Designing, planning and implementing Power Platform solutions, Canvas,Model, and Power Pages, Power Automate, APIs, AI builder, azure AI services, Power BI, Dynamics 365 customizations. Process Improvement. RPA,

Solutions Architect/Organizational digital transformation. Solving complex business problems utilizing emerging technologies from the Microsoft O365/Azure platforms for multinational organizationsDeveloping project/process plans for facilitating Office 365 Migrations, SharePoint Online Development, Business Process Automation, Power Platform implementation with MS PowerApps, MS Power Automate Integrations, Power Bi, Power Virtual Agents, Azure Functions, AI Builder, End User adoption training.Consulting for the following Industries: Aerospace Engineering firms, United States DODcontractors, Finance, Health & Wellness, Information Technology & Industrial Agriculture.

Responsible for the prioritization/development of all projects throughout the organization and it's partners. Often working with executives, local municipalities and outside corporate entities to draft project plans, allocate staffing and project timelines to all stakeholders.Requires extensive knowledge of business operations and the ability to sell a solution to help digitally transform the organization to foster a growth and change culture by way of emerging technologies ie. (Ms PowerApps, Ms PowerAutomate, Ms Power Bi, Power Query, Machine learning with UIPath, Selenium, Azure Maps (optimal delivery routes,geospatial analysis/algorithms to identify key market territories, Azure Cognitive Services (object detection, intelligent character recognition for handwritten forms, chatbots with sentiment analysis etc).Trains the project management team on how to utilize all Power Platform products.

Responsible for creating/managing all aspects of the Process Improvement Department. Working across all departments we analyze, plan, design, and implement projects that accomplish measurable process improvements that ensure our organization is working as efficient as possible. Making the client experience as user friendly possible by developing intuitive custom software solutions utilizing various technologies and helping the organization digitally transform outdated processes. Solve complex business problems using the Microsoft Power Platform to created Powerapps coupled with Power Automate and azure services ie dynamics 365, cognitive services AI builder, and Power BI.

• Assist Lincare in evaluating its staff and processes for its entire 14,000 employee workforce and 1,203 branch locations. I was brought on to assist Lincare after it merged with American Home Patient.• Created Staffing models and cost savings analysis models via workforce reduction.• Perform ROI and Cost/Benefit analysis of existing processes as well as identify under performing branch locations.• Develop and manage business plans identifying key activities, priorities, potential issues/risks and mitigation plans.• Create training and evaluate internal procedures in order to reduce cost, increase efficiency, clarify responsibilities and optimize overall policy. Standardizing procedures across both American Home Patient and Lincare.• Made recommendations for process improvements using OCR software, and any other opportunities to automate repetitive tasks. • Monitor and alert senior management to any activity that is misaligned with the Operational Initiatives department’s vision• Develop and follow through on special projects designed to evaluate process improvements • Identify issues as they arise; facilitate resolution of issues; escalate to relevance as needed• Oversee, track and evaluate special projects on the master “Operations Initiatives’ model

Working across all departments I analyze, plan, design, and implement key projects to help the company accomplish measurable process improvements.•Provide technical and business support to the overall deployment of continuous process improvement initiatives in every department•Collaborate with the CEO to develop an overall operational improvement strategy and identify opportunities for improvement• Oversee all aspects of the special projects dept, which includes scoping/defining projects, analyzing the data & reviewing the team's progress.• Insure that key metrics are defined, developed, tracked; and that all improvements result in a measurable impact to key business initiatives.• Help identify team members needed depending on the scope of each project. • Lead complex special projects, data modeling and predictive analytics.• Help develop financial impact and long-term financial planning tools for the projects supported or self-led• Oversee the processes of data reporting and documentation associated with the projects, including but not limited to verification of data collection and monitoring, and timely data reporting.• Serve as a subject matter expert for REO, Pre & Post -Sale Conveyances as it relates to the property preservation industry. • Developed & created Pay for Perform plans for all departments, defining KPI's, weighting metrics for each individual dept and then ultimately scoring Employees/Managers on their quarterly performance.•Developed & automated the company's first data driven vendor scorecards & automated their delivery to over 7,000 vendors quarterly.•Developed & automated the company's daily reporting dashboards using a combination of VBA, Excel, and Power BI•Developed the company's Client Onboarding Process. .•Developed and created staffing models by department,collaborating with CEO monthly to balance work volume per employee and shift resources.•Created curriculum and trained employees on how to use MS excel.

My responsibility is to facilitate the outsourcing of all process and call center operations. My team collaborates with our parent company's business units to identify opportunities to outsource internal processes. Day to Day responsibilities: •-Oversee all aspects of business process outsourcing. This operation consists of 100+FTE’s & 20 Onshore Call center representatives for 7 of the largest clients. •Automate the delivery of all daily reports by writing VBA scipts/macros. •Assist and facilitate the onboarding of new clients.•Monitor offshore operations, project volumes, re-evaluate staffing allocation, implement new process changes and work to resolve high priority escalations.•Prepare, edit, and present complex reports to identify developing trends indicative of recent business changes. Shift resources and re-evaluate cost savings to maximize profitability. •Ensure all work is in compliance with client, company, and regulatory agencies- HUD, FNMA, FDMLC, VA, USDA, GNMA and other private investors. This is priority number 1 . •Ensure quality control is at or above what our service level agreements, monitor processes via QA audits, spot checks, providing constructive feedback, scheduling & conducting coaching sessions for associates and at times removing associates from processes altogether. •Complete & distribute End of Business day production & profit/loss ratios for all of our clients, addressing key issues and creating action plans to ensure all issues are resolved in a timely manner.•Address uncompleted work for clients at the end of each business day and decide whether or not overtime should be offered. •Create training documents for all process and procedures for our core processing team and develop scripts for call center associates to utilize. •Seek out and identify processes that could potentially be outsourced increasing profitability via cost savings.

Deliver personalized investment solutions to help clients work toward their long-term financial goals.Prospect for new clients and manage current book of business to continuously ensure our clients are in the best position.• Helped small and large business owners implement macro financial strategies to help grow their company, protect their company, and put their key employees in most sound financial position possible. • Reviewed buy/sell agreements, reviewed real estate holdings, implemented employee benefit packages, 401k’s, IRA’s, SEP’s, and separate money managed accounts. • Licensed under F.I.N.R.A. to sell mutual funds, variable annuities, unit investment trusts (UITs), life, health, and disability insurance. • This position required a high attention to detail, competitive attitude & strong organizational skills prioritizing day to day schedule to stay connected to clients, underwriters, vendors & management*Registered Representatives of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Member FINRA/SIPC

• Managed an 8 to 10-man inbound sales team. • Directed sales operations for a mortgage lender and real estate investment banking firm specializing in residential construction loans, acquisition, development, mezzanine and preferred equity financing, as well as S.B.A. loans, new business development, sales, and credit analysis. • Analyzed financial statements and any other pertinent information to determine creditworthiness of prospective customers. • Counseled high net worth individuals on commercial, jumbo, and residential.• With a focus on investment products, 90% of the loans were preconstruction investment properties. J.S.F. had four offices and originated more than $3 billion in residential and commercial mortgage loans.• Developed new projects via local builders and condo conversion projects where the team acted as the preferred lender for six projects, helped local builders implement marketing strategies & incentive programs for potential buyers and investors

Underwrote new acquisitions and evaluated risks before ultimately issuing auto insurance policies