Will Powers
Director of Operations at Prestige Investment Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Member
Forbes Business CouncilMar, 2023- Nov, 2024 -
2022/2023 Core Product Certified
SmartsheetNov, 2022- Nov, 2024 -
Association of Accredited Small Business Consultant
Association of Accredited Small Business Consultants®Jan, 2016- Nov, 2024 -
Smartsheet Channel Partner Program
SmartsheetJan, 2016- Nov, 2024 -
Smartsheet Solution Certified User
SmartsheetOct, 2019- Nov, 2024 -
Smartsheet Product Certified User
SmartsheetSep, 2019- Nov, 2024
Experience
-
Prestige Investment Group
-
United States
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Director of Operations
-
Oct 2022 - Present
As Director of Operations, I develop, maintain, and continuously improve internal/external SOP's to maximize accuracy, clarity, & efficiency, while managing investor relations.
-
-
Fund Manager
-
Oct 2017 - Oct 2022
As Fund Manager, I spearhead the campaign to continuously enhance investor relations through internal/external analytics and clear, concise, secure communication. Also acting as liaison between the entity and the legal & finance teams, I remain tirelessly committed to win-win outcomes.
-
-
-
Heller Capital
-
United States
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Executive Finance Resource
-
Oct 2017 - Dec 2021
As Executive Finance Resource (EFR) to the CEO, I provide finance resource in the development and management of monthly financial statements for various entities in the Heller Capital Group portfolio. Additionally, I provide acquisitions modeling, asset evaluation, and general finance resource on strategic projects along with ad-hoc resource for the CFOs of Heller Capital Group operating portfolio Companies. As Executive Finance Resource (EFR) to the CEO, I provide finance resource in the development and management of monthly financial statements for various entities in the Heller Capital Group portfolio. Additionally, I provide acquisitions modeling, asset evaluation, and general finance resource on strategic projects along with ad-hoc resource for the CFOs of Heller Capital Group operating portfolio Companies.
-
-
-
Digital Performance Solutions
-
Financial Services
-
Owner
-
Jan 2016 - Dec 2018
DPS was designed to address a key issue facing many small businesses today; technological fluidity. In an era where technology has taken an undeniable role in our everyday lives, companies have been forced to adapt or quickly face the consequences. With this philosophy in mind, our forward-thinking approach to growth allows you, the business owner, to take a step back and review not only “where we are,” but, “where we want to be.” DPS was designed to address a key issue facing many small businesses today; technological fluidity. In an era where technology has taken an undeniable role in our everyday lives, companies have been forced to adapt or quickly face the consequences. With this philosophy in mind, our forward-thinking approach to growth allows you, the business owner, to take a step back and review not only “where we are,” but, “where we want to be.”
-
-
-
The Yorkaire Group
-
1877 Whiteford Rd, York, PA 17402
-
Technical Sales Representative
-
Nov 2016 - Aug 2017
Located in Central Pennsylvania, The Yorkaire Group offers custom combustion systems, comprehensive mechanical services, and specialty ventilation systems. The Yorkaire Group is a leader in the design and manufacture of batch and continuous dryers, thermal and catalytic fume oxidizers and industrial ovens. Our team of engineers, fabricators and installers are experienced, innovative problem solvers who are committed to providing excellent customer service 100% of the time. Essential duties and responsibilities - Build relationships with business owners, management representatives, engineers, maintenance and purchasing agents that are responsible for the decision making process to drive the sale of The Yorkaire Group mechanical contracting through parts, service and projects of all scales. - Perform site visits and collect data to aid in the proposal preparation process. - Review blueprints, plans, and other customer documents to estimate and present price quotes. - Assist customers in answering technical questions, operation, maintenance, service and problem resolution. - Utilize current, and create innovative sales tools to effectively plan and increase business opportunities beyond forecast goals. - Improve the culture of The Yorkaire Group by promoting and creating a positive attitude and outlook. Show less
-
-
-
Bass Mechanical, Inc.
-
United States
-
Mechanical Or Industrial Engineering
-
1 - 100 Employee
-
Operations Analyst
-
Sep 2014 - Nov 2015
As an Operations Analyst, I was responsible for assisting the Executive Leadership Team at Bass Mechanical, Inc. with overall operational and administrative duties. Essential duties and responsibilities - Prepared and monitored project forecasts through cost analysis and supply chain management for the purpose of increasing operational efficiency. - Assisted in arranging logistical functions including travel and lodging coordination, departmental scheduling, and physical resource management. - Was responsible for local IT needs, including monitoring of our newly implemented databasing systems and general oversight of technological fluidity. - Performed time-study analysis on a job-by-job basis for the purpose of identifying inefficiencies within our current structure. - Actively tracked customer aging schedules & subsequent invoicing - Actively managed the Bass vehicle fleet in its entirety. - Actively managed the Bass cellular contract in its entirety. - Assisted the Bass leadership team with any administrative or operational duties. Show less
-
-
-
United Texas Bank
-
Dallas/Fort Worth Area
-
Account Representative Residential Lending
-
Jun 2013 - Aug 2013
- Operated in direct contact with Vice-President and CEO. - Manually conducted departmental cost analysis, which resulted in real, tangible changes to be made by corporate executives. - Built and maintained a multi-million dollar Residential Mortgage Pipeline over the course of my two-month summer internship. - Assisted in processing and disclosing individual loan applications while maintaining organizational requirements and achieving optimal efficiency from the initiation stage through the closing stage. Show less
-
-
-
Byler, Goodley, & Winkle, P.C.
-
Lancaster, Pennsylvania Area
-
Processing Assistant
-
Mar 2010 - Aug 2010
- Manually searched, analyzed, and scanned hard-copy files into a computer database system in order to facilitate an efficient and organized system for obtaining and viewing sensitive documents. - Manually searched, analyzed, and scanned hard-copy files into a computer database system in order to facilitate an efficient and organized system for obtaining and viewing sensitive documents.
-
-
Education
-
Juniata College
Bachelor's degree, Accounting -
Manheim Township High School
Diploma