Lead cross-functional operations and people strategy for a scaling remote accounting firm including oversight of marketing, HR, and internal processes. Drove system-wide improvements that increased efficiency, enhanced team engagement, and strengthened client service delivery. • People Leadership: • Grew the team by 36%, overseeing payroll, dispute resolution, HR compliance (multi-state), policy creation, performance reviews, and benefits • Achieved 100% employee satisfaction in onboarding via rollout of streamlined yet personalized processes, updated training manuals, and a 90-day review program • Fostered continuous development and employee retention strategies through candid feedback sessions, personalized growth planning, role transition frameworks, and coaching, contributing to a 90%+ employee NPS • Operational Strategy: • Delivered over $50K in annual cost savings via vendor renegotiation, tech audits, and automation • Designed and implemented company-wide goal frameworks and strategic planning documents used in quarterly planning and team adoption (1-, 3-, 5-, and 10-year horizons) • Supported a $1M+ revenue increase through streamlined operations, client retention strategies, and improved client delivery, contributing to a 100% client NPS • Spearheaded company marketing strategy and supported company rebranding; created new landing pages, made website improvements, and managed the firm’s first case study initiative • Created, tested, and delegated streamlined and automated client onboarding process, cutting 10+ hours per client in manual work • Tech & Automation: • Led the rollout of 10+ technology systems/apps including an internal ticketing system, onboarding support, and financial tools to enhance team collaboration and efficiency and client experience. • Leveraged automations and tools to streamline and create efficiencies across client onboarding, employee onboarding, employee day to day, and overall operational strategy; including centralizing data, resources, and communication • Developed and enforced security policies and data mapping protocols; established biannual audits and training systems

Responsible for 24/7 oversight of multiple, full-service Emergency Room locations by directing all aspects of employee and human resource management, policy creation, clarifying standards of care, marketing, company and culture branding, growth initiatives, and event planning. • Managed 120 employees by owning dispute resolution, payroll, HR processes, benefit administration, employment verifications, performance evaluations, and talent acquisition, as well as scheduling, credentialing, and presenting wellness initiatives and education opportunities • Ensured the highest level of employee performance through innovative staff training, motivation, and coaching efforts, resulting in a sustained 98% patient satisfaction rating • Spearheaded monthly staff meetings with multiple levels of the organization, and planned various employee events • Increased employee engagement by 90% and retention by 60% through onboarding process improvement, creative culture and team building initiatives, inclusive marketing efforts, and identifying development opportunities • Performed all administrative functions and feedback surveys for optimal business results: creating and implementing new policy changes, evaluating and upgrading operational procedures, monitoring inventory management, and resolving technical issues • Built and maintained relationships and negotiated contracts with external businesses, vendors, and key decision makers • Proactively created a tracking system to monitor employee credentialing and compliance requirements resulting in 100% passing rate for all surprise and scheduled regulatory inspections across all facilities • Motivated medical staff to observe patients when medically necessary, increasing the percentage from 0 to the national average of 4%, resulting in an increase in company profit in excess of $3,000 per patient • Compiled demographic data to motivate social media campaigns, community event planning, and grassroots marketing decisions

Effectively managed all facets of a multi-million-dollar jewelry business including inventory, vendors, human resources, marketing, sales, and global shipping and logistics. • Implemented an accurate inventory and cost tracking system that positively impacted fiscal and KPI reporting, insurance coverage, and loss prevention measures • Created an employee handbook • Saved sales and retained customers when necessary in excess of $200,000 • Performed as main contact for international vendors by developing and sustaining relationships as well as negotiating contracts • Prepared financial statements, input invoices, calculated and recorded commissions, and performed account reconciliations • Recruited, onboarded, trained, and human resources procedures for 25 employees • Acted as Executive Assistant to owner by scheduling flights, appointments, and managing his rental property in San Miguel de Allende