RSRenee Smith
@reneesmith2
Operations and portfolio manager skilled in financial oversight, process improvement, and digital coordination.
United StatesWhat I'm looking for
I am a resourceful business professional with a strong foundation in project management, operations, and financial oversight. I have directed fiscal operations for a $100,000 annual budget, built automated Excel reporting and five-year forecasts, and managed large-scale estate projects using Trello to ensure vendor contracts and deadlines were met with precision.
I excel at leveraging modern productivity and collaboration tools (Microsoft 365, Google Workspace, Slack) to streamline workflows, improve operational efficiency, and drive measurable revenue growth. I also bring frontline leadership experience from retail management—implementing inventory automation, upselling programs, and staff development that delivered a 50% sales increase.
Experience
Work history, roles, and key accomplishments
Operations & Portfolio Manager
Smith Family Portfolio
Jan 2017 - Present (9 years 1 month)
Directed fiscal operations for a domestic unit with a $100,000 annual budget, implemented automated Excel reporting and 5-year forecasting, and managed estate projects to ensure vendor contracts and deadlines were met with 100% accuracy.
Store Manager
True Brew Coffee Shop
Jan 2013 - Jan 2017 (4 years)
Led operations and team for a retail coffee shop, increasing total sales by 50% through process improvements and upselling programs while implementing automated inventory and digital shift-management systems.
USManaged policy lifecycles using proprietary CRM and financial software, calculated premiums and renewals, and improved customer satisfaction scores by 50% through clear policy explanations and compliance-focused service.
Education
Degrees, certifications, and relevant coursework
PUPark University
Bachelor of Science, Business Management
Bachelor of Science in Business Management focused on business management principles and operational oversight.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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