Analyzed financial metrics and delivered monthly, quarterly, annual, and ad hoc financial statements, variance analysis, and narratives for all stakeholdersDelivered monthly and quarterly account representative book of business and commission analysis across all income streams available through the company and affiliatesSupported the accounting department through additional responsibilities including month end close, general ledger reconciliations and clean-ups, and audit preparationCreated and maintained SOPs for a several of accounting department processesDirectly reported to CFO**laid off as part of executive turnover and restructuring/elimination of entire FP&A Department

Founding member of the first full-time national brokerage support and consultation team (MCA Support) for finance, operations, and brokerage management technologiescreated the first standard operating procedure and training protocol for members of this teamdirected the monthly management and audit of the contracted franchise fee system for 825+ brokeragesdirected the brokerage mergers and closures system, meeting legal requirements at the national and state levelscreated user documentation for existing and developing technology in support of brokerage and national operationsdelivered advanced financial, operational, policy, and technical consultations for brokerage leadership nationwide

2021 (Jan - October): Keller Williams United Fredericksburg, VA2021 (Jan - April): Keller Williams United Kingstowne/Alexandria, VA2019 - 2020: Keller Williams Lake Norman Cornelius, NCAchieved annual profitability goal in eight months and on target to exceed stretch profitability goal (Fredericksburg location), tripling net profit from the previous yearImproved brokerage profitability by achieving a sustained 40% and 50% expense management within the first six months at each brokeragePosted all time and MOM record high productivity by both sold volume and sold units (Fredericksburg location)Launched a new income stream through sponsor/preferred vendor partnerships (Fredericksburg location)Created the first financial, operating and training manual (Standard Operating Procedure) for all three locations I served as CFO/COOTaught business financials for both associates as self-employed business owners and brokerages towards achieving and improving profitability, including common business tax advantagesServed as full-charge financial department including A/R, A/P, payroll, compensation analysisLed all FP&A for weekly soft close and variances, monthly close of books, mid-year budget review and adjustments, annual budgeting as well as financial options for unique situations such as COVIDManaged operations staff and all business operations including hiring, on boarding, training brokerage staff, coaching staff to achieve their professional and personal goals

Responsibilities• developed best practices and custom policies, procedures, and protocols for small, service-based businesses (<10 employees or contractors)• created and conducted all initial business needs assessments, including on-site observation and client interviews• designed and implemented entrepreneurial and leadership skill coaching program to support systems consulting • coordinated regulatory reviews with business attorneys, labor attorneys and CPAs to ensure proper compliance, particularly with non-South Carolina entitiesAccomplishments• launched initial grass-roots firm marketing effort and acquired 65% of clients to date• achieved proposed milestones and deadlines 100% of the time and on budgetSkills UsedBusiness Assessment and AnalysisSystems DesignLeadership Training

Professionally trained classical lyric soprano, with emphasis in church music and oratorio and modern American art songs.• 2010 South Carolina National Association of Teachers of Singing Champion, adult continuing education category• full-time and substitute soloist or chorale member for church choirs and professional choral groups• wedding, funeral, baptism soloist• continuing education with Loretta Haskell of More Music Please Studio

systematized the practices of a solo real estate agent into an efficient training and sales process to enable business growthachieved profitability for the business for the first time in two yearshired, trained, and managed new real estate agents to meet personal and business goals, growing the team from 1 to 5 agentscreated a standard operating procedure with analytic tools track historical outcomes, guide continuous improvement, and project future ROIled daily stand up, weekly sales meetings, and quarterly business culture building following the MVVBP

Responsibilities • deliver direct and support business coaching to 68 continuing business clients• developed “best practices” protocols for cleaning business startups, the first transition into employer-hood, through several expansion and growth stages, and for selling/closing a business • created turnkey and custom business systems for use in coaching/consulting with clients and assisting them in visualizing and achieving their business goals • planned/directed leadership development initiatives through management training seminars for front line staff and strategic planning retreats for senior leadership • developed and implemented integrated marketing strategy for coaching firm, product distribution outlet, international cleaning services training program, and residential cleaning service provider Accomplishments • acquired 30% of independent business owners over three years as recurring coaching clients • exceeded sales goals by more than 50% • achieved 32% revenue growth year over year Skills Used Business Assessment and Analysis Systems Design Leadership Training Curriculum Development

• create and implement the editorial direction for CleaningBusinessToday.com, maintaining an annual schedule for original editorial, sponsored advertorial, and curated content • drive the vision and growth of the brand into new markets and directions, including advertising services for vendors of the cleaning industry • promote the free resource to members of the residential, commercial, carpet, window, and facilities cleaning and management industries across the US, specifically through negotiated alliances with the trade associations for those niches • manage the creative and sales departments, primarily as relates to sales growth and execution of advertising contracts Promotions• Editorial Director: October 2013 - December 2014• Contributor, Ghost Writer, Copy Editor: February 2013 - September 2013 Accomplishments • grow subscribers 150% over 36 months • achieve cash flow positive in 30 months, 6 months ahead of schedule • signed major national brands for advertising: Amazon Home Services, ProTeam, and Bona Skills Used Project Management Strategic planning Growth management Copy editing Product/Service development Marketing strategy Public relations and outreach Capital and annual budgeting Technical Writing

• developed “best practices” protocols for business systems: social media marketing, content marketing, recruiting and hiring, online review management • coached operations manager and field supervisors in specific job duties and general professional development, especially personnel management • sought, evaluated, and recommended marketing/advertising opportunities for brand awareness and lead generation • supported the maintenance and enhancement of the company's largest client contract through systems improvement and management oversight Skills Used Strategic planning Growth management Public relations and outreach Systems Development and Technical Writing Event design, planning and management

• directed the re-launch of the brand with the Chemical Free Cleaning (CFC) Business Model and training program• designed, developed and implemented the brand's first online technical training program via a Moodle-based elearning system (LMS), including video production • planned, marketed, and executed the first CFC business development program for business owners • managed all aspects of marketing, sales, and fulfillment for the equipment distribution division of Modern Cleaning, which specializes in water-only cleaning and disinfecting equipment Skills Used Strategic planning Growth management Event design, planning and managementPublic relations and outreach SalesFulfillment Customer Service

• develop integrated marketing strategy a national cleaning services certification program • launch the first industry training institution and administer all aspects of the certification programs and management development programs offered through ISE• administer training programming designed to enhance the professionalism of the residential cleaning industry• develop a “best practices” marketing and PR program as a product: press releases, event advertising, outreach program development/management, direct mail and promotions• develop innovative curriculum for both in-person and online access to training • design, implement, and track all marketing and sales activity• manage A/R, A/P, financial reporting, and budgeting; drive strategic growth with managing partners.

Corporate Secretary, February 2000 - 2011Executive Assistant, May 1995 - August 2000• designed original MS Access database and facilitated initial computerization of office• translated standard vessel documentation forms (from France, Italy, and Germany) for vessel tranfers to US documentation—ongoing contract service• screened calls and mail from existing and new clients and from US National Vessel Documentation Center

• cultivate and implement all Public Relations activities, including board development• recruit, present, and orient/train all members of Board of Directors for Franke at Seaside (annually 3-6)• plan and direct leadership development initiatives through management training seminars for front line staff and strategic planning retreats for senior leadership• organize and supervise all major events for Franke at Seaside• envision, develop and execute new major annual fundraising activity• designed and led employee motivation program (Franke Dream Team and Franke KARES)• design and publish quarterly HR newsletter (distribution 250) • ensure all recruits conform to HIPAA regulations and restrictions• initiate and lead special projects to implement as or support constituent programming• manage and coordinate all communications between Franke at Seaside and residents, families, employees, board members, and the greater Charleston community

Fashion Institute of Technology, August 2004 - August 2007Lander University, August 2003 - July 2004University of South Carolina, August 1998 - August 1999 and August 2000 - July 2003The Citadel, August 1999 - May 2000• developed and taught courses/workshops in composition, literature, business, professional and specialized communication• coordinated business/professional writing courses, developed program curriculum, mentored faculty• led faculty recruiting searches for business/professional communications professionals: prepared job description, vetted all submitted applications, verified credentials, conducted initial interviews, presented final candidates, developed and coordinated final 2-day interview structure• designed and maintained departmental website; supported faculty in integrating technology into teaching practices and curriculum• developed/drafted program manuals and policy handbooks• chaired/co-chaired or served on administrative committees and projects at department, school, and college levels (faculty hiring searches, curriculum development, instructional technology, plagiarism)

• Administrative/Research Assistant to Carol Myers-Scotton, Linguistics Program Director• translated and coded Swahili-English data for analysis• researched literature and confirmed copyrights for Codes and Consequences (Blackwell, 1998)• managed and executed event planning for regular speaker series