Chris Poe Email & Phone Number

▶ Acting as point person of transition to new processes within the company during acquisition by outside company led by private equity firm.▶ Guided transition from outdated computer software and paper based financial processes and record keeping to more current software and processes to improve productivity, accountability, and oversight.▶ Leading all financial operations including P&L management, payroll, tax reporting, insurance, and expense management while integrating into new owner’s processes.▶ Serve as office manager overseeing operations including HR, property management, and vehicle fleet management.

I provide tax preparation and resolution services to small businesses and individuals. I’ve also established partnerships with other tax professionals to provide well-rounded services and generate additional revenue. With a loyal client roster, I ensure compliance with tax regulations and reporting requirements.Specialties: Tax Preparation, Tax Resolution, Client Services, Regulatory Compliance, Reporting

The CEO of this small business providing electrical services in greater Orlando invited me to fill this newly created role after working closely with me on his tax preparation needs. I lead all financial operations including P&L management, payroll, taxation, insurance, and expense management. I also coordinate the transition to fully automated, integrated processes as we systematically move away from paper-based recordkeeping and systems. Since 2016, I’ve led the implementation and adoption of processes and systems that optimize business operations, control costs, and streamline customer-facing and internal workflows. Served as CEO, directing all operations, for 2 years during extended leave of absence by the owner.OUTCOMES INCLUDE:▶ Elevated financial and operational health to drive 20% year-over-year revenue growth. ▶ Cut payroll processing time frame in half.▶ Implemented new customer relationship management system and QuickBooks.▶ Controlled expenses for materials and streamlined processes with a new employee-materials-purchasing program.▶ Produced reporting and financial analysis to steer owner decision making on advertising spend and overall expenses. Specialties: Finance Operations, Process Automations, Process Improvement, P&L, Financial Analysis & Forecasting, Reporting, Regulatory Compliance, Team Leadership, Expense Management

Lake Mary, Fl

I was recruited to launch bookkeeping operations for this brand-new tax prep, bookkeeping, and payroll service firm. I also worked directly with clients on tax preparation and resolution. KEY AREAS OF IMPACT:▶ Hired and trained bookkeepers, providing a strong foundation for future business success. ▶ Helped senior leadership establish accounting operations and marketing systems to support business development. Specialties: Tax Preparation, Training, Accounting Operations, Business Development

I joined Tax Armory, a tax preparation and bookkeeping business, as the office manager. I quickly found I had a knack for preparing taxes and providing direct client services. I engaged in the rigorous certification process to become an Enrolled Agent representing clients on tax matters before the IRS. AREAS OF FOCUS:▶ Achieved QuickBooks ProAdvisor certification within 2 months of mastering the software.▶ Specialized in tax-resolution service and representation, untangling complicated tax issues to help clients get on the right track. Specialties: Client Services, Tax Preparation, QuickBooks, Operations Management, Small Business Support

I held management roles in multiple Winn-Dixie locations throughout the Orlando area. I established a reputation for turnaround success through my work with 3 produce departments, eventually ascending to a store leadership role as second-in-command for a 50,000-square-foot operation with $1M in monthly sales. I hired, led, and developed teams of up to 100 front-line and management employees, setting the standards required to achieve operational, financial, and service goals. In each instance, I arrived on-site to find inventory in disarray, higher than acceptable losses, and low employee morale. And every time, I left the department or store in a better place. OUTCOMES & FOCUS AREAS INCLUDE:▶ Reduced shrinkage rate by half to maintain inventory loss at or below acceptable levels. ▶ Grew produce sales 10% through effective purchasing and inventory practices.▶ Audited financial and labor data to identify and resolve discrepancies. Specialties: Retail Operations, Turnaround Leadership, Team Building, Customer Service, Inventory Control, Cost Containment, Team Training, Reporting, Forecasting

Mba, Finance And Management

Bs, Business Management, Operations & Hr Management