Trisha Lucente

WORK HISTORY

EDUCATION

SKILLS

ABOUT TRISHA LUCENTE

Director of Operations / Finance Operations Management Executive• Led comprehensive financial restructuring, streamlining operations and increasing efficiency, resulting in a 25% improvement in operational performance and strengthening the company’s financial health.• Saved over $1M in fees and penalties by providing expert audit assistance for a multi-year audit of a large company, ensuring compliance and identifying cost-saving opportunities.• Decreased subscription attrition by 30% and improved fulfillment operations for a high-revenue product generating $12M annually, driving enhanced customer retention and satisfaction.• Strengthened client relationships by offering white-glove concierge services to $10M+ clients, including delivering personalized gifts and hand-delivering critical files, boosting loyalty and trust.• Optimized investment strategies by managing portfolios valued at $50M+, setting up dynamic spreadsheets and dashboards, collaborating with advisors, and executing portfolio adjustments with precision.• Provided financial expertise to a diverse client base, including: Children\'s Clothing Manufacturer grossing over $5M annually, Business Coaching Businesses grossing over $15M annually, Rental Property owners, Realtors, Business Brokers, Contractors, Private consultants, Furniture manufacturers grossing over $2M yearly, Clothing Boutique, Home Health Care Provider, and several other types of small businesses.• Led a Billing Department & Client Care Department of 22, ensuring the successful completion of daily tasks, adherence to standard operating procedures (SOPs), and continuous process improvement to maintain operational excellence.