Experience

Eucalyptus LLC

• United States
• Accounting
• 1 - 100 Employee

• Sales Director

  • Jun 2023 - Present

  Experienced Sales Director with a proven track record of driving revenue growth and exceeding sales targets across diverse industries. A strategic leader adept at developing and executing sales strategies to penetrate new markets and expand existing customer bases. Possessing a keen understanding of market trends and customer needs, I have successfully led high-performance sales teams to achieve exceptional results. Accomplishments: Revenue Growth: Led the sales team to grow the company from start up to profitability in 90 days. Met or exceeded sales targets each month. Team Leadership: Led and motivated cross-functional sales teams of up to 10 members, fostering a culture of excellence and collaboration. Coached and mentored team members to optimize their performance and exceed targets. New Market Penetration: Successfully identified and entered untapped markets, resulting in a 30% increase in market share within 12 months. Developed go-to-market strategies tailored to local market dynamics and customer preferences. Key Account Management: Cultivated and nurtured strategic partnerships with key clients, leading to long-term contracts and repeat business. Maintained strong customer relationships, ensuring high customer satisfaction levels. Sales Process Optimization: Implemented data-driven sales processes and utilized CRM tools to enhance sales efficiency and pipeline management. As a results-driven Sales Director, I am committed to delivering exceptional performance and fostering a high-performance sales culture within the organization. My ability to lead, strategize, and build strong relationships positions me to drive continued success in sales and exceed business objectives. Show less



Fintegrate LLC

• Wilmington, North Carolina, United States

• Chief Financial Officer

  • Feb 2023 - Present

  Dedicated and results-oriented Chief Financial Officer (CFO) with a passion for accelerating the growth of software startups through strategic financial leadership. Adept at securing seed capital, optimizing financial operations, and building robust accounting frameworks from the ground up. Skilled in conducting successful business negotiations, forming high-performing teams, and implementing innovative solutions to foster success. Key Responsibilities and Achievements: Capital Procurement: Leading the development of a compelling investment pitch deck and spearheaded outreach efforts to venture capital firms, resulting in a successful $1 million seed raise for startup growth. Financial Strategy: Oversees all finance and accounting functions, establishing policies, procedures, and processes from scratch to ensure compliance and seamless operations. Team Leadership: Design, recruit, and train high-performing accounting and finance departments, fostering a culture of excellence and collaboration. Strategic Ventures: Navigate complex contract negotiations to form and manage new ventures, driving innovation and problem-solving. Skills Client Relations · Analytical Skills · Problem Solving · Finance · Financial Reporting · Accounting · Consulting · Financial Analysis · Strategic Planning · Financial Modeling · Team Management · Contract Negotiation Show less



High Violet, LLC

• Las Vegas, Nevada, United States

• Founder/Managing Partner

  • Nov 2020 - Present

  Delivers expertise and support to clients on financial statement analysis, capital structure, mergers and acquisitions, and standing up and operating effective accounting departments. Builds and maintains a portfolio of clients, working closely to identify needs, develop strategies, and drive end-to-end execution, ensuring alignment with current and future goals. Expertise & Accomplishments: - Conducts successful business acquisition negotiations, achieving record levels of growth and competitive market presence. - Designs, recruits, and trains high-performing accounting and finance departments. - Forms and manages new ventures through intense contract negotiations and problem-solving. - Supports clients in transitioning and implementing accounting and inventory software and systems. Show less



CAP3

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Founder/CEO

  • Nov 2014 - Nov 2020

  Established and grew a consulting, accounting, and financial planning company, spearheading all aspects of operations and business development. Served as a Fractional CFO to 70+ small business owners, providing education and support on business acquisitions, negotiations, annual budget preparation, and policy development. Expertise & Accomplishments: - Formed a senior leadership team through an extensive candidate search and rigorous interview process. - Assisted clients with acquiring $25M+ in loans and investments to avoid bankruptcy and achieve profitability. - Provided high-end tax planning, including ESOPs, captive insurance companies, and retirement plans. - Devised innovative bookkeeping methods, allowing for the real-time reconciliation of 80 books. Show less



Robert J. Rickert, CPA, PC

• Wilmington, North Carolina, United States

• Founder

  • Jan 2010 - Nov 2014

  Instituted and ran an accounting agency focused on financial planning, bookkeeping, tax preparation, and regulatory compliance. Expertise & Accomplishments: - Prepared and delivered 300+ complex tax returns annually. - Developed and implemented a staff training program to enhance knowledge of accounting and bookkeeping systems. Instituted and ran an accounting agency focused on financial planning, bookkeeping, tax preparation, and regulatory compliance. Expertise & Accomplishments: - Prepared and delivered 300+ complex tax returns annually. - Developed and implemented a staff training program to enhance knowledge of accounting and bookkeeping systems.



Intuit

• United States
• Software Development
• 700 & Above Employee

• Ask A Tax Expert Team Manager

  • Feb 2011 - Jan 2013

  Tax Team Manager Established and managed the Mergers and Acquisitions department for the wealth advisory services organization. Expertise & Accomplishments: - Hired a team of 30 seasonal tax accountants and positioned as the highest-ranked team in the organization (2012). - Drove performance by facilitating meetings, conducting reviews, creating employee incentives, administering recognition and rewards programs, and fostering a positive and motivating culture. Tax Team Manager Established and managed the Mergers and Acquisitions department for the wealth advisory services organization. Expertise & Accomplishments: - Hired a team of 30 seasonal tax accountants and positioned as the highest-ranked team in the organization (2012). - Drove performance by facilitating meetings, conducting reviews, creating employee incentives, administering recognition and rewards programs, and fostering a positive and motivating culture.



Dynamic Advisory Solutions

• United States
• Accounting
• 1 - 100 Employee

• Director

  • Jun 2006 - Sep 2010

  Established and managed the mergers and acquisitions department for a financial advisory service organization. Expertise & Accomplishments: - Facilitated the sale of three companies and increased revenue 125% in two years. - Met accounting financial objectives by forecasting requirements, preparing annual budgets, and scheduling expenditures. Established and managed the mergers and acquisitions department for a financial advisory service organization. Expertise & Accomplishments: - Facilitated the sale of three companies and increased revenue 125% in two years. - Met accounting financial objectives by forecasting requirements, preparing annual budgets, and scheduling expenditures.



Robert J. Rickert, CPA, PLLC

• Sterling Heights, Michigan, United States

• Founder

  • Jun 2004 - Jun 2006

  Founded full service CPA firm, offering tax preparation, tax planning, bookkeeping, audit and advisory services. Sold in 2006. Founded full service CPA firm, offering tax preparation, tax planning, bookkeeping, audit and advisory services. Sold in 2006.



Moceri & Company, P.C. CPA

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Feb 2002 - Jun 2006

  Tax prepapration, tax planning, audits, compilations. Tax prepapration, tax planning, audits, compilations.