Hannah Vickery, Mba Email & Phone Number

Plano, Texas, United States

As Director of Operations and Client Services, I lead the optimization of all operational functions, with a focus on driving efficiency and delivering exceptional client service. Through strategic leadership and collaboration, I helped transform the company from zero profit to a 30% operating profit, fueling sustainable growth and long-term success.-Operational Leadership: Oversee day-to-day operations across all advisory and asset management platforms, ensuring seamless processes and high performance.-Profitability Growth: Spearheaded initiatives that drove the company from zero profit to 30% operating profit, focusing on efficiency, cost management, and innovation.-Process Innovation: Streamline and enhance the account opening process to boost efficiency, maintain quality standards, and improve ease of business for clients.-Client Transaction Management: Monitor and review client transactions to ensure accuracy, compliance, and satisfaction.-Team Leadership: Lead the client service team and manage staffing, training, and workflow queues, ensuring adherence to company guidelines and a high level of service.-HR Management: Oversee human resources functions, including recruiting, hiring, training, and employee benefits management.-Sales Metrics: Develop and track weekly, monthly, quarterly, and annual sales reports, including asset flow measurement.-Strategic Initiatives: Assist the COO with research projects and new business initiatives, focusing on organizational growth.-EOS Implementation: Research, initiate, and self-implement the Entrepreneurial Operating System (EOS) since July 2021. Lead weekly Level 10 meetings and facilitate quarterly and annual planning sessions.-Process Documentation: Develop and continuously refine written procedures for internal and external processes, adapting to new products and system updates.-Continuous Improvement: Spearhead ongoing process improvements, enhancing operational effectiveness and client satisfaction.

In this role, I oversaw all aspects of client services, ensuring a seamless and exceptional client experience. My responsibilities included developing and implementing strategies to improve service delivery, enhance client onboarding, and optimize internal workflows. Additionally, I hired and trained three Client Service Representatives to strengthen the team and meet growing client demands.-Client Service Leadership: Led and managed the client services team, ensuring consistent and high-quality service across all client interactions.-Onboarding Coordination: Directed client onboarding, managing Financial Advisor(s) prospect pipelines, preparing and processing new account paperwork, and transitioning assets to AssetBuilder.-Team Development: Recruited, hired, and trained three Client Service Representatives, building a strong, capable team to support client growth and service excellence.-Process Development: Designed and implemented communication strategies, service processes, and client engagement protocols to maintain strong relationships.-CRM Optimization: Developed and refined prospect and client workflows within the CRM system to ensure efficient management of client and sales activities.

Dallas/Fort Worth Area

As a self-employed accountant, I provided comprehensive financial services to clients, including bookkeeping, payroll management, and financial reporting. I worked closely with clients to troubleshoot accounting issues, analyze financial data, and ensure their financial health.-Bookkeeping & Reconciliations: Managed daily bookkeeping and performed bank reconciliations using QuickBooks, ensuring accuracy and timely record-keeping.-Payroll Management: Prepared and processed bi-weekly payroll, ensuring compliance and accuracy in employee compensation.-Financial Reporting: Generated and analyzed financial reports, payroll reports, and cost analyses as needed by clients, providing actionable insights.-Budgeting: Developed annual budget reports to guide client financial planning and resource allocation.-Problem Solving: Worked directly with clients to troubleshoot company, employee, and accounting issues, providing solutions to enhance business operations.-Audit & Tax Preparation: Audited books and analyzed financial reports to ensure accurate tax preparation and compliance with year-end tax filings.-Client Relationship Management: Built and maintained strong relationships with clients, fostering trust and long-term partnerships.

In this role, I provided comprehensive tax preparation and accounting services for individuals, partnerships, and corporations. My work focused on ensuring compliance with tax laws, assisting with IRS matters, and maintaining strong client relationships.-Tax Preparation: Prepared tax returns for individuals, partnerships, and corporations, and assisted clients with IRS-related issues and inquiries.-Financial Statements: Compiled and prepared accurate financial statements to support client financial planning and reporting needs.-Tax Research: Conducted in-depth tax research to ensure compliance with current regulations and provide clients with strategic tax advice.-Payroll & Sales Tax Returns: Prepared and filed payroll and sales tax returns, ensuring timely and accurate submissions.-Bookkeeping & Reconciliations: Managed bookkeeping tasks and performed bank reconciliations, ensuring financial accuracy and organization.-Client Relations: Cultivated and maintained strong, trusted relationships with clients, offering guidance and support across financial matters.-Expert Witness Support: Assisted in various expert witness engagements, including preparing damage models for litigation cases.

In this role, I played a key part in the successful launch of the company, focusing on research and development, operational planning, and financial management to ensure a strong foundation for growth.-Company Launch Support: Assisted in the initial launch of the company by participating in brainstorming sessions, conducting research and development, and generating contracts and necessary paperwork. Contributed to service and product planning, as well as budgeting processes.-Client Accounting Services: Utilized QuickBooks accounting software to manage multiple clients, including classifying transactions, invoicing, billing, and performing reconciliations to maintain financial accuracy.-Monthly Financial Reporting: Developed comprehensive monthly reports for each client, including Balance Sheets, Profit and Loss Statements, Reconciliation Reports, and Statements of Cash Flows, providing insights into financial health and performance.

In my role as a Graduate Advisor, I supported the Master of Education in Kinesiology, Master of Science in Kinesiology, and Master of Arts in Sport Management programs. I collaborated with Program Directors to enhance the graduate experience and manage various administrative functions.-Program Support: Acted as the Graduate Advisor for multiple kinesiology and sport management programs, providing guidance and support to students throughout their academic journey.-Recruitment & Scheduling: Assisted Program Directors with recruiting efforts, scheduling courses, and managing correspondence to ensure smooth operations and effective communication.-Process Development: Developed a prospecting tracking process and worksheet to streamline recruitment efforts and enhance follow-up strategies. Developed a comprehensive process and training manual to ensure a smooth transition for future advisors.-Team Leadership: Hired and trained student workers in the office, fostering a collaborative and efficient work environment.-Office Management: Oversaw office functions and coordinated the workflow among student workers to optimize productivity.-Budgeting & Procurement: Managed purchase orders and budgeting processes, ensuring efficient allocation of resources for program needs.

Office Of Advancement And Graduate Affairs

In this role, I provided essential support to the Vice President of Advancement and Graduate Affairs, contributing to the overall success of the office through effective communication and event planning.-Annual Appeal Composition: Authored the 2014 Annual Appeal letter, effectively communicating the -university's mission and goals to engage donors and partners.-Event Planning & Coordination: Assisted in the planning and organization of over 15 public relations events, both on and off-campus, enhancing the university's visibility and community engagement.-Donor Relations: Composed personalized letters to more than 150 donors and partners, fostering relationships and keeping them informed about university initiatives and achievements.

In this role, I provided bookkeeping services to multiple clients, leveraging QuickBooks accounting software to ensure accurate financial management and reporting.-Transaction Management: Effectively classified and recorded transactions to maintain accurate financial records for various clients.-Invoicing & Billing: Managed invoicing and billing processes, ensuring timely and accurate payments while maintaining strong client relationships.-Account Reconciliation: Conducted regular reconciliations to ensure the integrity of financial data and identify discrepancies promptly.

The Vision of PureHOPE is a world free of sexual exploitation and brokenness, and they work toward that through their mission of providing Christian solutions in a sexualized culture. In short, they equip individuals, families, and churches to pursue sexual purity and oppose sexual exploitation.

Master Of Business Administration (M.B.A.), Accounting, 4.0

Bachelor’S Degree, Business And Religion, Minor In Accounting

Activities and Societies: Zeta Chi, Rock Climbing Ministry, Dean's list, Honors listPhilanthropy chair for Zeta Chi, Rock climbing.