrative duties within accounts receivable, accounts payable, and IT, as an entry-level employee. Between 2012 and 2014, I completed many technology and process improvement projects. In 2014, I was promoted to a leadership position over the Accounting, HR, and IT teams.• Designed and implemented a paperless billing system using hh2 mobile work order applications which integrated directly with the Sage 300 CRE accounting system.• Designed work order management and billing management systems, procedures, protocols, and general practices. Inspired team members to bring unbilled and open work orders to an all-time low.• Customized the project bid and estimate templates to import seamlessly into the Sage 300 CRE accounting system. Show less

Crossfit Coach

• Oct 2020 - Jun 2022

Owner

• May 2014 - Dec 2019

Senior Counselor/Inclusion Companion

• Jun 2007 - Aug 2012