Kelly Davis
Whitefish, MT
************@******.***
SUMMARY
A dynamic professional with over 19 years of experience in business operations, specializing in software implementation, project management, client service, and training. Adept at leading teams, strategic planning, and driving business development. Known for solving organizational challenges and consistently delivering measurable results.
EXPERIENCE
Freelancer – Upwork, Remote
August 2023 – Present
● Led projects in business process automation, accounting software implementation, software training, and brand development. Implementation Manager – inDinero, Remote
December 2021 – July 2023
● Managed a diverse portfolio of client projects, reporting to stakeholders and ensuring successful outcomes.
● Created project plans that defined resources, timelines, and performance benchmarks.
● Developed tools and software solutions tailored to client needs, boosting revenue and efficiency.
● Directed a global implementation team, providing training and fostering collaboration to meet objectives.
● Designed CRM dashboards to streamline project tracking and improve reporting
● Introduced KPIs and SOPs to optimize workflows and standardize processes.
Senior Software & Training Specialist – Pluss Corp., Columbia Falls, MT April 2011 – November 2021
● Implemented and managed Pluss ERP software for clients, ensuring seamless integration and improved operations.
● Revamped the accounting module to provide comprehensive financial statements and cash flow reports.
● Conducted consulting sessions to optimize client processes in inventory management, labor costing, and accounting.
● Collaborated with development and sales teams to enhance software features and secure new business.
● Delivered user training and webinars on topics including GAAP compliance, fraud prevention, and AR management.
Department Lead, Bookkeeping & Payroll Services – Jordahl & Sliter, PLLC, Kalispell, MT
October 2007 – April 2011
● Oversaw bookkeeping and payroll services, ensuring accuracy and compliance with tax regulations.
● Streamlined processes to improve efficiency and mentored junior staff to uphold high standards.
● Partnered with CPAs to execute strategic initiatives, enhancing client satisfaction and service delivery.
HR/Payroll Administrator – Spacelabs Healthcare, Issaquah, WA December 2004 – October 2007
● Designed and implemented HRIS systems and payroll training programs for global teams.
● Partnered with IT to create self-service tools for employees, improving access to payroll and HR resources.
● Ensured compliance with payroll policies and coordinated initiatives like commuter reduction programs.
SKILLS
● SaaS & Cloud Platforms Project Management Client Success
● Leadership Strategic Planning Emotional Intelligence
● Business Development Process Improvement Financial Analysis
● Software Training & Support Team Building
EDUCATION
University of Montana College of Business – Missoula, MT Certificate in Business Administration, Management & Technology
● Specialized in project management, operations, and strategic planning.
● Developed expertise in leadership, data analysis, and team coordination.