Danielle Palmer

Danielle Palmer Email and Phone Number

Director of Operations: Vision to Reality | Organizational Optimization Transformation @ Fusion CPA I US Tax, Accounting & Business Advisory Firm
Atlanta, GA, US
Danielle Palmer's Location
Atlanta, Georgia, United States, United States
Danielle Palmer's Contact Details

Danielle Palmer work email

Danielle Palmer personal email

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About Danielle Palmer

With over 8 years of hands-on experience across multiple industries, I have a diverse background in human resources management, marketing, sales, operations management, strategic recruitment, project management, and finance. As a versatile and success-driven team leader, I am dedicated to creating innovative strategies and fine-tuning processes to help organizations gain new insights, scale change, and achieve their objectives.My expertise lies in identifying weaknesses or gaps in HR, operational, and finance systems and implementing effective solutions. With my creative problem-solving skills, irrefutable integrity, high attention to detail, and ability to translate shared visions into reality, I have been able to deliver results and drive growth for organizations.Notable competencies and highlights of my experience include leading cross-functional teams, supervising a culturally diverse workforce remotely, and exceeding KPI productivity targets. I was instrumental in innovating and building processes for strategic recruitment within the organization, collaborating with the CEO to provide strategic direction to sales and marketing teams in South Africa and Puerto Rico, and introducing and implementing Monday.com as the CRM and practice management system for the sales and marketing department. I also successfully developed a firm-wide strategic recruiting process and implemented Gantt charts for large client project management to ensure efficiency and reduce scope creep.If you share the same values and my qualifications have piqued your interest, please feel free to connect with me on LinkedIn or reach out to me at dp@fusiontaxes.com. I would love to hear from you and explore potential opportunities for collaboration.

Danielle Palmer's Current Company Details
Fusion CPA I US Tax, Accounting & Business Advisory Firm

Fusion Cpa I Us Tax, Accounting & Business Advisory Firm

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Director of Operations: Vision to Reality | Organizational Optimization Transformation
Atlanta, GA, US
Website:
fusiontaxes.com
Employees:
17
Danielle Palmer Work Experience Details
  • Fusion Cpa I Us Tax, Accounting & Business Advisory Firm
    Director Of Operations: Vision To Reality | Organizational Optimization Transformation
    Fusion Cpa I Us Tax, Accounting & Business Advisory Firm
    Atlanta, Ga, Us
  • Fusion Cpa I Us Tax, Accounting & Business Advisory Firm
    Integrations Manager: Vision To Reality | Digital Transformation | Project Management
    Fusion Cpa I Us Tax, Accounting & Business Advisory Firm Jul 2019 - Present
    Atlanta, Georgia, United States
    In this role, I remotely oversee a culturally diverse workforce and lead cross-functional teams in the sales, marketing, and recruiting divisions. I develop and create strategic hiring processes inside the business and collaborate with the CEO to provide strategic direction to the M&A and outbound sales teams based in South Africa. Further, I head ten entirely remote sales and marketing teams, and provide strategic direction to the finance and operations departments.My other duties and accomplishments include: ➝ Assist in implementing EOS Traction in the company and worked with the CEO in increasing sales by 18% during the pandemic in 2020.➝ Effortless at fine-tuning processes for sales, recruitment, client and employee onboarding, AR and AP, and client quality assurance processes. ➝ Implemented CRM (Monday.com) and Practice Management system. ➝ Perform payroll tracking and processing for contractors.➝ Created sales call scripts and processes, and train new salespeople to connect and uncover client needs effectively. ➝ Facilitate new customer onboarding and conduct accounting diagnostics, proposals, and engagement letters. ➝ Maintain client retention through tracking and processing client gift processes and roll-outs monthly and annually.➝ Track the effectiveness of the sales and marketing teams, guaranteeing timely and efficient lead generation, scheduling weekly L10 prep meetings, and successfully addressing issues as they arise by being solution-oriented.➝ Communicate and collaborate with partners to manage essential mutually beneficial partner engagement.➝ Motivate employees through engaging events and awards and distribute employee satisfaction surveys to manage employee morale.➝ Reconcile data and records from various applications and excel spreadsheets to efficiently manage the tax extension filing process for all applicable clients and participate in client EOS traction consulting sessions bi-weekly and monthly.
  • Fusion Cpa I Atlanta Tax, Accounting, & Bookkeeping Cpas
    Executive Assistance And Partner Integrations Specialist
    Fusion Cpa I Atlanta Tax, Accounting, & Bookkeeping Cpas Jun 2018 - Jul 2019
    Atlanta, Georgia, United States
    As an Executive Assistant & Partner Integrations Specialist, I developed novel sales and marketing tactics that increased firm revenue by 6% in the first six months of employment. I utilized an API connection that created a mechanism to integrate all CRM and operations platforms. I also resented TiECon-Atlanta awards for two consecutive years and oversaw the entire sales funnel and forecasting.My other duties and accomplishments include: ➝ Coordinated and managed the CEO's monthly reports, schedules, and travel arrangements.➝ Spearheaded various HR activities, including developing and implementing diverse and inclusive recruitment strategies, hiring and managing employees and outsourced contractors, and oversaw briefings, queries, and reporting for AR and KPIs.➝ Maintained customer retention and all operational processes, including new client onboarding and research into partnership networks.➝ Managed all digital marketing for the company, including the website, social media accounts, and SEM (Search Engine Marketing). ➝ Assisted with project and event management for marketing events, including project timeline tracking.
  • First Step Staffing
    Payroll & Billing Operations Manager
    First Step Staffing Feb 2017 - Jun 2018
    Atlanta, Georgia, United States
    Serving in this role, I spearheaded payroll operations, managing a team of 20+ employees employing empowerment and motivation. I analyzed, documented, and reported data discrepancies and devised a plan to respond to payroll delays or unplanned events. Moreover, I designed and implemented a streamlined payroll system and compiled debit and credit memos.My other duties and accomplishments include: ➝ Ensured payroll reports and records were balanced, kept up to date, and maintained AR aging at net 30 days. ➝ Discussed impending payroll systems with the event management department, processed contract invoices for clients, and remained solution-oriented when dealing with problematic invoices by conducting investigations.➝ Processed payroll for three states for over 500 hundred employees weekly➝ Created and submitted over 50 customer invoices weekly➝ Tracked outstanding payment concerns and produced weekly aging reports on schedule.➝ Entered changes in exemptions, deductions, and job and department transfers into payroll records to keep them updated.
  • First Step Staffing
    Human Resource & Accounts Receivable Specialist
    First Step Staffing Jun 2016 - Jan 2017
    Atlanta, Georgia, United States
    I maintained and updated payroll records and gathered and evaluated data to resolve payroll inconsistencies during my tenure. I headed the employment verification process, including workman's comp, wage statements, medical grounds for unemployment claims, credit agencies, and rental properties, handled 20 important accounts, and kept AR aging to a minimum of 30 days. Additionally, I was accountable for completing all employment verification procedures for the vendor.My other duties and accomplishments include: ➝ Facilitated new associate onboarding and one-on-one training for new and existing employees.➝ Guaranteed positive quality control by visiting clients' sites monthly and entering all data into the company's main database.

Danielle Palmer Education Details

Frequently Asked Questions about Danielle Palmer

What company does Danielle Palmer work for?

Danielle Palmer works for Fusion Cpa I Us Tax, Accounting & Business Advisory Firm

What is Danielle Palmer's role at the current company?

Danielle Palmer's current role is Director of Operations: Vision to Reality | Organizational Optimization Transformation.

What is Danielle Palmer's email address?

Danielle Palmer's email address is dp****@****xes.com

What schools did Danielle Palmer attend?

Danielle Palmer attended Georgia State University, Georgia State University, Georgia State University, Georgia State University.

Who are Danielle Palmer's colleagues?

Danielle Palmer's colleagues are Steven Sumners, Cpa, Carlos Cortes, Cpa, Cma, Janvi Soni, Maria Belen Ferrero, Samantha Hanekom, Camille Morales-Velázquez, Theresa Maye Dagoc.

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