Build and maintain strong relationships with key stakeholders—including elected officials, county executives, department managers, IT teams, and technology vendors—to ensure the new ERP system aligns with organizational needs. Develop and oversee comprehensive project plans detailing scope, schedule, budget, and resources for assigned modules. Proactively manage project risks by conducting risk assessments, implementing mitigation strategies, and regularly monitoring progress. Lead testing efforts, address identified issues, and secure approval on system design and reporting functionality. Drive change management initiatives, including stakeholder engagement, communication, and training, to ensure a smooth transition to the new system for end-users. Track and evaluate technology performance across all products and services within the designated line of business.

Managed comprehensive bookkeeping functions, including accounts payable and receivable, while overseeing all financial responsibilities across the organization. Prepared project-specific profitability reports and monthly financial statements and collected and analyzed financial data to support management reporting and decision-making. Led and managed the purchasing and logistics team to ensure efficient workflows and cost-effective operations. Reviewed and approved project estimates, prepared weekly cash flow statements, and monitored expenditures and cash flow. Responded to financial inquiries by gathering and interpreting data, conducted internal audits to ensure accuracy and completeness of financial records, and developed and implemented robust financial controls.

Directed daily clinic operations and managed office staff, with responsibilities spanning full-charge bookkeeping, credentialing/contracting, medical billing, patient relations, fiscal management, strategic planning, and technical support. Oversaw the entire employee lifecycle, including recruiting, interviewing, hiring, onboarding, and, when necessary, termination. Drove marketing initiatives by designing and distributing mailers, creating and maintaining the clinic’s website, establishing referral relationships, and representing the clinic at local events to build community connections and enhance visibility. Managed inventory and pricing for retail items and naturopathic pharmaceuticals. Regularly audited the work of both office and clinical staff to ensure compliance with internal policies and external regulations.

Manage day-to-day tactical and long-term strategic activities within the business. Conduct full-charge bookkeeping. Deliver products to customers in timely manner. Review and approve billing invoices and expense reports. Participate in various incentive programs and contests designed to support achievement of production goals. Responsible for implementing all business-building and relationship-building. Receive and process cash and credit payments for purchases. Share product knowledge with customers while making personal recommendations. Place special merchandise orders for customers. Manage social media sites. Account for all incoming and outgoing inventory.

Conduct risk-based assessment of business control alignment to internal and external requirements. Collaborate with business partners to remediate identified gaps. Monitor changes in control or requirements and reassess as necessary. Develop test plan for implementation by internal audit to measure effectiveness of key controls in mitigating risk. Adapt test plan as appropriate to answer demands of investors and regulators/monitors. Provide leadership support to team manager: mentor peers, project management, etc. Build and maintain relationships with internal and external business partners, including consultants and executives.

Work with senior leaders to recommend, launch, and monitor marketing efforts. Manage marketing projects and initiatives, collaborating with cross-functional departments as needed. Edit materials for print and online marketing. Work with event planning teams to identify marketing opportunities. Provide marketing and technical support to reverse mortgage loan originators.

Complete quality testing and provide training support in Reverse Mortgage department.

Complete internal audit reviews in assigned branches and report findings to management. Engage operation management in developing action steps to cure exceptions identified and to mitigate future risk. Conduct follow up reviews and facilitate training to address compliance-related issues. Assist management with specialized audits and investigations and provide detailed summary reports accordingly. Provide additional operational support as necessary.

Complete independent audit reviews in assigned branches and report findings to management. Engage operation management in developing action steps to cure exceptions identified and to mitigate future risk. Conduct follow up reviews and facilitate training to address compliance-related issues. Assist management with specialized audits and investigations and provide detailed summary reports accordingly. Provide additional operational support as necessary.

Promote and solicit loan products to customers. Identify needs and present additional products as appropriate.

Teach Thai language including phonetics, vocabulary, grammar, reading, writing, etc. Train missionaries in teaching methodology, observe and provide feedback.