Winter Copeland
Calgary,AB
Summary
SENIOR/EXECUTIVE BUSINESS OPERATIONS MANAGER Versatile Senior Manager specialized and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
7
7
years of professional experience
Work History
Senior Manager of Operations
Indigenous Clean Energy
01.2023 - 08.2023
- Change Management Champion for Governance & Compliance
- Provide Direct Support to the Executive Director & Board
- Make important policy, planning, and strategy recommendations
- Develop, implement, and review operational policies and procedures to stay current with provincial employment standards
- Assist with recruiting by preparing job postings, organizing interviews, managing hiring practices, and onboarding for new employees
- Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations
- Ensure all operations are carried on in an appropriate, cost-effective way
- Improve operational management systems, processes, and best practices
- Examine financial data and use them to improve profitability by reducing costs
- Implement and enforce the use of financial procedures including the approvals and purchases made by any company credit card
- Coordinate agendas and supporting meeting kit documentation for Finance, Operations along with the monthly Impacts Forum agendas
- Assist with programmatic needs
- Directly Supervised the Peoples Manager to enhance the organization's human resources by planning, implementing, and evaluating employee relations and human resources policies, programs, and practices
- Manage the administration of the employee benefits program
- Oversees the planning, monitoring, and appraisal of employee work results by training managers to coach and discipline employees; scheduling management conferences with employees; hearing and resolving employee grievances; and counseling employees and supervisors
- Ensures legal compliance by monitoring and implementing applicable human resource federal and provincial requirements
- Enforces management guidelines by preparing, updating, and recommending human resource policies and procedures along with the Peoples Manager
- Guide the planning and coordination of team skill building, training, and team retreat
- Support the organization of travel and accommodations for staff and program participants
- Work along with the Peoples Manager to retain historical human resource records by designing a filing and retrieval system and keeping past and current records.
- Achieved operational excellence by streamlining processes and implementing best practices.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
National Business Operations Manager
Johnson Controls LP
01.2021 - 06.2022
- Accountable for operational support for all back-office operations to include seamless integration of newly acquired mergers and acquisition (s)
- Provide project management support for multiple work streams within HR, including technology, people, policy, and process
- Manage project economics including track project, create and deliver invoices, and manage collection process
- Ongoing change management including user adoption - in collaboration with Communications and Business Development
- Create, document, communicate and deliver OCM roadmap, communication plan, coaching plan, training plan and resistance management plan
- Align with the Project Management Office to develop work plans for change management work streams and related activities
- Work closely with key business leaders to understand change management implications across multiple business units
- Collaborate with project team members to ensure alignment with key cross functional project activities
- Design, develop and implement a stakeholder management strategy to drive engagement, awareness, and preparedness of/for the project
- Apply a structured methodology and lead change management activities
- Plans and manages a team of others
- Integrate change management activities into project plan
- Develops strong, credible relationships with key senior client stakeholders
- Leveraged key stakeholders to maximize strategic alignment while minimizing distraction or disruption to existing operations
- Advanced merger strategies between lines of business
- Drove results and performance to business process metrics ensuring lowest cost of transactions while maintaining highest quality
- Delivered governance and resolution of data integrity issues, business performance, training, and customer satisfaction issues through defined Service Level Agreements
- Trained, coached, and mentored remote Business Support Center Teams
- Participate on India Business Center (IBC) weekly operations reviews
- Created a positive collaborative work environment by providing direction and quickly resolving discrepancies, data errors, and non-compliance to standardized business
- SOPs, budgetary expectations, and outputs for positions in the Area Acts as a change agent in support of new administrative process' and roles while driving adherence to common process' and systems throughout the region
- Maintained staffing levels to meet business needs, provide training and performance management of direct reports
- Leveraged Administrative Management Disciplines to ensure role clarity, reporting accuracy, cash collections, administrative functions, and resource planning and results achievement
- Planned short term and long-term staffing needs to meet anticipated activities and long-term growth strategies and minimize trailing cost
- Supported trade working capital by overseeing payment, supporting collection activities in the districts, invoice disputes and cash app processes
- Delivered successful vendor onboarding and maintenance partnership with supply chain finance to include capital funding initiatives
- Managed inventory for the business and ensure that proper processes are followed around valuation, inventory utilization, and auditing /reporting to the business
- Ensured that A/R and A/P procedures are followed in alignment with the business financial quarters and that all transactions are accurate and follow GAAP /SOX specifications
- Reviewed monthly business reporting on costs, to ensure that numbers are reflective of activities and deep dives are conducted to resolve any improper cost impacts or transactions within each quarter
- Established SOP to ensure proper business acumen
- Ensure no substantial risk
- Established SOP and Cadence to reduce aged cash with the ideal goal set of 90 days.
- Improved operational efficiency by streamlining processes and implementing cost-saving measures.
- Reduced turnaround time for project completion through effective resource allocation and team management.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
- Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Analyzed and reported on key performance metrics to senior management.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Area Business Operations Manager
Johnson Controls LP
01.2019 - 01.2021
- Worked with and assists leaders within the districts and region to drive results and performance to business process metrics including defining applicable metrics to assure lowest cost of transactions while maintaining highest quality
- Governance and resolution of any data integrity issues business performance, training, and customer satisfaction issues through defined Service Level Agreements
- Drove continuous improvements and assures compliance to standardized job description, process maps and standardized work packets to ensure timely and accurate transactions in applicable business systems
- Provided training, coaching, and guidance to remote Business Support Center Teams
- Created a positive collaborative work environment by providing direction and quickly resolving discrepancies, data errors, and non-compliance
- As a change agent in support of new administrative process' and roles drove adherence to common process' and systems
- Maintained staffing levels to meet business needs, provide training and performance management of direct reports
- Ensured role clarity, reporting accuracy, cash collections, administrative functions, and resource planning and results achievement
- Planned short term and long-term staffing needs to meet anticipated activities and long-term growth strategies minimizing trailing cost
- Supported trade working capital by overseeing payment, supporting collection activities in the districts, invoice disputes and cash app processes
- Managed inventory for the business and ensure that proper processes are followed around valuation, inventory utilization, and auditing /reporting to the business
- Ensured that accounting procedures aligned with the business financial quarters.
Regional Administrative Leader West Region USA
Honeywell Ltd.
01.2017 - 01.2019
- Works with and assists leaders within the districts and region to drive results and performance to business process metrics including defining applicable metrics to assure lowest cost of transactions while maintaining highest quality
- Governance and resolution of any data integrity issues business performance, training, and customer satisfaction issues through defined Service Level Agreements (SLA's)
- Drove continuous improvements and assures compliance to standardized job descriptions, process maps, and standardized work packets to assure timely and accurate transactions in applicable business systems
- Provided training, coaching, and guidance to field and remote Business Support Center teams
- Created a positive collaborative work environment by providing direction and quickly resolving discrepancies, data errors, and non-compliance to standardized work and roles
- Acted as change agent in support of new administrative processes and roles
- Drives adherence to common processes and systems throughout assigned region
- Assisted the region in the deployment of CP/S and provides on-going support for the field as a Power User
- Provided direct management and overall work direction of specialized field administrative functions
- Maintained staffing levels to meet business needs, provides training and performance management of direct reports
- Aided in the assessment of regional administrative team to assure alignment of strengths to roles and required training to meet business needs
- Conducted on-boarding and administrative training for regional and local support administrative team members.
- Improved office efficiency by streamlining administrative processes and implementing new organizational systems.
- Enhanced communication between departments through the establishment of regular meetings and reporting structures.
Education
Diploma - Child & Youth Social Work
CDI College
Calgary11.2024
High School Diploma -
Bow Valley College
Calgary06.1999
Skills
- 15 Full Cycle Bookkeeping
- Lean Operating Procedures
- Customer Centric Focused
- Talent Development
- Strategic Planning
- Reporting Oversight
- Budget Oversight
- Continuous Improvement
- Change Management
- Infuses Pride in Values & Missions
- Business Process Driven
- Effective Communicator
- QuickBooks
- Citric
- ACE
- BBI Job Cost
- Baan
- IBS/IIS
- SFDC
- CPQ
- Workday
- Interchange Software
- Scan Trip
- Express Time
- Microsoft Office Suite
- ACT 2004 FAST
- SAP
- ITIM/SRM/Smart Q/E-Charge/HRG/SMART
Languages
English
Native or Bilingual
Timeline
Senior Manager of Operations
Indigenous Clean Energy
01.2023 - 08.2023
National Business Operations Manager
Johnson Controls LP
01.2021 - 06.2022
Area Business Operations Manager
Johnson Controls LP
01.2019 - 01.2021
Regional Administrative Leader West Region USA
Honeywell Ltd.
01.2017 - 01.2019
Diploma - Child & Youth Social Work
CDI College
High School Diploma -
Bow Valley College
Professional Development
- Certified Peer Health & Safety Auditor
- Accredited Auditor Training
- Accredited Principle of Health & Safety Management
- Accredited Leadership for Safety Excellence Accredited
- WHMIS Train the Trainer
- CSTS Training
- CPIC Cleared
- Emergency First Aid, CPR, AED
References
References available upon request.
Professional Development
- Certified Peer Health & Safety Auditor
- Accredited Auditor Training
- Accredited Principle of Health & Safety Management
- Accredited Leadership for Safety Excellence Accredited
- WHMIS Train the Trainer
- CSTS Training
- CPIC Cleared
- Emergency First Aid, CPR, AED
References
References available upon request.
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