Erica Koehn Samz Email & Phone Number

Identify, analyze, and prioritize new organic growth opportunities, implement plans to deliver growth strategies, and support post-merger integrations.

• Lead organizational strategic planning and oversee the projects, activities, and progress monitoring to goals• Created project management tools and processes for initial organizational implementation of project management and 3 year road map to full implementation• Created process management and improvement framework resulting in 20% increase in process maturity ratings YOY• Created and implemented strategy that reduced classroom teacher openings 80% in 6 weeks• Lead cross functional process improvement teams resulting in $500,000 annual savings• Consistently achieved highest customer satisfaction scores (average 93%) across all teams • Designed new systems and structures for maximum impact and efficiency• Lead vendor selection and negotiation process for technology and operational services. • Lead virtual and on site team meeting sessions resulting in highest attendee satisfaction scores• Project manager for projects focused on compliance, talent, operations, and strategic planning

• Lead fifty million dollar budget creation and management process for 15 charter and private schools in WI, AZ ,and MO • Prepare monthly, quarterly and annual reports and variance analysis to provide financial performance insight• Strategically partner with functional areas and school teams by providing financial analysis to support business operations• Lead monthly finance, operations and compliance meetings with school leaders and operations teams to review performance against key performance indicators and identify action items for improvement• Collaborate and coordinate with a broad base of stakeholders (i.e. school principals, executive directors, national leadership, functional teams etc.) to identify, understand, and measure the impact of financial decisions• Implement key initiatives like expense management software and updated fiscal policies• Prepare financial, demographic and marketing analysis for new school opening exploration and participate in decision making• Perform month end close duties including retirement and bank reconciliations

Hope Christian Schools, Wisconsin Region

• Led a team of 25 members in operations for a network of seven schools and managed school operations personnel and compliance including food service, transportation, front office, technology, and facilities• Responsible for financial oversight of school budgets totaling $20 million dollars• Created and managed an internal cleaning service to provide schools 15% more cleaning time on the same budget• Improved year-over-year enrollment by 20% from the same period over two years: 15% in year one, 6% in year two• Negotiated vendor contracts resulting in an average of 25% cost savings for a network of seven schools • Created operations manual, performance rubrics, checklist, and training to standardize expectations across schools • Primary school information system and state data reporting contact and led transition of five schools to a new student information system ensuring clean, accurate data and user-friendly system set up, training and troubleshooting• Primary point of contact for external vendors to ensure smooth operations and healthy external relationships• Negotiate contracts and oversee partnerships for network of seven schools from request for proposal through contract signing• Lead regional operations for network of seven schools and oversee overall school operations and compliance including food service, transportation, front office, technology and facilities• Administrator for seven Parental Choice Program schools, ensuring compliance in finances and enrollment• Serve as ultimate solution finder – both proactively identifying problems and finding solutions while simultaneously ensuring the satisfaction of building level leaders, staff members and other stakeholders

Hope Christian School: Fortis

• Manage the budget process including the annual three million dollar budget development and ongoing budget management• Control flow of school finances from fees, to invoices and received payments and adjust budgetary needs accordingly• Directly supervise office and all non-­‐instructional staff as well as oversee approximately 35 full time school staff members• Spearhead student enrollment process from recruitment to arrival first day of school including school and choice programapplications, manage wait list, create class lists and plan comprehensive student enrollment and re-­‐enrollment plans• Manage Department of Public Instruction Milwaukee Parental Choice Program requirements including all forms, requirements and applications to be audited resulting in perfect choice program audit results two out of two years requiring exceptional attention to detail and organization• Facilitate all aspects of National School Lunch Program including all requirements, claims and compliance• Assisted with school enrollment increase, recruiting and enrolling 136 more students, a 44% increase from prior year end• Collaborate as part of school administration to set and implement school vision to ensure measurable school success• Oversee all aspects of school facility maintenance to ensure scholars have a clean and safe building each day• Maintain school information relating to student information, test results and scores, and all school information reporting• Supervise transportation logistics for 500 scholars and collaborate with bus company to ensure safe and reliable transportation

New Orleans, La

• Spearheaded recruitment and enrollment for school doubling in size (increase of 200 students) by maintaining constant communication with families, mobilizing staff and parents, and handling student documents through enrollment process• Recruited and enrolled 95 students after the first day of school to lower school deficit by $1 million• Utilize student information systems, PowerSchool and Kickboard, to effectively manage student information• Prepare school wide data for all reporting inquiries, making data readily accessible to staff and for state reporting • Provide professional development for staff on all data reporting programs and advocate for data-based decision making• Maintain communication with families and function as primary contact for parent issues and concerns• Coordinate and oversee transportation including responding to parent concerns, ensuring maximum efficiency, and maintaining contact with transportation company• Manage and track student attendance daily, including creation of absentee reports, making absentee phone calls and monitoring for potential truancy issues• Distribute, collect, and account for student forms, including state required enrollment forms and free/reduced lunch forms• Create and maintain cumulative student files, respond to student records requests and manage enrollment process• Execute test administration for state and national tests for 350 students

Atlanta, Ga

• Managed and developed twelve new corps members embarking on their urban teaching career• Coached new teachers in best practices by reviewing daily lesson plans, real time coaching, and consistent feedback• Created habits in development areas such as time management, organizational systems, and data-based decision making• Cultivated and developed partnership between Teach For America and veteran teachers in Atlanta Public Schools• Created and led curriculum, management, and instruction sessions for over 75 new corps members• Engaged in and facilitated difficult conversations with and between corps members in the interest of student achievement• Created weekly school-wide schedules prioritizing corps member high need areas, created instructional sessions for new corps members, and cultivated team morale in the absence of school leaders

Greater New Orleans Area

New Orleans, La

• Selected to teach in second highest performing, open enrollment high school in the city of New Orleans• Plan and execute daily lessons based on student assessments that engage and drive 146 students to academic goals• Empower students by modeling and assessing life skills such as organization and proper communication• Implement innovative organizational and time-saving strategies in a high intensity environment to multitask effectively• Collaborate to create innovative course scheduling for over 900 students on three different ability based track options• Employ diversity competencies such as suspending judgment and asset based thinking to build relationships and ensure productive communication with coworkers, parents, and key stakeholders of different cultural and socioeconomic backgrounds • Anticipate and respond to unexpected challenges in the classroom by employing quick problem-solving skills

New Orleans, La

• Created and monitored progress towards ambitious goals of 80% mastery of prioritized learning skills through data tracking• Collected and tracked student performance based on data acquired through assessments backwards planned• Monitor and evaluate teaching methods and student understanding via frequent formative and summative assessments• Executed knowledge and skills learned in five week training institute to lead students to surpassing class goal with 84% mastery• Fostered student investment in goals through data which resulted in 1.5 years of student growth in one year• Assessed, balanced and prioritized upcoming tasks by deadline and importance to assure optimal time management

• Led the largest Wisconsin Union Directorate Committee, consisting of 45 members• Recruited 30 new members resulting in 75% increase in membership from previous year • Coordinated the most successful Paid Program in the history of the Music Committee (900 attendees, $18,000 gross profit)• Communicated with artist agents and publicists daily to respond to inquiries and negotiate payments or availability• Composed and presented budgets ranging from $500 to $10,000

Master Of Business Administration - Mba, Strategy And Leadership, 4.0

Bachelor Of Arts, History; International Studies; Political Science

Activities and Societies: WUD Music CommitteeConcentrations in United States and Modern Worlds History, Global Security Certificate.