Jonathan Smith, Mba, Cpa, Cfp® Email & Phone Number

Lexington, KY, US

Lexington, KY, US

Lexington, KY, US

• Responsible for achieving operational objectives by initiating action plan for productivity, quality, and customer-service standards as well as resolving problems, identifying trends, determining system improvements.
• Manage and oversee installation process from inception to completion through communication, planning, executing and evaluating projects according to predetermined timelines and budgets for Midwest region, including.
• Communicate with sales, logistics, engineering, customer service and accounting to resolve issues and ensure project completion and customer satisfaction.
• Point of contact for all work concerning Texas field offices and worked closely with management in driving efficiency to increase productivity and profit margins.
• Responsible for estimating all RFQs for Midwest region

Falls Church, Virginia, US

• Responsible for supervision, development, and coaching of agents to assure productivity, quality, attendance, and timeliness of work in the completion of assigned projects and departmental goals.
• Completed and delivered employee performance appraisals.
• Participated in interview process and recommend hiring of operation staff.
• Facilitated and delivered training as required under department guidelines including essential job training, initiatives, and up training.
• Supported and enforced operational expectations as well as departmental and corporate policies and procedures.
• Acted as point of contact, while working closely with other supervisors as well as customer service and program managers

Camden, NJ, US

• Direct, evaluate and assign work to field technicians and as needed to field supervisors in seven state corporate division, provide event management, resource scheduling, planning and allocation and administration of.
• Coordinate emergency response with field technicians and supervisors, acting as key decision maker concerning customer related issues during major events such as Hurricane Irene and World Equestrian Games
• Act as liaison between field personnel, field supervisors, customer service representatives, and local governing agencies ensuring a superior external customer experience resulting in a combined 96% very.
• Supported report analysis of non revenue that resulted in over $300,000 in receivables
• Process improvement; developing and implementing 24/7 schedule for department and paperless reporting
• Shadowing FP&A during monthly closing process; Hyperion Reporting and SAP

Camden, NJ, US

• Ran, evaluated and completed daily reports as it pertained to office review, additional work, and error resolution generated by field service of seven state division for follow up activity; leading newly formed.
• Compiled and analyzed reports; researched and resolved issues by analyzing account history and coordinating with local office
• Worked extensively in Enterprise Resource Planning software; including account creation, account setup and report creation
• Lead project on acquisition of new business in Crawfordsville, Indiana
• Received highest score of 97% in eight week training course for division
• Created service orders in adherence to non revenue water and Sarbanes Oxley related practices and controls

Atlanta, Georgia, US

• Duties included, inside sales, customer service, and supporting three outside salesman in quoting, pricing and selling to home builders in central Kentucky
• Estimation and takeoff of materials for single and multi-family dwellings
• Worked with Billing department in reconciling large customer accounts
• Collaborated with Manager and analyzed pricing for estimated and designed work to determine profit margin
• Secondary purchaser of demand inventory; accounts payable
• Primary designer of Engineered Wood Products (I-Joists, Microlam beams)

• Coordination of delivery of materials and turn-key framing, purchasing, accounts receivable and estimation of materials needed per job for one of top three builders in the state
• Worked with Corporate Accountant to balance ledger and write off uncollectable receivables from previous lack of control; established best practice for job lot purchase orders.
• Reconciled large account purchase orders, ensuring proper purchase order to invoice application
• Supervised project production efforts to ensure projects were completed to company standards, on time and within budget constraints
• Project management in cooperation with construction superintendents to insure job is on track for completion
• Job duties also include interpersonal communication, time management, scheduling and use of Build-pro software

Atlanta, GA, US

• Training and management of up to twelve people
• Delegation of tasks and duties with regard to daily work flow and employee safety
• Responsible for the performance of employees meeting and exceeding company set goals, while maintain standard of excellence; consistently balanced employees concerns with need to excel in fast paced environment
• Exhibited ability to motivate and empathize with employees to achieve balance

Master Of Business Administration (M.B.A.), Financial Planning And Services

B.S., Business Finance Minor In Accounting

Aasa, Architecture