Director of Finance and HR

• Oct 2021 - Present

Finance and HR Manager

• Jan 2019 - Oct 2021

Practice Administrator

• Jul 2017 - Present

Advanced Bookkeeping Projects Consultant

• Aug 2016 - Jan 2019

• Special projects for clients ranging from data entry cleanup, creating workflows for A/R processes, acting as a Subject Matter Expert and problem solving for collections efforts. • Expert level skill in Desktop, Enterprise and Inventory modules. • Special projects for clients ranging from data entry cleanup, creating workflows for A/R processes, acting as a Subject Matter Expert and problem solving for collections efforts. • Expert level skill in Desktop, Enterprise and Inventory modules.

Materials Manager

• Nov 2015 - Jul 2017

• Responsible for ordering materials based on long term requirements from customer • Track and trace all shipments from factories overseas to their final destinations in the US • Provide logistical support to customs broker and customer to ensure timely arrival of product • Ensure accurate paperwork for customs clearance in US and internationally • Manage inventory levels in warehouse to optimize the balance between maintaining an adequate on hand balance and costs of storing materials. • Reduced product aging in warehouse from $400,000 in May of 2016 to less than $10,000 in May 2017. Average piece price is $9.27 • Created process for verifying warehouse charges based on daily per pallet rates and pallet management fees • Worked with remote warehouse locations to create accurate shipments and verify on hand counts • Requested materials via PO to overseas factory (Quickbooks) • Managed receipt of materials and inventory management (Quickbooks) • Processed payments from customers for received materials - AR (Quickbooks) • Processed payments to vendors – AP (Quickbooks) • Reconcile Quickbooks ledger against bank account balances • Maintained records for compliance with US Department of Commerce AD/CVD regulations • Compiled necessary documentation for audit of internationally based holding company Show less

Client Experience Manager

• Jun 2014 - Nov 2015

• This is a unique position within the company that is responsible for serving all the needs of a base of small to medium business clients including sales, customer service, training, reporting and provisioning tasks. • Troubleshoot and improve client calls, web conferencing, software training, and billing applications utilizing a variety of customer interface platforms. • Responsible for provisioning and reporting support for internal customers and account managers on several teams responsible for a separate base of business. • Work with internal partners to provide an exceptional client experience which include but is not limited to complicated provisioning tasks, finance and billing inquires, training end users and resolving technical complaints and issues. • Performed all basic prospecting tasks to increase committed revenue from existing clients. • Achieved 110% of quota in first 6 months. • Worked with proprietary VOIP based call management and call center management software, client production and provisioning tools and customer service email queue. Saleforce.com was utilized for sales activity tracking, commission support and customer record management. Show less

Business Consultant

• Nov 2013 - Jun 2014

Account Executive

• Aug 2012 - Nov 2013

• Performed all basic prospecting activities including cold calls, telemarketing and soliciting referrals from multiple sales • Managed relationships with current clients for the purpose of not only retaining those clients but selling ancillary services and soliciting referrals for new clients • Worked with internal resources to provide answers to customer questions regarding billing, service and lease information • Acted as a resource to other team members for questions regarding account management, territory optimization, analysis of possible solutions and general follow up with internal partners Show less

Sales Consultant

• Feb 2011 - Aug 2012

Sales Consultant • Performed all basic prospecting activities including cold calls, telemarketing and soliciting referrals from multiple sales channels • Managed relationships with current clients for the purpose of not only retaining those clients but selling ancillary services and soliciting referrals for new clients • Activity in all steps of the sales cycle including soliciting basic prospect information, determining product and pricing benefits, providing needed documentation to operations, obtaining federal and state account verifications, handling client complaints and working with operations staff to correct errors. • Provided metrics to senior management on a daily, weekly and monthly basis for sales activities. • Graduated Paychex University payroll program. This certificate program covers all aspects of payroll including regular payroll calculations, advanced deductions and special tax requirements, employer federal and state tax filings (monthly, quarterly and annual) and requirements for different types of business entities. District Sales Assistant • Supported two District Sales Managers and twenty sales representatives • Completed monthly audits of commission reports for accuracy and to maximize revenue utilizing Oracle ERP system. During transition this system was used to audit new Salesforce.com site. • Coordinated with Operations staff to ensure smooth transitions of account information from sales staff. • Problem solved to find solutions without interrupting the sales consultants allowing them to focus on their sales activity. • Worked with clients to find and/or create records, including previous payrolls and quarterly filings and verifying business entity information with the IRS. Show less

Marketing Assistant

• Apr 2010 - Feb 2011

Insight Management is a privately owned company that provides marketing and promotion services to persons and groups in the entertainment industry. Current clients include: Moody Blues, Eric Clapton, Donna Summer, Easton Corbin, Chick Corea and Yo Gabba Gabba. Insight Management is a privately owned company that provides marketing and promotion services to persons and groups in the entertainment industry. Current clients include: Moody Blues, Eric Clapton, Donna Summer, Easton Corbin, Chick Corea and Yo Gabba Gabba.

Assistant Director

• Jul 1997 - Oct 2001

RCTIE was a not for profit organization that operated within the structure of Rockhurst University. The organization provided IT training through third party providers and special group opportunities. Member companies included Sprint, Butler, Farmland, Cerner and AMC Theatres. RCTIE was a not for profit organization that operated within the structure of Rockhurst University. The organization provided IT training through third party providers and special group opportunities. Member companies included Sprint, Butler, Farmland, Cerner and AMC Theatres.