As the first employee at the company to hold this role, I spearheaded the development, documentation, and enhancement of processes to manage the CPE content needs for over half of the top 200 accounting firms, as well as numerous small and mid-sized firms. I played a key role in migrating Prolaera customers to the LCvista platform following the companies' merger. I also created VBA macros that reduced the time required for common processes by up to 75%.Additionally, I managed content support tickets using Zendesk and Jira, providing friendly, competent, and professional service. I audited and analyzed content libraries to address duplicates, expired content, and erroneous data. Utilizing backend tools such as Grappelli, I coordinated the addition of new vendors to client sites, working closely with top CPE content vendors to integrate their courses into clients’ LCvista platforms.

I have assisted in several fields of law, including Estate Planning, Real Estate, Business, Social Security, Medicaid, Trust Administration, Probate, and Guardianship. I greatly increased productivity by creating standard documents and forms, custom CRM workflows, and a Microsoft Word/VBA toolkit. I analyzed data related to Medicaid, Real Estate, and Family Law. I made recommendations leading to technology purchasing decisions, chose and implemented an anti-malware program, and performed general tech support.

I took professional development courses through Udemy, focusing my studies on statistics and data science.

As a problem solver, I used critical thinking and knowledge of internal policies and procedures to assess and resolve problems that arose as a result of associate or vendor error.

As a Data Analyst, I was responsible for gathering data, and reporting out on it weekly. At various times in this role, I used an ETL manager to query large databases using SQL, researched and did cost analysis to determine purchases of software, performed analysis to determine effective focal points of improvement efforts, created time saving tools for multiple departments using Microsoft Excel, and performed countless ad hoc analyses using innumerable data sources. I presented and defended research and analysis to senior management, and followed up with management and associates at all levels to ensure compliance with the decisions made based on my findings.

As a Change Lead, I was responsible for leading associates in weekly continuous improvement events, using data-driven decision making to determine and implement effective process changes. The projects I led resulted in sustainable process changes which led to better quality and productivity.

As a trainer, I was responsible for scheduling classes, training, and completing projects based on building need. Additionally, I was responsible for ensuring proper record keeping in compliance with OSHA standards.

As a problem solver, I used critical thinking and knowledge of internal policies and procedures to assess and resolve problems that arose as a result of associate or vendor error. Additionally, I was utilized as a team lead and trainer.