SUMMARY

• Consistently top - performing, business professional with years of progressively responsible experience improving processes, reducing costs, and providing superior client service.
• Highly regarded for communication, organizational, and analytical qualities that contribute to effective leadership in restructuring business processes and applications to achieve ambitious, corporate goals.
• Demonstrated talent for serving as a source of stability as well as an advocate for change during periods of rapidly evolving business and technology conditions.
• Productive career is complemented by professional certifications and relevant, advanced, formal education.

• Executive-Level Reporting
• Vendor Relationships
• Operational and Business Process Management and Streamlining
• Staff Management
• Change Management
• Team Building & Leadership
• Merger and Acquisition
• Process Improvement
• Resource Allocation
• Project Management
• Business Analysis

TECHNICAL SKILLS

Microsoft Office Suite: Word, Excel, Visio, Sharepoint, PowerPoint

Project Management Applications: MS Project, Asana, ClickUp, Monday.com, Atlassian Jira, Confluence

Wilshire Analytics: Abacus, Axiom, Atlas, Compass, & I Quantum/Composite

PROFESSIONAL EXPERIENCE

Confidential - Alamo, CA

Project Manager/Engagement Manager

Responsibilities:

• Coordinate facilitation of workshop meetings for business process and requirements gathering
• Actively participated in solutions discussions to address pain-points and aligning the business to the Salesforce framework and processes
• Mitigation of risks and issues involving scheduling and participant availability

Confidential - Orange, CA

Chief Operating Officer

Responsibilities:

• Managed all operations staff and all processes related to production from order entry, order processing through invoicing and engaging suppliers and external vendors
• Participated in new client acquisition, onboarding and continuing customer success management
• Product-managed internal systems for work processes and external, client-facing platforms
• Managed a transformational acquisition of CVC Legal Solutions
• Served as interim accounts receivable, accounts payable, collections and financial reporting
• Participated in fundraising efforts to secure venture capitalist investment

Confidential - San Dimas, CA

Senior Business Systems Analyst/Project Manager

Responsibilities:

• Managed requirements gathering, testing, training and implementation of a customized Microsoft Dynamics CRM application to replace an outdated Access/SQL-based legacy application.
• Managed a project to integrate IT processes with an industry partner to utilize web-based order and delivery application using Confidential ’s established operational infrastructure, process and procedure.
• Managed multiple enhancement projects to improve efficiency and reduce manual processes.

Confidential, El Segundo, CA

Senior Business Analyst/Project Manager

Responsibilities:

• Managed requirements gathering, development, testing and implementation of a replacement Enterprise Data Management application, which reduced costs by $500K.
• Managed complete SDLC of a Restricted List and a Sanctions List application utilizing services from an offshore development team.
• Managed implementation of company-wide Laserfiche Document Management System including vendor selection, infrastructure planning, third-party installation, deployment to production and training business users.
• Managed project to automate internal reporting functionality for Investment Committee agenda from manual excel spreadsheets to SSRS reporting tool.
• Managed upgrade of internal modeling application from physical PC set-up which was approaching end of life and was not scalable for future expansion, performance and functionality to a commercial data center with high performance computing hardware.
• Worked with key stakeholders, business users, infrastructure, development teams and the implementation vendor in 3 locations to migrate an existing instance of Eagle Performance application to a new data center location.
• Managed and coordinated activities for migration of email, connectivity and data to a new data center location.
• Established Confidential ’s Business Continuity Plan.

Confidential - Newport Beach, CA

Business Analyst

Responsibilities:

• Managed development and implementation of a customized, client portal for delivery of monthly client reports.
• Managed development of automated timesheets and other HR-related functions, with workflows, alerts, and permissions.
• Managed automation of Salesforce plug-in application to deliver daily, weekly and monthly reporting.
• Managed development of an automated cash transfer process for the Operations department.
• Managed development of a separate SharePoint site to store personnel data, documents and employee-related files.
• Designed and installed streamlined personnel on-boarding and off-boarding business processes.

Confidential

Senior Associate

Responsibilities:

• Reduced annual cost $100K by outsourcing fund accounting.
• Built and supervised a 3-member team subsequent to the previous team’s en masse departure.
• Upgraded reporting documents, calculations, and compliance procedures.
• Transferred client-accounting from a custodian that went out of business to a new prime broker.

Confidential - Santa Monica, CA

Senior Associate

Responsibilities:

• Automated compilation of quarterly performance returns in collaboration with in-house Analytics.
• Streamlined trading-direction and portfolio-evaluation processes.

Confidential - Beverly Hills, CA

Institutional Client Accountant

Responsibilities:

• Restructured the organization and assumed supervisory responsibilities after the previous supervisor and most of the department departed the company.
• Participated significantly in closing company operations.

Confidential - Malibu, CA

Staff Accountant

Responsibilities:

• Streamlined receivables procedures.
• Participated in automating billing processes and migrated to an in-house system.

Confidential - Los Angeles, CA

Fee Analyst / Accountant II

Responsibilities:

• Contributed to establishing and maintaining client-specific, fee-related data.
• Oversaw the development of an updated billing system from MS Excel to MS Access and the further transition to an automated system at State Street Bank.