Cassandra Heller
Worcester
Summary
Operations Leader with over 10 years of experience in financial operations and compliance. Led initiatives that optimized processes, resulting in enhanced efficiency and governance. Skilled in cross-functional leadership and systems implementation, achieving substantial improvements in platform operations and supplier management. Focused on delivering strategic insights and operational excellence.
Overview
13
13
years of professional experience
Work History
Operations Manager
ZENTILITY, INC.
Wayland
10.2025 - Current
- Own end-to-end operational execution across finance, compliance, platform operations, data, pricing, and supplier relationships
- Lead payroll, contractor payments, and financial controls in QuickBooks
- Manage regulatory licenses, foreign registrations, and compliance infrastructure
- Oversee contract templates, booking workflows, and DocuSign processes to prevent default pricing risk
- Lead pricing desk operations and supplier relationship management
- Partner with Engineering and Product on requirements, feature improvements, and UAT using real-world scenarios
- Drive platform operations including user onboarding, training, and enablement
- Support board reporting, budgeting, and planning in partnership with CFO and CEO
- Build internal training programs for energy procurement and operational best practices
Director of Finance & Operations
ZENTILITY, INC.
Wayland
02.2020 - 10.2025
- Built and scaled financial and operational infrastructure supporting company growth
- Owned accounting, payroll, financial reporting, and operational controls
- Designed and implemented workflows for pricing ingestion, data governance, contracts, and partner payments
- Managed compliance, licensing, and regulatory operations
- Led account operations and customer lifecycle management
- Partnered with executive leadership on forecasting, budgeting, and strategic planning
- Supported board-level reporting with accurate, governed operational data
- Established standardized processes for platform operations and internal execution
Associate (Buyer & Operations Focused)
POUR RICHARD’S WINE & SPIRITS
Franklin
09.2016 - 03.2020
- Led daily operations, payroll, accounting, and financial systems
- Implemented QuickBooks Online and brought payroll management in-house
- Improved operational efficiency through systems modernization and process redesign
- Managed inventory, POS systems, vendor relationships, and compliance documentation
- Prepared year-end financials and coordinated with external accountants
Independent Sales Representative (1099)
MASTER BRANDS
02.2014 - 12.2016
- Built a Massachusetts sales territory from the ground up for a new distributor
- Independently set territory strategy, account priorities, and revenue focus
- Developed long-term buyer relationships to drive repeat sales
- Managed self-employed expense tracking and bookkeeping
Independent Sales Representative (1099)
WORLDWIDE BEVERAGE
09.2012 - 02.2014
- Launched and grew a new distributor presence in Eastern Massachusetts
- Established buyer relationships and stabilized accounts
- Independently managed territory planning, prioritization, and execution
Education
Bachelor of Science - Hospitality & Restaurant Management
New England Culinary Institute
Montpelier, VTCertificate of Accounting -
Mount Wachusett Community College
Gardner, MASkills
- Operations Management
- Process Design & Optimization
- Financial Operations
- Compliance & Licensing
- Platform Operations
- Supplier & Vendor Management
- Contract Lifecycle Management
- Data & Pricing Operations
- Cross-Functional Leadership
- Systems Implementation
- UAT & Operational Readiness
- Training & Enablement
- Platform Operations & Governance
- Pricing & Contract Data Management
- Supplier & Marketplace Operations
- Financial Systems & Controls
- Payroll & Contractor Management
- Regulatory & Licensing Compliance
- Executive & Board Reporting
- Process Optimization
- Cross-Functional Systems Integration
- QuickBooks (Online, Payroll, Desktop)
- CRM & Platform Admin Tools
Positioning
Operations-focused leader known for building structure, clarity, and scalable systems in growing organizations.
Additional Education
Federal Income Tax Course, National Tax Training School, Online
Timeline
Operations Manager
ZENTILITY, INC.
10.2025 - Current
Director of Finance & Operations
ZENTILITY, INC.
02.2020 - 10.2025
Associate (Buyer & Operations Focused)
POUR RICHARD’S WINE & SPIRITS
09.2016 - 03.2020
Independent Sales Representative (1099)
MASTER BRANDS
02.2014 - 12.2016
Independent Sales Representative (1099)
WORLDWIDE BEVERAGE
09.2012 - 02.2014
Bachelor of Science - Hospitality & Restaurant Management
New England Culinary Institute
Certificate of Accounting -
Mount Wachusett Community College