Nice to meet you! I'm a seasoned professional with nearly two decades of experience in transforming businesses and empowering entrepreneurs to achieve their goals. Think of me not just a business consultant – but as your partner in success.
🚀 What I Do:
As a PMP-certified coach and Director of Operations, I've been instrumental in taking businesses to their next level since 2000. My passion lies in nurturing small businesses and helping them make a profound impact on the world. With expertise in leadership strategies, operational efficiency, process and people management, and financial practices (budgeting, forecasting, etc.), I offer a holistic approach to success.
🌐 My Expertise:
My skill set spans various areas, including operations management, budgeting and forecasting, growth and risk strategies, project management, strategic planning, process improvement, coaching and development, documentation and control, and cross-functional collaboration.
🏆 My Journey:
Throughout my career, I've earned accolades for my success-first leadership approach and excellence in communications and relationship building. I firmly believe in leading by example, not just in my professional role but also in life.
📊 My Track Record:
I've led cross-functional teams, streamlined operations, improved processes, reduced costs, and designed revenue forecasts. I've initiated, planned, executed, and managed projects and programs to successful completion, achieving results within budget and time constraints.
💡 What Makes Me Unique:
My unique selling proposition is my ability to align multiple people and departments around common projects and resources while focusing on effective communication, risk evaluation, process optimization, and revenue forecasting. I'm a strong communicator with excellent interpersonal, planning, problem-solving, multitasking, and leadership skills.
🏭 My Work Experience:
• Head of Operations (Skip, New York, NY): Restructured leadership, improved efficiencies and quality, and developed financial projections for growth and hiring needs.
• Head of Project Management Office (Canopy Management, Austin, TX): Launched the Project Management Office, achieved operational needs, and standardized how projects are managed across multiple departments.
• Director of Operations (Pourtastic Tastings LLC, Austin, TX): Elevated the business from a side gig to a thriving enterprise, achieving $1M in annual revenue for the first time.
• Executive of Coaching Department (Charfen Institute, Austin, TX): Coached small business owners, set performance goals, and authored resources for entrepreneurs.
• Financial Advisor, Head Exit Planner (Erben Associates, Austin, TX): Managed exit plans, financial and estate plans, insurance, investments, and growth and exit strategies for business owners.
🎯 My Mission:
My mission is to empower entrepreneurs to go further, fostering a supportive and empowering workplace culture. I'm committed to achieving success not only in business but also in personal growth, financial security, and relationship building.
🌈 Let's Transform Together:
Whether you're a startup looking to scale or an established business seeking operational excellence, I'm here to guide you. Let's embark on a transformative journey where your success knows no bounds. Together, we'll redefine what it means to thrive in business and in life.
📩 Contact Me: Feel free to reach out and discuss how we can work together to achieve your goals.
📜 Certifications: Project Management Professional (PMP) since 2020.
🛠️ Technical Proficiencies: A versatile tech stack including Microsoft Office, G Suite, Slack, Hubspot, Salesforce.com, and more. Proficient in project management platforms like Monday.com, Teamwork, Base Camp, Jira, and more.
📚 Education: Major in Communications from the College of Charleston, Charleston, SC, 2004.
🌟 References available upon request.
🤝 Areas of Expertise:
• Operations Management
• Budgeting & Forecasting
• Growth & Risk Strategies
• Project Management
• Strategic Planning
• Process Improvement
• Coaching & Development
• Documentation & Control
• Cross-Functional Collaboration
📝 Examples of work:
• Strategic planning using OKRs
• Annual and quarterly planning based on EOS methods
• 360° Reviews of leadership teams
• KPIs and metrics tracking systems and practices
• Business plan development
• Financial and revenue projections
• Product/service roadmap design
• Product/service launches and relaunches
• Online course development
• Marketing and sales strategies
• Business owner coaching
• Leadership coaching
• Employee retention and culture building
• Customer journey and customer experience
• Client-facing deliverables
• SOPs, documentation of systems and processes, diagramming, and process mapping
• Team training and workshops
• Project management and change management
• CRM setup and implementation
• Marketing content calendars