Shannon Tuhn
Operations Director @CLA (CliftonLarsonAllen)
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WORK HISTORY
Operations Director @CLA (CliftonLarsonAllen)
West Des Moines, IA, US
Manage the daily operations of a firm that specializes in wealth advisory, taxes, outsourcing, and auditing. • Oversee and support up to 120 employees throughout 2 offices; directly manage 6 employees, including Operations Coordinators, Service Processing Coordinators and interns. • Assists Managing Principal of Office in annual budgeting process for offices and provide oversight of operating expenses and time entry.• Meet weekly with managers, partners, and employees to discuss special projects; oversee all special projects, office administration, building/lease management, IT, Marketing, and implementations.• Run weekly reports for the office to ensure financial goals are achieved, process AP, and approve invoices.• Conducts analysis of appropriate staffing needs related to budget and growth projections to identify recruitment goals.• Partner with HR on recruiting, onboarding, and various employee relations tasks.• Partner with the Managing Principal to review projects, financials, and recruiting/onboarding, and ensure goals are on track for the year. • Perform continual operations assessment of current team to improve efficiencies internally, from intern level to principal level.
EDUCATION
Grand View University
Bachelor of Arts
Drake University
Masters
University of California San Diego
Specialized Certificate
Appraisal Institute
Licensed State of Iowa Associate Appraiser
ABOUT SHANNON TUHN
Areas of Expertise Operations Management Project Management Process Improvements Vendor Relationships Management Sales & Marketing Cost Reduction Strategies Human Resources & Onboarding Client Relationship Management Performance Management Information Technology Management Computer Skills: Microsoft Teams, Word, Excel, PowerPoint, Outlook, Salesforce, Workday, DocuSign, Zoom, Office Tools Professional, LC Vista, STAR, CCH Axcess Tax, CCH Axcess Document, Pfx Engagement, LeapFILE, Outlaw, ChatGPT, Microsoft Copilot You may email me directly at s••••••••@gmail.com StrengthsFinder Top 5 Relator · Achiever · Discipline · Competition · Learner. Notable Projects I\'ve Most Enjoyed: • Guiding a leadership transition amidst a significant operational overhaul for a national non-profit, where I fostered the growth of a sales/recruiting team, leading to consistent annual membership expansion. • Collaborating with the City of Des Moines (Iowa), a local historian, and downtown stakeholders to secure recognition for the Western Gateway Historical District. • Educating college juniors and seniors on the significance of purposeful career choices as an adjunct instructor. • Orchestrating the redesign of an organization\'s website in collaboration with a web design team and an author, enhancing its ability to convey the organization\'s mission. • Formulating and implementing realistic productivity strategies with team members to achieve specific objectives and key performance indicators.
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