Assisted small businesses or solo practitioners to setup Office systems including Email, Websites and/or Accounting systemsDeveloped Billing and Accounting systems and taught the proprietor how to operate within those systemsMonthly billing processed for some clientsPerformed regular maintenance and upgrades for IT systems

Responsible for the management of the Learning in Retirement (LIR) Program. Serve as the central communications person with members (current and potential) and Council. Oversee all functions and day-to-day operations to ensure smooth and efficient day-to-day operations. Create and manage all program documents and program schedules.• Coordinate meeting logistics, prepare documents, and follow up on meeting action items.• Arrange logistics related to LIR activities, trips, and programs• Update the web calendar in a timely fashion based on information from Council or committee chairs• Produce and distribute LIR publications, such as directories, catalogs, newsletter• Support the seminar program from end to end, update the website with new material provided by officers, Council, committee chairs, and members

Provided enterprise-wide operations support for a remote Vermont office consisting of 48 employees. Drove the planning and achieving of budgets, goals, and business objectives. Provided support via phone, remotely using VNC, as well as in-person troubleshooting. Handled all end user problems in a multitude of platforms: MS Office, Windows, Mac, Database, terminal emulators, Servers, Printers, Networking Issues, and fully supported an IP phone system. • Performed initial troubleshooting and followed the problem through to resolution, including any escalations to a third-party vendor. • Collaborated across all departments for process improvements and enhancing systems, including technical scope, project planning, sourcing, and change management.• Project management on feature enhancements to existing software systems, facilitating custom development with internal developers and consultants to custom Oracle database or Travel system (Amadeus) GDS• Worked with call center employees, operations team members, IT peers, and third-party vendors to gather information and write up project plans and implementation timelines.• Managed all Travel System user licenses, functioned as the LSA (Local Security Administrator), and handled all Installations and user support, including dealing with support and product representatives. Managed all Customized scripts and applications used with this software.

Performed technical assessment of hardware and software needs for the company, including the analysis of the current Donor Management Software system and facilitated transitioning to a new software package.Facilitated the transition from eTapestry donor management system to Salesforce for Non-Profits.Completed data migration and large data clean up project.Completed training to become a Salesforce Administrator and then customized the database to suite the needs of the organization, including setting up custom fields, workflow rules, Contact Views, Reports and online web forms.Assisted at events by helping to setup and clean up.Interacted with major Donors at significant event fundraisers on behalf of the organization.Assisted the Events staff set Agendas, Programs, Security and participated in Events as active Event Management Staff on site for major events.

Performed all bookkeeping and accounting tasks including Accounts Receivable and Payable, Employee and Customer data, processed Payroll, and all Taxes with QuickBooks system.Migrated the business to a new bank while implementing ACH direct deposit for employees and remote check deposit system for processing payments quickly and efficiently.Worked with clients and families on intake, scheduling, and matching them with caregiversWorked closely with all caregivers on scheduling especially with last-minute shift fill-ins, served as HR contact for any employee-related issues.Obtained Home Health Aide Certification in order to be able to supervise and train Homemaker level caregivers working with state referred clients.

Project management for a major systems implementation (SAP R/3). Coordinated successful systemcutover. Represented the division on conference calls and on-site workshops to resolve softwarelimitations and exceptions. Created and maintained project plan in MS Project. Responsible for allMaster Data conversions from the Legacy system and validation of the accuracy and all Master Datamaintenance in the new system. Ensured the reporting system accurately reflected sales history and resolved missing data and incorrect account assignments. Composed customercommunications regarding price and policy changes. Facilitated the installation of new FinancialPlanning solutions, including forecasting, planning, and reporting. Designed Financial Statements in the new system. Designed and delivered training to end users on all new software systems. Created user manuals and tip sheets for end users. Responsible for all post-implementation support at my location.Represented my Division on Master Data conversion team mapping committees. This included extensive travel to multiple locations for varying lengths of time.Tracked and resolved all systems-related issues post-implementation, both technical and procedural.Created and maintained all sales reports using Business Warehouse. Processed hourly payroll usingKronos Time Keeper and PeopleSoft.