Relied upon to drive profitable operations by developing custom reports and recommendations for executing detailed forecasting based on demand, pricing, and sales analysis.

Lead analyst for Pacific NW office providing cross-functional support to sales and service teams in the form of custom reports, market-related educational content, and actionable insights regarding the effectiveness of firm content.Key Accomplishments:► Led process-automation project from ideation to completion that eliminated 300+ hours annually by automating manual process of recurring content updates► Peer-elected project leader for all new content created for expansion into European markets; Managed relationships between internal teams and overseas partnerships

Hiring manager and team leader (12-15 people) committed to human capital training, career development, department-level process improvements and tracking key performance indicatorsKey Accomplishments:► Designed, implemented, and led A/B test that resulted in a 5% increase in new-client retention rate► Led the consistently #1 top-performing operations team in the firm, averaging over $50 million in new assets monthly

Key Accomplishments:► Selected to be dedicated Operations Specialist authorized to work with high net worth clients (>$5 million)► Identified fraudulent activity and prevented criminal withdrawal attempts of over $80 million► First (and only) operations specialist allowed to travel to in-person client meetings

Key Accomplishments:► Awarded top associate of 2012 (out of ~100 associates) and set records for training and promotion

Worked with the buying team to drive sales in the Lawn & Garden Center. Created and presented plan to offer private-label line of products; resulted in ~3% sales increase.

Assisted the accounting and finance department using QuickBooks and Excel.