• Support to Executive team, developing and implementing relevant policies and processes to improve the adequacy and efficiency of Barton Publishing financial processes and reporting.• Deliver Timely, accurate and actionable management information to management team for P&L (actual, budget and forecast)• Drive regular financial reviews to ensure accuracy and improvement opportunities.• Create, develop, consolidate, maintain and update various budgets and financial trackers.• Financial planning and business performance reporting. • Formulating budgets in accordance with the strategy of the management team.• Overseeing the budgets and cost control including highlighting variances. • Support in all financial transactions and accounting matters, including audits with CPA. • Support in preparing monthly and annual accounts.• Support in business planning for the future.• Support HR functions and training materials• Ad Hoc analysis and reporting based on needs of Barton Publishing management• Support in Strategic planning for department and where appropriate• Oversee monthly processing of Payroll. Review all contractor invoices and forward to accounting for payment.• Review monthly expenses and identify improvements to cost control and help drive future investment decisions. • Document changing departmental functions• Stay current on industry • SME in Ultracart, Google Analytics, Quickbooks, Fathom HQ, Quickbase • Train others on processes as needed

My primary functions as an Operations Analyst are to utilize data analysis coupled with an in-depth understanding of Barton's products, applications, marketing strategies, and campaign goals to help the company continually improve revenues and profits.• Analyze and report key data related to company sales and revenues.• Provide marketing analytics that support decision-making on campaigns for various marketing efforts• Report monthly gross profits by marketing channel• Develop ad-hoc reports and analysis based on needs of Barton Publishing management• Become an expert at understanding reporting tools and applications that provide key business data for BP• Train others to find critical data for use in their areas of expertise. Update the Barton Operations wiki with instructions for pulling common reports.• Suggest and develop systems and processes that support Barton Publishing's efforts to report key metrics and data• Recommend courses of action and "best practices" based on research discoveries• Quality Assurance of reports and data across all company channels to ensure accuracy

Responsible for insuring achievement of revenue objectives for the assigned territory. Generating revenue from a variety of Sales and Marketing duties, including researching and pursuing new referral sources and enhancing and maintaining relationships with existing referral sources. Responsible for reporting results in moving relationships forward to Manager on a weekly basis, discussing successes and opportunities, and demonstrating documented progress and inquiry production in Sales/Marketing/Networking areas.

As the Business Planning Manager at Capital Services, I was responsible for managing workflow for multiple departments by driving strategic decisions for the overall business, orchestrating planning and processes across all business groups.• Work within operations to develop and maintain meaningful models for capacity planning for Customer Service, Collections and Fraud departments.• Review all of operations to extract meaningful data that leads to overall reduction in unit and operational costs.• Provide increased transparency and integration across all relevant groups and support the planning, measurement and review of business operations. • Drive overall growth process including discovery of opportunities and prioritization process.• Focus on driving financial excellence in our scheduling approach to help manage the entire group’s operational processes.• Coordinating the planning/ forecasting process, Supervising the preparation of daily, weekly and monthly reports, analyzing performance across all business lines, variances compared to prior periods, and trend data,• Suggesting corrective action and identifying cost savings opportunities,• Establishing and maintaining appropriate internal controls for our control desk,• Interacting with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.• Develop innovative ideas to optimize/improve processes. Support in the development of business planning strategy and objectives.• Help to determine the production capacity needed by the multiple organizational functions to meet changing demands.• Meat departmental standards within established budget.• Manage, maintain, develop and revolutionize automated dialer strategies.

As a Customer Care Unit Manager I am responsible for managing the workflow of the department while ensuring that client service levels are met or exceeded and maintained. My responsibilities include providing ongoing coaching and direction to the associates while creating an environment that encourages teamwork, commitment, increased productivity and superior quality.• Provide leadership to a small to medium Call Center team by organizing, developing, controlling, and coordinating the day-to-day activities of non-exempt associates.• Measure and report individual associate and unit productivity and service level performance, quality and average handle time obligations.• Foster the development and learning of staff. Communicate clearly defined and concise expectations, giving appropriate feedback, coaching and developmental opportunities. • Hire, develop, evaluate, and (when necessary) discipline associates • Collaborate with partners in other business areas• Assisting agents with escalated service issues or complicated situations.• Resolving operational issues by completing root cause analysis, creating trending reports and initiating process improvements as requested.

As a member of the management team in PREMIER Bankcard’s MIS Analytics and Risk Management department I was responsible for productivity and output of staff, the automated dialer that launches calls to delinquent customers, handles retention and customer service attempts, and multiple other contact strategies, as well as producing analytics that will help the business.• Role in managing people included, hiring and training new staff, implementing corrective action, directing staff to overall company policy, setting employee goals and objectives, develop staff to reach their full potential, perform performance reviews, establish and maintain controls, facilitate the preparation and analysis of reports, monitor productivity, goal progress and activity levels, help to achieve department, division, and unit productivity and quality goals, and organize, facilitate and manage business meetings.• Dialer management – manage the automated dialer system including scheduling employees for dialer duty, the successful, overall operation of the dialer. Multiple business departments depend on my team to run the dialer smoothly in order for them to do their jobs so planning and implementing procedures and systems to maximize operating efficiency is essential.• Analyst responsibilities - make recommendations through in-depth analysis that will help the department find new opportunities for growth or limit the amount of risk the business exposes itself to.

Assist management with billing for clients, programs, and card processors by utilizing SQL to access processor flat files to compile data for monthly statements. In charge of writing, updating and maintaining queries for the department and exporting data into Excel spreadsheets. Work to ensure that statements conform to contractual requirements, create timely reports for management. Review and verify daily, monthly, quarterly and annual association fees. Prepare accurate DDA and general ledger account entries for accounting purposes. Create, update and maintain department procedures and other duties as assigned.

Administrator of Shazam Network, online banking, and telephone banking. Primary work with card management system ensuring that ATM and debit cards are issued deleted and maintained. Track EFT error resolution to ensure compliance with procedures. Provide customer service via phone and e-mail with internal and external customers to ensure customer satisfaction and problem resolution. Suggest and create new procedures for card management that will help streamline the operations department. Cross train with other areas as needed.

Essential duties are answering incoming calls from a variety of customers with general to complex questions, while providing “best in class” service. Attention to detail when working with general ledgers on bank accounts, using a creative, think out of the box approach when presenting sales, and extensive knowledge dealing with bank Regulations.