Victoria Shields
Pittsburgh
Summary
Results-driven Operations and Project Specialist with 7+ years of experience in business process optimization and financial operations. Adept at managing cross-functional projects, improving workflow efficiency, and implementing automation to enhance productivity. Proven track record of streamlining SaaS billing systems, optimizing operations, and driving process excellence. Seeking a role where I can leverage my expertise to improve efficiency and strategic operations.
Overview
12
12
years of professional experience
Work History
Operations Specialist
Turbot HQ, Inc.
Pittsburgh
04.2018 - 01.2025
- Led cross-functional initiatives to streamline SaaS billing processes, integrating Stripe for automated payments and improving accuracy.
- Developed and implemented workflows, improving procurement efficiency and vendor management.
- Managed company-wide operational projects, optimizing contract renewals and customer lifecycle management.
- Spearheaded automation of expense reporting and inventory tracking, reducing manual workload by 40%.
- Created data-driven pricing models, optimizing revenue forecasting.
- Collaborated with finance, procurement, and customer success teams to enhance contract tracking and process optimization.
- Conducted bank reconciliations and supplier invoice audits, ensuring financial accuracy and compliance.
- Implemented reporting dashboards to track inventory levels, logistics performance, and business KPIs.
Mobility Specialist/Logistics
Aires Relocation
Pittsburgh
07.2017 - 04.2018
- Managed relocation logistics, ensuring seamless transitions and operational efficiency.
- Partnered with vendors and suppliers to optimize pricing structures and improve cost management.
- Processed 500+ invoices per month, maintaining financial accuracy, and reducing discrepancies.
- Coordinated inventory management and transportation tracking to improve efficiency.
Client Service Associate
UBS Financial Services, Inc.
Pittsburgh
11.2014 - 01.2017
- Managed financial goal analysis reporting, supporting strategic decision-making for advisors and clients.
- Led marketing initiatives, including vendor negotiations and client event coordination.
- Maintained 300+ client accounts, ensuring high levels of customer satisfaction and service accuracy.
Marketing/Sales Intern
Henderson Brothers Retirement Plan Services/LPL Financial
Pittsburgh
01.2013 - 08.2014
- Planned and executed vendor partnerships and procurement initiatives to support 50+ events.
- Managed logistics and supply budgets, ensuring cost-effective procurement of promotional materials.
- Increased brand awareness through targeted digital campaign.
Education
Dual Bachelor of Science Degrees - Marketing And Management
La Roche University
Pittsburgh, PASkills
- Business Process Improvement & Strategy Execution
- Project Management & Workflow Optimization
- SaaS Billing & Financial Tracking
- Data-Driven Decision Making & Reporting
- Budget Management & Expense Oversight
- Contract & Vendor Management
Extracurricular Activities
Team Captain, Varsity Tennis, La Roche University
- Led the college varsity tennis team to an AMCC Championship victory.
- Acted as a liaison between team members and coaching staff, ensuring team cohesion and performance.
Timeline
Operations Specialist
Turbot HQ, Inc.
04.2018 - 01.2025
Mobility Specialist/Logistics
Aires Relocation
07.2017 - 04.2018
Client Service Associate
UBS Financial Services, Inc.
11.2014 - 01.2017
Marketing/Sales Intern
Henderson Brothers Retirement Plan Services/LPL Financial
01.2013 - 08.2014
Dual Bachelor of Science Degrees - Marketing And Management
La Roche University
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