I founded this limited liability company to combine my academic and professional experiences into a freelance consultancy at the intersection of efficiency and creativity. Target audience includes small businesses and individuals in need of coaching, mentoring, and services related to the process optimization and strategy for recurring concepts and workflows.

Owner

August 2024 - Present

• Established limited liability company presence and designed foundational business model and service offerings

• Produced promotional materials and drafted initial marketing strategy for outreach to local leads 

Returned to school to pursue a bachelor’s degree in Software Engineering to enhance my ability to apply engineering concepts like scalability and automation to backend business cases such as those encountered throughout my roles in project and data operations.

• Completed a self-paced software engineering bachelor’s degree in less than seven months

• Produced a variety of student projects while engaging with a broad range of programming languages and concepts including Python, Javascript, HTML, CSS, AngularJS, MySQL, Java, Android mobile app development, and design patterns

Joining Spring Health was an opportunity to further align my passions for data-oriented process optimizations with an impactful cause: enabling efficient and equitable access to mental healthcare services. I left this role to return to school for a Bachlor's degree in Software Engineering.

• Enhanced revenue diagnostics by creating a template to automate metric summary reports from daily and custom-date snapshot comparisons

• Preemptively reduced record duplication and CRM inflation from bulk list import processes via multi-source record-matching optimizations

• Strengthened cross-team collaboration and CRM applications by identifying special-case exceptions to calculation models, strategizing technical enablement for billing and forecasting workflows, executing monthly data imports and generating revenue impact reports for the Finance team

• Received Cross-Functional award in February 2023 for data-oriented contributions in support of cross-team workflows; Fostered B2B sales funnel by generating books of business for sales reps, routine data maintenance, ad-hoc reporting, and establishing a task force for processing closed/won opportunities

• Co-led Salesforce forecasting update; collaborated with CRM admins to translate business case to fields, formulas, and automated flows; created a spreadsheet sandbox to enable pre-production testing and quality control monitoring

• Enhanced CRM cleanliness and accuracy by designing a data maintenance routine to apply custom criteria for identifying and merging duplicate Salesforce records

Supporting the Cancer Program community at the Broad Institute was an honor. I regularly enjoyed the opportunity to hone my skillsets via project coordination to empower and accelerate the ever-expanding collaborations of this large and mission-driven team. I left the Broad to join Spring Health as a Data Operations Coordinator.

• Operations and special project coordination for program and community operations

• Built and streamlined a centralized directory of 100+ contacts for admin group using Google Apps Script to automate monthly institute-wide update requests for 40+ users; Resulted in immediate transparency and real-time updates

• Executed logistics for the first fully remote iteration of annual multi-week workshop series for over 80+ attendees

• Project and workflow support for Cancer Program operations and community engagement

• Led working group to support draft and deployment of mid-COVID space strategy for 200+ seats

• Researched technical use-cases for pilot program and future implementation of cloud project management app

• Ongoing administrative and operations support for team members and Associate Director

• Generated access and retrieval to accurate data quickly through creation of itinerary-builder spreadsheet and live-training to over 40+ administrative support personnel over Zoom

• Onboarded Administrative Assistant for Associate Director through creation of support process documentation

• Delivered collaborative administrative support for 900+ Cancer Program team members, affiliates, and Associate Director

• Automated a daily refresh of 900+ personnel records via SQL query to cross-compare with central database to auto-identify discrepancies, enabling fast and accurate data syncing efforts

• Received Spot Award for direct role and contribution in planning a 150+ attendee symposium

During my time with Addgene, our team nearly doubled in size and underwent two facility relocations. This rapid and collaborative environment allowed me to engage with cross-team partnerships to develop scalable admin/ops infrastructure.

• Special project coordination and support for expanding operations

• Co-led and partnered with cross-functional teams during a facility relocation project from initiation through establishment/operations

• Led working groups responsible for office design, furniture, and logistics coordination; Evaluated, established, and maintained relationships with vendors and contractors to ensure timely and efficient delivery/installation

• Strategized workflow improvements through collaborative review and analysis of order preparation processes with shipping team; Developed combination data entry and dashboard with team members to gather performance metrics and trends over time

• Cross-functional support (AR, Customer Support, on/offboarding) for a growing non-profit team

• Simplified front-end user supply requests and back-end order management through the creation of centralized inventory management request form to receive, track, and process orders

• Implemented a supply order archive system via Google Apps Script to log order data and identify trends

• Optimized UPS WorldShip shipping processes through development and implementation of spreadsheet tool allowing for guided data-entry and CSV formatting, generating efficiency and increasing shipping label batches; Collaborated with Development Team to integrate tool features directly into LIMS software

After returning to Boston where my wife would pursue an internship, I leveraged the transition and these temporary roles to pivot from the clinical to the corporate setting where I sought to dive deeper into my growing interest in process-based work. 

• Fulfilled temporary assignments for clients, including trade show reception and documenting research data in Excel

• Mailroom support including processing mail/packages and stocking supplies 

• Proposed a digital form to streamline a manual, handwritten shipping request process

After moving to Wisconsin for marriage, these opportunities allowed me to engage with a broader diversity of clients within a range of clinical settings. 

• Led group and individual Music Therapy sessions for residents of a skilled nursing facility among all levels of care to foster socialization and reminiscence

• Directed resident vocal and chime choir rehearsals and performances

• Co-facilitated the implementation of the Music & Memory program

• Conducted goal-based group and individual Music Therapy sessions for students with special needs

• Provided IEP documentation and led bi-annual student performances

• Customer Service Award recipient for client rapport and proposal for client program expansion

• Served teen/pre-teen youth as a community-based mentor to target social/emotional/behavioral goals

• Maintained client records, wrote session notes, and coordinated with care team on client updates

• Proposed and drafted a prototype spreadsheet tool to automate the billing paperwork process

This early post-college role provided me with foundational rapport-building experience across a diverse range of clients. My interest in process optimization began here where I initiated a project to streamline billing paperwork via a templated spreadsheet tool. 

• Served teen/pre-teen youth as a community-based mentor to target social/emotional/behavioral goals

• Maintained client records, wrote session notes, and coordinated with care team on client updates

• Proposed and drafted a prototype spreadsheet tool to automate the billing paperwork process