Provide Marketing, training and administrative support to agents at the top brokerage in Greenwich, CT. Assist with gathering listing paperwork, entering new property listings to the MLS systems (GMLS and Smart), maintaining internal database (Beacon), and creating property books, brochures (print/digital), and postcards with Moxi Brand Studio and Deluxe Marketing. Run FB/Instagram ads with Moxi Promote; supply metrics. Provide agents with training on all using all tools and systems to manage their business. Help maintain the internal digital document system, Skyslope, by uploading all listing paperwork from agents. Support branch manager by coding and processing invoices and compiling T&Es for Accounting. Various ad hoc responsibilities.

Collect hours and enter detailed information into the monthly Excel tutoring workbook for the month. Distribute bulk billing to various school systems. Bill current tutoring clients via Authorize.net credit card system. Follow up on any outstanding balances and billing discrepancies throughout the month.

Collect hours and bill current tutoring clients via Quickbooks. Calculate and administer payroll for all NY Staff. Intake all client information and provide to owner for client review, advocacy and tutor placement. Maintain information with a high level of confidentiality and sensitivity. Follow up on any billing discrepancies and problems throughout the month. Contact new clients to set them up for billing.

Prepared corporate and store annual business plans with top level management in accordance with financial objectives while retailer was at its peak. Analyzed financial results and distributed P&L reports to senior management monthly. Identified and executed expense opportunities to decrease costs and increase the bottom line. Managed the coop advertising process: collect advertising contracts, invoice vendors, monitor collections, and report open balances and vendors that pose a financial risk.Maintained and monitored the corporate Capital Expenditure budget: approved invoices for payment, documented expenditures, reconciled with Accounting monthly to ensure that all expenses recorded in the general ledger have been captured in the budget.Various additional projects/responsibilities: prepared quarterly Board of Directors Package, performed travel and expense audits, framed new store proformas, documented departmental policies and procedures in accordance with Sarbanes-Oxley.

Tracked Internet Marketing project budgets for interactive team. Provided reporting on spending availability and overages. Updated the interactive department on project revenues and forecasted future results. Collaborated with team to meet clients’ financial needs.

Performed month and year-end financial closes for the department. Monitored and reported affiliate sales associates’ territory growth. Maintained the affiliate sales database. Tracked local marketing and T&E budgets to the general ledger.

Tracked and reported coop advertising to verify proper spending and reconciliation of charges. Produced and maintained the corporate monthly budget report. Planned marketing and advertising spending calendars in tandem with sales projections.