Lisa Branch
Clayton,NC
Summary
Operations professional with proven track record in optimizing processes and driving efficiency. Strong focus on team collaboration, strategic planning, and achieving measurable results. Adept at adapting to changing needs and leading cross-functional teams. Skilled in project management, process improvement, and resource allocation. Dependable and results-driven, known for enhancing operational performance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Operations Manager
Connect Cause
03.2019 - Current
- Manage all human resource functions, including recruitment, employee relations, policy enforcement, and compliance with employment laws
- Oversee financial operations, including budgeting, forecasting, and high-level financial planning in collaboration with the CEO
- Work closely with the CTO to develop and implement operational policies and procedures, ensuring efficiency across all departments
- Collaborate with the marketing team to enhance brand awareness and outreach initiatives, ensuring alignment with company objectives
- Support cross-departmental operations, assisting teams in streamlining workflows and fostering an effective work environment
- Plan and oversee company events and celebrations, cultivating a positive and engaged workplace culture
- Work directly with the CEO and legal team on high-level financial matters, tax filings, and regulatory compliance, ensuring the organization’s financial and legal stability.
Director of Resources & Technology
Passage Home
04.2010 - 03.2019
- Oversaw fundraising, donor relations, and volunteer engagement to support the nonprofit’s operational and financial goals
- Managed IT operations, including Office 365 administration and technology integration, to support organizational efficiency
- Designed and executed fundraising campaigns and donor engagement strategies, ensuring consistent revenue streams
- Established and maintained corporate partnerships, securing essential funding and in-kind donations
- Led process improvements in data management, CRM utilization, and financial reporting for enhanced transparency and decision-making
- Supervised marketing initiatives to align branding and outreach efforts with strategic goals
- Spearheaded community partnership programs, increasing volunteer engagement and stakeholder involvement.
Accounts Receivables Manager
123Triad Web Design & Marketing
05.2008 - 04.2010
- Managed financial operations, payroll processing, and multi-state compliance to support company stability
- Oversaw QuickBooks accounting, accounts receivable, and payable reconciliation, ensuring accurate financial tracking
- Developed streamlined credit reporting and collections processes, reducing outstanding debts
- Provided executive-level operational support, refining financial and administrative procedures.
General Manager
Hotel & Retail
01.2000 - 01.2007
- Led hospitality and retail operations, optimizing service delivery and profitability
- Supervised front desk operations, inventory management, and financial reconciliation to ensure business success.
Education
S.T.E.P.S Leadership Program -
01.2008
Adobe Illustrator -
Wake Technical Community College
Raleigh, NC01.2016
Transforming Leaders Program -
Leadership Triangle
Durham, NC01.2017
Photoshop Level 1 -
Wake Technical Community College
Raleigh, NC01.2018
Photoshop Level 2 -
Wake Technical Community College
Raleigh, NC01.2019
Skills
- Operational Strategy
- Process Improvement
- Financial Planning
- Budget Management
- Compliance Management
- Risk Management
- Human Resources
- Talent Development
- Strategic Planning
- Organizational Growth
- Vendor Relations
- Stakeholder Relations
- Performance Optimization
- QuickBooks Administration
- Office 365 Administration
- Financial Software
- HR Software
- Marketing Oversight
- Brand Consistency
- Problem-solving
- Customer service
- Team leadership
Technical Proficiency
QuickBooks (Online & Desktop), DonorSnap, ConnectWise, Microsoft Office Suite, Outlook, Office 365 Management, Trello, Box (Admin Council), Canva, Adobe Photoshop, Adobe Illustrator, Supporting digital initiatives, ensuring brand consistency, and collaborating with marketing teams
Certification
- Quickbooks Certification 2023
Timeline
Operations Manager
Connect Cause
03.2019 - Current
Director of Resources & Technology
Passage Home
04.2010 - 03.2019
Accounts Receivables Manager
123Triad Web Design & Marketing
05.2008 - 04.2010
General Manager
Hotel & Retail
01.2000 - 01.2007
S.T.E.P.S Leadership Program -
Adobe Illustrator -
Wake Technical Community College
Photoshop Level 2 -
Wake Technical Community College
Transforming Leaders Program -
Leadership Triangle
Photoshop Level 1 -
Wake Technical Community College
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