• Coordinated with the Executive Director on finance matters in matters related to operations.• Reviewed and presented to board financial position report including the budget, balance sheets, and cash flow.• Created and employed financial policies.• Provided support for annual tax return and audit.

• Finance lead in launching Wellow Sock Brand, growing it to a $20 million in sales in two years.• Manage the daily operations of the accounting department, including accounts payable, accounts receivable, general ledger and credit card management. Coordinated and facilitated all the agency’s and retail brand’s finances including financial planning, budgeting, project tracking, billing, processes, policies, cash flow and financial reporting.• Introduced and developed models for forecasting and reporting for tracking client performance.• Introduced KPIs, benchmarks and metrics to better measure profitability and productivity.• Implemented conversion to the NetSuite platform with integrations with the e-commerce platform.

• Key member of the leadership team, working with ownership on strategy and growth of the agency. • Responsible for managing all aspects of the agency’s finances, including financial planning, budgeting, project tracking, billing, and financial reporting.• Developing budgets, detailed forecasts, and tracking of performance for optimal profit.• Continually developing ways to improve processes to increase productivity and efficiency.• Oversee all Human Resource aspects of the organization including payroll, benefits, and organizational development.

• Responsible for managing all aspects of the finances, including financial planning and financial reporting.• Developing budgets, quarterly forecasts, assessments of monthly sales performance, identifying key trends impacting profits and spending.• Collaborated with team to put in place Cost Accounting methods for better tracking of development projects.• Introduced new lease reporting as part of the FASB ASC 842 requirements.

• Key member of Home Office Team that doubled system revenues over the last 5 years (2009 - 2017), increased owner’s discretionary profit 100% and increased overall customer satisfaction from 92% to 96%.• Responsible for the recruitment, hiring, training, development and retention of a Team of Business Intelligence Analysts as leader of the Analysis Team (three BI Analysts and a Financial Analyst) • Developed, implemented and managed a Balanced Scorecard for Franchise System.• Directed Business Intelligence Initiative for the company. • Lead the initiative to enact Data Governance in the system and Data Management.• Worked as a business consultant with over 200 small businesses or franchises. • Budget team lead and overall administrator of the budget for the corporate office. • Set up and worked with financial and operational benchmarks to align and categorize performance in all aspects of the business. • Developed and identified KPIs for all aspects of the business and developed, monitored and maintained the key metrics to deliver performance at the corporate and franchise levels.• Created financial models to properly measure and forecast the business using advanced analytic and regression models.• Held primary leadership positions in all strategic projects formulated and implemented at the company.• Developed and taught comprehensive financial and operationally focused training classes for new and existing franchise professionals.• Managed the Internal Auditing team for the corporation.• Developed comprehensive data mining models and statistical modeling to measure and forecast overall system sales.

• Analyzed financial performance based on historical, current and forecast models.• Administrator of the subscriber information of record for the market.• Prepared and implemented comprehensive financial and statistical reports.• Executed ad hoc reports using SQL and other applications.• Performed many analytical functions in preparation and maintenance of the market’s $250 million annual budget and monthly forecasts.• Monitored and maintained the financial mapping between billing and the customer to the financial accounting statements for the Midwest Market.• Job position included Regional Billing Coordinator.

• Executed many analytical functions in preparation of the University’s $150 million annual budget.• Conducted financial analysis and initiated budget transfers and adjustments throughout the fiscal year along with many position control functions for budgeting and expense purposes.• Developed and taught SAP classes pertaining to the budget and selected departmental personnel.• Member of the Professional Development Committee.