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Work Background
Gordon Advisors, P.C.Operational Specialist
Jun. 2024 - Feb. 2025• Served as a subject matter expert in CCH Axcess, optimizing system infrastructure and workflow processes.
• Conducted in-depth time analysis to improve staff productivity, creating projects in the system and ensuring seamless progression through all stages.
• Led a firm-wide audit of 5,000 client profiles, ensuring accuracy across partners and entity types, meeting a strict deadline with 99% precision.
• Managed bookkeeping for multiple clients, ensuring compliance and accuracy while identifying process improvements to enhance efficiency.
• Provided financial consulting and operational recommendations to internal stakeholders for business improvement.
HelferBell, LLCOperations Manager
Oct. 2020 - May. 2024Washington, District of Columbia, United StatesCreate, customize, implement, and maintain processes to support a boutique accounting firm based in Washington, DC.
● Subject matter expert in– CCH Axcess suite of products, including system infrastructure interaction with user workflows
● Monthly analytics of staff efficiency, firm productivity, and profitability
● Support 10 internal clients and stakeholders to ensure that team metrics and efficiency standards are met
● Monthly support of invoicing for 750 client base of personal and business clients
● Communicate with clients to provide key documentation
● Monthly bookkeeping for thirty clients – ranging in size and complexity
● Maintain client profile information and perform routine audits
● Filing state registrations – including withholding, unemployment, and property reports
● Manage and support internal stakeholder needs to maintain effective financial consulting
PerficientProject Manager
Jul. 2019 - Mar. 2020Dearborn, MIProgram Manager for Adobe Analytics implementation across the Tier 1 Ford and Lincoln ecosystem.
● Responsible for operations and resource management as it applies to metrics implementation.
● Oversee tagging plan, development, and maintenance of tagging implementation while maintaining process, template, and reference documentation.
● Manage and support the development and implementation of enterprise-level processes, tools, and organizational change in support of Ford Motor Company.
● Accountable for communication of overall program status, milestones, risks, and issues to stakeholders.
● Manage daily operations of Adobe Analytics Implementation for fifteen unique applications.
● Consult with project, product, development, business, strategy, and testing teams to review experiences.
● Plan with Adobe Dynamic Tag Management (DTM) team to create tagging plans.
● Implement and maintain tags – code and content, across applications, cross- tier and multi-stack integrations.
● Manage (10) offshore AEM authors and Adobe Analytics testers.
PerficientLead Business Consultant
May. 2018 - Mar. 2020Dearborn, MichiganTier 1 Metrics Implementation Strategy Lead
PerficientBusiness Consultant
Oct. 2017 - May. 2018Livonia, MichiganTier 1 Metrics Implementation
GTBSenior Business Operations Analyst / Operations Program Manager
Oct. 2015 - Jul. 2017Business Analyst supporting the DTM Implementation, Ad Operations, and Content Maintenance teams.
● Responsible for requirements management to develop technical solutions to business problems.
● Creation of templates, reference materials, user guides, and process workflow.
● Worked with the Technology Platform Operations team to create project goals.
● Supported the development and maintenance of new organizational and project management processes and created supporting documentation.
● Implementation of tools and organizational change to support efficiencies and evolution.
● Support daily operations including resource management, IT troubleshooting, budget regulation, scope management, and burn reporting.
● Analyze and optimize existing and develop unestablished processes.
● Manage, educate, train, and support overall agency efficiencies and solutions.
Beaumont Health SystemEC Administration: Office Operations Manager
Jan. 2015 - Apr. 2015Role was transitioned back to previous employee. System and tools SME responsible for connecting end-user interface with backend process
Operations reporting on patient satisfaction scores, census, research and quality, volume, and more.
Daily office operations including system troubleshooting of hardware and software
Intricate workflow knowledge of billing, registration, insurance verification, and other specific department processes Roll out workflow improvements and system go-lives
Beaumont Health SystemSleep Evaluation Services: Operations Day Technologist
Jun. 2012 - Jan. 2015 Timely report creation, maintenance and execution for data such as patient satisfaction scores, census, research and quality.
Daily Office operations including coordination of staff schedules, ordering of supplies/equipment, and troubleshooting of hardware to minimize costs and work within budget constraints
Event Coordinator and presenter for inter-department education, staff education of services, vendor events, physician conferences, and community education IT Educator responsible for roll out of new tools for workflow improvement of the management team, physicians and staff Hospital and private office billing: patient registration, insurance verification, referral requirements, CMS guidelines, chart review, EMR maintenance monitoring and controlling Worked with Beaumont University to create, implement and execute a department Communication Seminar to improve morale, teamwork and interaction between all staff
Developer of templates for timecards, daily operations as well as other reference material for increased efficiency and accuracy of project documentation
Beaumont Health SystemSleep Evaluation Services: RPSGT / EC: Patient Registrar
Jul. 2005 - Jun. 2013 Extensive capabilities expanding from hospital based chart review, exam procedures, scheduling, prior authorizations, insurance verification and private clinic based office encounters, procedure codes, telephone encounters, order entry and Smartphrases from both daily use of software and Computer Based Training Modules Patient care, daily operations including scoring, study transfer, software troubleshooting, and EMR upload Safety Coordinator responsible for reconstruction and maintenance of Emergency Quick Reference guides for 3 ambulatory locations and statistic reports for OSHA regulations
Experienced in meeting AASM, OSHA, and CMS documentation requirements and patient testing guidelines as well as medical credential requirements
Ability to work in a high stress, high traffic environment maintaining the utmost attention to patient care and satisfaction while preserving poise, composure, and professionalism
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