Operations Management Projects in Baldwin Park

Operations Management Projects in Baldwin ParkOperations Management Projects in Baldwin Park

Cover image for Tax Prep & Bookkeeping Support – Tax & Financial Firm I was ...

Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.

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17

Cover image for FULL-SCALE CUSTOMER EXPERIENCE SOLUTION

FULL-SCALE CUSTOMER EXPERIENCE SOLUTION

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11

Cover image for Executive Workflow Optimization

Executive Workflow Optimization

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7

Cover image for Grant Program Strategy & Process Optimization

Grant Program Strategy & Process Optimization

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3

Cover image for VP of Operations - Data Systems Services

VP of Operations - Data Systems Services

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Cover image for The Voice of Honey

The Voice of Honey

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8

Cover image for Operations Development Consultant - Crown Health

Operations Development Consultant - Crown Health

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10

Cover image for MODERNIZE CUSTOMER CARE WITH DATA-DRIVEN INSIGHTS

MODERNIZE CUSTOMER CARE WITH DATA-DRIVEN INSIGHTS

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3

Cover image for Director of Provider Ed. / Lead Medical Writer - Mate Fertility

Director of Provider Ed. / Lead Medical Writer - Mate Fertility

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4

Cover image for Developed a comprehensive Funding Roadmap for new small busi...

Developed a comprehensive Funding Roadmap for new small business owners that will be released in January. The project involved research, organizing opportunities, and creating a clear structure that helps entrepreneurs understand how to plan for capital. While the details will be shared at launch, this work reflects my ability to translate complex information into practical, easy to use guidance.

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Cover image for Supported Slack Global Consulting during the Los Angeles Cou...

Supported Slack Global Consulting during the Los Angeles County Board of Supervisors’ multi day, multi site staff retreat for Supervisor Holly J. Mitchell. I provided end to end coordination across locations, managed logistics, prepared materials, supported facilitation, and handled real time operational needs. My work ensured the program team could stay focused on strategy and engagement while I kept the entire experience running smoothly behind the scenes.

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