The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

Positive Results

Rapid Transformational Coach

Amazon

Head of PMO - Worldwide Operations Talent

Senior Manager Business Process Improvement & Vendor Programs

Office Depot

Manager Continuous Improvement

Full execution accountability for European projects in Supply Chain, Procurement, Finance.
- Managed implementation of CA Clarity PPM (capacity and resource management, IT estimation process) across the global Office Depot IT organization (900+ users)
- Implemented European Union’s Single Euro Payment Area (SEPA) compliance instructions for all  systems used within the European organization
- Analyzed, designed, tested and implemented workflow solutions for Finance in 9 European countries
- Carried out negotiations with the solution supplier on development costs for rolling out the legal approval & management system across Europe and completed the project on time and under budget (15% budget savings)

European IT Project Manager

Accounts Payable Team Leader

Orange SA

Regional Co-Financing Coordinator

Expert Customer Care Representative

🔴 Head of Amazon Stores Bar Raiser Program 🔴 Speaker and Coach: ✔️Beat Procrastination ✔️Increase Your Confidence ✔️Master Your Daily Habits

You're not reading this because I'm interesting. 

You're reading this because you want to:

-> ditch stress and overwhelm
-> balance well all areas of your life
-> find fulfillment in meaningful work

I can help. 

Let's make it easy for you, shall we?

With my support, you can shift to:
-> living a life at ease
-> feeling and behaving confident
-> loving your purpose-aligned career

As a Rapid Transformational Coach and RTT Practitioner, I have over 7 years of experience in helping high achievers overcome their challenges and achieve their goals with confidence and ease. I use a combination of classical coaching, Neuro-Linguistic Programming (NLP), and Rapid Transformation Therapy (RTT) techniques to empower my clients to tap into their full potential and create positive change in their lives and careers. I am passionate about helping people overcome their limiting beliefs, procrastinate less, take meaningful action, and balance well all areas of their lives. 

Now it's the time to prioritize yourself and get the results you've been craving for. The first step? Subscribe to my newsletter: https://carmen-roman.com/newsletter/ . 

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The Battle

Rachel Marie

Carmen Roman

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