Partnered directly with business owners to identify operational gaps, improve process ownership and implement practical workflow improvements. 

• Designed and optimized operational workflows for day-to-day business operations. 
• Worked directly with business owners to identify operational bottlenecks and implement practical solutions. 
• Developed Standard Operating Procedures (SOPs) and internal documentation. 
• Improved onboarding processes for remote teams. 
• Participated in recruitment and interviewing. 
• Helped improve communication and coordination between operational teams. 

Promoted four times from Customer Service Representative to Finance Operations Manager while supporting the rapid growth of a U.S. home services company from approximately 10 to more than 330 employees. Partnered with Finance, Accounting, Customer Operations, Dispatch and Operations teams to improve financial workflows, standardize processes and support scalable business operations. 

• Supported end-to-end finance operations for a business generating approximately $40M in annual revenue, working within ServiceTitan's ERP-based environment (billing, inventory and project management modules). 
• Built and standardized the Accounts Receivable function from the ground up, creating structured workflows, operational controls and process documentation. 
• Helped scale finance operations during rapid company growth from approximately 10 to more than 330 employees. 
• Managed the complete Order-to-Cash (O2C) lifecycle, including invoicing, payment processing, collections, account reconciliation, cash collection, and issue resolution. 
• Processed customer refunds, rebates and compensation payments as part of the Order-to-Cash payment disbursement cycle. 
• Forecasted monthly cash inflows from the Accounts Receivable portfolio to support cash flow planning for upcoming reporting periods. 
• Created AR KPI dashboards to monitor collection performance, overdue receivables and payment trends. 
• Managed financial operations involving approximately 4,000 invoices per month and an active Accounts Receivable portfolio of approximately $350K?500K. 
• Produced 40+ training videos and developed onboarding materials that accelerated employee ramp-up and reduced reliance on informal knowledge sharing. 
• Trained and mentored more than 20 employees across Finance and Customer Operations. 
• Led complex payment investigations by identifying root causes, coordinating with relevant teams and implementing sustainable process improvements. 

Selected Achievements

• Four internal promotions within one company. 
• Built and standardized the Accounts Receivable function from the ground up. 
• Reduced 90+ day overdue receivables from 40+ accounts to approximately 10 through structured collection strategies, improving cash realization and reducing financial risk. 
• Developed scalable documentation and knowledge management systems supporting onboarding and daily operations. 

• Processed banking transactions and maintained financial documentation. 
• Advised customers on banking products and financial services. 
• Resolved complex customer inquiries while maintaining high service standards. 
• Ensured accuracy and compliance in daily banking operations. 

• Developed strong attention to detail, cash handling accuracy and customer service skills while working in a fast-paced retail environment. 

• Promoted from Sales Associate to Store Manager within six months based on performance and leadership potential. 
• Managed daily retail operations, staff scheduling, cash operations and inventory. 
• Led and coached a team of up to six employees.