Financial Controller

• Jul 2023 - Present

Financial Controller

• Jun 2020 - Jul 2023

Service Manager / Operations Leader

• Nov 2013 - Jun 2020

* Act as a back up for answering all incoming calls and scheduling all service calls as they are received. * Coordinate all service calls to the correct technician based on location, skill, etc. * Create dispatch tickets, dispatch technicians, and debrief them after every call. * Monitor & Follow up on all after hour calls with on call technician. * Order, monitor and schedule all necessary part repairs, making sure to keep clients in the loop throughout the entire process. *… Show more * Act as a back up for answering all incoming calls and scheduling all service calls as they are received. * Coordinate all service calls to the correct technician based on location, skill, etc. * Create dispatch tickets, dispatch technicians, and debrief them after every call. * Monitor & Follow up on all after hour calls with on call technician. * Order, monitor and schedule all necessary part repairs, making sure to keep clients in the loop throughout the entire process. * Maintain maintenance agreements, including billing, scheduling, and renewing. * Construct service contract proposals for new customers. * Prepare all paperwork and file warranties for all manufactures in a timely manner to ensure payment. * Review all service invoices daily, including time card reviews to ensure proper charges and correct times. * calculate reporting information and enter the information into the 8 for 10 database. * Determine and set service inventory policies and pricing. * Make sure all vehicles are cleaned, stocked, running properly, etc. * Coordination and implementation of service marketing calendar. * Tracking and approval of service technician commissions. * Performance reviews and increases as needed. * Ensure the profitability of the service department. * track monthly company and individual goals - help keep staff on track to meet goals * sales / people training * manage and taught myself and other staff members a new software program without training * Construct an annual marketing plan within the given marketing budget. * Adjust marketing pieces as needed to ensure reasonable response. * negotiate contracts with all forms of media to fit into marking budget. * Plan marketing events such as vendor Home Shows and Company outings. * Lead weekly NATE trainings with field staff. * Assist lead installer in getting procedures implements for labor management * review P&L statements and investigate & implement ways to increase GP. Show less * Act as a back up for answering all incoming calls and scheduling all service calls as they are received. * Coordinate all service calls to the correct technician based on location, skill, etc. * Create dispatch tickets, dispatch technicians, and debrief them after every call. * Monitor & Follow up on all after hour calls with on call technician. * Order, monitor and schedule all necessary part repairs, making sure to keep clients in the loop throughout the entire process. *… Show more * Act as a back up for answering all incoming calls and scheduling all service calls as they are received. * Coordinate all service calls to the correct technician based on location, skill, etc. * Create dispatch tickets, dispatch technicians, and debrief them after every call. * Monitor & Follow up on all after hour calls with on call technician. * Order, monitor and schedule all necessary part repairs, making sure to keep clients in the loop throughout the entire process. * Maintain maintenance agreements, including billing, scheduling, and renewing. * Construct service contract proposals for new customers. * Prepare all paperwork and file warranties for all manufactures in a timely manner to ensure payment. * Review all service invoices daily, including time card reviews to ensure proper charges and correct times. * calculate reporting information and enter the information into the 8 for 10 database. * Determine and set service inventory policies and pricing. * Make sure all vehicles are cleaned, stocked, running properly, etc. * Coordination and implementation of service marketing calendar. * Tracking and approval of service technician commissions. * Performance reviews and increases as needed. * Ensure the profitability of the service department. * track monthly company and individual goals - help keep staff on track to meet goals * sales / people training * manage and taught myself and other staff members a new software program without training * Construct an annual marketing plan within the given marketing budget. * Adjust marketing pieces as needed to ensure reasonable response. * negotiate contracts with all forms of media to fit into marking budget. * Plan marketing events such as vendor Home Shows and Company outings. * Lead weekly NATE trainings with field staff. * Assist lead installer in getting procedures implements for labor management * review P&L statements and investigate & implement ways to increase GP. Show less

Supervisor & Wellness Coach

• Dec 2015 - Jul 2018

I am helping others live a healthy lifestyle! I am still pursuing this lifestyle but taking a step back from working with clients full time. I am helping others live a healthy lifestyle! I am still pursuing this lifestyle but taking a step back from working with clients full time.

Commerical Cleaner

• Oct 2014 - Jul 2015

Commerical cleaner for different office and medical locations. I worked at my own pace and set my own hours - following a check list for each location. This was a temporary position to help with some extra income. Commerical cleaner for different office and medical locations. I worked at my own pace and set my own hours - following a check list for each location. This was a temporary position to help with some extra income.

Office & Marketing Manager

• Oct 2010 - Oct 2013

~ Achieve the budgeted sales and gross margin dollars outlined in the Company Business Plan. ~ Assist and supervise the Sales Lead Coordinator to ensure that company marketing campaigns and technician generated leads meet or exceed budgeted levels. ~ Supervise and, when required, assist in taking incoming calls while stressing to all Client Care Representatives that this is the point at which the client will form their first impression of the company. ~ Ensure that each telephone call… Show more ~ Achieve the budgeted sales and gross margin dollars outlined in the Company Business Plan. ~ Assist and supervise the Sales Lead Coordinator to ensure that company marketing campaigns and technician generated leads meet or exceed budgeted levels. ~ Supervise and, when required, assist in taking incoming calls while stressing to all Client Care Representatives that this is the point at which the client will form their first impression of the company. ~ Ensure that each telephone call is answered before the third ring and that the approved company greeting and script is used each time. ~ Formulate CCR and Dispatcher weekly work schedules to ensure proper flow during high volume times, eliminating situations that require placing customers or technicians on hold. ~ Train others on effective use of Successware call taking, call center, and dispatching modules. ~ Maintain accurate reporting of aborted calls, cancelled appointments, call goals, lead goals, etc. ~ Maintain an average call conversion ratio of 90% or higher on all incoming calls. ~ Provide and oversee the distribution of effective marketing material that will generate the budgeted number of sales calls, repair calls, and scheduled service calls each month. ~ Ensure call conversion ratio on all inbound calls hits established targets. ~ Generate additional leads through outbound calling by the Sales Lead Coordinator. Show less ~ Achieve the budgeted sales and gross margin dollars outlined in the Company Business Plan. ~ Assist and supervise the Sales Lead Coordinator to ensure that company marketing campaigns and technician generated leads meet or exceed budgeted levels. ~ Supervise and, when required, assist in taking incoming calls while stressing to all Client Care Representatives that this is the point at which the client will form their first impression of the company. ~ Ensure that each telephone call… Show more ~ Achieve the budgeted sales and gross margin dollars outlined in the Company Business Plan. ~ Assist and supervise the Sales Lead Coordinator to ensure that company marketing campaigns and technician generated leads meet or exceed budgeted levels. ~ Supervise and, when required, assist in taking incoming calls while stressing to all Client Care Representatives that this is the point at which the client will form their first impression of the company. ~ Ensure that each telephone call is answered before the third ring and that the approved company greeting and script is used each time. ~ Formulate CCR and Dispatcher weekly work schedules to ensure proper flow during high volume times, eliminating situations that require placing customers or technicians on hold. ~ Train others on effective use of Successware call taking, call center, and dispatching modules. ~ Maintain accurate reporting of aborted calls, cancelled appointments, call goals, lead goals, etc. ~ Maintain an average call conversion ratio of 90% or higher on all incoming calls. ~ Provide and oversee the distribution of effective marketing material that will generate the budgeted number of sales calls, repair calls, and scheduled service calls each month. ~ Ensure call conversion ratio on all inbound calls hits established targets. ~ Generate additional leads through outbound calling by the Sales Lead Coordinator. Show less

Call Center Manager

• 2008 - 2010

* Answer incoming calls with the company approved greeting. * Schedule service calls at 90% or better. * Outbound call to schedule maintenance for existing priority club members. * Dispatch technicians their service calls one at a time, calling the client before sending them to notify of their arrival. * Debrief every call fully in SW21 after completion with the technician. * Gather data for reports for management on daily progress. * Complete the Dr. Pepper report and Daily… Show more * Answer incoming calls with the company approved greeting. * Schedule service calls at 90% or better. * Outbound call to schedule maintenance for existing priority club members. * Dispatch technicians their service calls one at a time, calling the client before sending them to notify of their arrival. * Debrief every call fully in SW21 after completion with the technician. * Gather data for reports for management on daily progress. * Complete the Dr. Pepper report and Daily Management Reports and send them out by the designated time. * Invoice every job and ensure proper payment was collected. * Track and verify the office and technicians hours work and turn into HR. * Create install packets for each job sold. * Register equipment with the manufacture. * Pull permits, request inspections, schedule any repairs needed, and track as needed. Show less * Answer incoming calls with the company approved greeting. * Schedule service calls at 90% or better. * Outbound call to schedule maintenance for existing priority club members. * Dispatch technicians their service calls one at a time, calling the client before sending them to notify of their arrival. * Debrief every call fully in SW21 after completion with the technician. * Gather data for reports for management on daily progress. * Complete the Dr. Pepper report and Daily… Show more * Answer incoming calls with the company approved greeting. * Schedule service calls at 90% or better. * Outbound call to schedule maintenance for existing priority club members. * Dispatch technicians their service calls one at a time, calling the client before sending them to notify of their arrival. * Debrief every call fully in SW21 after completion with the technician. * Gather data for reports for management on daily progress. * Complete the Dr. Pepper report and Daily Management Reports and send them out by the designated time. * Invoice every job and ensure proper payment was collected. * Track and verify the office and technicians hours work and turn into HR. * Create install packets for each job sold. * Register equipment with the manufacture. * Pull permits, request inspections, schedule any repairs needed, and track as needed. Show less