Lindsay Erickson Email & Phone Number

Phoenix, Az, Us

Scottsdale, Arizona, United States

As Project Manager, I am responsible for managing cross-functional projects across the organization as determined through annual goals and priorities, including overseeing the implementation of our strategic plan, leading continuous process improvement initiatives, and handling special projects for the Chief of Staff. A member of the Continuous Improvement team, I always strive to enhance and improve our processes and technology platforms, problem-solving to ensure the solutions we put in place and the software we implement further our initiatives. Building and maintaining strong relationships with stakeholders across the organization is one of my top priorities, ensuring alignment and engagement throughout the project lifecycle.Charter Schools Development Corporation (CSDC) is a 501(c)(3) non-profit corporation and Community Development Financial Institution (CDFI) that eliminates barriers to educational access choice and equity by providing educational facility solutions in under-resourced communities.

Scottsdale, Arizona, United States

As Executive Assistant, I assisted in annual reporting for DOE and philanthropic grants and Treasury Department CDFI recertification by analyzing CRM transaction reports, updating data, and preparing narrative reports. I also provided comprehensive board and committee support, including meeting material development, data analysis, charter updates, minute-taking, and logistics coordination, and developed policies, workflows, and tools to enhance documentation practices, operational efficiency, and market visibility for CSDC.In addition to my annual reporting support and providing board support, I facilitated annual/quarterly portfolio monitoring by liaising with client schools, collecting performance data, and preparing dashboards for banking partners and offered start-to-finish technical support for project development, involving the distribution of materials, underwriting support, IRS requests, CRM updates, and property tax exemption requests.

As an Administrative Assistant, I was the team lead for the Silver Quality Project, spearheading initiatives to enhance physician/provider recruitment. Utilizing diverse data methodologies, I analyzed data, conducted process mapping for current and future states, and collaborated with stakeholder groups to ensure sustained change. Additionally, I provided interim support for Cancer Center Grand Rounds, managing weekly guest speakers, coordinating logistics, handling COIs and travel requests, obtaining CME approval, deploying surveys, and preparing honorarium/expense reimbursement requests. I also was responsible for preparing quarterly OSHA reports for submission to the Department of Labor.

As a Senior Staff Assistant, I led the onboarding of employees for the annual flu vaccination program, overseeing material production and tracking vaccination volumes. Additionally, I developed a site safety plan, organizing a fire drill for 450 individuals, updating evacuation routes, and creating training materials.I also played a key role in generating monthly reports for the site director, utilizing various data sources to monitor attendance, service metrics, and quality for direct report staff.

As the Operations Specialist, I was responsible for conducting daily reviews of hospital census reports, ensuring the provision of relevant records, and completing necessary documentation in the program database/Electronic Medical Record (EMR). Additionally, I contacted counties to assess eligibility for Medical Therapy Unity (MTU) programs, obtained HIPAA authorizations from patients, processed Service Authorization Requests (SARs) for Occupational Therapy (OT)/Physical Therapy (PT), coordinated annual OT/PT prescriptions, tracked and followed up on MTU requests, and submitted all reports for scanning as part of the EMR.

As the Senior Analyst, I ensured timely scheduling of depositions, arbitrations, and legal proceedings. I was also responsible for coordinating the discovery processes, which included ordering charts, obtaining pharmacy records, and managing copying with vendors. Utilizing technology to implement an electronic record request and submission process to the Social Security Administration (SSA), I created a group mailbox, established accounts, and trained staff on electronic workflows. Additionally, I actively participated in the regional Strategic Operations Team (SOT), contributing to the development of policies, procedures, workflows, and audit tools for ROMI departments across Northern California.

As the Sr. Staff Assistant and Policy Coordinator, I organized the Medication Safety Math Test for TPMG RNs and LVNs, which included developing study sessions, coordinating logistics, and managing online registration through Kaiser Permanente. Additionally, learning the online portal, I created instructional job aides for staff, tracked testing results, and distributed attestations. Overseeing aspects of policies and procedures, I analyzed overall policy status and developed a schedule for policy updates, created and maintained a tracking database that captured policy review and expiration dates, made content updates to policies after internal committee review, and routed them to the appropriate approval committee, and collaborated with web coordinator on content updates. Lastly, serving as a liaison between various educational institutions for Students in Ambulatory Care Areas, I coordinated student placement in clinics, validated contracts and insurance documentation, ensured compliance, and tracked quality metrics for quarterly reviews by the Quality Management Committee (QMC).