Operations Associate Resume Example Forward Science Holdings, Inc

OPERATIONS ASSOCIATE

Summary

An organized, profit-driven and process-oriented professional with proven finance, management, marketing and operations expertise. Currently seeking a full-time position within a professional organization that will provide a challenging role with opportunity for growth and advancement.

Skills

Microsoft Office: Word, Excel, Powerpoint, Outlook, Onenote,
Dropbox, Asana, Groove, Netsuite, SugarCRM
Financial Software: Quickbooks, Stripe, Shopify, ADP

Accounts Payable & Receivable, Cash Flow & Sales Revenue Management, Budget & Profit Planning
Product & Project Management
Company & Policy Quality Control & Assurance

Experience

Operations Associate04/2018 to 12/2019Forward Science Holdings, IncStafford, TX

Worked directly with the CFO on all finance operations, invoicing, expense tracking, accounts payable, commission reports and cash flow management.
Spearheaded strong collaborative relationships with cross-functional teams (Sales, Marketing, Client Services, and Sales Representatives) within the organization by communicating across departments to enhance effectiveness of sales organization.
Analyzed current business plan, identified inefficiencies in existing processes, and utilized analytical and creative problem solving to support ongoing operational improvements that resulted in significant savings and improved profit margins.
Operated day-to-day order transactions (e.g., credits, returns, order entry) and reporting of customer issues (e.g., specialized product builds, performance reports); while handling multiple customer accounts create efficiency and \removed obstacles creating improved processes and approaches to the business as a whole.
Developed, updated and maintained detailed record of all communication with existing and potential customers onto individual client profiles per internal electronic database, SugarCRM.
Managed high-value existing business partnerships and oversaw coordination of new client memberships.
Generated weekly, monthly and quarterly ACH invoicing reports via internal automated billing system, Stripe, tracking a 15% profit per month.
Resolved outstanding billing issues from overdue monthly membership by implementing a 10% discount in return for said customers' billing account update and authorization to charge a suitable amount on top of current monthly fee due each month until account is marked as current.
Increased customer satisfaction and repeat business through relentless pursuit of resolutions to medical device customer complaint that adhered to FDA and company regulations, policies procedures.
Received, reviewed, analyzed, managed and approved of all contract submissions.
Processed, maintained and executed contract compliance.
Oversaw contract fulfillment and tracked timeline for eligibility of upgrades, renewals, and cancellations per contract terms and conditions.

Project Associate12/2015 to 10/2017alliantgroupHouston, TX

Collaborated on a large team to identify, analyze, qualify, and generate millions of dollars in tax credits benefiting mid to large corporations nationwide.
Personal clients included 200+ companies within a variety of industries specializing in: Architecture, Mechanical Engineering, Manufacturing, and Software & Database Application.
Scheduled and managed client communications including: report delivery and internal / external project deadlines, while maintaining client relationships.
Analyzed and condensed various forms of financial data to ensure all necessary materials have been received from clients.
Data included: time tracking data, invoices, contractual agreements, and financial documentation.
Spearheaded and conducted client interviews to produce technical summaries and written reports for each client.
Employed project management skills to deliver 80+ reports quarterly, each approximately 100+ pages long per client.
Oversaw an internal, 3-tier review process for each client report and deliverable before submitting to the in-house quality control attorneys.
Advancement Testing & Certifications in following fields: Case Law, Internal Revenue Code (IRC), and Tax Lax with emphasis in Research & Development.

Sales Associate / Marketing Associate02/2015 to 12/2015Biscuit HomeHouston, TX

Contributed to a creative team consisting of designers, vendors, and sales associates for a burgeoning interior design shop.
Responsible for fostering customer experience, while maintaining inventory/procurement, and tracking purchase orders.
Improved web-design and social media cohesion surrounding events, sales, artist collaborations, and product launches.
Greeted and welcomed customers, educating them on the background of the company and specific products.
Coordinated and hosted events promoting local artist and consumer goods.

Education and Training

University of MississippiUniversity, MS

BBA: Major: Managerial Finance, Marketing Minor2014University of MississippiUniversity, MS

Interests

Volunteer Social Coordinator & Team Building Organizer, alliantgroup

Event Coordinator Assistant, Keely Thorne Events

Volunteer, Leap Frog Tutoring & Feed the Hungry

Camp Leader, All-American Camp

Resume Overview

Companies Worked For:

Forward Science Holdings, Inc
alliantgroup
Biscuit Home

School Attended

University of Mississippi

Job Titles Held:

Operations Associate
Project Associate
Sales Associate / Marketing Associate

Degrees

BBA : Major: Managerial Finance, Marketing Minor 2014

Operations Associate Resume Example

Resume Score: 80%

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