In my Director of Operations and Finance - Chief Financial Officer role, I directed the operational and financial infrastructures, including FP&A, analytics, reporting, risk assessment, insurance, leases, contracts, IT and data. I actively engaged in strategic decision making, as part of the executive leadership team. I led the development and deployment of new systems, including Salesforce. I managed the multi-million dollar national and international budgeting process, tracked cash flow and analyzed the company's operational strengths and weaknesses proposing remedial actions.
● Delivered an 87% reduction in time spent per participant in the recruitment process through automation, elimination of manual input, and document generation in Salesforce.
● Drove a 25% increase in revenue within 3 years by leveraging data, boosting efficiencies, and advocating for a lower cost, lower discount product model.
● Achieved 100% audit performance during my tenure.
● Captured a 75% reduction in overdue accounts receivable through the development and implementation of a monthly autopay solution.
● Directed all operational and financial infrastructures, including FP&A, revenue operations, analytics, reporting, risk assessment, insurance, leases, contracts, and data science.
● Engaged in strategic and tactical decision making as part of the executive leadership team.
● Led the development and deployment of new data systems, including Salesforce CRM, Conga, and BI tools/dashboards for analysis.
● Unlocked efficiencies that maximized operations by managing organizational change, including leading the transition from an outdated, ineffective database to Salesforce CRM.
● Improved KPI tracking and organizational decision making with data and business intelligence dashboards, resulting in more accurate forecasting and scenario planning.