As Director of Operations, I develop, maintain, and continuously improve internal/external SOP's to maximize accuracy, clarity, & efficiency.

As Fund Manager, I spearhead the campaign to continuously enhance investor relations through internal/external analytics and clear, concise, secure communication.

Heller Capital is a boutique private equity firm with a portfolio of companies in diverse industry sectors along with various private placement holdings. Heller Capital seeks out assets that provide accelerated equity growth, cash flow and mid to long-term monetization timelines.As Executive Finance Resource (EFR) to the CEO, I provide finance resource in the development and management of monthly financial statements for various entities in the Heller Capital Group portfolio. Additionally, I provide acquisitions modeling, asset evaluation, and general finance resource on strategic projects along with ad-hoc resource for the CFOs of Heller Capital Group operating portfolio Companies.

Located in Central Pennsylvania, The Yorkaire Group offers custom combustion systems, comprehensive mechanical services, and specialty ventilation systems. The Yorkaire Group is a leader in the design and manufacture of batch and continuous dryers, thermal and catalytic fume oxidizers and industrial ovens. Our team of engineers, fabricators and installers are experienced, innovative problem solvers who are committed to providing excellent customer service 100% of the time. Essential duties and responsibilities- Build relationships with business owners, management representatives, engineers, maintenance and purchasing agents that are responsible for the decision making process to drive the sale of The Yorkaire Group mechanical contracting through parts, service and projects of all scales. - Perform site visits and collect data to aid in the proposal preparation process.- Review blueprints, plans, and other customer documents to estimate and present price quotes.- Assist customers in answering technical questions, operation, maintenance, service and problem resolution.- Utilize current, and create innovative sales tools to effectively plan and increase business opportunities beyond forecast goals.- Improve the culture of The Yorkaire Group by promoting and creating a positive attitude and outlook.

As an Operations Analyst, I was responsible for assisting the Executive Leadership Team at Bass Mechanical, Inc. with overall operational and administrative duties. Essential duties and responsibilities - Prepared and monitored project forecasts through cost analysis and supply chain management for the purpose of increasing operational efficiency. - Assisted in arranging logistical functions including travel and lodging coordination, departmental scheduling, and physical resource management.- Was responsible for local IT needs, including monitoring of our newly implemented databasing systems and general oversight of technological fluidity. - Performed time-study analysis on a job-by-job basis for the purpose of identifying inefficiencies within our current structure. - Actively tracked customer aging schedules & subsequent invoicing - Actively managed the Bass vehicle fleet in its entirety. - Actively managed the Bass cellular contract in its entirety. - Assisted the Bass leadership team with any administrative or operational duties.

- Operated in direct contact with Vice-President and CEO.- Manually conducted departmental cost analysis, which resulted in real, tangible changes to be made by corporate executives. - Built and maintained a multi-million dollar Residential Mortgage Pipeline over the course of my two-month summer internship. - Assisted in processing and disclosing individual loan applications while maintaining organizational requirements and achieving optimal efficiency from the initiation stage through the closing stage.

- Manually searched, analyzed, and scanned hard-copy files into a computer database system in order to facilitate an efficient and organized system for obtaining and viewing sensitive documents.