(Company Name has been changed for privacy)
Situation:
Beginning in 2006, Naturopathic Center Company A initially asked me to manage the front desk, reception activities, bank deposits and account reconciliation, booking patients, and managing staff schedules and communications.
Obstacles:
As I was able to manage and run with the necessary tasks and the Center began to grow, I was able to engage in additional responsibilities over the subsequent 2 years.
Actions:
These activities and responsibilities included:
- Managing and reconciling Accounts Receivable and Accounts Payable,
- Identifying and moving financial records onto a new IT application and training staff,
- Operations assessment,
- Creating income and expense projections,
- Creating HR and employee policies and procedures,
- Staffing and interviewing,
- Creating employee engagement, morale and team-building programs,
- Supplies and inventory management,
- Creating a marketing plan and budget,
- Business development/ ambassadorship/ networking,
- Community relations and stewardship,
- Evaluating IT efficiency, hiring IT support, managing IT support and budget,
- Site assessment and modifications/Feng Shui,
- Treatment room design/Feng Shui.
Result:
- As a result of researching Naturopathic Center Company A’s market positioning, demographic data, market, and market-bearing pricing for client products and creating a new product and pricing model, client sales increased by 95%.
- I analyzed sales data and trending to re-align the product pricing, resulting in four-times revenues over a 2-year period.
- I analyzed the clients’ financials and sales projections to redesign the financial model and implement IT solutions, generating an increase of 40% gross sales over 1 year.
