Created process improvements via analysis, training, and business alignment with software solutions for 15 accounts. Building financial statements, budgets, forecasts, models, and auditing services pre-tax season.• Audited 4 client processes, identifying an opportunity to save 2.2% on payment processing costs.• Successfully completed 100% of client projects before the tax deadline, while alleviating client concerns. • Introduced a new document management system that improved document searchability and saved admin staff an average of 1 hour per day.• Reduced annual expenses 10% by leading cost reduction, quality improvements, productivity initiatives, and infrastructure enhancements supporting business systems.

Responsible for the management and development of a team of key stakeholders using SaaS platform earning promotion within 1st year. Team KPIs include a 97% NPS, 23 cases closed per day, average response time of 2.2 hours.• Created end-of-month financial reports, planned training events, assisted with budget forecasting, and implemented effective strategies to ensure readiness for stakeholders.• Analyzed customer data identifying 15 strategic accounts lacking Payments feature adoption earning an 80% conversion rate.• Managed and prioritized various initiatives taking on 50-75 daily cases deep-diving into complex problems, while influencing key stakeholders. • Exceptional leadership and coaching of the team prevented 60% of churn of strategic clients improving stakeholder satisfaction.

Managed day-to-day operations of and community engagement with the VRC to improve service to the 300+ veteran student body and larger campus community.• Processed $7M worth of VA Education benefits meeting strict deadlines reaching a 100% approval rate.• Planned and facilitated monthly events on the matters of Equal Opportunity, Morale, Financial Readiness, and Family Readiness to boost community involvement, team-cohesion, and a culture aligned with UCSB’s purpose. • Recruited a high-performing team of 10 from various experiences and backgrounds, providing oversight, guidance, and development.• Created a smoother onboarding experience for student transfers, dependents, and traditional students by creating a specialized orientation.• Built relationships and leveraged networking acumen to secure $150,000 worth of scholarships from donors supporting student veterans in need.

Developed programs to enhance professional and leadership development by creating effective competency models and roadmaps to achieve set competencies through available training resources, certifications, and continuing education in an Infantry Company with 140 personnel and over $100M worth of assets.• Created and implemented frameworks to improve organizational design and alignment that enabled effective KPI analysis, process improvement, and readiness for change. As a result, the Company exceeded Marine Corps mandated standards of 95% for readiness (combat-deployment ability) during missions such as OEF (Operation Enduring Freedom).• Organized company administrative affairs and maintained day-to-day operations by processing 3000 reports, 1000 certifications, 170 annual training records, 100 award submissions, and 90 promotions. Administered annual team reviews of 5 Marines. • Executed Operations Management (Battle Tracking) and Command Post Operations during 2 combat environments that contributed to building best practices for communication, accountability, and affective process analysis.• Awarded the Navy and Marine Corps Achievement Medal for superior performance of mission-related duties as well as earning 4 promotions in 5 years.