Jessica E. Armstrong, MBA
Agile, Operations & Financial Systems Professional
Turning data into clearer decisions and stronger processes.
Jessica combines Agile coordination, data analytics, financial operations, stakeholder collaboration, and process improvement to help teams work with greater clarity, accuracy, and efficiency.
Open to opportunities in Agile delivery, operations, financial systems, process improvement, and governance support.
Stony Brook, NY
MBA · CSM · Intuit Bookkeeping
Career Impact
Measurable Operational Impact
Quiet, dependable results — the kind that compound when data, process, and people are aligned with care.
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Efficiency Gain
Cut transactional inefficiencies through workflow analysis and targeted process improvement.
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Audit-Risk Reduction
Lowered audit risks via detailed documentation review and compliance-focused tax analysis.
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Years of Experience
Across operations, financial services, Agile delivery, and higher-education administration.
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Certifications
Scrum, Agile, bookkeeping, and forensic accounting & fraud examination credentials.
Profile
A cross-functional professional for high-accountability teams
Jessica holds an MBA from the University of Phoenix and a BBA from Alliant International University. Her work integrates data-driven operations, reporting and visualization, stakeholder communication, financial analysis, workflow improvement, staff training, client service, and compliance-conscious documentation.
She has experience at Stony Brook University in graduate-program operations and student services, where she used data, dashboards, reporting, process analysis, and stakeholder collaboration to improve decision-making and service delivery. She also brings tax-preparation experience at H&R Block involving financial-record analysis, documentation, client communication, confidentiality, deduction review, and compliance-focused work.
Her certifications include Certified Scrum Master, IBM IT Scrum Master, Agile Project Management credentials through University of Colorado Boulder and Google, Forensic Accounting & Fraud Examination, and Intuit Bookkeeping. She brings a capable, strategic, and dependable approach — ready to contribute to complex, high-accountability teams.
- Education
- MBA, University of Phoenix · BBA, Alliant International University
- Certifications
- CSM · IBM IT Scrum Master · Agile (Google, CU Boulder) · Forensic Accounting · Intuit Bookkeeping
- Industries Served
- Higher Education · Financial Services · Tax & Compliance
- Geographic Reach
- Stony Brook, New York — open to remote and relocation
Core Expertise
Capabilities across delivery, data, and governance
A toolkit built for teams that need calm, structured coordination across moving parts.
Scrum & Agile Coordination
Sprint Coordination & Team Facilitation
Stakeholder Collaboration
Process Improvement & Workflow Analysis
KPI Reporting & Dashboard Development
Data Visualization & Decision Support
Financial Analysis & Budget Support
Bookkeeping & Reconciliations
Compliance Reporting & Documentation
Internal Controls & Audit Support
Training & Team Supervision
Cross-Functional Operations
Experience
A career of quietly compounding impact
April 2022 – July 2024
April 2022 – July 2024
Graduate Program Coordinator
Stony Brook University — Material Science & Chemical Engineering Department
- Managed data-driven strategies to evaluate graduate-program performance, admissions processes, and operational efficiency.
- Designed Tableau dashboards to track student progression, program metrics, and departmental performance.
- Conducted financial analysis for grant allocations and departmental budgets, supporting accuracy and compliance.
- Prepared reports and visualizations for faculty and administrative leadership to inform decisions.
- Collaborated with stakeholders to align policies, improve workflows, and streamline administrative processes.
January 2017 – April 2022
January 2017 – April 2022
GSOSS Supervisor and Advisor
Stony Brook University — Graduate School Office of Student Services
- Led data analysis and process-improvement initiatives to improve student service delivery and resolve billing discrepancies.
- Reduced transactional inefficiencies by 35% through workflow analysis and targeted process improvements.
- Developed automated reporting templates for key performance indicators and operational outcomes.
- Trained and supervised a team of five employees using PeopleSoft and SLATE.
- Coordinated issue resolution, maintained accurate records, and communicated process updates to internal stakeholders.
November 2008 – May 2012
November 2008 – May 2012
Tax Preparer
H&R Block
- Prepared individual tax returns by analyzing financial records, income, deductions, and supporting documentation.
- Identified potential deductions and compliance issues while protecting confidentiality and accuracy.
- Reduced audit risks by 65% through detailed documentation review and compliance-focused analysis.
- Explained financial and tax information clearly to clients and resolved documentation questions.
Recommendations
In their words
A few reflections from colleagues and clients who have worked alongside Jessica.
Jessica brings a rare calm to chaotic operations. She sees the bottleneck before anyone else names it, and walks the team through the fix with patience and precision.
A.M.
Faculty Director, Graduate Engineering Program — Stony Brook University
Our reporting finally made sense after Jessica rebuilt the dashboards. She translated a tangle of spreadsheets into something leadership could actually act on each week.
Operations Colleague
Graduate School Office of Student Services
Clients trusted her instantly. She explained tax situations in plain language and never let a detail slip through the documentation.
Tax Office Lead
H&R Block
Professional Toolkit
Tools and skills across three domains
Agile, Project & Collaboration
Data, Reporting & Systems
Financial Operations & Governance
Credentials
Education & Certifications
Education
- 2008
Master of Business Administration
University of Phoenix
- 2002
Bachelor of Business Administration
Alliant International University
Certifications
- Certified ScrumMaster (CSM), 2024
- IBM IT Scrum Master Certification, 2024
- Agile Project Management, University of Colorado Boulder
- Agile Project Management, Google, 2024
- Forensic Accounting & Fraud Examination, West Virginia University, 2024
- Intuit Bookkeeping Certification, 2024
- McKinsey Forward
Professional Value
How I add value
Create Operational Clarity
Translate data, processes, and reporting into information leaders can use to make informed decisions.
Improve Workflows
Identify bottlenecks and support practical improvements that reduce inefficiency and strengthen service delivery.
Connect People & Processes
Facilitate communication across stakeholders, clarify requirements, and support coordinated execution.
Support Accuracy & Accountability
Apply financial, compliance, documentation, and risk-awareness skills to promote dependable operations.
Contact
Let’s bring more clarity, efficiency, and confidence to your operations.
I welcome conversations about opportunities where Agile coordination, operational analysis, financial accuracy, data reporting, process improvement, and stakeholder collaboration can create measurable value.