- Assist executive staff in day to day management of Operations (Customer Support, Marketing, Compliance, Engineering, Product)- Improved both internal and external communications.- Became Project Manager for several projects across multiple teams- Assumed Product Management role to deploy multiple features.

- Recruited and trained the Operations, Customer Care, and Finance team from 5 to 35 FTEs.- Developed multiple processes to improve day to day activities.- Drove down Operations KPI from 14 to 3 days with minor product assistance.- Improved Customer Care KPI with better data analysis and process improvements.- Partnered with Product, Sales, and Supply to improve product, processes, and solve daily operational issues by collecting pain points from Operations team and user experiences.

- Recruited and trained the team from 7 to 28 FTEs in 5 months. Managed 20 outsourced agents.- Improved the enrollment application process to decrease life cycle from an average of 110 days to 24 days over one year; increased output of applications by 4x.- Responsible for the Zenefits to Carrier enrollment relationship.- Partnered with Product to increase automation of carrier applications from 0 to 80% of volume.

FitStack was built with the core idea of helping people become healthier. It was created to provide a platform to reduce the friction points for personal trainers.

- Created organizational strategies, policies and practices, and assisted with recruiting.- Shortened project timelines by applying more transparency between the founder to employees and clients to project teams.- Prepared and lead presentations with potential clients.- Built workflow for main software, Viewpoint, for daily reference and lead trainings for new hires and clients.

- Researched tax legislation and Financial Accounting Standards Board changes for potential industry specific issues that can be tailored into significant value driven solutions for clients.- Assisted in strategic tax reviews, which entail a high-level assessment of client financial and tax accounting methodologies and processes, to identify the viability of service offerings.- Collaborated with different teams within a client organization to conduct fact-finding interviews, data-mine financial systems for necessary reports.- Developed Microsoft Excel based financial models to analyze large volumes of client data. Customized analysis based on client needs and data output constraints.- Prepared presentations and workbooks to support results of the project to CFO and Controller.

- Lead paralegal on high profile cases and entrusted to lead and execute time sensitive projects directing a team of paralegals.- Sent to client site to assist in review of document collection during discovery process.- Heavily involved in both plaintiff and defendant document production which includes mapping of all documents produced and management of all productions onto systems for attorney access.- Conduct legal research and perform analysis of information from multiple law sources.