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Click here or scroll down to respond to this candidateCandidate's Name
Telephone PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLE Address: Street Address
LINKEDIN LINK AVAILABLE IG @FromABroad Website: Thoughtsfromabroad.net EducationBachelors Degree 1982 Heriot Watt University, Edinburgh Major: Biology, Minor: Agricultural Science Food and Crops Past & Future Bachelors Degree 1982 Heriot Watt University, Edinburgh Major: Sociology, Minor: Psychology Related coursework: Personal and Business Interaction, Bridges not Walls Masters Degree 1984 W.D. SCOTTMajor: Business Analysis, Minor: Procedures & Productivity Analysis for efficiency and performance management Related coursework: Project Management, Time and Motion, Process Controls, Quality Assurance(SOS, CWIP) AGILE, Six Sigma. 1040Tax Prep Arizona. Skills & AbilitiesProcess Improvement, Efficiency, QA, Project Management, Documentary and Procedural Compliance/Controls Development of training and procedural documentation: Securities, Dividends, Letters of Credit, Foreign Exchange Business analysis setting deliverables and checklists using various tools (CWIP, SOS, Agile, Scrum) Project management: Inc. Scope, feasibility, scheduling, sampling, documentation for regulatory requirement, proactive audit (Agile, Lean, CAP, Six Sigma, working on PMP and Microsoft Project) Valuation of assets, limitation of Financial Exposure on secured assets (Insurance LOCs and Catastrophe Funding lines). TrainingFacilitation of training classes, materials, scheduling, managing outside trainers, and development of feedback materials,Aggregation of feedback statistics, suggesting changes necessary for optimal effect. Social Media Strategy, Content Development,& Community Manager Development of social strategy, liaison with Marketing Department, Innovation Team and other parties Scheduling for optimal engagement and amplification. Community Manager facilitating conversation and active listening to monitor and grow the audience as a Trust Agent. This included monitoring social media for positive and negative comments Research: to assess best material per format (written, visual, video, aggregation v curation) and for articles, content creation Advanced verbal and written communication skills (phone, in person, copywriting, and website and social media content creation, community manager) Relationship building and management.Computer skills: Word, MS, SharePoint, PowerPoint, Excel, Google Sheets etc., Research, Tax paperwork basis, tax schedules, depreciation, J J Keller for Compliance. Organizational and Procedural analysis to manage documentary, functional, and legal compliance and confidentiality. Compliance AdministratorTaylor Farms SW Transportation Department (Oct 2022 Sep 2023 Documentary Compliance (matching and Certification), DOT and IFTA requirements, Weekly Payroll and Trip paperwork on Transportation and all Fleet Drivers (CDL, Box truck and Local box truck drivers, Monthly reporting of mileage, reefer and hours of use for Penske rental vehicles. Splitting mileage for in whole and partial week terms to maximize usage available splits. Contract Work 2020 2023 (during downsizing and Covid) Arizona Game and Fish Dept. Contract via KHI (June Nov 2022) Technical Support/Telephone and In Person Help Desk covering Internal clients / staff (password resets, ordering equipment, set up, interface issues. and documentation for Asset intake, problems, repair, replacement and disposal. Compliance and support for external clients (by phone) including helping customers with problems getting access to set up records, buy tags, hunting and fishing licenses and safety. Compliance, Certification and Safety including ordering phones and equipment with fulfilling orders and sign offs required including documentation through official channels. Compliance Manager -Trusted Carrier, Startup transportation company (March April 2022) Writing procedures, maintaining mileage and financial records for IFTA reporting and Certification. Sadly, Owner decided to sell the company due to Gas prices. Content Writer Rave, Dcor and Lemon Flooring (Jan March 2022) Developing Ecommerce content on flooring products incorporating SEO, evocative headlines, images and descriptions on multiple forum, websites and advertisement environmentsValidation Officer / - AZUI Contract with Robert Half & Assoc. (July - Dec 2021) Investigated case history, completed validation and preparation of documentation for administrative court hearings for individuals denied benefits for Unemployment Insurance, PUA, and for overpayments. Documentary Compliance and Certification for Prop 65, And Content Writer Vector 3D Solutions. (May- July 2021) 3D Printing Startup failed due to underfunding. Configured information and Wrote website, Sales calls Wrote business procedures for MS teams and Case Manager Non-teams users. Started Social media formats and image capture. Customer Service /Sales PPP Applications Contract for: Lendio SBA (Protiviti/Robert Half /Accountemps SBA) Jan- May 2021 Case Manager, Managed applications for small business loans underwritten by the SBA. Provided first point of contact for small businesses applying for loans, Collected and collated necessary documentation (tax returns, payroll depending on entity type etc.), assisted owners and staff through the paperwork and underwriting processes to reopen their businesses during CoVid shutdowns. Documentation & Compliance Specialist Contract for Apple One (FebMarch 2021) AAA Home Safe Providing overview of necessary systems,Interviewing SMEs to consolidate processes for combined Home Alarm companies. Selection /development of screen capture for procedures docs /SOPs Determination of procedural needs taking into account risk vs best methods, Development of mandate, policy and ongoing training documentation. Stalled by pandemicBackground Research/ Account Officer Contract at Universal Background (Sept 2020 -Jan 2021) Audit of criminal background checks, Researching clearances and medical licensing to address shortfalls in data due to pandemic, expediting reapplication, communicating with clients, analyze need and reissue searches to fill gaps and adjustment of billing. Exec Assistant Documentary Compliance ACTRA (Arizona Cyber Terrorism Response Alliance) April Sept 2020 Working with the FBI and Member Organizations. Case manager including management of Membership Records NDAs, access to records,Writing proposals, and proceduresInterface and group liaison with Member Organizations at CEO / FBI, high-level management, cyber security leaders and general members levelDevelopment of sales and training materials,Scheduled large scale events and corporate meetings, Arranged for speakers, ongoing trainings, Facilitated Cohort Training Program of Top Performers, and Cyber Influencers at with teaching staff at GCCFULL TIME POSITIONS PRIOR TO COVID 19Pure Essence Labs & Bairn Biologics : Social Media Manager & Strategist, Content Writer, Community Manager Aug 2009 January 2021 Development and growth of social media strategy and content marketing tailored for audience and networks. Providing interface with store chains, small business (Mom & Pop), resellers, health providers, influencers and market leaders (Amy Myers MD, Kriss Karr, Holistic health and functional medicine providers. Management and maintenance of online communities, developing materials for outreach and support to grow the market and interface. Creating content to meet keyword criteria, Amplifying company brand and POV, provided citations matched to high-level scientific research as social proof without making direct claims. Content and curated materials shared and amplified to add weight for holistic and nutritional health brands using appropriate SEO and META tags. Developed brand collateral through newsletters, mailshots and brand support materials for B-B clients (Wholefoods) (direct mail to, supported standalone campaigns and cross-pollination through social media, live events. B-C clients (own brand for Chiropractors Reached 4,500+ daily viewers on Social Media and 48k of tweets and articles 300+ Voiced all online articles to internal phone system developing traction for individual and corporate clients. Adams, Kvittem-Barr & Associates CPAs LLP EA/PA, Office Manager, Aug 2004 Dec 2009 Office Manager:- Project, workflow management and procedures.- EA/PA to Partner, Tax Perpetration, Bookkeeping, Quality assurance, Valuation of basis on stocks, bonds, expenses and other assets- Documentation and research on corporate and high net worth Citibank NA London, United Kingdom & Paris AVP- VP. 1984 1994* Procedural & Productivity Analyst: Analysis and documentation of departmental systems to ramp up workforce after deregulation of London Stock Exchange for Securities, Safekeeping, Letters of Credit, Bullion, Dividends, Citistar. Initiated selection document existing system, Corrected /documented process avoiding bifurcation and inaccurate functions, streamlining Independent Control: Providing checklists, monitoring and cross checks to minimize error, reduce risk and loss. Anti-Fraud research, detection, mitigation. Collateral Monitoring: Reporting on shortfalls to redress market fluctuation and on marginal risk assessment during major funding events e.g. Piper Alpha Oil Field Rescue and clean Up. Electronic Banking: Supporting transactional Interface (corporate ATM) to Financial Institutions with products allowing French speaking banking clients (Ancienne Mutualle (AXA) Banque Paribas, and English speaking clients: County NatWest Australia etc.) With ability to move stocks, bonds, Foreign exchange funds and American Depositary Receipts as needed for collateral positions. Lloyds & Scottish Finance O&M (Organization & Methods) Officer 1979 1984 Completion of Procedural Surveys between head office and branch network. Addressing processing needs for Productivity and Cost analysis; Process mapping, Quality assurance, Designed Departmental Layout Completed Feasibility studies for documentary control, offsite storage, digital data retrieval, sales and relationship management.*Gap Military Service overseas with RN and as Spouse to USAF |
