06/28/2026 updated

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100 % available

Operations & Finance Specialist

Las Vegas, USA
Only remote
BA Finance
Las Vegas, USA
Only remote
BA Finance

Profile attachments

TA Resume.pdf

About me

Need to streamline logistics or manage back-office numbers? Backed by banking, finance, and operations experience, I build smooth, compliant workflows. Fast in Excel, Google Workspace, Microsoft Office, Quickbooks, CRM Systems & more. Reliable, detail-oriented, and ready to execute. Rate: $55/hr.

BankingComplianceControl OperationFinancial SystemsOffice ManagementOperational Risk ManagementFinancial Data ManagementMicrosoft Dynamics 365 Finance & Operations
Operations Management
Extensive experience in architecting operational frameworks, implementing standardized project management methodologies, and engineering internal scheduling protocols to eliminate bottlenecks and improve administrative efficiency.

Financial Operations & Compliance
Strong background in executing account opening processes, managing high-volume financial transactions, auditing cash reconciliation and POS systems, and ensuring strict adherence to federal banking regulations and internal security standards.

Process Improvement
Proven track record of applying data-driven performance metrics, Lean management methodologies, and workflow digitization to reduce costs, increase efficiency, and achieve measurable operational improvements across multiple industries.

Strategic Planning
Application of strategic planning principles to align projects with core branding objectives and organizational goals, including governing marketing initiatives and show lineups.

Microsoft Office Suite & Google Workspace
Proficiency in Microsoft Office Suite and Google Workspace for documentation, reporting, and administrative tasks.

CRM Platforms (Salesforce)
Experience working with CRM platforms including Salesforce for managing client relationships and data.

Accounting Software (QuickBooks Online, QuickBooks Workforce, Paychex)
Hands-on experience with QuickBooks Online, QuickBooks Workforce, and Paychex for payroll, financial reporting, and accounts management.

Banking Systems (Fiserv, FIS, Oracle)
Familiarity with banking and financial systems including Fiserv, FIS, and Oracle for transaction processing and financial operations.

Compliance & Auditing
Demonstrated ability to maintain rigorous compliance records, conduct audits, and achieve 100% audit-ready status across organizational and financial records.

High-Volume Processing
Skilled in managing high-volume daily financial transactions with precision, maintaining accuracy and adherence to strict security policies in fast-paced environments.

Languages

EnglishNative speaker

Project history

Operations Manager

Vibe AZ 247
Architected foundational station frameworks by implementing a standardized project management methodology, increasing daily programming output by 20% and administrative efficiency by 55%. Engineered and deployed internal scheduling protocols using automated task tracking, reducing cross-departmental response times by 30%. Governed marketing initiatives and show lineups using data-driven performance metrics, ensuring 100% alignment with core branding objectives. Developed a centralized digital asset database achieving 100% audit-ready status for organizational records.

Customer Service Representative

Intouch Credit Union
Executed end-to-end account opening processes for consumer and business clients, maintaining a 99% compliance rate with federal banking regulations. Resolved complex financial disputes using a structured issue-escalation methodology, improving member satisfaction scores by an estimated 10%. Collaborated with cross-functional teams to streamline account services, resulting in a 15% reduction in transaction processing time. Managed sensitive client data with zero data breaches or compliance violations.

Career Services Coordinator

Developing Economic Opportunities
Managed a caseload of over 50 active clients using an individualized assessment methodology, increasing job placement success rates by 25%. Coordinated high-impact outreach initiatives by fostering partnerships with 20+ local employers. Maintained rigorous compliance records and program reporting metrics, achieving a 100% success rate in quarterly organizational audits. Optimized departmental workflow by digitizing client documentation, saving approximately 10 administrative hours per week.

Office Manager

Nipsey's Bar & Grill
Directed daily operations including payroll and inventory management using a Lean management methodology, reducing waste and overhead costs by 12%. Audited cash reconciliation and POS systems daily, ensuring 100% accuracy in financial reporting and invoice tracking. Spearheaded the hiring and onboarding process for new staff, reducing time-to-productivity by 20% through standardized training protocols. Resolved high-pressure customer service issues using de-escalation techniques.

Platform Banker

John Marshall Bank
Spearheaded account growth initiatives by analyzing client financial needs and cross-selling banking products, increasing branch revenue by 10%. Built and maintained a robust portfolio of client relationships by providing personalized financial advice and ongoing account support. Ensured total compliance with complex banking regulations and security procedures while processing high-volume daily transactions.

Universal Banker

First Citizens Bank
Processed diverse consumer and small business transactions with high precision, maintaining a balanced cash drawer with a 100% accuracy rate over a 24-month period. Supported branch sales goals through proactive customer engagement and product education, consistently meeting or exceeding quarterly targets. Collaborated with internal teams to identify operational inefficiencies, leading to a refined, faster customer service workflow.

Teller

PNC Bank
Managed high-volume daily financial transactions in a fast-paced environment, ensuring complete accuracy and adherence to strict bank security policies. Provided exceptional customer service by identifying and resolving account issues, resulting in positive feedback and increased client retention. Supported critical branch operations including daily cash balancing, vault audits, and end-of-day reporting procedures.

Certificates

CAPM

IVMF Percipio

2025

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