Fractional CFO

• Jul 2022 - Present

Financial Analyst

• Mar 2022 - Jul 2022

Business Consultant

• Jul 2021 - Jul 2022

Provide business planning, budgeting, financial modeling and forecasting for start-up businesses; General business consulting, SWOT and gap analyses; provide bookkeeping services, accounts receivable, accounts payable, cash flow management, payroll coordination, and more for various small businesses. Collaborated with internal departments to conduct training needs analyses, document processes and procedures, and create handbooks and training manuals with which to train future staff Provide business planning, budgeting, financial modeling and forecasting for start-up businesses; General business consulting, SWOT and gap analyses; provide bookkeeping services, accounts receivable, accounts payable, cash flow management, payroll coordination, and more for various small businesses. Collaborated with internal departments to conduct training needs analyses, document processes and procedures, and create handbooks and training manuals with which to train future staff

Director of Business Development and Account Management

• Feb 2021 - Jul 2021

Overhauled sales and marketing into an established, efficient, and productive set of processes and procedures capable of exploding business growth. Designed sales presentations and marketing campaigns. Collaborated with finance, support, and development teams to ensure product and customer success. Increased sales by 15% in first three months. Overhauled sales and marketing into an established, efficient, and productive set of processes and procedures capable of exploding business growth. Designed sales presentations and marketing campaigns. Collaborated with finance, support, and development teams to ensure product and customer success. Increased sales by 15% in first three months.

General Manager

• Apr 2019 - Nov 2020

Founded the Company in 2007. Business acquired by Van Pool Transportation in 2019. Upon sale of business, maintained involvement as General Manager under new ownership. Collaborated with internal and external departments to implement a seamless integration of the new purchasing company. Collaborated with C-suite executives on business development and growth opportunities, and continued to develop and maintain contracts and relationships with clients, organizations, and agencies in need of transportation services

President & Owner

• Apr 2007 - Apr 2019

Founded the Company in 2007. Business acquired by Van Pool Transportation in 2019. o Founded special needs transportation company and grew business from zero to revenue of $3,600,000 – achieved annual growth rate of 38% on average o Conducted a business plan and strategy, developed business model, and directed all facets of the business development and operations o Successfully secured start-up funding and continued financing for growth and development; established and maintained financial models, cash flow forecasts, budgets, and accounting functions o Developed and maintained contracts and relationships with clients, organizations, and agencies in need of transportation services o Administered all aspects of Human Resources, including payroll, benefits administration, recruitment, hiring, termination, and employee relations, ensuring compliance with all state and agency regulations