Acquisition Specialist

• Nov 2021 - Present

Talent Acquisition Specialist

• Nov 2021 - Present

Looking for top talent to join Artemis Lifestyles Team! If you want to join the extraordinary Artemis family…if you want to love where you work…please let us know why you’re a great fit for our amazing team. Please email a brief cover letter and your resume to shunt@artemislifestyles.com. We’d love to hear from you!As Central Florida’s premier full-service community management company for on-site, portfolio and lifestyle management, Artemis Lifestyle Services partners with more than 150 associations and developers throughout the state.We focus on bringing extraordinary community experiences to life for our community of homeowners and for our own extraordinary team.That’s why we’re selective about the communities we manage across Florida. And it’s why we hire the best people, who are passionate about building relationships and helping others by leveraging decades of industry experience to benefit your community

Finance Director, Controller, Public Relations Director & Co-Owner

• Dec 2016 - Dec 2020

➤ Served in a multi-faceted leadership role within this health club that was voted #1 in Orlando by Orlando Magazine. ➤ Pitching the creator of Bionetics as an expert in the field in order to increase pre-sale memberships prior to opening. ➤ Marketed and promoted through corporate networking, in-person presentations, seminars, mailers, and social medial. ➤ Successfully obtained +5K members within 1 year due to effective public relations strategies and campaigns. ➤ Proactively led the Due Diligence team in order to determine profitable acquisition or merger opportunities. ➤ Identified, interviewing, and negotiated with Lenders for a multi-million-dollar new construction project. ➤ Analyzed geographic locations for the most profitable new site, as well as hired and onboarded new employees. ➤ Effectively prepared all employee payroll, in addition to setting-up and managing employee benefits and compensation. ➤ Managed company financial reports through accounting software, and tracked status of profitability and revenue. ➤ Directly managed Accounts Payable and monitoring Accounts Receivable, while creating all bank reconciliations.

Finance Director

• Jul 2015 - Dec 2016

➤ Successfully led fiscal operations and ensured the financial health of a multi-million-dollar charitable company. ➤ Actively participated in determining the strategic direction of the company through senior management teamwork. ➤ Oversaw general accounting, AP/AR, grants budgeting and accounting, payroll, audits, and regulatory reporting. ➤ Developed and maintained systems for cash management and credit vehicles, and oversaw donations via online CRM. ➤ Played a key role in raising over $10M in just 6 weeks, as well as forecasted ROI for current and future programs. ➤ Efficiently reconciled +500 daily checks and cash donations, including preparing and submitting all donor receipts. ➤ Ensured all State and Federal requirements were met, with a focus on charitable status and year-end IRS form 990. ➤ Prepared and analyzed accurate, timely financial and variance reports each month, reporting to the CEO and the Board.

Vice President – Treasury Solutions Office & Vice President – Small Business Banking

• Nov 2011 - Jul 2015

➤ Came aboard as VP & Small Business Banker, closing opportunities with companies with $5-250M in annual revenue. ➤ Achieved top credit card sales and loan production through Q2 ‘13, and led team in deposit growth through QTD ‘14. ➤ Surpassed expectations for Q1 '12 goal, hitting 338%, as well as achieved 240% for Q2 '12 and 270% for Q3 '12. ➤ Received a promotion to Treasury Solutions, focusing on liquidity management along with relationship structure. ➤ Managed working capital solutions including deposits, investments, collection/disbursement services, and e-banking. ➤ Handled fraud prevention, merchant services, credit card programs, international banking, foreign exchange, and Trade. ➤ Leveraged a consultative sales approach, with a high focus on business lending and clients' treasury management needs. ➤ Identified, uncovered, and mitigated inherent risks within companies' financial, presenting most applicable solutions. ➤ Focused on new money, payroll, merchant services, and business credit, within framework of company credit culture. ➤ Determined additional opportunities for customers to work with partners of the bank as well as other lines of business. ➤ Engaged in business development, building relationships with centers of influence to drive revenue and referrals.

Business Banking Specialist

• Jul 2009 - Nov 2011

➤ Acquired and managed a portfolio of new and current small business customers with annual revenues up to $2MM. ➤ Served as a risk leader, managing risks in the business and ensuring compliance with controls, laws, and regulations. ➤ Deepened relationships and maximized retention, profit, and client portfolio growth by driving financial success. ➤ Proactively engaged customers to conduct assessments and uncover their complex short-/long-term goals. ➤ Leveraged systems to set appointments and conduct follow-up, while consistently increasing sales opportunities. ➤ Effectively worked closely with business partners including Merchant, Payroll, Mortgage, and Financial Advisors. ➤ Ensured an exceptional customer experience, including making introductions to partners to meet broader financial needs.