Financial Operations & Automation Manager at EIS, Inc.

I manage end-to-end financial operations, contractor billing, client invoicing, vendor reconciliation, accounts receivable, accounts payable, and process improvement for an IT consulting and staffing firm supporting more than 60 contractors across multiple client accounts. My role requires managing complex billing requirements across QuickBooks Online, Coupa, Beeline, Pax8, Microsoft 365, SharePoint, Excel, and client-specific systems. I review and reconcile timesheets, validate approved hours, prepare and submit invoices, investigate discrepancies, coordinate corrections, monitor payment activity, and maintain accurate documentation across weekly, biweekly, and monthly billing cycles. In addition to financial operations, I design and implement internal automation and tracking solutions using Microsoft Power Automate, SharePoint, Power Apps, Excel, and AI-assisted tools. I have developed centralized workflows that help identify duplicate records, changed hours, missing approvals, billing exceptions, and items requiring follow-up. These systems improve visibility across the billing cycle by tracking timesheet imports, invoice readiness, QuickBooks entry, corrections, and recommended next actions. My IT experience includes workflow architecture, business process mapping, data organization, systems integration, testing, troubleshooting, user-focused design, and process documentation. I am skilled at translating operational problems into practical technical solutions that reduce manual work, strengthen controls, and improve consistency across teams. I also bring a strong creative and marketing background, including brand development, graphic design, digital content creation, social media strategy, e-commerce, presentation design, and customer-facing communications. This combination allows me to approach projects from both a technical and creative perspective—building systems that are not only functional, but also organized, intuitive, and visually polished. My work sits at the intersection of finance, operations, technology, and creative strategy. I focus on improving accuracy, preventing missed or incorrect billing, reducing repetitive tasks, strengthening audit visibility, and creating scalable processes that teams can understand and maintain.

Regional Marketing, Business Development & Community Relations Director at Providence Healthcare Management

Led regional marketing, business development, community outreach, and referral-generation efforts for senior living and healthcare facilities. Developed strategies to increase occupancy, strengthen professional referral relationships, and improve public awareness across multiple locations. Built and maintained partnerships with physicians, hospitals, clinical teams, nonprofit organizations, competitors, community leaders, families, and other referral sources. Managed outreach campaigns, facility events, conferences, public relations, social media, print materials, and local advertising designed to support census growth and community engagement. Created marketing action plans based on occupancy needs, referral trends, local competition, and facility priorities. Worked closely with administrators, clinical leaders, admissions teams, and executive management to align marketing activity with operational and revenue goals. Directed the development of brochures, flyers, newsletters, presentations, promotional products, event materials, digital content, and community communications. Also wrote and published recurring educational content related to senior living and healthcare services. My work required a combination of relationship management, strategic planning, creative direction, lead development, event execution, and performance analysis. I was responsible for representing the organization professionally in both clinical and community settings while maintaining sensitivity around healthcare decisions and family needs. Key responsibilities Developed regional marketing and business-development strategies for senior living and healthcare facilities. Built referral relationships with physicians, hospitals, case managers, social workers, clinical professionals, nonprofit organizations, and community partners. Supported census growth through outreach, lead nurturing, community education, and referral development. Managed social media channels, public relations, advertising, and local brand visibility. Planned and executed community events, professional conferences, facility programs, and outreach initiatives. Created marketing action plans based on occupancy goals, referral patterns, and competitive conditions. Designed brochures, flyers, newsletters, presentations, invitations, signage, and promotional materials. Wrote educational and promotional content for local publications and community audiences. Coordinated with administrators, admissions teams, clinical leadership, and executive management. Tracked outreach activity, referral sources, event participation, and lead-generation efforts. Represented facilities at networking events, healthcare meetings, community programs, and professional gatherings. Helped families understand senior-living options while maintaining professional and compassionate communication. Managed multiple projects, locations, deadlines, and stakeholder expectations simultaneously. Achievements Ranked as a top-performing reg