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Work Background
Senior Director of Operations
Common AreasSenior Director of Operations
Oct. 2019 - Mar. 2022Orange County, California, United StatesCollaborated with the CEO and external stakeholders to support and execute the long-term business vision, ensuring all operational needs were met. Led teams to achieve business objectives with a focus on efficiency and innovation. Key Achievements: Strategic Leadership: Collaborated with the management team to develop and align operational goals with business strategy. Operational Frameworks: Defined and implemented frameworks for critical operational initiatives. Resource Management: Created and managed centralized resources for systems, tools, and training to streamline efficiency and create a unified experience across teams. Compliance and Audit: Organized initiatives, drafted documentation, and enforced compliance according to best practices while serving as the principal contact for external audits. Partnership Management: Managed relationships and agreements with external partners. Financial Oversight: Generated and tracked change orders and other contractual modifications affecting budget and schedule. Customer Satisfaction: Enhanced customer service and satisfaction through policy and procedural changes. Client Relationships: Formed and sustained strategic relationships with clients. Performance Measurement: Reviewed financial statements and sales or activity reports to measure productivity and goal achievement. Process Improvement: Implemented and supported new business procedures, technologies, and systems to streamline organizational processes and day-to-day operations.
Director of Project Management
Common AreasDirector of Project Management
May. 2018 - Oct. 2019Orange County, California AreaPartnered with the CTO Planning, Implementing, Delivering, and Optimizing Business Initiatives. Leveraged agile practices and the Scrum framework to ensure collaboration, lean development, and continuous improvement throughout the project lifecycle. Key Achievements: Cross-Functional Collaboration: Worked with leadership to ensure successful, on-time application delivery. Stakeholder Engagement: Provided project updates on strategy, adjustments, and progress to various stakeholders. Partnership Management: Built and maintained strong relationships with teams, vendors, and contractors. Project Planning: Created detailed project plans with established timelines and managed workflow throughout the project lifecycle. Risk Management: Developed solutions to project risks and issues, ensuring quality and meeting timeline goals. Contract Management: Generated and tracked change orders and other contractual modifications affecting budget and schedule. Resource Allocation: Identified needs and coordinated resource allocation to meet quality standards on time and within budget. Process Improvement: Modified project plans as needed to better align with organizational objectives. Team Coaching: Coached team members to optimize project efficiency.
Member - Technical Steering Committee
Luxury Jewelers Resource GroupMember - Technical Steering Committee
Aug. 2013 - Jan. 2017One of 5 members chosen to help test and implement a group selected ERP to replace the existing legacy system.
Member Board Of Directors
ASC Users GroupMember Board Of Directors
Mar. 2012 - Mar. 2013Elected to a position on the board that determined the allocation of dues towards software developed specifically for members of the group as well as planning and executing the annual conference for educating members about Software functionality.
Director Of Information Technology
Hyde Park JewelersDirector Of Information Technology
Jun. 2005 - May. 2018Oversaw all IT operations, reporting directly to Senior Leadership (CFO, CEO, COO), and led the transformation from legacy solutions to cutting-edge cloud-based services while supporting core business growth. Key Achievements: Cloud Migration: Managed the migration from premise-based office and Microsoft Exchange server administration to cloud-based 0365 implementation. Network Infrastructure: Planned and managed the transition from a multi-site TDM and point-to-point network to a modern MPLS and VOIP-based data and telephony infrastructure. Reporting Systems: Developed a reporting infrastructure using Crystal Reports and basic SQL, producing key business metrics and analysis. ERP System Management: Oversaw and supported the legacy ERP system, managing the ongoing conversion to a cloud-based ERP/CRM solution. IT Operations: Managed the LAN and desktop environment for the entire organization, including Exchange administration, firewall configuration, and MX records. Compliance Oversight: Handled PCI, SOX, and SSAE16 auditing and reporting, managing remediation as necessary. Security Management: Ensured both physical and logical security for our facilities.
Assistant Controller/Network Systems Administrator
Hyde Park JewelersAssistant Controller/Network Systems Administrator
Apr. 2001 - Jun. 2005Denver, Colorado, United StatesPromoted within two years to expand responsibilities, including Financial Analysis, Budgeting, Reporting, and IT Administration. Key Achievements: Financial Oversight: Reviewed general ledger details for accuracy before preparing financial statements. Financial Statements: Assisted the Controller with the preparation of financial statements. Budget Management: Prepared and reviewed budget-to-actual expense reports for consolidation and analyzed budgets. Banking Coordination: Prepared borrowing base certificates for the bank. Audit Collaboration: Worked with outside auditors and CPAs for the close and review of all annual financial information. Budget Preparation: Assisted in the preparation and entry of new budgets for the upcoming year. IT Support: Distributed computer and office supplies to remote locations as needed and resolved computer issues in the Accounting department and remote locations based on urgency. Email Administration: Managed and maintained the email system. Data Security: Administered workstation and server backups. Site Support: Supported flagship locations in Denver and multiple sites in the western U.S.
Staff Accountant
Hyde Park JewelersStaff Accountant
Oct. 1999 - Apr. 2001Denver, Colorado, United StatesKey Responsibilities: Deposit Reconciliation: Reconciled and prepared miscellaneous deposits. Administrative Support: Maintained the accounting department with necessary filing and data entry. Bank Reconciliation: Prepared monthly bank reconciliations for all accounts and recorded and posted all adjusting journal entries. Fixed Assets Management: Handled the accounting for fixed assets. Tax Preparation: Prepared and reconciled sales and use tax for multiple taxing authorities. Cross-Functional Collaboration: Worked with HR, Marketing, Sales, and IT to improve business processes across the organization.
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