10+ years of project management, data analysis, and business modeling experience. Thrives in both B2B and B2C client-facing roles, utilizing strong communication skills.
Currently ERC Analyst/Manager for financial advisory firm, servicing mostly small business clients. Hired as part of a team of 30 and quickly promoted from Reviewer to Analyst to Manager. Currently only remaining contractor analyzing and evaluating client financial data; resolving issues; and communicating with client and IRS regarding deadlines, deliverables, and submission status.
Opened local business in 2019 during pandemic and scaled operations quickly to profitability, making studio the #1 top revenue-producing franchisee. Managed a team of 10, generated new business, and developed successful partnerships with 15 businesses in the first year. Sold business for a profit in 2022.
Project Manager and Manager of Membership Reporting for member-based organizations. Improved membership dashboard and prepared analyses, forecasts. and recommendations for national membership campaign to assist with recruitment and retention.
Advanced proficiency in MS Office. Proficiency in various CRMs (Salesforce), e-Commerce, and data management and analysis tools, including Power BI.
BA in Business Modeling from the University of Houston; BA in Economics from the University of Texas at Austin.