PROFILE HIGHLIGHTS
• More than ** years of hands-on experience with budgeting and
portfolio management including cost analysis, project implementation and deployment
• Keen ability to interpret and evaluate monthly analyses of business trends, including budget variance of financial results and Key Performance Indicators to identify areas of risk and opportunities and provide recommendations
• An approachable and initiative-taking leader who identifies and removes impediments to build cohesive work relationships
• Committed leader with excellent facilitation skills and a unique ability to motivate teams to a common goal
• Talent for guiding process improvement through the adoption of industry best practices and standards
PROFESSIONAL EXPERIENCE
Bachelor of Arts, Counseling
Bible Believers College
Los Angeles, CA
Master of Arts, Religious
Education
Bible Believers College
Los Angeles, CA
Scrum Master/Account Exec III, January 2019 - August 2023 Farmers Insurance Woodland Hills, CA
Scheduled and facilitated standard Agile ceremonies for five teams, including iteration planning, team sync, grooming, retrospectives, and iteration/system demos. Developed and managed annual budget to ensure acheivement of objectives. Worked closely with Human Resources and Senior Management to assign staff to projects according to funding availability and program needs. Responsible for provding quaterly and annual financial statements, activity reports and other financial reports.
Provided oversight for $1.5 million dollar budget, supporting 30+ employees
Quickly advanced from the management of one department to five departments across the US and India
Reduced project delivery times by 50% by implementing a more productive and cohesive process delivery
Responsible for updating monthly financial sheets to track budget expenditures, cash flow and resource allocation
Integral part of the pilot team to evaluate JIRA in comparison to Rally
education
SAFe 6.0 Certified Scrum
Master/Account Exec III
Certificate in Civic
Engagement - University of
Southern California, Los
Angeles, CA
Awarded Agile Team of the PI
for two consecutive PI’s
Awarded Branch of the
Month for three consecutive
quarters based on highest
branch gain and customer
retention
Awards & certifications
Sharp problem solver
Recognizing talent to build
superior teams
Conflict resolution
Subject matter expert on
complex business performance
issues
Implementing and adopting
continuous improvement
practices
Public speaking and
presentations
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ELTON Financial Planning and Analysis J. PENN Manager skills
Bachelor of Arts, Counseling
Bible Believers College
Los Angeles, CA
Master of Arts, Religious
Education
Bible Believers College
Los Angeles, CA
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Director of Customer Experience, August 2015 – August 2018 National Heath Foundation Los Angeles, CA
Developed successful marketing strategies using analytics, competitive analysis and statistical data to grow the organization in Los Angeles and Ventura counties from a 24-bed facility to a 40 bed facility
Exceeded goal for facility occupancy in a 12-month period, which led to the expansion of our program and an increase in utilization by 30%
Led effort to implement CRM system to automate three major manual processes. This implementation increased employee efficiencies by reducing man hours from 8 to 5 on average
Developed standardized documentation of all internal processes and procedures to ensure consistency and aid in expediting the onboarding process for new partners
Responsible for generating quarterly reports for the executive team to evaluate program outcomes allowing them to measure program effectiveness
Managed all partner communications, conflict resolution, and compliance issues
Designed, managed and documented the customer experience journey according to customer lifecycle, need and channel preference.
ELTON Financial Planning and Analysis J. PENN Manager Director of Customer Experience, September 2012 – April 2015 Verizon Wireless Los Angeles, CA
Managed budgets and timelines for medium size financial projects
Prepared sales forecasts, account status reports, and recommendations to enhance account growth and revenue potential for branches in assigned service area
Using sales history, warm lead and account status, prepared a marketing strategy that increased revenue for designated area by 250k
Organized and facilitated team meetings and daily standups which aided in managing scope and deliverables
Assisted team members with removing impediments by understanding the implementation process
Tasked with assisting lower performing associates to increase productivity
Participated in vendor selections and contract negotiations PROFESSIONAL EXPERIENCE cont.