Amy Gates Email & Phone Number

100% Remote

• Collect and monitor employee and business performance through data metrics. Suggest changes to improve relevance and accuracy of data. Created Performance Improvement Plans when requested, that are measurable, achievable and within a stated timeline.• Part of a four-person management team overseeing customer service and sales employees. Cover other managers’ team duties as needed due to absences. • ETL- Detect, clean, and evaluate reoccurring data set outliers for parameter adjustments using Access and Excel.• Proactively suggest improvements to existing processes and data collection and analysis.• Liaison between Student Finance team and sales team.• IC with regular reports, analysis and projections, ad hoc reports of whatever area required. Produce Executive Summaries as needed.• First line/low level tech support for staff. Run test cases with prospective new tech; assist in implementation and integration of new tech and initial staff training and troubleshooting; Facilitate OneDrive migration and management.

100% Remote

Stepped back into role on a temporary basis. In addition to day to day team management, I resolved backlog issues, and managed priorities within an overburdened team. I interviewed and trained new staff and the replacement Finance Manager. I was also able to win approval for additional staff positions. 100% Remote. Justified the creation of new Full Time staff position within department; Co-chaired hiring and training of new position. Co-Chaired interview/hiring of new permanent Supervisor. Fully trained new supervisor within allotted time period while transitioning to my own new role

Remote

Assisted current supervisor with routine management tasks and special projects. Role includes contract updating and creation, electronic signature platform management, assisting with shifting enrollment to 100% online.

Orlando, Florida, United States

• Organized the supply chain for single-family homebuilders for flooring, cabinet, and custom countertop design, delivery, and installation• Solely responsible for the administration of three customer accounts, >$1M• Consistently exceeded department accuracy and productivity goals Managed and calculated the ordering materials for site installations of new construction and major renovations- countertops, cabinetry, flooring.

Valencia, Ca

Supervisor of a 5 person team that handled student contracts and student financing arrangements. • Provided leadership, set personalized goals, and provided the tools to achieve those goals to 5 Finance Assistants.• Negotiated with outside vendors; explored supplier and product alternatives.• Explored new technologies and evaluated their projected impact on departmental efficiencies.• Generated daily, weekly, monthly, YTD, and ad hoc financial reports, with analysis.• Periodically evaluated processes and tools for updating.• Performed special projects as assigned by the Director of Admission, Vice President, or President.• Updated and researched legal ramifications of changes to student contract; implemented those changes in conjunction with other affected departments.• Successfully moderated interactions between Student Finance Department and other departments with conflicting priorities.

Santa Clarita, California, United States

Family Care

Orlando, Florida Area

Staff Extension Management – Project Finance• Acted as internal auditor, detected errors and implemented new systems to prevent error repeats• Recovered over $650K in overdue payment authorizations for primary client• Created project analysis reports of contract deliverables• Identified when lump sum contracts had expanded scope beyond original quote and pursued change orders to generate customer directives and change orders• Responsible for identifying and pursuing missing funding POs • Tracked expenses and receipts on small and medium projects (under $10 million/year)• Created ad hoc reports on project expenditures, tracked progress of projects, and predicted expected budget shortfalls.• Responsible for weekly financial analysis of lump sum projects and their current profit marginsProject Management• Served as primary contact for external audits performed by clients• Designed and implemented new tracking system for written quotes and labor tracking• Researched and reported information for material variances, HR issues, and client and sub-contractor backgrounds• Responsible for documentation management, integrating and maintaining both paper and digital streams• Provided periodic executive project summaries of team accomplishments and projected timelines.

Graduate Certificate

Master'S

B.S.