Operations/Administration Professional

Posted on: 2020-11-02

Transformative business leader, driver of major growth, and driven strategist leveraging in-depth experience in conducting operational leadership with action-oriented and results-focused tactics across a diversity of industries. Execute high-level operational analysis to uncover areas for corrective actions as well as process and quality improvements, resulting in business continuity, and seamless operations. Steer resources to most productive uses to create maximum value for company’s stakeholders and to achieve revenue gains.

Highlighted Skills & Key Offerings:

• Take initiative to achieve more efficient business processes, reduce lead times and accelerate team productivity.
• Drive cross-functional, peak-performing teams to achieve business objectives with customized solutions. Championed process improvement initiatives to instill business continuity and greater organizational efficiencies.
• Generate revenue and market share penetration by fulfilling high-volume demand with enhanced quality and zero increases to costs. Launch new operational models with success.
• Respected as a strong people leader excelling at building, developing, and mentoring teams in providing high-quality, meaningful intelligence to senior management and other stakeholders for short- and long-term results.

Core Strengths

Quality Improvement                                 P&L Responsibility                                                                        Expense Reduction & Control

Project & Program Methodologies          Strategic Planning                                                                        Cross-Functional Leadership

Staff Training & Development                   Business Development                                                                        Collaborative Teamwork

Operational Efficiency                                Resource Optimization                                                                        Human Resource Responsibility

Client Relationship Management             Compelling Presentations                                                                        Budget Oversight & Allocation

Medical Terminology                                  Quality Assurance                                                                        Medical Billing/Coding

Professional Overview

Odyssey Capital Advisors, Bala Cynwyd, PA                                       2020 – 2020
Director of Operations

Conduct seamless and efficient operations, as well as fiscal responsibility including budget oversight. Establish and enforce operational procedures for the independent investment advisory firm serving diversified institutions, corporate executives, and small business owners on a national scope.

• Capture opportunities for cost savings in the process of regulatory and budget development.
• Introduce process and quality improvements across the company to ensure a positive and productive impact.
• Supervise individual employee performance and identified opportunities for corrective actions as well as coaching, training, and mentoring. Promoted accountability and communication.

ORI Homecare, Philadelphia, PA                                                                                                                                    2016 - 2020

Chief Operating Officer (1017 – 2020)

Oversaw and drove change management initiatives along with rolling out protocols for auditing, procurement, financial reporting, resource allocation, and legal compliance.

• Displayed unique ability to act as a key liaison, go-to authority, and effective communicator to promote collaboration and a harmonious work environment.
• Ensured client satisfaction by enforcing world-class customer service and superior quality of services. Introduced process and quality improvements to fortify operational efficiency, performance, and corrective actions.
• Attained promotion from the Director of Business and Admission position after one year of tenure due to demonstrating an exemplary work ethic and strong leadership initiative.

PNC Bank, NA, Philadelphia, PA                                                                                                                                    2014 – 2016

Financial Specialist

Demonstrated authoritative knowledge of bank and investment products and services while giving informative presentations to new and existing clients.

• Garnered praise and recognition for consistently capturing the highest level of customer satisfaction and loyalty scores across the enterprise. Catalyst customer retention, referrals, and recurring revenue streams.

The Byrn Mawr Trust Company, Devon, PA                                                                                                  2013 – 2014

Fiduciary Specialist, Wealth Management, and Retirement Services Group

Developed subject matter expertise in retirement plan consulting, development, and management on a group level. Administered educational guidance to employees on ways to optimize benefit options, resulting in long-term relationships and profitability.

Previous Experience:
Client Service Associate | JP Morgan Chase, 2012 - 2013

Financial Advisor| First Genesis Financial Group, 2011 – 2012
Client Relations Consultant | Exude, Inc, 2006 – 2010

Medical Appeals Specialist |Maximus Federal Services, 2005 - 2006

Certified Medical Assistant |Various Medical Facilities, 1994 - 2007

Education

MBA, Global Perspective | Arcadia University, 2012
BA, Health Administration | Arcadia University, 2005
AA, Business Administration | Community College of Philadelphia, 2003
Certified Medical Assistant | Thompson Institute, 1995