Monica H.
Flossmoor, IL
Compliance Administration | Corporate Governance Management
$150.00/hr
My passion is results, systems, and metrics.
Services Available:
1. Standard Operations Procedures: Composition for program, department and/or organization
2. Minority Designation: examples include MBE, DBE, M/WBE, BEP, etc.
3. Industry-based Designation: i.e. Behavioral Health Clinic (BHC)
4. Accreditation: i.e. CARF
5. Grant Management: Ensure that compliance is maintained to improve continuity and growth opportunities.
6. Capabilities Statement Development
7. Maintenance of organizational/industry-based certifications, accreditations and/or designations
My Impact:
- Increased client population for site Clinician by 100%
- Reduced itemized expenses by 69%
- Sourced and secured revenue-generating Strategic Alliance Partnerships without increasing internal
costs
- Secured the companies W/MBE BEP Certification through the Central Management System (CMS)
- Researched, tested and implemented digital business systems resulting in the cohesive integration of
operations across business units, departments and cross-functional programs
- Developed the organization’s Operational Procedures Manual
- Orchestrates staff, management and executive meetings: includes scheduling, collection of program and
department reports, development of agendas, taking of minutes and management of records
- Executes the opening of new office sites: includes utilities set-up, phone and tech integration,
arrangement of furnishings and ribbon cutting ceremonies in collaboration with governing cities, villages,
etc
- Manages multiple office sites: includes the development, deployment and maintenance of automation
systems to foster streamlined, consistent operations
- Manages internal and external communications
- Created a digital footprint for the organization resulting in virtual access to all procedures, policies and
processes
- Collaborates with local governing bodies and (internal advocates for certifications and accreditations) to
ensure uniformity of cross-functional services and regulatory compliance
- Responsible for a 75% increase in staff diversity consisting of both women and persons of color
- Lead a fundraising impact of $40,000 in Q1 2021
- Sourced $10,000 in grant receipts within Q1 2021
- Responsible for the development and implementation of organizational procedures
- Sourced and secured a strategic partnership for the organization that resulted in the payout of over
$40,000 in stipends to program participants
- Sourced and secured a strategic partnership for the organization that increased its capacity to serve by
adding a donated office space
- Developed and deployed a financial literacy program for adults
- Increased donation receipts by 208% between 2018 & 2020
- Sourced and disbursed $24,000 in stipends to 5 disadvantaged parents during the Q2 2021 pandemic
- Sourced and disbursed $16,000 in stipends to 5 disadvantaged parents during the 2020 pandemic
- Raised 67% of total 2020 donation receipts within Q1 2021
- Fully executed (from launch to receipts) a donor campaign that secured 53% participation of solicited
donors in under 21-days
- Secured 34% of a one-year fundraising goal in 17 calendar days
- Developed a financial literacy program for high school students
- Developed and deployed all training and orientations for volunteers and program participants
- Developed and facilitated virtual informational sessions for prospective supporters
- Retained 94% of insurance & annuity clients between 2013 - 2022
- Produced repeat business from 41% of retained life insurance & annuity clients
- Increased client base by more than 250% over 4 months of service
- Completed licensing process and associated training to develop broad insurance product knowledge
- Screened potential clients through telephone pre-qualification and in-person interviews to qualify
prospects
- Produced over $1M in production credits over a 12-month term
- Completed licensing process and associated training to develop broad insurance product knowledge
- Networked and develops relationships to generate personally-developed inquiries
- Adhered to laws and regulations governing insurance and financial planning activities
- Completed all sales, administrative and executive level duties as required
- Managed retention of client/advisor relationships
- Collaborated with and guided financial advisory teams
Education
DeVry University, Tinley Park, IL, BS/BA, Finance
Proficient in Monday.com, Microsoft 365/One Drive, Google Suite, Adobe, Survey Monkey, Zoom, Jot Form, Canva, BeFunky, iMovie, Impact, CMS, GoDaddy
** Minimum 20 hours/month required for engagement
** 50% deposit required to engage
Skills
Monica H.
Flossmoor, IL
View profile
All work
Compliance Administration | Corporate Governance Management
Specializes in$150.00/hr
My passion is results, systems, and metrics.
Services Available:
1. Standard Operations Procedures: Composition for program, department and/or organization
2. Minority Designation: examples include MBE, DBE, M/WBE, BEP, etc.
3. Industry-based Designation: i.e. Behavioral Health Clinic (BHC)
4. Accreditation: i.e. CARF
5. Grant Management: Ensure that compliance is maintained to improve continuity and growth opportunities.
6. Capabilities Statement Development
7. Maintenance of organizational/industry-based certifications, accreditations and/or designations
My Impact:
- Increased client population for site Clinician by 100%
- Reduced itemized expenses by 69%
- Sourced and secured revenue-generating Strategic Alliance Partnerships without increasing internal
costs
- Secured the companies W/MBE BEP Certification through the Central Management System (CMS)
- Researched, tested and implemented digital business systems resulting in the cohesive integration of
operations across business units, departments and cross-functional programs
- Developed the organization’s Operational Procedures Manual
- Orchestrates staff, management and executive meetings: includes scheduling, collection of program and
department reports, development of agendas, taking of minutes and management of records
- Executes the opening of new office sites: includes utilities set-up, phone and tech integration,
arrangement of furnishings and ribbon cutting ceremonies in collaboration with governing cities, villages,
etc
- Manages multiple office sites: includes the development, deployment and maintenance of automation
systems to foster streamlined, consistent operations
- Manages internal and external communications
- Created a digital footprint for the organization resulting in virtual access to all procedures, policies and
processes
- Collaborates with local governing bodies and (internal advocates for certifications and accreditations) to
ensure uniformity of cross-functional services and regulatory compliance
- Responsible for a 75% increase in staff diversity consisting of both women and persons of color
- Lead a fundraising impact of $40,000 in Q1 2021
- Sourced $10,000 in grant receipts within Q1 2021
- Responsible for the development and implementation of organizational procedures
- Sourced and secured a strategic partnership for the organization that resulted in the payout of over
$40,000 in stipends to program participants
- Sourced and secured a strategic partnership for the organization that increased its capacity to serve by
adding a donated office space
- Developed and deployed a financial literacy program for adults
- Increased donation receipts by 208% between 2018 & 2020
- Sourced and disbursed $24,000 in stipends to 5 disadvantaged parents during the Q2 2021 pandemic
- Sourced and disbursed $16,000 in stipends to 5 disadvantaged parents during the 2020 pandemic
- Raised 67% of total 2020 donation receipts within Q1 2021
- Fully executed (from launch to receipts) a donor campaign that secured 53% participation of solicited
donors in under 21-days
- Secured 34% of a one-year fundraising goal in 17 calendar days
- Developed a financial literacy program for high school students
- Developed and deployed all training and orientations for volunteers and program participants
- Developed and facilitated virtual informational sessions for prospective supporters
- Retained 94% of insurance & annuity clients between 2013 - 2022
- Produced repeat business from 41% of retained life insurance & annuity clients
- Increased client base by more than 250% over 4 months of service
- Completed licensing process and associated training to develop broad insurance product knowledge
- Screened potential clients through telephone pre-qualification and in-person interviews to qualify
prospects
- Produced over $1M in production credits over a 12-month term
- Completed licensing process and associated training to develop broad insurance product knowledge
- Networked and develops relationships to generate personally-developed inquiries
- Adhered to laws and regulations governing insurance and financial planning activities
- Completed all sales, administrative and executive level duties as required
- Managed retention of client/advisor relationships
- Collaborated with and guided financial advisory teams
Education
DeVry University, Tinley Park, IL, BS/BA, Finance
Proficient in Monday.com, Microsoft 365/One Drive, Google Suite, Adobe, Survey Monkey, Zoom, Jot Form, Canva, BeFunky, iMovie, Impact, CMS, GoDaddy
** Minimum 20 hours/month required for engagement
** 50% deposit required to engage
Skills
Hours per week
Less than 30 hrs/week
Testimonials
Endorsements from past clients
"I hired Monica to help with our company's rebranding. She was professional, flexible,reliable and dedicated to helping my brand. She is an awesome woman and her company is brilliant."
Marcia C.
| President & Chief Massage Therapist
Email & Social Media marketing launch and on-demand maintenance services
Mar 2020
Verified