Patricia B.
Operations & Business Systems | Controls, Concur, HRIS & AI
Operations professional focused on building and maintaining reliable business infrastructure — including systems, workflows, financial operations, internal controls, and the evaluation of AI-enabled business applications to ensure they align with real-world operational needs. I bring extensive hands-on operational experience across investment firms, private equity, construction, and growth-stage companies, helping leadership teams bring structure, clarity, and consistency to back-office operations without unnecessary complexity. My work spans HR, finance, compliance, expense management, vendor operations, multi-entity processes, and business systems — with a practical focus on making sure workflows, approvals, controls, and technology work together effectively. Core Expertise • HRIS and workforce systems — ADP Workforce Now, BambooHR • Expense and financial operations — SAP Concur, accounting integrations, corporate cards • Accounts payable, vendor management, and reconciliations • Internal controls, approval workflows, and audit readiness • HR operations and benefits administration • Fund administration and investment operations support • Multi-entity coordination, allocations, and financial reporting • Process documentation and workflow optimization • AI-enabled business systems evaluation and workflow validation Typical Engagements ✔ ADP Workforce Now implementation cleanup, optimization, or process review ✔ SAP Concur setup, corporate card structure, approval workflows, and process redesign ✔ Accounts payable and vendor control stabilization ✔ Multi-entity operational and reporting coordination ✔ Internal controls and approval workflow alignment ✔ HR operations system organization and documentation ✔ Process documentation and operational reset after turnover, rapid growth, or system changes ✔ Evaluation and testing of AI-enabled finance, HR, compliance, and business operations platforms What I Do Differently • Practical execution, not theoretical strategy • Strong understanding of how HR, finance, compliance, and operational systems intersect • Experience in regulated environments, including SEC, union, and federal-contract settings • Focus on sustainable processes and systems that continue to work after the engagement ends • Ability to translate operational experience into practical feedback for AI-enabled business systems, helping ensure automated workflows reflect how organizations actually operate Engagement Structure • Defined cleanup, review, or optimization projects • Fractional operational support • Transition or stabilization periods • Systems and workflow evaluation • AI-enabled platform testing and operational feedback Best suited for organizations that need experienced operational infrastructure support — whether for a defined project, ongoing fractional engagement, system review, or a longer-term opportunity.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.9k
Billed in all: $4,095$4.1k
$975 in the last 6 months
Across 3 contracts
Across 8 contracts
Earnings, last 30 days
Skill rankings: Top 24% in Process Development
Ranked by MRR among everyone on Upwork with the skill.
- #40Internal Control168 freelancers · 🇺🇸 #9Top 24%🇺🇸#9 of 46
- #54ADP Workforce Now151 freelancers · 🇺🇸 #26Top 36%🇺🇸#26 of 83
- #65Benefits237 freelancers · 🇺🇸 #33Top 27%🇺🇸#33 of 140
- #71HR System Management249 freelancers · 🇺🇸 #18Top 29%🇺🇸#18 of 65
- #86Expense Reporting281 freelancers · 🇺🇸 #26Top 31%🇺🇸#26 of 101
- #104Process Development441 freelancers · 🇺🇸 #42Top 24%🇺🇸#42 of 184
- #207Financial Management740 freelancers · 🇺🇸 #56Top 28%🇺🇸#56 of 153
- #239Regulatory Compliance759 freelancers · 🇺🇸 #70Top 31%🇺🇸#70 of 227