Compliance and Permitting Manager

• Jan 2022 - Present

• Manage permitting process for new acquisitions, including notification of state funeral boards and other state/local agencies • Responsible for ensure all facility licenses, permits and other operating requirements are submitted, processed and renewed in a timely manner • Perform regulatory and legal research • Create and manage multi-layered legal entities and associated reporting • Manage permitting process for new acquisitions, including notification of state funeral boards and other state/local agencies • Responsible for ensure all facility licenses, permits and other operating requirements are submitted, processed and renewed in a timely manner • Perform regulatory and legal research • Create and manage multi-layered legal entities and associated reporting

Vice President

• Sep 2016 - Oct 2021

• Negotiate contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing based on market research • Compare architectural plans to in-house drawing to ensure material is ordered correctly and will function in the field Implement practices for project monitoring, account receivable/payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's… Show more • Negotiate contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing based on market research • Compare architectural plans to in-house drawing to ensure material is ordered correctly and will function in the field Implement practices for project monitoring, account receivable/payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short/long-term financial and managerial reports • Coordinate contracts, shipping, and materials between international suppliers and domestic contractors • Responsible for management of purchasing, sales, and field staff including identify, recruiting and developing talent Show less • Negotiate contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing based on market research • Compare architectural plans to in-house drawing to ensure material is ordered correctly and will function in the field Implement practices for project monitoring, account receivable/payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's… Show more • Negotiate contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing based on market research • Compare architectural plans to in-house drawing to ensure material is ordered correctly and will function in the field Implement practices for project monitoring, account receivable/payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short/long-term financial and managerial reports • Coordinate contracts, shipping, and materials between international suppliers and domestic contractors • Responsible for management of purchasing, sales, and field staff including identify, recruiting and developing talent Show less

Senior Contracts Administrator

• Sep 2015 - Aug 2016

Operations Manager

• Oct 2014 - Aug 2015

• Restructure proposed contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing and hotels • Implement practices for project monitoring, account receivable and payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short and long-term financial and managerial reports •… Show more • Restructure proposed contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing and hotels • Implement practices for project monitoring, account receivable and payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short and long-term financial and managerial reports • Coordinate contracts, shipping, and materials between international suppliers and domestic contractors. • Design marketing material for products offered and synchronized with company’s website • Proficient in QuickBooks, 2020 Design, Planswift, and ADP Show less • Restructure proposed contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing and hotels • Implement practices for project monitoring, account receivable and payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short and long-term financial and managerial reports •… Show more • Restructure proposed contracts to conform and ensure compliance with company objectives and estimates • Calculate construction material costs for multifamily housing and hotels • Implement practices for project monitoring, account receivable and payable auditing, and cost control • Oversee monthly and quarterly assessments and forecasts of organization's financial performance against financial and operational goals. Prepare short and long-term financial and managerial reports • Coordinate contracts, shipping, and materials between international suppliers and domestic contractors. • Design marketing material for products offered and synchronized with company’s website • Proficient in QuickBooks, 2020 Design, Planswift, and ADP Show less

Associate Financial Representative

• 2009 - Sep 2014

• Maintained a Florida 2-15 life, health, and variable annuity license for over five years • Maintain full responsibility for all administrative activities including record management, data entry, spreadsheet development, applications, underwriting and file management • Volunteered to be part of trial team for new company software; mastered new and taught others • Manage all customer service for over 2,000 clients for two financial representatives • Monitor… Show more • Maintained a Florida 2-15 life, health, and variable annuity license for over five years • Maintain full responsibility for all administrative activities including record management, data entry, spreadsheet development, applications, underwriting and file management • Volunteered to be part of trial team for new company software; mastered new and taught others • Manage all customer service for over 2,000 clients for two financial representatives • Monitor $8 million of investment assets and thousands of life insurance policies to properly advise clients • Developed a streamlined filing system from paper to electronic, creating a user-friendly and systematic information management system that reduces data-retrieval time • Compile and prepare illustrations, hypotheticals and quotes for presentation to clients. Show less • Maintained a Florida 2-15 life, health, and variable annuity license for over five years • Maintain full responsibility for all administrative activities including record management, data entry, spreadsheet development, applications, underwriting and file management • Volunteered to be part of trial team for new company software; mastered new and taught others • Manage all customer service for over 2,000 clients for two financial representatives • Monitor… Show more • Maintained a Florida 2-15 life, health, and variable annuity license for over five years • Maintain full responsibility for all administrative activities including record management, data entry, spreadsheet development, applications, underwriting and file management • Volunteered to be part of trial team for new company software; mastered new and taught others • Manage all customer service for over 2,000 clients for two financial representatives • Monitor $8 million of investment assets and thousands of life insurance policies to properly advise clients • Developed a streamlined filing system from paper to electronic, creating a user-friendly and systematic information management system that reduces data-retrieval time • Compile and prepare illustrations, hypotheticals and quotes for presentation to clients. Show less

Research Assistant to Associate Dean Jones

• Aug 2013 - Dec 2013

• Researched justifications for Payments in Lieu of Taxes (PILOTs) • Created outline of articles for future use • Edited, modified and critiqued existing work • Composed historical background on taxes and the introduction of PILOTs • Researched justifications for Payments in Lieu of Taxes (PILOTs) • Created outline of articles for future use • Edited, modified and critiqued existing work • Composed historical background on taxes and the introduction of PILOTs

Bookkeeper

• 2007 - 2009

Administrative Assistant

• 2006 - 2007