As a consultant to business owners I applied my extensive experience as a QuickBooks ProAdvisor & Certified Salesforce Administrator to help optimize business practices and systems in place. QuickBooks ProAdvisor Support involved establishing new company chart of accounts, implementing month end closing procedures and transitioning clients from QuickBooks desktop to QuickBooks Online. Salesforce expertise was applied to help clients improve the efficiency of their business processes with affordable solutions for their business. Resolved issues during project life-cycle with continual collaboration as platform was customized to fit specific needs. This Included the changes, creation and implementation of custom objects, related lists, workflow rules, tabs, and data migration activities. Design documents provided detailing new enhancements with a roadmap for future expansion. Quality and integrity review performed for security, robustness, scalability and performance. Provided hands on user training, best practices and adoption integration protocols.

I began supporting this investment firm's administrative and accounting needs on evenings and weekends on a part-time basis. Successfully maintained accounting records for HCMR and separate entity supporting an executives treasurer role for the International Wine & Food Society. Managed administrative efforts and provided guidance as needed to support managing partners. Prepared monthly commissions and assisted President with data governance requirements for maintaining the firm's FINRA Certification.

As the Houston Market Coordinator primary role was management of the South Texas office provide executive support to the Vice President to successfully manage team of consultants and growth strategies. Successfully maintained schedules, coordinated all events and meetings. Interfaced with consultant base providing weekly and quarterly financial reports and anticipated forecasts to VP for corporate review.Other Key areas of Support included: ▫️ Coordinating with VP, marketing team and creative directors to facilitate tactical marketing plans to drive client revenue growth. ▫️ Supported VP’s heavy calendar and coordinated meetings and travel arrangements. ▫️ Provided QuickBooks ProAdvisor and Full-Service Bookkeeping support to select key clients. ▫️ Developed existing and established new relationships for strategic alliances for marketing networking and events. ▫️ Supported yearly budget planning preparing reports and variances in budget vs actual revenue. ▫️ Maintained SalesForce database with updates on all leads, appointments and activity goals with existing clients. ▫️ Maintain contact with prospects from events, working within network for prospective lead opportunities providing updates on marketing activity for Houston with weekly reports to Vice President for Corporate meetings. ▫️Optimized Salesforce with customized reports and dashboards to drive specific analytic metrics on prospecting activity.▫️Performed Regular assessment of market competition to assist in the planning of market events that would return vCFO maximum market exposure and return on investment.

Implementation of Salesforce & Integration of Mobile Applications• Optimizing configurations that are in alignment with the individual sales user’s process.• Workflow that sends out automatic updates to management when key account actions occur.• Prepare Reports & Dashboards based on metrics the sales director wants to see.• Rollout of the Domain so all objects and global actions can be achieved via mobile access in Salesforce1 Application.• Map out within Salesforce the sales process that matches up with the buyer’s journey along with the critical activities to facilitate the buyer’s journey• Provide training to all users to maximize adoption of Salesforce.com within the sales process.

Dedicating 16 years serving in varying capacities at USA Environment I gained immense knowledge supporting the objectives & strategies of the Executive Team as the company evolved. Most recent (2014-2016) Salesforce Mgr & CRM DevelopmentThis role began with redefining the newly implemented platform to best suit the requirements for USA’s processes & reporting needs. Exported & completed thorough Data mining processes to clean up the initial data dump from initial consultant implementation. Furthermore, duties included regular interface with sales team on activities with clients & open opportunities to provide executive team accurate reporting metrics to drive revenue forecasting. Championed Salesforce with the team through regular consulting & training. Continued to gain knowledge on progressive integrations to implement beneficial tools to gain maximum ROI from the Salesforce Enterprise. (2011) Marketing & Development ManagerThis included managing marketing to enable success for USA’s Nationwide sales team. Approved client presentations and material to ensure branding message remained consistent across all platforms. Monitored web presence and studied analytics of web traffic and incoming web driven forms. Studied industry and marketing analytics. Managed Events & Tradeshows.(2003-2014) Liability Portfolio Sales and Proposal Manager During this period my role expanded to management of the support of key clients. Team successfully provided support in any capacity needed for sales enablement. Managed cost tracking for PM’s to ensure accurate billing and P&L for month end close. In this capacity I had the opportunity to develop relationships with consulting agencies and added 2MIL in revenues. Role expanded to RFP mgmt collaborating with engineers & estimators to produce winning proposals. Created asset collateral including project summaries creating index library of templates to enable the team to be more efficient in production of proposals.

As partner in this safety supply start-up, completing due-diligence on the market and competitor analysis prepared a successful business plan and proposal. The partners of USA Environment, LP decided to invest in the company adding Snell Environmental as a subsidiary division. My role beyond general management of the business hiring accounting staff and implementing protocols included maintaining all financials, audits, and ensuring inventory controls were in place. I managed accounting, customer service, and sales preparing monthly, quarterly and year end reporting for our investors.

Comprehensive Database Management. Implemented and administered and provided ongoing training to new staff.Assist HISD Project Manager provide weekly and monthly reporting to client through SQL query.Managed Inventory and implemented cost control measures to support accurate billing.Assist CFO in month end closings and spreadsheet reporting to main office. Balancing of AR and AP accounts prepared journal entries.

Responsible for coordinating the community’s marketing, leasing, and renewal strategies to achieve occupancy, Managed agents performance, revenue, and resident retention goals monitoring and measuring activities related to leasing to new residents, providing resident satisfaction throughout the term of the lease, as well as securing resident lease renewals.Leasing Star Award three months running in region, quickly promoted to Mgr position.Marketed surrounding areas and wrote market analysis reports.Collected rent and processed delinquent orders with the court.Provided Market Summaries to corporate office.

During this period I worked various assignments for what was then Kelly Girl Temp Agency. I enjoyed working with a diverse industry of companies and learned a great deal from the varying roles in which I served. During my tenure the longest running assignment was Executive Assistant to the Vice President of Koch Pipeline. This included managing his schedule, domestic and international travel, coordinating team meetings and being a firm but pleasant gatekeeper for all incoming calls. Working with a temp agency was fulfilling at the start of my career. The feedback received at the close of each project and bonus pay for excellent scores was rewarding knowing that my contribution to the company I worked with was valued and appreciated.