Lead the strategic planning process, including the development of a new marketing plan, and the creation of a new digital media company, which led to a 20% increase in customer service.
Established and implemented a new management and customer service organization to improve the overall operations of the company. Developed and managed a team of five Finance professionals.
Led the Finance team to provide a high level of customer service, and drive business growth through effective communication and leadership.
Led the development of a new global Finance and operational business intelligence platform that improved customer service and enhanced customer satisfaction.
Developed and implemented a new business process for the Finance and legal department, which included the development of a new project management system, and the creation of a SharePoint site to track and monitor the progress of the
Managed all aspects of the Finance department including customer service, client satisfaction, and reporting. Developed and implemented a new business intelligence platform.
Assistant Vice President
Liaison between management and the business unit to develop and implement a new product development and implementation plan. Responsible for the creation and analysis of the annual budget.
Serve as a liaison between the technology and banking groups to ensure the client is in compliance with the client’s needs and the collaboration of the business.
Developed and implemented a new pricing model for the client services team. This included the development of a new product development and QA tool.
Develop and implement a new client service program to ensure the highest level of customer satisfaction and the overall quality of the client’s financial information.
Manage and coordinate the development of a new client retention program, including the creation of a new product, and the integration of the market.
Conduct market research and modeling to identify and implement new product development opportunities. Manage the client relationship and provide support to the client.