In this financial role, I work for a software development company focused on helping organizations save money and monitor operational improvements.Accomplishments Include: -Manage all financial activities, financial statements, billings, receivables, taxes, and banking relationships.-Collaborate with all human resources activities, including recruiting, hiring, onboarding, training, and performance evaluation.-Demonstrate a significant level of care and attention to detail and confidentiality when handling sensitive legal documents.-Collaborate with the Strategy Team to set goals and implement growth plans.-Highly effective written communication skills needed to collate and concisely present weekly corporate reports, which were relied upon by the management team to make strategic business decisions.

In this high impact and highly fulfilling role, I assist in leading an organization built to support Glen L. Rudd’s legacy of charity by providing educational scholarships to Polynesian youth.Accomplishments Include: -Plan and implement fundraising activities that support the foundation’s mission. -Recruit and inspire volunteers.-Successfully navigate operations and administrative duties for the organization, including facilitating and participating in Board of Director meetings.

* Proactively create innovative marketing, sales, and financials strategies for this newly-acquired business.* Ensure existing personnel are comfortable with new ownership and management directives and initiatives. Working closely with employees to penetrate new markets, create new marketing materials, and marketing channels to grow the business.*Ensure that business is following solid financial guidelines, procedures, and budgets as it expands operations.

In this leadership role, I run a comprehensive bookkeeping service designed to streamline, organize, and significantly improve workflow design and financial clarity for small businesses.Accomplishments Include: -Effectively communicate with all clients and financial stakeholders, and always deliver exceptional customer service.-Issue and monitor purchase orders and match them with invoices when they are received. -Code invoices with the proper general ledger information and obtain approval for payment. -Pay invoices and ensure bills are resolved in a timely manner- Bank/Credit Card Reconciliations

I like to think of Crossroads Distributing as a small close-knit investment group of entrepreneurs. As a team, we are actively searching for business ideas to implement and/or opportunities in which to invest our time, talents, and energy. We are having fun creating new businesses, learning about new industries, and growing these opportunities. A few opportunities we are excited about: travel/hotel bookings, golf-related businesses, Amazon sales, internet marketing/sales, manufacturing distributions, event gifts, and other exciting opportunities.

In these positions I continued to be promoted within, and eventually purchased, a high-tech software company, and creator of call center products, including Interactive Voice Response and Predictive Dialers. I further demonstrated my leadership abilities by negotiating the net asset sale of IAT to a Canadian-based publicly traded company, while simultaneously managing all corporate financial activities, including insurance matters, human resources, and benefits.My Most Significant Selected Accomplishments Included:Senior Vice President of Finance and Administration -Remained intimately involved in all company sales and marketing activities.-Blogged regularly for IAT, and acted as a guest blogger for various industry websites; knowledge about social media engagement; published a management focused article in an industry magazine. -Lobbied elected officials about best industry practices.President/Chief Executive Officer -Purchased the organization, created revitalized corporate vision/goals, and inspired employee buy-in. -Monitored and regularly reported goal progress to company, and oversaw all areas of the organization, including finance, sales, marketing, administration, and product development/R&D; provided input on new products and features. -Attended trade shows and customer/prospect site visits, and participated in product demos.Vice President of Finance -Developed tools and improvements for tracking of corporate performance, while implementing strategic management techniques and employee training programs. -Supervised the cash investment program, and transitioned business software technology from Great Plains Accounting to QuickBooks.-Assumed role of a Controller, while concurrently supervising the Customer Service team and partnering with Sales and Marketing departments.Additional Roles: Secretary/Treasurer, Controller, General Manager, Interactive Voice Response (IVR) Account Representative, Manager