Bree Coplen Email & Phone Number

Jupiter, Florida, United States

Raleigh-Durham-Chapel Hill Area

• Evaluating and selecting applicants following specific hiring standards.• Accurate financial reporting weekly, identifying business trends, in depth analysis, and developing an action plan to improve business operations. • Billing and accounts receivables. • Effectively and efficiently communicate with staff, customers, vendors, and regulatory officials and documenting all facets of operation. • Manages all social media marketing and advertising (Facebook, Instagram, Google Business) for the childcare facilities. • Utilizes Microsoft programs and stay trak for analysis, written communication, applicant selection, and facilities operations. • Works directly with the Regional Director on a weekly basis and as needed on staffing, marketing, training, and maintenance of the childcare facilities.

Jacksonville, North Carolina, United States

• Analyzed, projected and monitored City-wide revenues in excess of $74 million dollars.• Managed the annual five-year Capital Improvement Program process, including plan development, and monitored project financials for 98 projects with a total value exceeding $130 million dollars.• Responsible for preparing all budget adjustments and corresponding agenda items for City Council approval.• Primary City-wide contact for all questions related to the budget and led weekly budget meetings. • Developed five-year forecasting spreadsheet tool for each fund and provided budget recommendations to senior management based on the analysis. • Member of the City’s budget team tasked with budget guidance and development for Public Services, Public Works, Solid Waste, Stormwater, Development Services, City Hall Maintenance and Fleet Maintenance.• Assisted in development of annual operating and capital budget presentation, which received the 2010 GFOA Distinguished Budget Award for the first time in the City’s history. • Led City-wide financial software trainings to improve departmental understanding of the system’s functions and reporting capabilities.• Prepared Water/Sewer Fund and Capital Projects Fund Comprehensive Annual Financial Report (CAFR) statements and exhibits and participated in the annual audit. • Member of the City’s Wellness Committee tasked with conducting health education events for City employees.

Raleigh, North Carolina, United States

• Analyzed, projected and tracked major revenue income in excess of $360 million dollars from various sources, including property taxes and sales tax. • Managed complex operating budget development for the Finance Department’s 11 divisions with a total value of approximately $11 million dollars.• Conducted ongoing monitoring of Finance Department Divisional expenditure budgets.• Member of the City Manager’s Budget Team tasked with balancing the City’s $645 million dollar budget in a financially challenging year. • Developed and managed multifaceted Excel financial models analyzing revenue and expenditures for major capital projects, including three large parking decks to facilitate long-term planning. • Leader of the Finance Department’s General Improvements Team composed of six individuals tasked with improving business processes and executing employee initiatives. • Initiated and facilitated Utility Billing quarterly meetings among six municipalities, which provides opportunities for staff to discuss best practices and identify efficiencies of other municipal practices. • Evaluated financial impacts of bringing Utility Billing third party call-center functions in-house through a three-year financial projection, which determined potential cost savings. • Analyzed financial implications of State legislation, including the Medicaid Sales Tax Swap and the Renewable Energy Bill. • Member of the City’s Gainsharing Committee, which reviews employee submissions for business improvements and cost-savings.

Master'S Degree, Public Administration

Bachelor Of Business Administration - Bba, Business/Managerial Economics

Activities and Societies: Alpha Phi Sorority