Stephanie

Job Role/Position: Financial Analyst and Sales & Marketing Specialist

Responsible for administering OneStream EPM software to maintain data accuracy and reporting availability for finance leadership, consistently meeting compliance and audit standards.

Designed and delivered financial dashboards and automated reports to meet leadership’s requirement for real-time KPI tracking, which accelerated decision-making and improved accuracy.

Partnered with clients to enhance communication workflows that ensured timely reporting cycles, strengthening compliance, and reducing delays.

I lead service process improvements focused on reconciliation, cutting cycle times, and increasing accuracy to exceed service-level expectations.

Serve as Community Manager and Sales process improvement specialist.

Directed operations for the Education division, managing workflows across finance, HR, and customer success.

Designed, Built and Oversaw the adoption of Microsoft SharePoint, PowerApps, SQL, and Power BI, creating streamlined processes and integrated analytics.

Authored comprehensive SOPs and internal documentation, driving a 20% gain in operational efficiency.

Mentored junior staff, cultivating a culture of continuous improvement and professional development.

Job Roles: Business Operations Analyst + Credit & Collections Specialist

Monitored and optimized accounts receivable and billing processes.

Acted as primary liaison between clients and billing teams, resolving issues rapidly and improving customer satisfaction scores.

Produced process documentation, reporting systems, and automation tools, strengthening compliance and operational reliability.

Onboarded and guided new hires through complex migration processes, ensuring seamless adoption of new workflows.