Director of Operations, Finance & Marketing
TurningPoint Systems (B2B SaaS – ERP Software) · Full-time · Jun 2025 – Jun 2026
Served as the sole operator across revenue operations, finance, and marketing in a lean SaaS/ERP environment. I built the systems, reporting, and workflows that helped connect customer operations, financial management, and go-to-market execution so the business could run more clearly and consistently.
Built and managed HubSpot across the company, including pipelines, lead scoring, lifecycle automation, and QuickBooks integration.
Managed AR/AP, revenue recognition, collections, and executive financial reporting, including recovery of $218,260 in AR and a 97% reduction in 90+ day aging.
Led pricing modernization for 40 legacy customers, improving revenue predictability while aligning contracts, billing, and reporting.
Supported digital marketing, website operations, vendor management, and cross-functional initiatives across finance, HR, marketing, and technology.

Accountant Assistant (Part-Time Contract)
Gregory S. Hagin, CPA · Jul 2020 – Jun 2025
Supported small business clients with dependable accounting and financial operations work, including bookkeeping, reporting, and payroll compliance. This role strengthened the financial foundation behind the revenue operations, forecasting, and reporting work I do today.
Managed full-cycle bookkeeping and prepared GAAP-aligned financial statements for multiple clients.
Supported payroll processing and multi-state compliance requirements.
Helped maintain accurate financial records that informed budgeting, reporting, and day-to-day business decisions.

Office Manager / Marketing Assistant (Part-Time Contract)
Uncommon Marketing Works · Feb 2024 – Nov 2024
Served as a bridge between financial operations and day-to-day marketing delivery in a multi-client agency environment. I supported both the back-office structure and the execution side of the business, helping things run more smoothly behind the scenes.
Managed bookkeeping, payroll, and financial reporting to support budgeting, resource planning, and tax compliance.
Improved accounts receivable processes to support cash flow and financial accuracy.
Supported client marketing operations through HubSpot, ClickUp, and SocialPilot, including scheduling, coordination, and publishing workflows.

Professional Pause and Education
Jul 2017 – Feb 2024
Took intentional time away from full-time work to care for family and continue building my professional foundation through formal education. During this period, I completed my Bachelor of Science in Accounting and Business Management, which directly supports the finance and operations work I do today.

Office Manager
DeConna Ice Cream LLC · Jun 2016 – Jul 2017
Managed customer orders, delivery coordination, and day-to-day operational support for a busy distribution center serving convenience stores, schools, prisons, and distributors. The role blended customer service, logistics, systems work, and financial reconciliation in a fast-moving environment.
Oversaw daily sales order operations, delivery scheduling, and customer communication across a varied account base.
Managed route documentation, delivery follow-up, and inventory coordination across multiple locations.
Used SAP ERP for order entry, invoice generation, inventory tracking, and record maintenance.
Handled daily cash, check, and credit reconciliation, bank deposits, and payment record accuracy.

Assistant General Manager
Yellow Dog Cafe · Full-time · Apr 2013 – Jun 2014
Helped manage the financial and operational side of a high-volume restaurant, balancing team leadership, vendor coordination, and daily service execution. This role strengthened my ability to keep complex operations moving while maintaining quality and accountability.
Managed P&L oversight, purchasing, HR support, and vendor relationships.
Oversaw inventory, ordering, and cost control in a fast-paced service environment.
Helped maintain perfect health inspection scores.

Head of Marketing & Research
SMS Global, Inc. · Contract · Jan 2003 – Sep 2009
Worked as part of a founding team building a company from the ground up across U.S. and European markets. My role blended marketing, operations, research, compliance, and business development support in an international startup environment.
Helped build foundational SOPs, staffing processes, budgeting support, logistics coordination, and contract administration.
Managed compliance documentation and post-project reporting across international operations.
Led market research, customer intelligence, and business development support for growth across EU and U.S. markets.

Head of Marketing
Welding Services Europe · Contract · Apr 1997 – Dec 2002
Led marketing and expansion efforts for a European welding services company working across EU and U.S. markets. The role combined customer strategy, systems thinking, international coordination, and operational support.
Supported marketing expansion and customer retention efforts across multiple markets.
Built a data management system that improved forecasting visibility between European offices and the U.S. headquarters.
Planned large-scale international conferences and coordinated logistics across distributed teams.
Helped develop updated safety documentation aligned with international laws and operational standards