Startup business systems integration and ongoing support; Google Ads, Kartra, Google Analytics, QuickBooks.Annual financial statements production and review.Marketing strategy and data analytics.Advertising landing page design and analytics.Product development and pricing.Payroll data analytics and accounting distribution of labor expenses to COGS and SG&A.Annual tax form preparation for LLCs; including schedule C, form 1065, and K-1s.

Department Management:• Led and managed a team of 4 accounting and administrative staff members.• Directed the accounting team to improve financial reporting and business analytics capabilities.• Ensured the company's accounting and reporting accurately captures business performance for all investments and initiatives.• Stretched beyond my role and managed the company’s Google adwords account and Salesforce system.Financial Planning:• Owner of all financial activities for Lexicon Technologies, Inc., a $10 million revenue company in the information technology services industry with over 60 employees.• Created financial statements and google sheet templates with automations and formula functions to improve data interpretation and calculations.• Restructured financial data flows of the company into 3 divisions which resulted in the spinoff of 1 division into a separate company known as Incident IQ.Automation:• Created logic to assign accounting codes for different revenue and costs to all orders shipped based on data fields and activities recorded on customer repair orders.• Built a payroll google sheet template to import labor time and cost data from every Salesforce order to calculate labor costs.• Invented a service contract amortization google sheet template that verifies contract data and calculates monthly revenue and remaining balances out for all future contract years.

Price Modeling:•Priced unique company deals and offerings in response to customer RFPs and RFQs with special requirements.•Developed multi conditional pricing curve formula to help the Incident IQ sales team appropriately price software deals to school systems based on their number of students.•Researched and recorded price changes and trends of competitorsSalesforce Implementation:•Designed daily salesforce sync with our ERP system that imports thousands of customer order records allowing the company to benefit from Salesforce reporting functionality.•Used Salesforce workflow rules and process builder to track marketing source campaigns throughout the life cycle of a lead into opportunities, contacts, and accounts.•Drove the launch of a full Salesforce business workflow for the spinoff company, Incident IQ, by researching, testing, and implementing a Salesforce accounting app.Marketing Intelligence:•Redesigned and provided ongoing management of online paid advertising campaigns.•Assisted with marketing collateral development by providing the final review and edits on various case studies, slicks, and email campaigns.•Collaborated on education sector product offering development and marketing planning.

I manage an actively traded personal portfolio and long term retirement portfolios for clients.• Portfolio performance: 2011: -6.2% portfolio gains versus a 0% gain in the S&P 500 2010: 37.5% portfolio gains versus a 12.8% gain in the S&P 500 2009: 31.3% portfolio gains versus a 26.5% gain in the S&P 500 A year’s performance from the start of the financial crisis in September 2008: 30.8% portfolio gains versus a 20.9% decline in the S&P 500

Development of a “Wellchild” application for the New Zealand Ministry of Health to monitor the health of pre-school children from pre-natal until starting primary school. The application and database are used throughout the health sector to capture required information on the Ministry’s program to monitor child health and manage follow-up interventions.

Provided general research and administration to Investment NZ on business cases.Designed a business case for why Apple Computer should open its first Apple Store in Auckland, New Zealand by comparing economic statistics from NZ and Australia, where several Apple Stores were already successfully in operation.Updated an IT office cost comparison survey with current data on salaries, rent costs, and utilities costs for running a 50 person software development office in NZ and 6 other countries.Researched and reported on all Lockheed Martin C130 and P3 Orion aircraft in the Asia-Pacific region by country in order to develop a case for an aircraft maintenance contract for a NZ company.

Created spreadsheet based template and linked database of benthic macro-invertebrate data values to cut sample metrics calculation time in half.