Brian Coats Email & Phone Number

Austin, Tx, Us

Austin, Texas Metropolitan Area

• Business setup (Federal & State)• Legal coordination• Banking setup assistance• Accounting setup and maintenance• Sales tax setup and maintenance• Pricing• Payroll setup and maintenance (including tax compliance)• Insurance policy application and coverage• Tax compliance• Fixed asset acquisitions & dispositions• HR coordination (internal and legal)• Management consulting• Company goal development• Projecting revenue and cash flow

Austin, Texas, United States

Reported directly to VP of Finance and Accounting• Liaise with H-2B visa processing legal firm and company• Program requirement review, execution and dissemination to leadership• Banking and cash flow assistance• Sales tax compliance: calculation, reporting & payments• Pricing computations to maintain optimal company profitability• Insurance audit management and policy renewals• Health & Safety Program management and liaise with professional subcontractor performing work• Insurance policy application and coverage• Workers Compensation insurance interim reporting and payment management• Tax compliance and coordination with Tax CPA firm• Insurance policy renewals, application and coverages management• Property tax compliance, renditions and annual protest coordination

Austin, Texas, United States

Reported to virtual Chief Financial Officer and Chief Operations Officer • Managed administrative team to support company operations• Insurance claim management (auto, liability & workers compensation)• Liaised with attorneys on human resources legal matters• Developed Company Handbook, policies, and standards of procedure to bring the company into significantly improved compliance with human resources rules and regulations• Developed and implemented COVID-19 program to maintain compliance with governing authorities to protect the company and the health and safety of its employees• Managed Health & Safety Program with professional subcontractor performing the field inspections, reports and recommendations

Austin, Texas Metropolitan Area

Reported to the President/Owner• Significantly improved finance and accounting team by cleaning up prior team conditions• Managed pricing overhaul and increased company net margin from 4% to 18% • Worked closely with Executive team on all operational improvements and efficiencies and grew business from $5M – $18M• Managed budgeting, rolling forecasting and financial analysis• Lead all legal, tax, banking, insurance, finance, IT, fleet management, administration, payroll, human resources, owner-related matters• Liaised with H2-B visa program management, immigration agencies and worker facilitation firms to maintain skilled, peak season workforce

Austin, Texas, United States

Reported to President/Owner• Performed accounting & tax return preparation services• Clients increased 2X to 1,200 during tenure• Worked closely with leadership to improve tax season efficiencies• Managed implementation of accounting and practice management software, administrative staff, payroll and benefits

Counselor Education/School Counseling And Guidance Services

Bachelor Of Arts (B.A.)

Honors Truman Scholarship Nomination International Studies PAC