>Perform objective analyses of businesses to identify their strengths and weaknesses as they pertain to operations, finance and management to understand their corresponding relationship to profits.>Responsible for quantifying potential benefits resulting from corrective actions taken in terms of dollar savings, organizational effectiveness and ease of operations.>Conducted Financial and Operational analyses of 8 Non-Profits in Washington, DC identifying approximately $2.5 Million in cost reductions through operations centralization and benefit restructuring>Responsible for the management and measurement of operations metrics for the purpose of optimal implementation of agreed upon processes. >Charged with analyzing the measurement of performance and consideration of efficiency versus effectiveness. > Formulate policies, manage daily operations, and plan the use of assets and human resources. > Focus on strategic, tactical, and short/long-term Operations Management. > Ensure business operations are efficient and effective. > Implementation of Total Quality Management and Business Process Re-engineering strategies. > Efficiency by creating and maintaining a positive flow of work by utilizing what resources and facilities are available as set out by the Chief Executive Officer. > Lead by developing and cascading the organizations strategy/mission statement. > Direct company operations to meet budget and other financial goals. > Direct short-term, long-range planning and budget development to support strategic business goals. >Participate in capital market development, including participation in road shows, executive meetings, analysts' meetings etc. > Charged with securing appropriate resources used to meet internal ROI and ROA expectations in addition to clients' common goals as outlined by Executive Management. > Responsible for the development, design, operation, and improvement of the systems that create and deliver products and services.

> Established Inbound and Outbound Call Centers for Department of Treasury’s DC Pensions project as required by guidelines.> Created and meet performance targets for speed, efficiency, sales and quality.> Reviewed the performance of staff, identified training needs and planned training sessions.> Organized staffing, including shift patterns and the number of staff required to meet demand.> Created operational processes and work flow procedures as proactive measures to ensure timely/efficient transfer of project materials as well as assuming total ownership of client data while supervising mass mailings during several project phases. > Responsible for operations and compliance auditing in addition to periodic financial analyses of in-house operations as well as maintaining/reporting on financial integrity of client projects and in-house records. > Created/maintained weekly reports using queries created from raw data and subsequently created live databases for daily uploads to Department of Treasury’s FTP site for Federal Counsel review.>Point of contact responsible for communications with internal/external Contract Administrators as well as Treasury Federal Counsel.

>Redesigned the National Business Operations Center's (NBOC's) Capacity and Budgeting Models to ensure alignment with Prudential's demutualization and new corporate organizational structure while providing a more user friendly model for and executive and high level management.>Responsible for quantitative analysis, long term capacity business modeling and creating operational efficiencies.>Charged with reporting and analyzing call volume while assisting with establishing staff schedules, making adjustments based on capacity and provided high level management with daily reports, updates, capacity recommendations and statistics.>Developed disaster recovery plans in compliance with corporate & industry standards.>Offered recommendations while maintaining, testing & executing Corporate Business Continuation Plans across Individual Financial Services Business Unit nationally.>Developed and assumed ownership of multiple projects including but not limited to FY 2002 Capacity Models, Q1 Statistical Summary Report of Life Operations & Follow Up Call/Pending Volume Trending Analyses.>Charged with managing and forecasting for two Major Call Center Utilities producing forecasts within 1% of actual volume given an Operating Standard Forecast Variance of +/-3%.>Responsible for the GRASPing (Excel Based Staff Scheduling Tool Developed By Dr. Al Marcotte- M.I.T.) of three call center utilities for the 2002 budget planning process.>Successfully completed with honors the Advanced Management Systems- Managing Operations Course offered for corporate mid-level management personnel by Dr. Al Marcotte of the Massachusetts Institute of Technology founder and president of Advanced Management Systems.

> Responsible for notifying the President and/or Vice President/Contract Administrator of all deficiencies through daily reports and resolving any conflicts between actual and required activities on the U.S. Department of Education (DOE) contract. > Provided internal audits and monthly Competitive Performance and Continuous Surveillance (CPCS) reviews designed to mirror DOE audits for the purpose of compliance while providing proactive, reactive and corrective quality control.> Implemented procedural changes with regards to compliance and financial reporting which assisted in taking the company to a tri-annual number 5 ranking (from 17th) out of 18 agencies for the first time in the two year existence of the contract.> Supervised a staff of 7 Quality Control Auditors and Co-supervised & assisted with training of 25 Call Center Account Representatives. > Assisted the Information Technology Department with automating reporting for a portfolio in excess of 75 million dollars. > Created a net back recovery revenue trend analysis which forecasted expected company performance into fiscal year 2000.> Produced monthly Quality Control reports illustrating deficiencies in daily performance as well as various trend analyses.

> Monthly financial reporting of wholly owned subsidiary based in New York. > Month-end revenue reconciliation and monitored receipts/disbursements necessary for accurate reporting.> Maintained spreadsheets for journal entries and daily cash reconciliation. Monitored commission allocations for DMHC and adjusted departmental budgets based on information and billing provided by core brokers. > Created a spreadsheet designed to monitor a research budget in excess of 15 million dollars used to evaluate each departments’ use of soft commission dollars allocated and paid versus original budget. > Worked in conjunction with trading department to effectively adjust commission budgets and resolve discrepancies. > Maintained broker invoices and communicated with broker representatives to ensure that research services were billed accurately and monthly/quarterly statements were on target with already established budget allocations.

> Formulated and implemented new policies and procedures which increased productivity by 15% > Researched and forecasted various trends which may have affected Operations and/or Financial Reporting. > Supervised testing of internal controls and accounting systems. > Conducted statistical analyses and operational audits to identify any defalcations.

> Supervised a staff of three audit clerks while overseeing the timely auditing and verification of daily revenue. > Reduced overtime by twenty percent through personal goal setting by staff. > Posted daily revenue to General Ledger and reconciled to summary reports at month-end. > Reviewed and assisted managers with the preparation of annual budgets for reasonableness and goal achievement. > Created a monthly potential lost revenue analysis for submittal to CFO which identified a potential lost revenue exposure averaging $32,000 monthly. Upon audit and implementation of new procedures, this exposure was reduced by 1/3 after only 2 months of detailed analyses. > Negotiated new contracts for office supply purchases with a cost-savings potential of $30,000 to $40,000 per year.