Amelia Lockhart Email & Phone Number

Transforming Businesses Through Financial Strategy, Operational Efficiency, and Scalable GrowthStrategic Planning & Execution: Designed and implemented growth-focused business strategies, leading to measurable improvements in profitability and scalability.Leadership & Mentoring: Provided interim executive leadership and hands-on coaching to senior management, strengthening leadership capabilities and aligning teams for success.Operational Optimization: Streamlined processes and automated workflows, resulting in significant cost savings and improved performance—such as reducing manual hours by 89% and saving clients $700K annually.Financial Management: Oversaw budgeting, forecasting, and strategic financial planning, unlocking hidden profit and improving cash flow for businesses facing financial inefficiencies.Business Development: Identified revenue-generating opportunities and forged key partnerships to drive business expansion and market leadership.Change Management: Led organizational change initiatives, empowering businesses to adopt new systems, processes, and leadership strategies for sustainable growth.

Washington, Dc, Us

Delivered critical guidance and support to start-up business clients and existing finance managers, directors, and CFOs, assisting in the planning, directing, organizing, and reviewing activities of finance departments. Specialized in mentoring business clients in various financial functions, including annual reporting, fund accounting, payroll, accounts payable, accounts receivable, utility billing, investments, short-term and long-term debt, tax audit functions, procurement processes, report production, financial analysis and reporting, financial planning, financial compliance, financial management, budget and financial management, business planning, data integrity, risk management, disaster recovery, asset management, choosing accounting software systems, and generally accepted accounting principles. Guided in the coordination with third parties in annual budget development, budget preparation, budget analysis, and budget implementation to ensure compliance with local, state, and federal agencies. Acted as state presenter for taxes and licensing, demonstrating adeptness in public speaking, PowerPoint presentations, Microsoft Office products, Zoom webinars, public presentations, community relations, public relations, and dispute resolution. ● Continuously provide valuable cost-saving recommendations by matching mentees with the appropriate accounting software based on their business type, scale, and unique needs.

St. Petersburg, Fl, Us

Adept at cultivating strong client relationships, analyzing risk factors, and delivering comprehensive financial guidance to ensure optimal coverage and financial security. Demonstrated ability to meet key performance indicator targets through effective communication and a thorough understanding of financial products and market trends. Maintain detailed records of client investments, retirement plans, insurance policies, and benefits administration. Leverage variety of planning tools and clear, comprehensive presentation methods to convey financial strategies and advice.

Provided financial advice and guidance to public sector employees and privately held businesses. Collaborated with partners and associates to develop tailored financial plans for clients, ensuring the most suitable products are utilized according to unique circumstances. ● Empowered individuals in reducing portfolio fee expenses in 403B/401K accounts by 0.5-1.5% through selecting suitable investments within retirement account. ● Identified a training gap for new associate, particularly female associates. Created study groups to foster a workplace environment inclusivity and collaboration. These study groups were safe spaces, outside of mandated training, where associates could test ideas, business plans or growth models, and seek guidance from expert guest speakers that I brought in from branches around the country, increasing KPIs for all involved.

Bellingham, Washington, Us

The Bellingham Makerspace is a family-friendly space that individuals and families can come explore and express their creativity in many different ways. At the Makerspace, we try to offer as many mediums as possible. Our tools and capabilities include a variety of 3d printers, laser cutting and engraving for wood and acrylic, vinyl cutting for stencils and stickers, large format printers, electronics workbenches, sewing machines, CNC machining, ceramics, screen printing, and a full woodworking and metalworking shop.Our goal is to create a neutral space for community members to come and explore their creativity with like minds. We have a multipronged approach to this goal. We offer classes to the general public, both in arts and crafts, as well as how to use the various tools available in our space. Members have access to tools and space to work on their projects that would otherwise be unaffordable or inaccessible. We also have volunteer “tool champions” to help members with their projects. Anyone can become a member for a nominal fee, and we have discounted memberships for students. Additionally, we host events where anyone can come and share their projects and ideas to gain feedback. For those looking to expand their craft and needing space, we offer studio space for rent. Finally, we collaborate with other organizations and schools, to share art and knowledge. For information about the Bellingham Makerspace, visit our website at www.bellinghammakerspace.org.

Extended expert guidance to families navigating through the complexities of trust and estate administration. Assisted with crucial documentation, liaised with legal and financial professionals, and coordinated asset transfers to ensure clients' needs met while minimizing tax liabilities. Supported clients in securing social security disability insurance benefits and Medicaid where necessary. Implemented strategies to protect clients' estates from undue tax burdens, ensuring the efficient transfer of assets and the protection of clients' financial stability. ● Provided assistance to over 150 families during the pandemic.

Established consulting and tax firm, overseeing all aspects of business operations including client relations, marketing, financial management, and personnel. Directed the hiring, training, and performance review processes, and administered compensation and benefits. Ensured the provision of a wide range of services for business clients such as full-cycle accounting in line with GAAP, budgeting, debt management, payroll services, financial analysis, and tax preparation. Facilitated individual services such as money management, college planning, tax preparation, and credit counseling.● In 2016 alone, returned $1,560K in new jobs to the community by working with startups, and managing bookkeeping, payroll, and taxes for over 200 local business clients.

Headed financial operations and enforced regulations for business associations. Led development and maintenance of thorough financial records, including budgets and government documents. Deployed internal control systems and best practices to ensure compliance with board governance. Chaired meetings with city council, public works, and business owners to plan community events and ensure adherence to local laws. Oversaw the preparation and filing of public finances, specifically Form 990.● Successfully prepared and filed 501(c)3 tax-exemption application, securing IRS compliance and establishing the organization's non-profit status.● Instituted board compliance best practices, enhancing the organization's governance and operational efficiency.

Pioneered non-profit organization dedicated to promoting financial literacy, education, and providing support to small businesses. Collaborated with other non-profit organizations to strengthen communities through the provision of financial education, including credit counseling and housing guidance. ● Fostered robust partnerships with other non-profit organizations to enhance community strength through comprehensive financial education.● Built volunteer-run and succeeded in establishing financial literacy task forces in three state counties within Washington state.

Warwick, Rhode Island, Us

Copenhagen, Denmark, Dk

University Park, Pa, Us

University Park, Pa, Us

University Park, Pa, Us

Juris Doctorate, Tax Law/Taxation

Master Of Business Administration (Mba), Finance

Graduate Certificate, Finance

Bachelor Of Science (B.S.), Finance, General

Bachelor Of Arts (B.A.), Economics