Know your numbers, know your Business.

Multi-faceted role using all of my expertises, this role focuses on operations, organization development, sales, and curriculum design. After having done an internal operational audit For Duke Tax, I have developed a plan in place and executed the following: employee handbook, standard operating procedures, establish key metrics for planning and people management, correct employee file handling and enrolled the organization into e-verify, compensation for employees, metrics for goal attainment for sales. For the sales department, enrolled into a sales training course and provided a more clear and precise sales process for the team, including CRM clean up. For the education component, Tax TakeOff, curriculum development and student engagement are priorities:Facilitate and conduct new hire orientation, onboarding classes, training sessions and new hire Hire talent to fill in the gaps within departmentsCreate and execute a true sales processDevelop a true post-sell and onboarding experienceAssess training gaps within the Sales department (material, delivery methods, length of training, refresher courses, etc.)Utilize learning management system (LMS) to build e-learning modulesCreating training manuals, classroom activities, and other materials needed to deliver trainingsCoordinate new employee training schedules and document completion for all departmentsEnsure all training content is up-to-dateCleanup of HubSpot CRM and proper utilization of internal communication programsEnhance communications within the teamHR policies, procedures, and proper employee documentation along with handbook

Under the direction of Dr. Julieta Garcia, former President of University of Texas at Brownsville and 2022 Presidential Medal of Freedom recipient, the role was originally designed to only help in the research process. During my final semester of my Master's program, the project evolved to something larger than anticipated and has been extended until the end of December. The final product will be a published book highlighting the history and stories of the individuals involved in the development and creation of the UTRGV Medical School. The role includes the following: — Research of Texas legislation, both written and oral archival information, of bills pertaining to any reference of a medical school to be established in South Texas — Interview key individuals who were part of the story identified such as former Chancellors of the UT System, Local individuals who did the grassroots movements, and other key individuals identified in the story— Document and place in chronological order individuals and events as they occurred— Digitalized documents found that were not archived digitally for future use— Write specific chapters of a book that is being published

Spring Semester 2023 Graduate Research Assistant role under the direction of Presidential Medal of Freedom recipient Dr. Julieta Garcia, first Latina University President. I am tasked with doing the research, interviewing, and accumulation of videos, audio, and photos of the key players who played a major role in the development of specific programs. This is a limited role until May 11th.

No one will be a bigger advocate for your child than yourself. During this time, I became more aware of the beauty of what is Autism as my oldest son has been diagnosed. Even though during this period I was still interviewing, I spent time in learning what I needed to do to be a better parent for them. I also worked on expanding my knowledge in sales enablement, sales methodologies, and other sales systems by taking on small contract roles, reading a ton of books, and networking with great individuals.

Eclectic Leader and Sales Coach that focuses on sales activity, sales process, and development. A servant leader that participates in calls to identify target accounts to create new and unique business development ideas. ➥ Manage and own AE's pipeline that will forecast accurate account and rep growth ➥ Manage 1-2-1's with direct report to ensure that the sales process is met and executed effectively and efficiently➥ Ensure clear line of communications between all parties is done effectively by constant role play and review of accounts ➥ Creatively develop different forms of communication engagement between sales contacts such as the use of Vidyard, creative outreach, LinkedIn messages and direct dial➥ Developed and created contests and incentives to keep morale high and to drive metrics➥ Developed a more precise sales process for a brand new team/division to drive effectiveness for the organization

A one year contract with Sandler Sales Training, San Antonio, was contracted to help in providing innovative sales, management, and leadership training through the use of the Sandler Sales Trainer platform. In this role, ➥I sold to upper level managers and executives➥ Partner with development Leads and Managers to deliver established learning programs that fill in the gaps of what they needed. ➥ Effective in executing communications in collaboration with those involved in the decision process. ➥Execute public programs and delivery processes for live classroom deliveries and programs at remote and in person at Sandler San Antonio office for public teachings. ➥Worked with leaders to act as a learning and talent development subject matter resource on effective and leading-edge learning and development strategies to achieve business goals ➥Recommend communications vehicles and project management tools to ensure real-time and close connection to business leaders, organizational priorities and changes

Function as a key resource for employee redevelopment and engagement company wide, establishing structure and enhancing the company’s overall direction through supporting multiple departments and increasing communication among personnel. Indirectly manage a 40-member team, while improving the organizational tone and communication structure for staff.➥ Assess existing personnel on their role responsibilities, overall long-term contributions, and potential needs for training and development for career advancement➥ Create job descriptions for each role based off day-to-day tasks➥ Uncover opportunities for revenue increases by establishing structure and enhancing sales strategies➥ Apply significant cultural changes across the company such as newly developed vision and mission statements for the company and encourage diversity and inclusion initiatives to foster positive working environments for employees across the organization➥ Implement forward-thinking strategies for employee development and create Competency models for different departments and roles➥ Integrated and implemented new systems and a Standard Operating Procedures Manual to maintain alignment with organizational standards, as well as completed revisions of the employee handbook

Cross-functional role that provided general operations management as well as financial management and oversight to ensure the organisation's fiscal health. Managed a team of 11 direct reports as well as 35 independent agents.

Held direct responsibility for two high-net worth client accounts—a real estate client and a pharmaceutical industry client—valued at $102MM and $157MM respectively. Managed each client’s books in QuickBooks and performed various financial duties including reconciliation of bank accounts, credit cards, and broker statements, accounts payable and receivable. ➥ Performed financial reporting and fair market value reporting; helped to cross-train each client’s employees on these processes.➥ Adjusted journal entries and prepared financial statements to include balance sheets, profit and loss statements and additional ad hoc reports where required. ➥ Provided payroll services for external clients and prepared 1099s; similarly, prepared sales tax returns for clients. ➥ Audited all documentation and reviewed accounts and recommended process improvements by analyzing available accounting options.➥ Complied with all federal, state and local regulations by filing timely reports and collaborating with senior leaders where necessary to ensure enforcement and controls.

Onboarded to serve in a multifaceted role, providing leadership and charting the new strategic direction of the firm. Managed a team of up to 35 personnel including field and shop staff. ➥ Ensured maximum profitability and achievement of financial goals and objectives by managing the accounting and bookkeeping system. ➥ Successfully reorganized accounting procedures and established a new job costing system; made decisions based on job trends and jobs awarded. ➥ Performed general and project-based budget management, project estimating and processing of payroll.➥ Created new employee handbooks and all relevant forms; instilled in team members a core focus on customer service. ➥ Rebuilt previously severed relationships and regained many lost accounts by re-establishing trust within the community.➥ Additional responsibilities included generating purchase orders, verifying billings, invoicing, and auditing of prior payrolls.