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%.
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
Director of Finance & Operations at Jorie AI (May 2025 - Present)
Leading Finance and Operations functions for a growing AI software company. Successfully migrated from QuickBooks to NetSuite, creating scalable ERP foundation. Designed finance workflows, improving financial controls and operational efficiency. Accelerated customer invoice delivery by 25%, improving cash flow and billing accuracy.
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%.
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%.
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
Error Reduction
Through improved process documentation
Faster Onboarding
By optimizing account setup processes
Efficiency Gain
From SOC 2 taskforce implementation
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
BA, Business Administration from Baylor University in Waco, TX
Specialized training in SOC2 compliance, operational controls, and business process optimization
Andrea Whalen - Operations & Compliance Professional