Max Peck Email & Phone Number

Santa Barbara, California, United States

Santa Barbara, California Area

• 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.

Santa Barbara, California Area

• 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.
• 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.

Santa Barbara, California Area

• 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.

Orange County, California Area

• 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.
• 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.
• 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.
• 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.

Master Of Business For Veterans - Mbv, Business Administration, Management And Operations

Activities and Societies: Beta Gamma Sigma, International Honor SocietyAcademic Courses: - Business Communications - Business Operations.

Bachelor Of Arts (Ba), Communication

Activities and Societies: President of Student Veteran Organization (15-17), Associate Lecturer (ED 118), Published author (Kill Cards).

Associate Of Arts (Aa), General Studies

Activities and Societies: Student Veteran Organization, Phi Theta Kappa, Sigma Kappa Delta, Alpha Gamma Sigma, Speech and Debate TeamVice.