At CathCap, we are catalysts for accelerated profit. We empower entrepreneurs to achieve their financial goals by delivering transparent and accurate financials that provide clarity and enable them to make informed decisions. We specialize in law, medical, E-commerce, SaaS, advertising, and manufacturing industries. Our team of professionals include Strategists, COOs, CFOs, Controllers, Financial Analysts, Data Visualizers, Accountants, Bookkeepers, and System Integrators that provide fractional services to coachable entrepreneurs.

• Consult with key stakeholders in a diverse range of businesses, including one multi-million-dollar client, to identify needs and deliver effective solutions. • Leverage strong technical skills and business acumen to strategize best data tracking, analysis, and management methods to maximize business growth.• Constructed user-friendly revenue and sales tracking Google Sheet with dashboard visualizing key business metrics.• Built in recurring revenue forecasting features and strategic access control as business grew and use changed; migrated data and updated features to a second annual sheet after a year of daily use

• Oversaw core strategies, internal staff processes, and external communications; partnered with leadership team to define and implement long-term business goals.• Conducted revenue forecasting in Excel to create and maintain a budget that effectively anticipated and addressed organizational needs.• Generated and delivered complex financial data for grant reports; identified and acted upon opportunities to streamline data collection and analysis processes.• Handled credit card reconciliation and processed staff stipends; produced the first Annual Report using Adobe InDesign and Illustrator.• Performed ongoing updates to Squarespace website, including site edits, adding and removing staff, and posting blogs and new reports.• Launched quarterly newsletter and implemented web presence best practices; tracked and reported Squarespace website analytics to Founder/CEO and leadership team.

• Strategized, promoted, and facilitated new Leadership Development Course for arts professionals; coordinated marketing strategy and wrote online copy.• Mediated Zoom chat and questions during 8-week online course.• Uploaded videos and captions to YouTube and embedded in Squarespace website; reported and evaluated view metrics.

• Directed Young Composers Project (YCP) and 6 other education and access programs to impact 35,000+ students and teachers annually; hired, trained, and supervised Education Manager and 3 Composition Instructors.• Communicated proactively and professionally with visiting composers and guest artists; adhered to the Collective Bargaining agreement when contracting TSO musicians.• Successfully advocated for artistic budget increase to rent works by BIPOC and women composers for programming on youth concerts.• Played key role in senior leadership; presented Education Department data reports at board meetings; coordinated with Development team to report Education statistics and compose grant applications.• Managed departmental budget in Excel, working closely with Finance Director to create accurate revenue projections and cash flow forecasts.• Generated annual curriculum materials for 3 school-based programs using Adobe InDesign and Illustrator; maintained Education pages on TSO WordPress website and constructed online curriculum materials for teachers.• Executed database entries and pulled reports in Archtics (ticketing system) and OPAS (orchestra operations management system).• Utilized Excel on a daily basis to locate and update school registrations, performance schedules, payment management, and curriculum planning.• Engineered and conducted surveys for schools, teachers, students, and volunteers, using SurveyMonkey, Google Forms, and in-person surveys.• Compiled, analyzed, and reported survey results to senior leadership and board; recommended and implemented program improvements to maximize both student engagement and department revenue.• Balanced multiple projects and priorities simultaneously in a dynamic, fast-paced environment while meeting tight deadlines and strict quality standards.• Coached and mentored junior team members in policies and best practices with a focus on continuous improvement and professional development.

• Supervised opening of new facility and day-to-day operations; hired and trained daycare and dog walking staff; composed job descriptions, standard operations manual, and client onboarding materials.• Spearheaded design, development, and maintenance of WordPress website, client management database, and Facebook community.• Reviewed, analyzed, and reported key business metrics to owners, including website hits, blog reads, new client signups, and Facebook views.

Utilized Mandarin language daily to assist Chinese patients with their prescriptions

Bass performer and Companion for elderly woman with dementia