Dana Lamb
Denver
Work Preference
Job Search Status
Open to workWork Type
Full TimeContract WorkLocation Preference
RemoteHybridMinimum Desired Compensation
$95000/yrSummary
Finance and Operations professional with 15+ years of experience helping organizations work smarter, scale effectively, and make data-informed decisions. Known for building strong cross-functional partnerships, improving financial and operational processes, and translating complex data into meaningful business insights. Passionate about driving efficiency, enhancing financial stewardship, and creating systems that empower teams to deliver their best work.
Overview
15
15
years of professional experience
Work History
Finance and Operations Manager
Drupal Association
03.2020 - Current
- Manage accounts receivable department, generating partner invoices with accurate GL account coding.
- Resolve billing discrepancies promptly to minimize collections delays.
- Coordinate with partners to ensure timely payment receipt.
- Collaborate with Development team to streamline invoicing processes for new programs.
- Monitore outstanding receivables, providing weekly insights and updates to executive leadership.
- Oversee accounts payable department, ensuring accurate and timely vendor invoice processing.
- Assist with budget planning and forecasting for various operational departments.
- Manage financial reporting processes for nonprofit projects and initiatives.
- Collaborate with cross-functional teams to improve financial workflows.
- Implement software solutions to improve financial data management systems.
- Develop training materials for staff on financial policies and procedures.
Executive Assistant
LeasyQuery
09.2019 - 03.2020
- Managed calendars, scheduled meetings and organized travel arrangements for the C-level executive team.
- Prepared agendas, presentations and recorded detailed meeting minutes on a weekly basis.
- Reconciled corporate bank accounts for the leadership team.
- Assisted in planning multiple team events for 150+ employees.
Executive Assistant
SEI - Atlanta
01.2016 - 09.2019
- Executed daily executive assistant tasks, managing calendar and communications for managing director overseeing 70+ consultants.
- Served as liaison among executives, employees, clients, and stakeholders to facilitate collaboration.
- Assisted with budget management and prepared expense reports for managing director approval.
- Coordinated corporate events and team-building activities for groups ranging from 10 to over 100 attendees.
Community Marketing Representative
T.Mac Restaurant Group
04.2015 - 01.2016
- Supported the Director of Operations with local restaurant marketing efforts and developed strategies to drive guest traffic and loyalty.
- Implemented brand initiatives and negotiated contracts for partnerships with local sports teams, schools, and non-profits.
- Implemented brand initiatives to strengthen community presence and engagement.
- Negotiated contracts for partnerships with local sports teams, schools, and non-profits.
Office Manager
United Hydrogen
03.2011 - 04.2015
- Managed day-to-day accounts payable and receivables, ensuring timely processing and compliance with financial protocols.
- Established new procedures for timely record keeping, enhancing accuracy and accessibility of information.
- Coordinated schedules for C-level executives to optimize time management and prioritization.
- Contributed to website redesign projects by collaborating with team members to enhance user experience and functionality.
Education
Bachelor of Science (B.S.) - OrganizaIonal CommunicaIons
01-2013
Skills
- NetSuite
- Xero
- Billcom
- Bill Spend & Expense
- Expensify
- Payment Processing
- Fundraising Management
- Salesforce
- Microsoft Office
- Google Workspace
- Asana
- Slack
- Zoom
- Zendesk
- Stripe
- PayPal
Accomplishments
- Spearheaded the transition to a new ERP system (NetSuite), which has streamlined internal financial processes and significantly improved reporting functionalities.
- Led the end-to-end migration from TriNet to Gusto (HR and payroll platforms), overseeing the transition of HR, payroll, and benefits operations for a 17-employee organization. As a result, the organization transitioned from managing HR and payroll across three different systems to streamlining all processes within one centralized platform.
- Contributed to the success of three consecutive financial audits for a global non-profit organization that manages over four million in annual revenue, committing to full financial transparency in accordance with GAAP standards.
Timeline
Finance and Operations Manager - Drupal Association
03.2020 - Current
Executive Assistant - LeasyQuery
09.2019 - 03.2020
Executive Assistant - SEI - Atlanta
01.2016 - 09.2019
Community Marketing Representative - T.Mac Restaurant Group
04.2015 - 01.2016
Office Manager - United Hydrogen
03.2011 - 04.2015
Kennesaw State University - Bachelor of Science (B.S.), OrganizaIonal CommunicaIons