▤
Reporting leadership could act on
Delivered and presented daily and monthly national sales reports and strategic recommendations to senior management — the equivalent of scorecards and MBR reporting.
Results
Work that moved the needle.
A few examples of the problems I’ve solved — and the difference they made. Details are anonymised out of respect for past employers and clients.
✓
Billing reconciliation untangled
Resolved complex life-insurance billing between a national brokerage and its partner banks and health insurers, giving finance a clean, reconciled position.
⚙
Automation that removed manual work
Wrote VBA tools from scratch — calculators, trackers and templates — adopted by a national sales force. Faster answers, fewer errors, and no more re-deriving rules by hand.
⌂
Led a billing software rollout
Temporarily led a 5-person team to implement billing software, bridging business needs and IT and keeping the project on track.
☺
Customer service at global scale
Trilingual support (EN/FR/ES) across North America and international markets — thousands of customer interactions handled with accuracy and empathy.
％
Pricing & order accuracy
Processed standard and blanket B2B orders across three countries with disciplined pricing and on-time fulfillment.
150,000+
records reconciled in one tool
Hours → min
refund calculation time
37,369+
customers served
5
person team led on a software rollout
Have a similar problem?
If your reporting is slow, your pricing is error-prone or your customers are frustrated — that’s exactly where I start.
Let’s talk