Matthew Kugler Email & Phone Number

In my current role, I deliver friendly and professional customer service, supporting customers with purchases, answering questions, and ensuring quality customer experience with focus on customer retention. I also develop and implement sustainable processes, leading change management to integrate processes across staff, resulting in improved efficiency and productivity. Some of my key achievements include:► I streamlined our gift card and ID procedures, establishing a gift card process, building a system to scan photo IDs, and integrating Clover POS system with the gift card and ID verification systems to maximize efficiency. ► Optimized our inventory management procedure, leveraging my extensive product knowledge to create product listing and inventory list to boost productivity and mitigate risk to ensure compliance with federal regulations. ► Leverage conflict management and creative problem-solving skills to address customer issues and implement mutually beneficial solutions that boost customer satisfaction.

Bonita Springs, Fl, Us

At SmartAdvocate, I supported event management and project planning of our large-scale annual client conference boasting +150 attendees, scheduling activities and prioritizing tasks. I facilitated meetings with internal stakeholders, defining conference project scopes and timelines, tracking project progress, delivering status updates, and confirming timely completion for successful event production. A few of my additional duties and accomplishments include:► Researched and identified cost-effective entertainment and secured contractors, negotiating fees to hire big name entertainment and partnering with hotel staff to coordinate activities with preferred contractors.► I had the opportunity to partner cross-functionally with the in-house art department to develop engaging marketing materials promoting the conferences, in addition to collaborating with content experts and presenters to build dynamic presentations.► I also drove logistics, data management, and document organization for ~150-200 legal seminars and exhibitions yearly, confirming 2-6 sales reps were registered per event, coordinating their travel arrangements, and managing shipping for displays, merchandise, and marketing materials.► Strategized initiatives to streamline operations, analyzing business processes and assessing staff needs to develop database-integrated MS Word and Excel templates empowering staff to create legal documents from existing client data in seconds.

As an IT professional, I managed programming for Extron, Hirsch Velocity, and Milestone XProtect systems, traveling to client site to lead system set-up and training, and coordinating daily operations for both 15-30 internal and external users per project. Some of my additional duties include: ► Spearheaded technical support for ~50-100 internal associates, overseeing troubleshooting and issue resolution for diverse hardware and software issues across internal systems.► I established automated processes to maximize efficiency and accuracy, connecting with associates to understand business user needs and leveraging VBA for Excel to build software solutions.► I also completed research to build project quotes worth up to $300K for various federal jobs, expanding federal lines of business.

Amityville, Ny, Us

In this position, I assisted 5-6 accounting staff across diverse financial operations, completing accurate and timely data entry, overseeing document management, and tracking financial data. I also played a key role supporting business strategy and budgeting, tracking budgets and project progress of $10K-$20K jobs, reviewing spending and recommending budget updates to guide data-driven decision making. A few of my accomplishments include:► I collected and analyzed financial data to gain key insights, making cost-reduction recommendations and generating reports for senior leadership.► Produced accurate project quotes for jobs with budgets of $10K-$20K, evaluating historical data to estimate job-related costs and presenting quotes to defense contractors and US Government employees.► I was able to boost efficiency of the WIP valuation by +300%, utilizing MS Excel macros to create and implement scalable, sustainable process automating weekly updates for hundreds of jobs.

Basking Ridge, Nj, Us

• Solicit and develop relationships with customers.• Profile customers and increase account value.• Troubleshoot technical issues with devices

New York, Ny, Us

· Solicited and developed relationships with customers.· Profiled clients and referred potential business to Financial Advisors and Loan Officers.· Ensured the security of customer's personal financial data through vigilance and best practices.

Garden City, Ny, Us

· Ran proforma profit and loss statements to assess the profitability of products.· Oversaw the creation of new product lines (including sourcing, artwork, design, etc).· Interfaced with manufacturers in China for quotes and other product-related information.

New York, Ny, Us

History

Bachelor Of Business Administration (B.B.A.), Finance, General

High School Diploma, Liberal Arts