Looking for a job

Courtney Havener

@courtneyhavener

Message

I build scalable operations, financial controls, and CRM systems that support organizational growth.

United States

Message

What I'm looking for

I'm looking to lead operational strategy and scalable systems that strengthen financial controls, reduce organizational risk, and help growing teams execute on their priorities.

At Cobalt Management Services, I lead CoStaff operations across entity and employee onboarding, payroll, customer service, client retention, lead management, and SOP development.

I've advised company directors on business direction, CRM development, and operational priorities while building CRM infrastructure across entities. During business development, I helped grow the client base by more than 70 organizations and doubled inbound leads.

Previously at Refugee Hope Partners, I managed budgeting, cash projections, accounts payable, payroll, benefits, compliance, and financial controls. I also led the launch and operational readiness of a 9,000-square-foot Welcome Center.

My earlier work spans multi-location operations, acquisitions, performance systems, accounting, and athletics operations. I bring a practical, growth-minded approach to building reliable systems, reducing risk, and helping teams execute.

Experience

Work history, roles, and key accomplishments

Current

Director of Operations

Current

Cobalt Management Services

Jun 2023 - Present (3 years 3 months)

Serve as strategic advisor to company directors, leading CoStaff operations including entity onboarding, payroll, and client retention. Oversaw business development that grew client base by 70+ organizations and supported organizational growth from 16 to 28 employees.

Sage Intacct Quickbooks Salesforce HubSpot G&A Partners Gusto ADP Docusign Pandadoc Adobe Asana Trello Microsoft 365 Google Workspace Microsoft Teams Zoom Canva Bill Spend and Expense Concur

Operations Manager

Refugee Hope Partners

Nov 2021 - Nov 2022 (1 year)

Oversaw budgeting, cash projections, and accounts payable in QuickBooks; co-prepared annual 990 filing. Introduced OKR framework and spearheaded launch of a 9,000 sq. ft. Welcome Center.

Quickbooks Budgeting Financial Control OKRs Payroll Benefits Administration Vendor Management

Project Coordinator

OTGrowth Partners

Nov 2020 - Nov 2021 (1 year)

Supported operations for a 40+ location portfolio, managing scheduling, procurement, and operational standards. Rebuilt performance tracking systems and supported two acquisitions through onboarding.

Scheduling Procurement Performance Monitoring Process Improvement Event Planning cultural analysis

Accounting Assistant & Athletics Operations

Cuyahoga Valley Christian Academy

Jul 2017 - Jul 2020 (3 years)

Managed budgets with department heads, improved accounts payable workflows, and supported CFO with QuickBooks management. Managed certification compliance for 100+ coaches and directed athletic department operations.

Quickbooks Budgeting Accounts Payable Compliance Athletic Operations Coaching