• Develop independent projects including data. • Provide Employee and Group Life Design Financial Education and Consulting across diverse industries. • Provide thought leadership at organizational level for custom multi-faceted support to social impact organizations.• Support custom Business Analytics projects and consulting. • Cultivate partnerships and ongoing Everyday Financial Sense Ecosystem and Community Building.• Sponsor high impact complex educational supports and social impact artists.Reach out to: info@everydayfinancialsense.com to make a connection

• Site Manager with tax preparation program in 2020 that prepares around 9,000 tax returns in a typical year across 9 sites. • Managed 60 service people total, 15 each day, in a cross functional tax and financial services format to oversee operations and customer success. • Coached tax preparers, financial services representatives, and intake coordinators on process and customer service through strengths based feedback and rapport building with an emphasis on retention. • Continued to volunteer as an IRS VITA certified tax preparer in Taxslayer software.

Prepared personal tax returns for wide variety of clients including Schedule A-F in Thomson Reuters software. Firm specializes in local small to mid-sized companies, reflected in majority of personal returns.

• Spearheaded $300,000 capacity building foundation grants funded financial wellness program component for pilot initiative—pre-operational budget. • Delivered Program Design as outlined in funding documentation 6 months ahead of modified schedule and under budget in a fully scalable format.• Infrastructure development included ongoing project management, event planning, workshop design and delivery, staff training, internal and external communications.• Established regional and national partnerships that support the ongoing program development work in a variety of staffing models.• Participated in fund raising activities and contributed to grant proposals.• Educated leadership on Financial Capability programming design.• Developed program strategies to insulate programming from potential financial shocks by focusing on affordable, efficient, scalable tools like the Change Machine application in Salesforce.• Led SaaS implementation and onboarding as System Admin with Salesforce application including custom objects and fields, UX/UI, and maximizing opportunities for important data tracking.

Supported diverse clients in navigating financial needs across a wide variety of topics including student loans, home purchase, and debt repayment. Served as a provider for employer partner clients as an employee wellness benefit for a wide variety of companies including University of Minnesota. Completed the NCHEC Financial Capabilities Certificate through a region wide training hosted by Build Wealth MN and represented LSS across a network of over 40 organizations.

• Provided client support, staff training, quality review, and process improvement.• Led innovation and special projects designed to support organizational strategy.• Added robust personal finance expertise with a focus on long term asset building.• Presented continuing education workshops with staff, board, and community outreach events.

• Designed and delivered education materials surrounding pressing Social Impact issues creating barriers to long term regional and international Economic Development and collaborated nationally across member chapters. Co-Authored Community Level Assessments. • Multi-racial, cross-cultural, cross-class, inter-able, inter-generational leader of Teams. • Launched campaigns, organized coalitions, trained to Lead Projects and Organizations to facilitate nuanced and high stakes dialogue under “hub and spokes” model with 501c3 organization in Atlanta, GA for process management and stakeholder analysis resulting in hundreds of hours of qualitative community assessment.• Vision building and action step creation with a participatory framework and strategy.• Recruited local delegate to attend regional participatory level of "hub and spokes" model of collaborative systems design and re-imagining the future of business. • Event production.• Represented the local chapter as liaison between approximately 40 community groups, organizations, and faith based groups across the southeast, Puerto Rico, and Chicago. • Public speaking and extensive work within diverse public and private stakeholder groups.• Participated in several cross functional local and regional Data and Analytics processes including collaborations across Universities, Interns, and even resilient hyper local food production system design and tending.• Provided outreach and recruited collaborators to deliver projects and community building nationally to invent and carefully craft sustainable, inclusive business models.• Represented organization in support of I26 connector coalition to negotiate with all stakeholders including Government, University Researchers, City Council, Local Sustainability Researchers, and Community Leaders regarding Highway expansion through historically black neighborhoods to preserve local workforce homes.

• Provided support to a variety of small to mid size companies in fulfilling orders for employment verifications and consumer reports. • Contributor to ongoing process improvement, software transitions, and staff training to result in improved training materials and decrease report turn around time.• Maintained Fair Credit Reporting Act certification in compliance with Consumer Reporting Agency requirements as defined by the Consumer Financial Protection Bureau and the Federal Trade Commission.

• Established Standard Operating Procedures, created manual, trained new staff.• Worked cross functionally with CFO, Sales, Customer Support, Laboratory Staff, Controller, and Tech Support to deliver products and services to clients in a timely fashion and on a variety of shorter term projects.

Temporary to permanent role. Promoted to full time September 2014.

• Two promotions from Entry Level to Assistant to Shift Lead with supervisor duties of 1-3 staff and 8-10 clients for 8-16 days in the field at a time, completely off grid with full responsibility for medical needs, safety, enforcing policies, and implementing clinical programs.• Led groups and staff through changing and harsh conditions, high risk activities, conflict, defiant behavior, team building exercises, daily activities, and meeting scheduled deliverables of tight itineraries end to end outdoor trips. • Collaborated cross functionally with clinical team, logistics team, medical coordinators, program staff, and external peer support groups. • Managed constantly changing group dynamics to maintain psychological safety, collaboration, and improved wellness and recovery outcomes for clients.

•Worked with Public Health and HUD housing organization and affiliate of the Washington AIDS Partnership.• Provided case management and administrative/program assistance. • Shift Manager for residents of the program for 18-20 women facing homelessness with HIV/AIDS.• Program implementation, regulatory compliance, HIV/Aids harm reduction, substance use and poverty social determinants of health.• Coordinated volunteers completing specific projects and worked with volunteer board on hiring committee for executive director. • Documented incidents and made daily shift notes to comply with HUD, funding, and other regulations.

• Managed non-profit projects with government and sponsor agencies by hiring and training volunteer crew.• Managed project life cycle of 10 projects to maintain budget and document timely deliverables for funders and stakeholders.• Exercised independent decision making in remote environments.• Created educational and recruitment presentations for various programs and community partners.• Developed leadership, technical and soft skills in accelerated three-month leadership training program.• Facilitated groups and meetings for team building, staff growth, and meeting programmatic goals.