Andrea Whalen - Operations & Compliance Professional
Operational leader with 10+ years of experience driving process improvements, enhancing compliance, and building high-performing teams. Reduced errors by 25% through improved documentation and accelerated process efficiencies by 40%.
Download Resume
Professional Summary
Process Documentation
Led operational controls improvements, documenting processes that reduced errors by 25% over a 10-year career.
Team Leadership
Oversaw cross-functional teams and restructured operations, achieving a 40% acceleration in process efficiencies.
Compliance Excellence
Bolstered regulatory compliance through enhanced internal controls and clear risk mitigation strategies.
Recent Leadership Experience
1
Partnerships Team Manager (Aug 2024 - Feb 2025)
Restructured team by onboarding 10+ managers, improving operational controls and boosting client satisfaction by 25%. Optimized account setup process, cutting onboarding time by 40%.
2
Director, Operations at InfoTrack US (Mar 2024 - May 2024)
Aligned commission plans with market benchmarks, improving sales performance by 15%. Implemented in-app chat with engineering, maintaining 90% CSAT and reducing resolution time by 40%.
3
Operations Manager at InfoTrack US (Jan 2022 - Mar 2024)
Created operational policies and KPIs that reduced costs by 25% and boosted efficiency by 20%. Established SOC 2 taskforce, enhancing operational controls with a 30% efficiency improvement.
Operational Excellence

Strategic Planning
Driving business goals
Process Optimization
Streamlining workflows
Documentation
Creating clear standards
Controls & Compliance
Ensuring regulatory adherence
Andrea's approach to operational excellence builds from a foundation of strong controls and compliance, through comprehensive documentation and process optimization, to achieve strategic business objectives.
Non-Profit Leadership
Financial Oversight
Directed financial oversight of an $18M annual budget in the non-profit sector, ensuring regulatory compliance and maximizing resource efficiency across departments.
HR Excellence
Improved employee satisfaction scores by 25% and reduced turnover by 10% as Chief Operations Officer at Caritas of Austin.
Vendor Management
Orchestrated vendor contract negotiations, cutting costs by 20% and improving project delivery timelines.
Business Operations Impact
25%
Error Reduction
Through improved process documentation
40%
Faster Onboarding
By optimizing account setup processes
30%
Efficiency Gain
From SOC 2 taskforce implementation
20%
Cost Reduction
Through vendor contract negotiations
Core Competencies

Operational Controls
  • SOC2 Implementation
  • Process Documentation
  • Corrective Action Planning

Process Improvement
  • Data Analysis
  • KPI Development
  • Operational Efficiency

Cross-Functional Collaboration
  • Stakeholder Engagement
  • Project Coordination
  • Audit Coordination

Financial Oversight
  • Budgeting
  • AR/AP, Payroll, Benefits Administration
  • Internal Controls
Education & Professional Development
Educational Background
BA, Business Administration from Baylor University in Waco, TX
Professional Certifications
Specialized training in SOC2 compliance, operational controls, and business process optimization