Business Analysis and Business Advising: Served as operational advisor to 4 divisional presidents and the director of wealth management, providing data-driven insights that expanded organizational and technical capabilities. Business Process Development: Managed revenue streams and payroll processes totaling $100M per year. Created process to facilitate collection/allocation of funds. Process Improvement: Conducted reviews of operational processes, identifying improvement opportunities. Analyzed service level agreements and KPIs for 40 vendors.Root Cause Analysis and IT Strategy: Identified root cause of server issue, tested solution, and led rollout of new IT infrastructure, boosting uptime from 93% to 99.7% and facilitating expansion from 16 to 23 offices. Scalability and Business Planning: Designed a scalable payroll process that facilitated 400% workforce growth over 3 years, supporting 300 employees.Budget Control and Resource Allocation: Controlled a $500K operating budget and ensured effective resource allocation. Business Continuity and Disaster Recovery: Established and built upon business continuity and disaster recovery plans. Adapted plans to individual state and local requirements. Project Management: Led all aspects of 18 office openings, overseeing project planning, contract bidding, and launch. IT Cost Optimization: Created Excel dashboard that tracked operational and IT expenses, eliminating $60K per year in expenses and reducing cost of opening a new office by $8K.Revenue & Profit Growth: Delivered subject matter expertise on a wide range of disciplines, guiding 80 transitions and helping firm grow net assets from $1B to $14B.Contract Negotiation: Negotiated vendor contracts, facilitating rapid company expansion—from $5.6M annual revenue in 2015 to $71.1M in 2019.

Strategic Communications: Oversaw collaborative efforts with members of 3 technical committees, gathering background information and drafting/editing all communications materials. Event Management: Organized symposium for technical committee, allowing 50 members to present research findings.

Data Analysis and Research: Leveraged a range of clinical techniques to conduct data analysis, supporting the initial phase of an award-winning research project.Data Collection, Quality Control, and Workflow Planning: Researched methods to improve the quality and collection of data, as well as implementing workflow improvements.Granted Public Trust Clearance