Executive providing leadership, strategy, and direction to achieve long-term strategic goals and objectives. Ensure standardization in processes, cross-functional success, and interdepartmental collaboration. Direct and coordinate daily operations, and oversee long term fiscal goals and objectives. Ability to build and sustain high performing teams, both remotely and in person. Identify opportunities to develop and implement new projects and processes. A leader with a unique perspective that includes interpreting, explaining, and driving performance while supporting and influencing operational and strategic decisions.Modernized, improved, and scaled operations procedures to increase efficiency and profitability while tightly controlling costs. Reviewed forecasting information to identify and capitalize on system enhancement opportunitiesProposed, developed, and enacted a modern revenue tracking system Manage business partnerships integral to the success of the company, including money managers, investment partners, as well as trust/banking partners.Development of reporting structure for both client deliverables as well as internal reporting used for future business planning.Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting between finance and bookkeeping department.Established and enacted successful procedures for interdepartmental cross function improvement and workflow using both technology tools as well as communication plans.Manage client relationship which includes performance deliverables, continued product education, and future business opportunities.Finance manager, managing revenue reporting as well as client interactions regarding payment of recurring interest.

Served as Supervisor of Operations for three client teams, reporting and collaborating directly to the Vice President of Operations.Successfully built procedures around new clients, including manuals, training guidelines, and cross function streamlining.Worked with IT department to integrate new customer modules into existing system and develop new tasks.Managed employees including performance reviews, training, ongoing coaching and mentoring, recognition, promotion recommendation and disciplinary action financial procedures and when necessary.Encouraged and promoted ideas aligned to business needs and benefits. Fostered rapport with employees to encourage suggestions.Created and implemented strategies for improving operational efficiency and accuracy.Identified improvement needs through analysis of daily change in volume and more reporting by identifying trends and enacted solutions.Served as Supervisor of Outsourced Processes. Key manager for company- wide outsourced processes, which crossed all departments and client teams.Managed a small team of 2-3 that also included primary company reporting analyst.Successfully moved over 35 Supervisor of Operations back office and call center processes without interruption.Created and enacted companywide outsourcing procedures for all client teams by identifying outsourcing opportunities.Analyzed processes, identified and proposed outsourcing opportunities to executive of each team.Trained and managed outsourced employees remotely and managed performance using reportingmetrics to identify training opportunities and course correction when needed.Routinely presented status of processes and improvement plans to executive teams, as well as proved the benefit of the outsourced processes through analytics that were monitored regularly.Led client them surveys and meetings to obtain suggestions, address concerns or issues and foster positive overall view of outsourced processes.