Erika Morrison Email & Phone Number

Irving, Tx, Us

Irving, Tx, Us

United States

Las Colinas, Tx

San Francisco, California

San Francisco Bay Area

San Francisco Bay Area

Oakland, Ca

Account Management• Perform book-keeping activities: record and monitor all incoming client payments; review company account transactions on a daily basis; reconcile company checking account on a weekly basis, company credit accounts on a monthly basis; prepare tax return support. • Cash management, including bank deposits and operating expense payments.• Coordinate monthly billing cycle, including collection activities and monitoring student EFT payments.Business Development• Write business plans to obtain periodic company financing.• Assist with capital budgeting, cash flow solutions, and implementation of planning strategies.Project Management• Directed physical expansion of 300-student school to a larger location: secured financing, prepared operating budgets, negotiated the lease, oversaw capital purchasing, supervised subcontractors, and completed physical development in 60 days. Sales and Marketing• Build and maintain client base, ensuring updated client programs. • Increase membership retention through the development and maintenance of a missing and inactive client database; create re-enrollment promotional offers and contact clients through direct mail and telephone.• Acquire new clients on an ongoing basis through quarterly marketing campaigns: direct mail, cold-calling, referral, and quarterly advertising channels.• Train staff in methods for closing new client accounts through face-to-face interaction, as well as how to sell renewal and upgrade programs to current clients. • Organize and lead weekly sales/marketing meetings; set and review monthly sales goals with staff.

Forté Foundation is a consortium of major corporations and top business schools that has become a powerful change agent in educating and directing talented women toward leadership roles in business. Forte Fellows exhibit exemplary leadership in one or more ways: academic leadership, team leadership, community leadership, creative leadership; and they represent diverse educational and work backgrounds, career goals, ethnicities, and citizenship. Fellows also demonstrate a commitment to women and girls via personal mentorship or community involvement.

Completed project identifying and documenting customer accounts with year-end past-due balances.Audited employee expense reports; identified and communicated deficiencies to management and affected employees.

Mba, Finance

Ba, Business Economics

Activities and Societies: Omicron Delta EpsilonMills is a nationally renowned, independent liberal arts college. Ranked 1 of the top.