I am a Los Angeles native living in Cleveland with extensive experience in C-Level work seeking to utilize both my operational and technical dexterity skills. As a professional, I bring innovation and creativity to the ever-changing business needs of an office and company. My main focus is to streamline the work culture from employee efficiency to operating overhead to managerial communication. An effective dialogue between personnel is imperative towards the effective dialogue and productivity between departments. The language of business operational management is the component that I contribute to every employment.
St. Mark School, Venice, CA, US, Business Manager
FULL CHARGE BOOKKEEPER
Daily banking transactions review and coding
Weekly bank deposit management
Monthly Reconciliation
Monthly / Quarterly reporting
ADLA Monthly/Yearly reporting
Budget Creation / Management
Expenditure Management
Reimbursement / PO management
A/P A/R CRM
Review all bills, invoices, reimbursements, and Purchase Orders
Request approval for large purchases
Request approval for term-contracts
Vendor management
Process payments for final authorization signature(s)
Manage FACTS - our tuition management system
Process revenue from FACTS, VENMO, SQUARE, CASH, CHECKS
Customer Interface (parents) on open invoices
Process donations through DonorPerfect
PAYROLL PROCESSING
Semi-Monthly Payroll Processing
Review salary/hourly attendance/timesheets
Manage adjustments and review ADP reporting
BENEFITS COORDINATION
Manage employee processing in ADLA benefits system
Review and processing payment of monthly benefit premiums.
Update employees on plan changes, and open-enrollment process.
Basic informational resource for employees.
FACILITY OVERVIEW
Review maintenance with Facility Manager
Budget small/large projects
Manage budget for general yearly improvements
Manage landscaping management
Troubleshoot maintenance task schedule
HUMAN RESOURCE COORDINATION
On-boarding / Off-boarding management
Risk Management
Liability Review
Policy Review
Interpersonal Behavior Management
OPERATIONS
Workflow for Office/Administrative Staff
Coordination with Admissions
Coordination with PAC (revenue positive events/tasks)
Local/State/Federal Governing policies and procedures
ADLA coordination
Department Strategies and Efficiency planning
DeLux DSM, Los Angeles, CA, US, FINANCE & BRANDING CONSULTANT
FINANCE
- Created and manage current ledgers.
- Reconcile banking, credit cards, and commission statements.
- Liaison between State/Federal Tax/Business departments, auditors, and third-party accounting firms.
BRANDING
- Sourced and project managed new identity logos, colour branding, and image.
- Managed and redesigned company websites.
- Collaborated on newsletter design and management for e-marketing campaigns.
OPERATIONS
- CRM Review and Integration
- Recruiting & Sourcing Talent
Seek Capital / Direct Business Lending / Breakthrough Ads, Los Angeles, CA, US, Director of Operations and Finance
OPERATIONS
- Liaison between all departments with constant review of productivity flow and problematic counterpoints.
- Designed procedures for Finance, Human Resources, and Collections departments.
- Collaborated with Technology department to budget and efficiently implement new software/hardware goals.
FINANCE
- Managed all internal financial ledgers, procedures, and processes.
- Designed, implemented, and managed A/P, A/R, and Payroll processes.
- Budgeted overall company financial performance, and created project-based budgets for approval.
- Liaison between State/Federal Tax/Business departments, auditors, and third-party accounting firms.
HUMAN RESOURCES
- Created company/employee manuals, on-boarding, off-boarding, and benefit offerings.
- Researched and negotiated company/employee insurances with an annual review.
- Managed Payroll and Commission reporting and disbursement.
- Consulted on employee position salary wages, salary raises, and bonuses.
- Employee Relations point personnel, including dispute resolutions, interpersonal communication, and disciplinary actions.
FACILITIES
- Negotiated and managed all utilities, vendors, and improvements.
- Redesigned and Project Managed the floor plan for the sales department and sub-leasee.
- Managed security measures for the office and in compliance to the building management
LivingHomes, Santa Monica, CA, US, Director of Bending Time and Space: Operations/Facilities Manager, Sales Coordinator, Bookkeeper
OPERATIONS
- Restructured and effectively maintained communication and sales management for prospective
clients; including, historical information, follow-up processes, and contract arrangements.
- Integrated new technology and new procedures to assure a smooth flow of transition.
FINANCE
- Interim Bookkeeper cut operational cost between 8% - 12% each year and managed all vendor
communication and price comparison.
- Created reimbursement process and policies.
- Created paperless documentation procedures and policies.
FACILITIES
- Coordinated the change of facility and maintained all office utilities, IT support, repairs, and
custodial services.
- Coordinated and improved the waste management and recycling processes to keep the carbon-
footprint of the office operations to a minimal.
- Achieved the SAMO Sustainable Quality Award for the facility.
- Managed the Show Home for public and private tours/events.
- Coordinated management of all events and point-person for all rentals of the space.
- Project managed the green renovation of duplex and site-managed property.
ADMINISTRATIVE
- CEO schedule management
- Travel Coordination
- Mailing and International Shipping
- Press / PR Communication
- e-Marketing coordination
- Web support
- Sales support
- Client communication
