Dani Jordan

Resourceful and dependable operations professional with over 13 years of experience supporting executives, finance teams, and day-to-day business functions in fast-paced environments. Serve as administrator across the company's core business systems — Microsoft 365, Teams, Smartsheet, QuickBooks Online, and AI-driven tools — owning configuration, access, and integrations while leading HR and finance coordination across multiple showrooms. Trusted with confidential information and recognized for streamlining complex workflows, building scalable systems and reporting structures, anticipating leadership needs, and bringing a proactive, solutions-focused mindset to every role.

HR & Finance Coordinator at ERDEN (2025-06 – Present)

• Manage accounts payable and receivable in QuickBooks Online, including expense reporting and transaction downloads.
• Run weekly payroll submission and administer PTO/sick time tracking and accruals across the company.
• Support full-cycle hiring: candidate screening, interviewing, and HR/payroll onboarding.
• Chair the company safety committee; rolled out a new safety plan and updated PTO/sick leave policy in alignment with state and city regulations and workers' comp carrier requirements.
• Host a weekly "HR Hour" open forum, giving employees a consistent channel to raise workplace concerns and feedback.
• Administer all company insurance policies, including property, fleet, and liability coverage.
• Oversee company-wide procurement and supply ordering.
• Serve as administrator across the company's core systems — Microsoft 365, Teams, Smartsheet, and QuickBooks Online — managing user accounts, permissions, licensing, integrations, and day-to-day troubleshooting as primary IT point of contact.
• Manage calendars and scheduling for the entire team, coordinating meetings, task assignments, deadlines, and travel arrangements across multiple showroom locations.
• Design and maintain hierarchical Smartsheet workspaces for financial tracking and reporting, structuring data across showrooms, designers, and projects to support reconciliation and book-to-tax reporting.
• Leverage AI-driven tools to automate document preparation, data analysis, and reporting workflows, reducing manual effort and turnaround time.

Client Support Coordinator at Rank & Rally (2022-11 – 2025-06)

• Maintained, processed, and analyzed monthly reconciliation of financial accounts, contributing to executive reporting and organizational transparency.
• Served as a liaison between clients and internal teams, providing timely communication and solutions to ensure satisfaction and continuity.
• Designed and implemented an "Order to Invoice" tracking system, streamlining processes and enhancing support for multiple stakeholders.
• Coordinated change management procedures, ensuring efficient and documented project transitions.
• Led a six-person cross-functional fulfillment team, completing key projects ahead of schedule while maintaining attention to detail.
• Managed onboarding of new staff, improving training processes to accelerate team integration and productivity.

Retail Manager at Rank & Rally (2011-10 – 2022-11)

• Directed a high-performing team of 30+ in a dynamic, client-facing environment with consistent emphasis on service excellence.
• Developed onboarding and training initiatives that boosted team morale and enhanced service outcomes.
• Partnered with executive leadership on operational improvements, driving efficiency and optimizing day-to-day functions.
• Balanced competing priorities while managing scheduling, inventory, and performance tracking in a fast-paced setting.