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Work Background
Simply People, LLCBusiness Owner
May. 2018San Antonio, Texas, United StatesA boutique people-centric consultancy and coaching firm that focuses on strategic planning, team dynamics, leadership, and accountability. Founded organization in 2018 to serve primarily small- to medium-sized organizations and individuals. Organizational clients include banks; CPA, construction, and law firms; wealth and financial management companies; retail businesses; government agencies; medical providers; and non-profits. Services range from strategic planning, facilitated workshops, organizational and job design, and individual coaching. ACCOMPLISHMENTS
• Led development of client's first actionable strategic plan. Facilitated executive meetings, coordinated cross-functional areas of the business, prioritized efforts, and monitored progress towards goals and objectives to achieve double-digit growth despite challenging pandemic/post-pandemic conditions. • Favorably shifted culture for an organization struggling with accountability by introducing modeling techniques, language changes, target date setting, etc. Results include greater communication, more completed projects, and enhanced consistency workflow. • Leveraged data and expertise of the organization to strategically resolve a client’s staffing problem. Helped client design an in-house training program to develop the required talent to fill their gaps vs. recruiting externally. Results allowed them to promote from within, retain staff (high turnover industry) and ensure culture in their hard-to-fill roles. • Completed nearly 500 coaching hours in a variety of professionals (doctors, attorneys, mid-level managers, C-suite executives) to elevate thinking, reframe perspective, move forward. Outcomes include achieving promotion, improving relations, navigating difficult conversations (including discrimination), terminating employees, and addressing imposter syndrome.
ATKG, LLPChief Operating Officer
Oct. 2012 - May. 2018San Antonio, TXTax, accounting, assurance, and litigation support services firm for closely held businesses and large family groups. Responsible for the efficient and effective operations of the firm. Functional oversight included IT, Marketing, Strategic Planning, Billing, and Human Resources. Served as liaison for staff to partnership group, and helped operationalize leadership's decisions. ACCOMPLISHMENTS • Designed a people strategy that helped grow the firm 150% in people and nearly 100% in revenue in five (5) years, earning it top-level local, state, and national “Best Places to Work” awards by building a culture that, despite tight labor markets, attracted both experienced and new hires to the firm. • In partnership with owners, steered planning process, annual HR cycle, program / project efforts, culture evolution, ensuring linkage to mission / vision / values. Led and managed communications of same to ensure follow thru and full understanding throughout the organization to advance the operational strategy. • Led effort to rebrand the firm, including the development of the mission, vision, values and "sound bites." Contributed majority of the content to the revised website which remains active today. • Strengthened technology infrastructure of the firm by hiring a credentialed IT resource, investing in encrypted email, shifting to cloud-based tools, and reimagining process flows to shorten data entry / workflows. Results included safer, more efficient operations.
BTTSIndependent Contractor
May. 2007 - Oct. 2012San Antonio, TXOn a contract basis, helped small- to medium-sized organizations improve their operational efficiency, better understand and act on their respective missions, complete their projects, and plan their futures. ACCOMPLISHMENTS • Provided strategic and operational analysis, process design, and strategy development for clients including the San Antonio Children's Museum (now The Do Seum), financial services companies, religious organizations, law firms, and human resources administration businesses. • Co-authored and edited personal biographies for several prominent Texas families as a subcontractor for publisher Epic Bound.
HEBManager, Solutions Strategy & Planning
Apr. 2006 - Apr. 2007San Antonio, TXDelivered technology capabilities to improve efficiencies, strengthen sales, and allow for operational expansion of HEB’s drug store and general merchandise lines, most notably related to global sourcing.
USAAVP, Strategy and Operations (Life Insurance Company)
Jul. 1995 - Apr. 2004San Antonio, TXSenior executive responsible for strategic / operational planning, $13M technology program/project oversight, Health line of business, member communications and Employee Engagement. Prior roles included AP, Executive Director, Director, Project manager. ACCOMPLISHMENTS • Developed and implemented organization's comprehensive strategic and tactical plans leading to 80% growth in products sold, 68% growth in pre-tax income and 40% reduction in workforce over three-year horizon. • Functioned as Chief of Staff to Life Co. President. Served as thought partner, dot connector, ghost-writer, and executive proxy. United key stakeholders at right time to drive organizational outcomes. Results included expedited messaging, preservation of resources (President’s time), and organizational momentum. • Led startup of operations at first location outside of headquarters. Managed deployment and support for 900+ workstations / people.
AccentureSenior Consultant
Jun. 1990 - Jul. 1995Houston, Texas, United StatesDesigned and implemented software systems for organizations including retail grocery chains, banks, and insurance companies. Systems improved efficiency of operations and enabled cradle-to-grave operations of the respective organizations. Prior role included staff consultant.
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