Professional Summary
Operations and systems professional transitioning into data coordination roles. Experienced in maintaining accurate records and improving everyday workflows, and currently learning modern tools for data organization and automation.
Core Competencies
Data & Tools (Developing)
- SQL
- Excel
- Relational logic
- Notion databases
Automation (Beginner)
- Zapier
- basic API concepts
- AI‑assisted workflows
Compliance & Accuracy (Established)
- Financial Data Privacy
- HIPAA
- Tax Standards
Professional Experience
Self-employed | Beckley, WV
- Executed 13 consecutive years of error-free tax preparation using FreeTaxUSA.
- Verified source documents against IRS standards to ensure data integrity.
- Maintained secure digital records with strict confidentiality protocols.
Pendleton Community Bank | Beckley, WV
- Processed 25-40 transactions daily with 100% accuracy.
- Maintained zero-breach protocols while handling sensitive PII and financial records.
- Updated customer information in banking core systems with precision.
Mountain State University | Beckley, WV
- Reduced transcript processing turnaround time by 50% through workflow optimization.
- Digitized 10+ years of archived microfilm records into the Jenzabar ERP system.
- Managed academic records ensuring accuracy and FERPA compliance.
Technical Projects
Workflow Automation
Experimented with Zapier to build small automations that combine data from multiple sources and format it for easier review.
Low-Code Systems Design
Created modular automation components using Notion databases and AI agents to streamline task routing and data validation.
Education
Concord University | Athens, WV