Pamela Rich Email & Phone Number

Metris Growth was founded to work with nonprofits and mission focused businesses to understand their vision for tomorrow, engage the right resources to fulfill that vision and execute organizational plans to help them grow. Metris Growth's main areas of expertise:• Consulting Services• Process Reviews and Improvement• Project ImplementationRecent projects:• Compensation and job classification for secondary educational institutional. • Developed plans for updating job profile information on Workday system.• Succession plan and leadership transition for a Certified Development Company. • Developed a compensation philosophy and compensation plan for a CDFI. • Work Group Coordinator and project management for a large educational institution.My experience with a large Certified Development Company (CDC) and start-up Certified Development Financial Institution (CDFI) has given me a solid understanding of the regulatory compliance demands these companies face. I seek solutions to organizational or process bottlenecks to meet compliance needs and create best practices. From automating data collection and document storage to corporate performance management systems with compensation strategy, or knowledge transfer as part of board or management transitions. Working with staff to implement and learn new systems can reduce the need for additional hiring. Here are some of the areas I can help you with:• Tracking systems for compliance (job creation, community impact)• Succession plans, leadership development of key staff• Guidelines for board development, fiduciary responsibility• HR systems, employee recruiting and retention• Internal Reporting systems, budgeting and financial reportingOur mission is to use knowledge and talent to help others succeed in businesses that make a difference for individuals, the community, and the world.Contact me for a free initial consultation.Metris Growth, LLC608.347.1337www.metrisgrowth.com

Truax Campus, Madison, Wi

Review and evaluate job classifications to ensure structural integrity. Work with Compensation Administrator on salary adjustments for position reclassifications. Review and evaluate job requisitions as part of recruitment process. In collaboration with management develop plans and process for updating job profile information on Workday system. Prepare compensation and payroll data for national salary surveys.

Madison, Wi

Directed the daily financial and administrative activities of the organization (4 companies), agency compliance, corporate legal matters, and HR activities. Grew an affiliate from the ground floor up to an active lending company with multiple programs. Member of the senior management team and reported directly to the CEO.• Directed Finance and Administration departments• P& L responsibility on $5.5 million budget; expenses under budget each year while growing staff (45 currently) and lending programs (5)• Developed accounting department staff, improved controls• Directed all HR activities including, hiring, performance, compensation & benefits• Liaison to the Board of Directors for Finance, Personnel and Audit committees.• Managed relations with legal counsel on corporate matters: entity structure, by-laws and operating agreements as well as employment practices and issues.• Led the team that completed a merger of another non-profit with an affiliate • Achieved agency certifications by Community Development Financial Institution Fund (CDFI) and U.S. Small Business Administration (SBA) for affiliate with organizational structure unfamiliar to the agencies.• Obtained SBA Microloan funding up to $750,000 and awarded $50,000 grant to support operations.• Recognized by City of Milwaukee as a CDBE and eligible for CDBG funds up to $250,000 for lending; awarded $175,000 in grants for Technical Assistance and operations.• Obtained a CDFI grant for $124,100 to develop TA programs, technical system improvements and operations.

Madison, Wisconsin Area

Oversaw the finance and administration departments including HR activities and facilities management while implementing organizational IT and program improvements and managing risk. Member of the senior management team; reported directly to the President/CEO.• Implemented new network; central voice mail, 4-digit dial, lower long distance costs • Managed $5 million budget, held expenses under budget every year. • Implemented robust accounting system; automated reporting process for 4 companies.• Developed compliance & accounting processes; New Markets Tax Credits (NMTC)• Hired and developed marketing staff; held the first Friends of Small Business (FOSB) luncheon & achieved attendance of 350• Led the team that created a new website with secure Intranet; trained staff to update• Developed e-learning training program for staff using external vendor• Led the team that developed an Enterprise Risk Management (ERM) system

Madison, Wisconsin Area

Managed administrative department including HR, agency compliance, and led corporate projects including strategy, IT, and process development.• Maintained company network (6 remote offices) and implemented an imaging system for loan documents. Coordinated off-site staff training on Outlook.• Created the first HR Administrative Policy manual that supported the employee handbook• Negotiated new facility lease contracts for two locations that increased the space but reduced costs by $100,000 over the lease term.• Coordinated compliance audits by the SBA an annual financial audits of the organization• Drafted the strategic plans and created corporate goals and scorecards consistent with the board’s recommendations

Madison

Led corporate projects including HR and policy development, and managed IT systems collaborating with external technical support.• Maintained over 98% uptime on network covering 5 remote offices• Created system user policies and system wide anti-virus protection, led staff technical team • Converted loan application data to new loan system smoothly with minimal data loss• Developed company’s first Policy & Procedure Manual and set up process for a staff committee providing consistent review and updates to the document• Created the company’s first performance appraisal system, compensation process & formal staff training programs• Participated as a staff liaison on the manager and board strategic planning committee.

Madison, Wisconsin Area

Coordinated corporate projects and analyzed business information for credit reviews of potential customers.• Managed 5 office WAN and LAN with Exchange, Windows and Citrix• Set up first data back-up system• Created the first written Business Continuity Plan: disaster recovery tested• Created training guides for network access and application use by staff• Drafted business analysis reports on potential loan clients for underwriters• Supervised staff on loan compliance, funding and servicing functions

Develop and manage membership databases for not-for-profit company assisting associations in the building trades. Managed account payables and working on event planning as well as general administrative activities.

Ripon, Wi

Created printed training materials for college students focusing on resume writing, interviewing, time management and study skills development.Refined the Career Exploration Program, developing an alumni database, counseling students on various career paths.Scheduled weekly recruiter visits each fall and spring and coordinated staff schedules.

Seattle, Wa

Provided administrative support to the analysts in the commercial underwriting department at a local startup bank.

Mba, Real Estate Finance And Human Resources Management

Activities and Societies: Student member of the Women In Business Council (WIBC). Member of the Real Estate Club. Member of the Graduate.

Bs, Psychology

Activities and Societies: Phi Beta Kappa