Boca Raton Operations Manager

Jamie Bunch Business Intelligence Analyst, Operations Manager, Software & Compliance Manager

Boca Raton, FL. 561-***-****

LinkedIn: www.linkedin.com/in/jamie-bunch-the-one-and-only **********@*****.*** Skills

• Power BI

• Visio

• JavaScript

• NodeJS

• Agile/SCRUM

• Microsoft 365

• Adept at multitasking, project

management and process

improvement.

• Ability to identify & interpret trends

in complex data sets to improve

production.

• Coding in CaseAware and Time

Matters.

Projects

• Power BI - Development of dashboard reports with drilldown capabilities for users that pulled data real-time.

• Mapped SQL schema for Time Matters CRM software to transfer data to CaseAware software and better improve CRM.

• Designed proprietary system to track billing for litigation cases and found 6.4 million in completed unbilled casework. Education

Boca Code Boca Raton, FL

Software Engineering Career Course January 2022 – April 2022 Florida Atlantic University Boca Raton, FL

Statistics and Computing

Experience

Chuck Bunch Pest Control Boca Raton, FL

Compliance Admin July 2023 – August 2024

Howard Law Group (Temp) Boca Raton, FL

CaseAware Admin & Developer April 2023 – July 2023 Padgett Law Group (Temp) Ft. Lauderdale, FL

Software Developer & Compliance May 2022 – April 2023 Training guideline maintenance, case management system development and upkeep. Coordinated adherence with regulatory industry changes through internal audits. Creation of dashboards for tracking trends in firm financial accounts and incoming business. My Family & Weinstein Family Boca Raton, FL

Care Giver to Elderly Relatives May 2020 – January 2022 DC Construction Associates, Inc. Boca Raton, FL

Office Manager August 2019 – May 2020

Seeman Holtz Family of Companies (Temp) Boca Raton, FL Licensing & Contracting Admin August 2018 – April 2019 Contracting and licensing for financial advisors. Maintains business entity licenses. Ensures compliance with the offices of Secretary of State and Department of Insurance for all states. Tracking of registered agents and annual reports for several entities. Oversees advisor appointments with insurance carriers. Serves as main point of communication between financial marketing organizations and company owned entities. Multiple ad hoc projects as assigned.

Padgett Law Group (Temp) Ft. Lauderdale, FL

Operations & Compliance Analyst February 2018 – May 2018 Served an integral role in all aspects of the firm’s systems and growth, including the development of integrated reporting systems, scorecard development and oversight mitigation. Training guideline maintenance, case management system development and upkeep. Coordinated adherence with regulatory industry changes through internal audits. Creation of dashboards for tracking trends in firm financial accounts and incoming business.

Robertson, Anschutz & Schneid, P.L. Boca Raton, FL Quality Control & Audit Compliance Manager October 2014 - August 2017 Ensured that products and services produced were consistently within industry and legal standards and met both external and internal requirements. Coordinated activities required to meet client and firm quality standards. Assured quality control of firm projects by developing, and monitoring integration of firm and client systems. Balanced industry scorecards to improve client relations. Rebutted failed findings on client spreadsheets by providing documentation validating firm processes were in adherence with legal standards. Managed multiple departments while keeping legal and ethical integrity of the firm intact through policy enforcement, program planning, training and mentoring of staff. Coordinated projects between IT, operations, and compliance departments. Law Offices of Elizabeth R. Wellborn, P.A. Deerfield Beach, FL Senior Reporting Systems Analyst & CaseAware Administrator August 2011 – October 2014 Used background of judicial foreclosure knowledge, expertise with case management software and knowledge of reporting systems to acquire, manage, manipulate, and analyze data, thus providing the firm with a comprehensive view of day to day functions while supporting, maintaining and developing case management systems to the specifications of executive management. LOGS Network - Shapiro, Fishman & Gache, LLP Boca Raton, FL Litigation Reporting Administrator June 2009 - July 2011 Actively developed training guidelines with a proven ability to transfer job knowledge and skills to new staff. Developed spreadsheets, organizational charts, and tables resulting in reduction of problem issues & increased production. Provided executive reports for all Florida LOGS law office litigation cases on a weekly basis. BlueGreen Corporation - Resort Title Agency Boca Raton, FL Processor, Developer Sales Team November 2006 - June 2009 Proof read all out-going documents. Organized and maintained file rooms, out-going FedEx areas, and documentation coordination areas. Constructed and managed organizational charts and lists for contacts, fees, funding projects, and documentation procedures for title documents, mortgages, etc.

Certifications

Excel Specific Certifications:

Excel 2016: Essential Training

Creating Dashboards in Excel 2016

Creating Excel Power Pivot and Power View Dashboards Excel 2016: Power Query (Get & Transform)

Excel 2016: Avoiding Common Mistakes

Excel 2016: Managing Multiple Worksheets & Workbooks Excel 2010: Advanced Formatting Techniques

Setting Up a Database in Excel

Power BI

Crisis Communication Fundamentals

Certification Date Aug 2015

Foundations of Programming: Fundamentals

Certification Date Jul 2016

Managing Teams

Certification Date Jun 2016

Microsoft Business Intelligence Stack Fundamentals Certification Date Jun 2016

Project Management

Certification Date Apr 2015

CaseAware Administrator

Affinity Consulting Group

LexisNexis University: Time Matters Administrator

Automating Time Matters (Law Practice Management)

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