Michael Lewis Email & Phone Number

El Cajon, Ca, Us

• Assist Commercial Project Manager with pre-construction submittals, identifying schedules, scopes, budget estimations, and implementation plans, including risk mitigation.• Assist Commercial Project Manager in coordinating internal and external resources to ensure that projects adhere to scope, schedule, and budget.• Analyze project status, creating revisions of scope, schedules, or budgets to ensure that project requirements can be met.• Create and improve warehouse processes to streamline automation, increase productivity, retain projected profitability, and mitigate risk.• Assist Administration Manager with certified payroll entries, time sheet recording, and job costing.•Develop and maintain partnerships with third-party resources, including vendors, general contractors, and private clients. •Ensure safety protocols are adhered to and followed by working staff members.

• Head of Finance, HR, Bookkeeping, Office Operations, Payroll & Billing.• Created weekly forecasting and financial reports for owners and GM for weekly review.• Help assist GM & Owner with bidding process, hours allocations, and other project coordinating duties• Liaise between owner and CPA; prepare all tax related forms for submission to IRS (DE9s, 1099s, W2s, year-end).• Recorded and organized all job costing work hours and receipts, providing project profit/loss analysis.• Manage accounts receivable/payable and serve as the contact point for clients, vendors, and contractors.• Establish and maintain a comprehensive double bookkeeping system, ensuring accuracy and compliance.Key Accomplishments:- Established and developed comprehensive operational infrastructure from the ground up, encompassing financial systems, bookkeeping processes, HR functions, and office procedures, effectively laying the foundation for streamlined and efficient operations.- Played a pivotal role in driving remarkable revenue growth, successfully boosting company revenue by an impressive 355% from year one to year two through strategic initiatives, financial analysis, and implementation of efficient processes.- Managed comprehensive insurance and government audits, ensuring compliance with regulatory requirements and industry standards. Successfully facilitated and navigated audits conducted by insurance providers and regulatory bodies, maintaining accurate records, and implementing necessary corrective actions when required.

• Expertly design and deliver customized financial plans encompassing protective insurance products, empowering clients with comprehensive strategies for financial freedom and peace of mind.• Specialize in empowering young professionals with limited financial acumen to proactively plan for retirement and achieve long-term financial security through personalized guidance and education.• Extensive experience serving a diverse clientele with varying financial backgrounds, ranging from individuals living paycheck to paycheck to high-net-worth clients, by delivering tailored financial solutions to address their unique goals and challengesKey Accomplishments:- Developed and implemented a proprietary fact-finding documentation system, enhancing the ability to tailor personalized financial solutions based on clients’ unique financial circumstances- Cultivated strategic partnerships with top-tier third-party money managers and life insurance brokers, enabling the provision of optimal product recommendations aligned with clients’ long-term financial objectives.- Mastered effective communication skills, adeptly navigating diverse client temperaments, attitudes and expectations, to deliver exceptional service and establish lasting rapport