Abacus Hive is a cloud-based, full service, full force accounting firm that partners exclusively with nonprofits organizations in our shared communities. We free our clients from the burden of accounting while helping them connect the dots between numbers and operations and providing relevant, timely data for decision making.-Provided strategic direction, team recruitment/oversight, and operational management of a cloud-based accounting firm providing routine bookkeeping, accounts payable, p-card management, and payroll to 40+ clients nationwide.-Established, documented, and refined internal firm policies, procedures, and KPIs across key business functions to drive sales growth, new client satisfaction, and current client retention utilizing knowledge databases (Coda) and dashboarding tools (Fathom). Develop incentive plans for team members who met or exceeded identified objectives in service delivery to clients. -Defined ideal customer base and assigned ranking, allowed team to efficiently engage potential customers and optimize impact on net revenue.-Process owner and interdepartmental liaison for all existing customer and partner relationships of the firm, tracked interactions, client health, NPS, and follow up plans of actions for the firm within CRM tool (HubSpot). -Partnered with accounting team members to ensure a smooth onboarding process for new clients and developed automated process for client touchpoints during the onboarding phase. Managed NPS surveys and synthetized feedback of clients 90 days after onboarding to ensure we developed trusting, long-term, customers.-Conducted quarterly client check-ins to ensure customer satisfaction and identify additional service needs. Ensured net-client retention by proactively identifying and addressing client needs and concerns.-Owned annual review process of all client engagements. Revised all contracts to ensure 50% or greater profit margin.

-Manage flow of inbound communications: create new engagements, ensure all key elements logged in CRM, and assign to appropriate team member; Send appropriate correspondence to key stakeholders regarding status of engagements, required meetings, and other updates. -Manage database supporting SCCS interfaces, including student, faculty, and alumni interactions, processes, and systems.-Responsible for monthly data reporting: analyzing reports of 300+ cases per month, generate summary reports for departmental leadership. -Monitor engagement trends, alerting leadership of high threat cases, identifying key areas for improvement. -Prepare/Process hiring documents; Process terminations; Collect and process time sheets; assist Executive Leadership team with any departmental operational needs.

RIX North America is a Japanese-based trading and manufacturing company supplying high quality and custom fabricated parts to Tier 1 Automotive suppliers.-Established new B2B sales partnerships through networking and site visits that led to $2M+ in new revenue for the organization.-Conducted regular check-ins with key clients to ensure satisfaction and identify needs. Advised on and sourced parts for prototype designs used by Tier 1 car part manufacturers.-Negotiated terms and prequalification for new vendors that reduced cash conversion cycle by 10%.-Reviewed proposals from international suppliers of fabricated parts to reduce cost and lead time for end user by streamlining supply chain.-Coordinated import and export logistics through international shipper to ensure problem-free customs clearance for 200 shipments per year.

-Designed and maintained training program based on critical needs assessment ensuring annual training requirements met for 30 personnel providing maritime security for MacDill AFB.-Directed on the job training covering USAF policies and procedures. 100% pass rate on job knowledge test for subordinates.-Conducted continuous performance feedback, performance improvement plans with clearly defined OKRs. Coached and provided annual performance reports for 30 personnel.-Coordinated annual multi-agency weeklong training event, led 15 personnel per class in precision training drills.