Experience

Hoopis Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Aug 2017 - Present

  Greater Chicago Area I offer total financial needs analysis though a network of experienced professionals with expertise in: - Advisory services - Retirement analysis and programs - Estate strategies - Employee benefit and retention services - Business continuation strategies - Trust services



The RoundHouse Restaurant & Lounge

• Managing Director

  • 2009 - 2014

  • Spearheaded the establishment of a new 5,550 square foot restaurant and lounge with two partners. Directed market research to identify viable building locations, worked with design firm to generate renderings and collaborated with construction professionals to execute plans. Liaised with local Chinese government officials to acquire necessary licenses and permits. • Led hiring of more than 20 staff members, implemented internal inventory and order management system, and supported training… Show more • Spearheaded the establishment of a new 5,550 square foot restaurant and lounge with two partners. Directed market research to identify viable building locations, worked with design firm to generate renderings and collaborated with construction professionals to execute plans. Liaised with local Chinese government officials to acquire necessary licenses and permits. • Led hiring of more than 20 staff members, implemented internal inventory and order management system, and supported training efforts to assist staff with efficiency and productivity. • Oversaw sales and revenue functions. Generated financial forecasts by leveraging market conditions. Coordinated marketing efforts including promotions, advertising, and media to increase customer base. • Successfully implemented a VIP program for local clients, an important feature in Chinese society. • Consulted with a renowned Beijing restaurant chef to develop a comprehensive Western-themed menu and establish standard operating procedures for kitchen staff. • Managed day-to-day responsibilities at the restaurant ensuring quality control, hygiene, safety, and consistent delivery of the highest levels of customer service. • Designed incentive programs for staff including sales contests and efficiency initiatives to drive increased revenues and improved client experiences. Show less



F.M. Sylvan, Inc.

• Chief Financial Officer

  • 2003 - 2008

  Perth Amboy, NJ • Supervised all finance and accounting functions for the company with a staff of 35 full-time employees and up to 300 union workers on a project basis; led weekly Project Manager Summary Report (PMSR) meetings. • Coordinated with the company’s three locations, New Jersey, Tennessee, and Michigan to communicate business targets and project updates, ensuring alignment across all branches. • Successfully participated in the buyback of the family-owned company, implementing improved systems… Show more • Supervised all finance and accounting functions for the company with a staff of 35 full-time employees and up to 300 union workers on a project basis; led weekly Project Manager Summary Report (PMSR) meetings. • Coordinated with the company’s three locations, New Jersey, Tennessee, and Michigan to communicate business targets and project updates, ensuring alignment across all branches. • Successfully participated in the buyback of the family-owned company, implementing improved systems that resulted in the generation of more than $45M in annual revenues during tenure; sold the company at end of tenure. • Managed financial forecasting, budgets, reporting, bank reconciliations, taxation compliance, and bank relationships for the company; worked with senior leadership to determine business needs and develop solutions. • Initiated and executed the rollout of new accounting software. Oversaw training of staff to ensure full implementation of software that led to streamlined accounting and business operation processes. • Led an internal program to reduce turnover, successfully improving employee satisfaction and loyalty. Show less