As a Business Administrator, I am entrusted with the responsibility of managing its financial activities, encompassing various tasks such as budget development and administration, maintaining financial and position records, and overseeing the financial management of student activity accounts across all schools and the central office of the Portsmouth School Department within the City of Portsmouth.It is my duty to supervise the overall activities related to the business office, accounts… Show more As a Business Administrator, I am entrusted with the responsibility of managing its financial activities, encompassing various tasks such as budget development and administration, maintaining financial and position records, and overseeing the financial management of student activity accounts across all schools and the central office of the Portsmouth School Department within the City of Portsmouth.It is my duty to supervise the overall activities related to the business office, accounts payable, payroll, operations, risk management, transportation, food service, and facilities.As a trusted advisor to the superintendent, I provide guidance and recommendations on all matters pertaining to the business affairs of the district. This involved sharing insights and expertise to facilitate informed decision-making.To ensure transparency and accountability, I regularly present the budget on a monthly basis to the School Board. It is my responsibility to address any questions and provide them with comprehensive responses.My role as the chief financial officer allowed me to make a meaningful impact on the school district's financial health and overall operations.I take pride in diligently carrying out my responsibilities and contributing to the success of the district's educational mission.Some of my achievements to date:► Advised board members and administrative staff on collective bargaining negotiations, resulting in successfully negotiating CBA's and sidebar wage agreements.► Coordinated presentation, justification, and preparation of additional analysis to understand budget proposal to the Superintendent for action by the school board.► Supervise food services director and transportation director to ensure efficient running of services or programs, including overseeing annual budget. Show less

During my time here, I support excellence in the practice of school business management to benefit the educational community.My duties comprise of designing and teaching different responsibilities, including accounting and financial management, educational organization, facilities and property management, food service operations, human resources, information management, pupil transportation, and risk management.The following was my pivotal duty in this role:► Acted as… Show more During my time here, I support excellence in the practice of school business management to benefit the educational community.My duties comprise of designing and teaching different responsibilities, including accounting and financial management, educational organization, facilities and property management, food service operations, human resources, information management, pupil transportation, and risk management.The following was my pivotal duty in this role:► Acted as at-large member and Licensure Mentor to provide guidance and mentorship to aspiring school business managers to foster professional growth and development.► Worked with the Executive Director, President, Commissioner of Education, the Division of Credentialing, and the state Board of Education in order to design a credentialing process for School Business Administrators in New Hampshire. Show less

Within this job role, I Chair the finance/budget committee that oversees financial matters and budgetary decisions on a $52M budget.Working closely with the Superintendent and Business Administrator, we collaborated on developing plans and securing funding for a new middle school. It was crucial for us to effectively communicate the financial implications of a $50 million bond to the board and taxpayers, ensuring transparency and understanding.Beyond financial responsibilities… Show more Within this job role, I Chair the finance/budget committee that oversees financial matters and budgetary decisions on a $52M budget.Working closely with the Superintendent and Business Administrator, we collaborated on developing plans and securing funding for a new middle school. It was crucial for us to effectively communicate the financial implications of a $50 million bond to the board and taxpayers, ensuring transparency and understanding.Beyond financial responsibilities, I was appointed as a committee member for interview panels.I actively contribute to the selection process for a new Superintendent, new elementary school principal and the DEIJ (Diversity, Equity, Inclusion, and Justice) Coordinator.Through my participation, I provide valuable insights and feedback to support the hiring decisions and ensure that the best candidates were chosen to fulfill these important roles.Below listed were my key accomplishments:► Served on design, informational, and finance committee while working with bond counsel for new $50M middle school project to secure loan bonds and finance the project.► Liaised with administration and union leadership to negotiate four labor contracts and two wage agreements as a member of the negotiations committee to ensure fair and equitable agreements for all involved parties. Show less

As an Adjunct Professor, I instruct a variety of courses in the business administration department's insurance and risk management program, including Business Finance, Sales Management, Personal Insurance, Commercial Insurance, Agency Operations, Introduction to Business, and Business Management.Following was my pivotal accomplishment under this role:► Contributed to development of insurance and risk management program's curriculum, helping to shape the content and structure of… Show more As an Adjunct Professor, I instruct a variety of courses in the business administration department's insurance and risk management program, including Business Finance, Sales Management, Personal Insurance, Commercial Insurance, Agency Operations, Introduction to Business, and Business Management.Following was my pivotal accomplishment under this role:► Contributed to development of insurance and risk management program's curriculum, helping to shape the content and structure of courses to meet needs of students and prepare for success in the field. Show less

As an Executive Board Member, I joined the board of directors of a coalition formed to address public employee healthcare concerns, including quality, choice, cost control, and service for public entities.My responsibilities include contributing to the finance committee as a public employer to provide insights and recommendations to assist sound financial management and decision-making.Here is my potential working in this job:► Developed and supervised annual budget… Show more As an Executive Board Member, I joined the board of directors of a coalition formed to address public employee healthcare concerns, including quality, choice, cost control, and service for public entities.My responsibilities include contributing to the finance committee as a public employer to provide insights and recommendations to assist sound financial management and decision-making.Here is my potential working in this job:► Developed and supervised annual budget along with managing revenue of $200M+ to ensure efficient allocation of resources and alignment with organizational goals. Show less

Responsibilities include Financial Reporting/Budgeting | Project Management | Organizational Development | Software Migration | Strategic Planning | Business/Risk Management | Cost Control Measures | Contractual Negotiations | Team Leadership

As a Business Administrator, I am entrusted with the responsibility of managing its financial activities, encompassing various tasks such as budget development and administration, maintaining financial and position records, and overseeing the financial management of student activity accounts across all schools.It is my duty to supervise the overall activities related to the business office, accounts payable, payroll, operations, human resources, risk management, transportation, food… Show more As a Business Administrator, I am entrusted with the responsibility of managing its financial activities, encompassing various tasks such as budget development and administration, maintaining financial and position records, and overseeing the financial management of student activity accounts across all schools.It is my duty to supervise the overall activities related to the business office, accounts payable, payroll, operations, human resources, risk management, transportation, food service, and facilities.As a trusted advisor to the superintendent, I provide guidance and recommendations on all matters pertaining to the business affairs of the district. This involved sharing insights and expertise to facilitate informed decision-making.To ensure transparency and accountability, I regularly present the budget on a monthly basis to the Budget Committee. It is my responsibility to address any questions and provide them with comprehensive responses.My role as the chief financial officer allowed me to make a meaningful impact on the school district's financial health and overall operations.I take pride in diligently carrying out my responsibilities and contributing to the success of the district's educational mission.Some of my achievements to date:► Advised board members and administrative staff on collective bargaining negotiations, resulting in successfully negotiating three CBA's and two sidebar wage agreements during tenure.► Coordinated presentation, justification, and preparation of additional analysis to understand budget proposal to the Superintendent for action by board and budget committee.► Implemented migration of school district to a new accounting software during the first year.► Supervised food services director, facilities director, and transportation director to ensure efficient running of services or programs, including overseeing annual budget of $18M across 3 schools and 800 students, along with an additional $7M in ESSER Funding. Show less

During my time here, I Identified clients and prospects in need of investment guidance and risk management and recommended investment and suitable insurance solutions for specific needs.By understanding their specific needs, I recommended suitable investment and insurance solutions to meet their financial goals.I also had the privilege of mentoring new team members and interns, guiding them through due diligence procedures, gathering information, conducting technical and… Show more During my time here, I Identified clients and prospects in need of investment guidance and risk management and recommended investment and suitable insurance solutions for specific needs.By understanding their specific needs, I recommended suitable investment and insurance solutions to meet their financial goals.I also had the privilege of mentoring new team members and interns, guiding them through due diligence procedures, gathering information, conducting technical and fundamental analysis, developing insurance solutions, and creating financial plan presentations. It was rewarding to help them build their practice and develop their skills in the field.To support our clients, I oversaw a team of analysts who played a vital role in the planning processes. Their assistance allowed us to streamline operations and provide comprehensive services to our valued clients.Moreover, I coordinated regular portfolio reviews with clients to evaluate investment performance.These reviews not only assessed their portfolio's progress but also ensured that it aligned with their long-term financial goals. It was important to maintain open communication and keep clients informed about their investments.Following were my pivotal duties in this role:► Qualified and nominated for Gateway to Growth, a comprehensive program that combined mentoring, peer group accountability, and educational programming to increase productivity and retention, as well as qualified for FastTrack Academy, an advanced training program for high-producing and skilled financial advisors and wealth managers.► Formulated effective asset and retirement allocation strategies and developed investment models for client portfolios by utilizing advanced financial analysis and budget development techniques to optimize results for personal and business plans. Show less

Within this job role, I created new business opportunities and expanded client base for one of the largest commercial insurance brokers in the country through effective business development strategies.I was assigned with the task of leveraging expertise in a wide range of industries, including manufacturing, energy, construction, food and beverage, educational institutions, municipalities, healthcare, real estate, and professional services.Furthermore, I built customized and… Show more Within this job role, I created new business opportunities and expanded client base for one of the largest commercial insurance brokers in the country through effective business development strategies.I was assigned with the task of leveraging expertise in a wide range of industries, including manufacturing, energy, construction, food and beverage, educational institutions, municipalities, healthcare, real estate, and professional services.Furthermore, I built customized and comprehensive insurance programs for clients, including property and casualty, workers compensation, health insurance, and cyber security to ensure adequate risk management.Below listed were my key accomplishments:► Conducted successful RFP/RFQ presentations and negotiated favorable terms and conditions on behalf of clients.► Achieved the PEAK Award by exceeding production goals and demonstrating exceptional performance in generating new business and building strong relationships with clients.► Collaborated with C-level executives and high net-worth clients and companies to identify financial needs and provide effective solutions to enhance financial security. Show less

Served on the Board of Directors as VP, Director of Business Operations and last held the position of Director of the Hall of Fame/Special Events for the largest semi-pro football league in the country.

Strategic Consulting, including business plan & sales strategy development.

Creator and Author of Car Buying Revealed