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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • President
      • Jan 2016 - Present

      - Continuous development of client relationships - Manage all marketing and social media communications - Helping clients to establish and maintain efficient recordkeeping systems - Assist clients with increasing cash flow by reducing accounts receivable - Educating clients on their monthly costs and assisting with budgeting and forecasting financial obligations - Ensure that client’s bookkeeping is accurate to ensure confidence in their company’s long term financial stability - Work with clients on tax planning to minimize annual tax liability - Assist clients with annual tax preparation and filing - Preparing operations cost benefit analyses for clients to aid in reducing costs and increasing bottom line profits Show less

    • Operations Manager (Contractor)
      • Jun 2014 - Nov 2014

      - Managed all daily, monthly and annual fiscal duties for the company including accounts payable, accounts receivable, and financial reporting - Company credit card management and reconciliation - Managed investor reimbursements - Financial analysis and project reporting with detail on each building project to determine profit or loss - Coordinated and scheduled vendors for each building project including establishing utilities, delivery of refuse containers, and meeting HVAC technicians and plumbers on location Show less

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Internal Controls Manager
      • Mar 2007 - May 2014

      - Manage all daily, monthly and annual fiscal duties for the agency’s Section 8 program to ensure overall financial health - Establish and maintain the Section 8 program’s financial reporting, analysis and forecasting mechanisms - Prepare annual operating budgets for all Section 8 programs managing breakeven in the midst of severe funding cuts - Manage two accounting personnel and two internal auditors resulting in sound and accurate financial statements and work flow efficiency - Directly support the Controller and the Director of Section 8 Programs with all financial and program compliance related data and analysis - Review all departmental records to insure proper recording of transactions reducing agency risk and loss - Examine and analyze information/data to evaluate and obtain evidence of possible deficiencies in controls, duplications of effort, extravagance, fraud, or lack of compliance with established policies or procedures - Manage ongoing program compliance testing resulting in the highest possible performance status each year - Create and recommend policies and procedures to improve agency controls, efficiencies and accuracy - Direct and manage all financial and program performance audits for the agency Show less

    • United States
    • Hospitals and Health Care
    • Director of Business Administration
      • Jul 1998 - Mar 2007

      - Provide overall direction and guidance to the organization to ensure efficient and cost effective management of assets and resources - Manage all areas of financial accounting including preparation of monthly financial statements, annual agency budget development, annual audit, payables/receivables, and technical oversight of federal grants resulting in the agency’s financial stability - Direct all facets of human resources and reduce employee turnover by development of employee benefits program and the development and implementation of agency policies and procedures - Ensure effective and efficient agency communication by coordinating the information technology requirements of the organization, including software, hardware, telecommunications, and networking - Manage all donor database functions resulting in effective communication with donors and increased annual donations - Oversee and manage facilities maintenance of three service sites to display an inviting and positive environment for clients and donors Show less

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Loss Prevention Manager
      • Sep 1992 - Jul 1998

      - Manage freight claims reducing company losses - Recruit, train and supervise staff thereby reducing damage and theft - Develop and implement company standard operating procedures for Over, Short & Damaged (OS&D) freight to establish controls and to reduce shipment issues - Develop and implement warehouseman training program that reduced chargeable claims by 45% within one year - Address all customer service problems regarding shipments with positivity ensuring repeat business - Evaluate and resolve city and line haul manifest problems resulting in on time delivery of shipments Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Market Training Manager
      • Jan 1980 - Aug 1992

      - Train new management recruits in store operations and financial controls resulting in consistently high standards of quality, service and cleanliness throughout the district - Recruit, train and supervise management and crew member staff - Successfully manage controllable and overhead expenses to meet budget and profit guidelines - Achieved best profit percent in the Cincinnati market during 1989 - Train new management recruits in store operations and financial controls resulting in consistently high standards of quality, service and cleanliness throughout the district - Recruit, train and supervise management and crew member staff - Successfully manage controllable and overhead expenses to meet budget and profit guidelines - Achieved best profit percent in the Cincinnati market during 1989

Education

  • University of Cincinnati
    Bachelor of Science (BS), Applied Business
    2002 - 2006

Community

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