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Work Background
Charis Cash FlowBookkeeper / Owner
Oct. 2024Salt Lake City Metropolitan AreaBusiness financials can be intimidating.
Charis Cash Flow partners with small and medium businesses to manage monthly bookkeeping, helping you: - make better decisions - solve problems faster - protect your focus - ensure optimal profit
- feel confident (you’ve got this!) You didn’t get into business to mess around with financial reports. Get back to your primary purpose with more peace of mind - and more profit in your pocket! MONTHLY BOOKKEEPING
Make real-time decisions all year long with up-to-date financials. - Expense tracking
- Account reconciliation
- Financial reports
- Accounts Receivable/Payable
- Payroll / Contractor administration
- Taxes management
- Inventory tracking CATCHUP, CLEANUP, & SETUP
Regain insight and control of your money with accurate, up-to-date books. - Financial reports review
- Beginning balances calculation
- Accounts links refresh
- Chart of accounts optimization
- Transactions / Rules cleanup
- Reconciliation of all accounts
MVF ChurchExecutive Director of Operations
Jun. 2023 - Sep. 2024Heber City, Utah, United States- Chief-of-staff overseeing strategic planning, supervision, and change management
- Supported 12 employees serving 650+ attendees - Led 100% growth through high-change season
- Accountability for cash flow, forecasting, doner strategy, and $1.2M budget - Managed overhaul finance & accounting in Church Planning Center/QuickBooks
- Facilitated collaborative redesign of mission, vision, values, and brand
- Responsible for human resources, including payroll, talent acquisition, and culture
- Worked directly with governing board to make key policy decisions
Charis Impact Services LLCWorkshop Facilitator | Collaboration Consultant
Mar. 2023Salt Lake City Metropolitan AreaI facilitate collaborative decision-making and problem-solving with teams to design strategy, products, processes, roadmaps, systems, learning, culture, tech stacks . . . everything improves with workshopping!
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WHY HIRE A WORKSHOP FACILITATOR? Facilitators help teams - - make better decisions - solve problems faster - with less conflict - ensuring actionable outcomes 65% of senior managers say that meetings keep them from completing their own work (HBR 2017).
$1M is lost yearly in staff time attending meetings (Bloomberg 2022). Transform your culture from competition and conflict to creativity and collaboration.
Waterford.orgDirector of Strategic Partnerships
May. 2021 - Mar. 2023Salt Lake City Metropolitan Area- Drove opportunities to disburse $7.2M in philanthropic, state-funded, and paid services - Cultivated 50+ local, regional, and national partnerships - Built and scaled partnerships team through rapid growth and reorganization - Remote leader of 5 partnership directors and 30+ outreach managers in a matrixed team - Built custom CRM database aligned to KPIs using Monday.com - Calibrated Salesforce instance to align outreach operations with sales team - Developed partnerships strategy, policies, processes, and core templates - Utilized Highspot to streamline enablement and promote partner engagement
- Facilitated collaborative strategic planning
- Adapted agile practices to streamline team communication, process management, and partner-facing deliverables
ConstructHead of Partner Success
Dec. 2020 - Apr. 2021Salt Lake City, Utah, United StatesDefining direction and creating momentum at the intersections of customer and employee experience. Equal parts solutions, product, and culture engineer, with generous splashes of relationship, brand, and data management. In short, nurturing bridges and innovation to co-create targeted solutions with our partners, facilitating unique growth opportunities for learners all over the world. - Facilitated alignment with existing and potential OPM partners and direct LD clients - Collaborated with sales account managers to pitch potential clients - Reduced risk by scoping complex client needs and developing contracts - Managed coordination of sales enablement training and collateral across global teams - Reported directly to business development C-suite Supported 1000% scale-up in two years
ConstructHead Of Learning
Jan. 2019 - Dec. 2020Greater Salt Lake City AreaMoved partners into the online learning market through learning program strategy consultation and course design and delivery of deeply aligned, experience-driven learning. Nurtured a 30+ person team of designers. including hiring, assigning, training, and multi-level managing. Cultivated trusted, effective relationships with OPM partner and high-profile university, corporate, and non-profit clients. Managed several projects from kickoff through delivery leveraging agile approaches with an eye towards time, budget, and strengths-based leadership. Designed creative, custom learning-first content for Canvas and Bridge clients as an embedded partner. Assisted sales with tailored pitch strategies and materials. Established US office culture and management as second hire, reporting directly to COO-US and Chief Learning Officer, and contributing to strategic decision-making, hiring, training, and team management during 500% business and 200% team scale-up over two years.
University of Wisconsin-StoutInterim Access Services Supervisor
Aug. 2015 - Jun. 2017Managed department, supervising two paraprofessional staff and 25+ student workers. Facilitated strategic planning, policy development during software migration, and daily procedures for excellent service. Expanded student-requested technology program with successful grant.
University of Wisconsin-StoutAcademic Librarian, Head of Instruction
Aug. 2009 - Jan. 2019Department head driving strategic leadership and campus-wide partnerships around teaching, learning, and research. Data-driven programmatic strategy and decision-making through user qualitative and quantitative research and passive data touchpoints. Facilitated student learning with over 750+ instructions sessions in-person and at a distance, 130+ instructional and resource webpages, 40+ online screencasts and interactive tutorials, LMS-embedding, and tailored instructional design consultation services to course instructors, program directors, and administrators. Collaborated with departments, student services, learning technology services, teaching and learning center and diversity team. Supported student, faculty, and center for innovation research with 3,500+ hours research help in-person and at a distance, serving as IRB reviewer and vice-chair, and infusing instructional design with expertise in Research Skills Development Framework and ACRL Framework for Information Literacy for Higher Education.
MEDS-PDNDevelopment Research Coordinator/Webinar Planner
Jan. 2007 - Dec. 2008Performed competitive niche and marketing research to inform strategic planning. Conceived, developed and launched new webinar program and email marketing campaign. Supervised copyright compliance for presentations and published materials. Monitored continuing education accreditation process and reporting.
Smithsonian Institution, Museum of Natural HistoryLibrary Intern
May. 2005 - Aug. 2005Washington D.C. Revised library website. Compiled and made accessible Native American repatriation/Kennewick Man materials. Used software to organize list of books for barter and sale. Conducted tours for national and international visitors.
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