Years of experience: 13

Project ManagerCall CenterCustomer ServiceITHRFinancial Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Amy's Career Path
Director of Business TransformationDec. 2024 -
Present
GRIDSOURCE, Inc.Director of Business Transformation
• Automated reporting workflows and built dashboards through MS Teams integration, cutting down redundant reports and creating a single source of truth. • Enhanced safety and performance systems by implementing real-time EHS reporting and reducing weekly average incidents by 38%, boosting Geotab driver scores from 90% to 98.5%, and delivering $140K in Q3 cost savings through Axiom injury-rela...
Project Manager IIApr. 2024 -
Dec. 2024
CongruexProject Manager II
• Developed and maintained comprehensive project plans for SiteTracker in Salesforce and Concur credit card spending projects, engaging key stakeholders to align resources, monitor KPIs, and ensure timely completion of objectives while adapting to organizational changes. • Led collaborative team and stakeholder communications, including regular updates, one-on-one calls, and quality assurance...
Chief of Staff-Strategic Planning & InsightsMar. 2022 -
Mar. 2024
Charles SchwabChief of Staff-Strategic Planning & Insights
• Establish measurement programs to align on key success metrics across Corporate Relations and partner with Data, Analytics, Insights teams to track and communicate progress on a regular cadence • Develop and manage engagement models to align key stakeholders on strategic direction, prioritization, process, and trade-off decisions • Create and maintain templates and/or “blueprints” to drive ...

Amy's Posts

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    How I can help you

    We tackle cost reduction, enhance operations efficiency, boost revenue, and manage change fatigue. Our approach includes reviewing processes, identifying gaps, and offering improvements for scalable systems.

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    Experience & Cases

    Achievements: • Automated workflows via MS Teams, reducing redundant reports • Enhanced safety systems, lowered incidents by 38%, saving $140K • Improved invoicing, halving AR exposure • Standardized processes, improved accountability and efficiency

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    Ideal Clients

    Small to Medium size businesses- Finance, Entrepreneurs, Telecommunication

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    How to contact

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