Paul Phelps Email & Phone Number

Austin, Tx, Us

Ridgeland, Mississippi, Us

Hobby / "Side Hustle" / Practical LearningProduct developer, curriculum developer, social media manager, and digital marketing manager for moonlight start-up. Developed autoresponder utilising Mautic and successfully migrated to ActiveCampaign, storefront with BigCartel, LMS with Thinkific, webinar broadcasts with WebinarJam, utilizing deadlinefunnels and leadpages, and connections via Zapier and native APIs. YouTube channel with over 40K subscribers, Instagram with 12K followers, Facebook with 26K followers. Development of innovative digial marketing strategies utilising podcast network partnership leading to growth in email subscribership.

Plantation, Florida, Us

Business analyst focused on improving customer experience through deep data analysis, basic algorithm development, and process improvement for the Systematic Insights team.Reverse-engineered AI-driven algorithm for commission-based call quality score to focus on elements within operator's control. Developed process for communicating "advices" based on call operator activity. Also developed "suggested call ID" algorithms to identify examples for supervisors to use for coaching / training. Test phase successful in increasing both operator likelihood to improve call quality score and degree of improvement as compared to control group.Developed, designed, and launched the Systematic Insights' Mission Accountability Process, utilizing six sigma and PMP best practices for call center issue identification and permanent resolution.Identified and proved contract-level KPI issues and employee stack ranking margins of error.

Dublin 4, Ie

Responsible for developing processes and integrating systems for chain of high-end grocer / deli / off-license stores and manufacturing facility. EPOS / Point of Sale (POS) Systems, manufacturing software, e-commerce / website / various applications for classroom management, club management, and catering, mobile application and subsequent in-store processes, and more. Developing systems for successful transition of supply chain in wake of acquisition. Undergoing massive data cleansing and management project for better reporting and margin management. Developed reporting dashboards for better executive, store manager, and category manager decision making and accountability.

Tokyo, Jp, Jp

Shared Services Centre Europe (SSCE)

Project manager for small sales operation moving from underutilised Salesforce CRM to low-cost alternative CRM. Built process mapping based on company's operational and business needs with room for predicted growth. Collated and cleaned large data sets of past leads and customers from disparate sources for import into the new tool.

Achievements: Guided start-up from launch to profitability in less than 8 months. Metrics: 250% revenue growth from month 1 to month 6. 300% growth in distribution. ● Developed additional revenue streams for client including research, initial contact, negotiation, and agreement for client to become exclusive distributor of UK software in Ireland - excellent product for additional revenue and customer retention for principal revenue stream. ● Introduced licensing strategy for fast, lean national growth strategy. ● Established lean business processes, reporting, and cost-benefit analysis. ● Co-produced event in Dun Laoghaire with 1000 attendees, profitable in its debut. BA Tools: Process Flow Charting, Cause-And-Affect Diagram, Stakeholder Analysis Software Tools: Excel, Google Sheets, LucidCharts, Wordpress, CSS3, HTML5, more

Dublin, Dublin, Ie

Achievements: Successful annual audit completed ahead of anticipation ● Responsible for daily accounting management for several companies and two independent brands. Managed general journal including VAT returns for products and services purchased and provided in multiple countries. ● Participated in annual audit. ● Developed and managed ‘Small Group’ meetings of international staff online in effort to develop positive company culture and employee retention. BA Tools: Process Mapping, Requirements Documentation, Human Capital Analysis Software Tools: OpenERP, Sage, Google Apps, Excel Vlookups and PivotTables, more

Austin, Texas, Us

Achievements: Developed retail processes during expansion from 3 to 7 locations Metrics: > $10 million aged 60+ days collected with designed and executed process > $500K aged 180+ days collected with designed and executed process ● Developed accounting processes and managed the general ledger for various small to midsized businesses in the Austin area including law practices, medical services businesses, government contractors, and more. ● Identified process issues and developed collections processes for clients, including collection of > $10 million aged 60+ days for one client and discovery and collection of > $500K aged 180+ days for another; significant amounts for both. BA Tools: Process Flow Charting, Check Sheets, Histograms, Box Plots, more Software Tools: Oracle, Sage, ProLaw, Great Plains, Netsuite, Quickbooks, more

Achievements: 2013 Royito’s Award recipient from GSD&M cofounder Roy Spence Metrics: Piloted with 250-300 students in Texas, Maryland, Florida, and Illinois ● Conceived and launched crowdfunding business into beta phase piloted with 250-300 students in Texas, Maryland, Florida, and Illinois. ● Worked with developer, UX designer, and online security expert to develop website and online tools utilizing Agile tools including SWOT analysis, stand-ups, and Burndown Charts. ● Designed, developed, and cowrote the curriculum and engineered Excel automation for users to reduce and expand choice of lesson plans. ● Received the 2013 Royito’s Award from GSD&M cofounder Roy Spence during the 2013 RISE conference for outstanding concept and launch. BA/Agile Tools: SWOT analysis, Stand-ups, Burndown Chart, Process Flow Chart, Extensive Stakeholder Analysis, Reverse Engineering, Wireframing, more Software Tools: CC Processing, Java, jQuery, HTML5, more

Us

Achievements: Guided sale of first franchise, Developed franchise-wide systems ● Established and created the systems and cowrote the Business Operations Manual and Franchise Disclosure Document for Moolah U / The Money Academy to become a franchising entity. ● Designed the franchisor and franchisee training systems and manuals, Discovery Day, and researched alternative, scalable registration and payroll systems, as well as system-wide Chart of Accounts. ● Identified process issues with customer registration system as a franchise entity. Utilized Process Flow Charting and Cause-And-Effect Diagram to illustrate issues. A Pareto Chart was utilized to represent costs for alternative systems based on number of monthly registrants. Researched and offered legally suitable, cost-effective solutions. ● In just a six week sales cycle, supported sale of first franchise from initial contact to close. BA Tools: Process Flow Chart, Cause-And-Effect Diagram, Pareto Chart, more Software Tools: Excel (formulae, pivot tables, some VBA), Quickbooks, more

Sterling, Virginia, Us

Achievements: Awards for Franchisee Excellence, Mentorship, Customer Service Metrics: #1 or #2 worldwide for revenue in system for years prior to sale ● Launched, co-managed, and negotiated sale of second largest children's art education franchise within the international franchise system. ● Negotiated acquisition of neighboring franchise business. ● Created tools for automatic payroll calculation, cash to accrual company- and customer-specific monthly analysis, accounts receivable, budget and deferred revenue analysis. ● Participated in marketing initiatives and macro-growth business planning. ● Awarded the Purple Tree Award for franchisee excellence in 2007, the Mentor Award for fellow franchisee support in 2009, the Customer Service Award based on customer reviews in 2011, and featured in Costco’s International Connections Magazine in 2008, among 20 other distinct awards over time in business. Tools: Excel (Pivot Tables, Formulae, VBA), Contract Reviews, Negotiation, more

Austin, Tx, Us

Successfully performed revenue accounting due diligence for Convio / Blackbaud (BLKB), a public corporation, as part of internal audits.

Austin, Texas, Us

Redesigned a functional ROI calculator for the Sales and Marketing teams at Bazaarvoice (BV) as part of new product launch prior to Bazaarvoice’s initial public offering.

Edited, organized, and verified information in the S-1 and F-1 documents for Three Rivers Operating Company resulting in a successful initial public offering of $300 million in 2012.

Austin, Tx, Us

Responsible for all day-to-day accounting and performed some Controller duties at All Access Today. Authored the Employee Benefits Handbook, documented and implemented accounting procedures, and used budgeted projections to persuade management to bring distribution efforts in-house.

Operated event production company responsible for private events as well as a successful two-day festival held at Palmer Events Center. Responsible for event planning and production, exhibitor sales, marketing, publicity, financial management, volunteer management, and compliance.

Achievements: Developed improved revenue system two weeks ahead of schedule Metrics: Developed system reducing hours of daily labor to a few minutes ● Responsible for allocation of > $100K daily cash revenue ● Promoted from Accounting Assistant to Accounts Payable Manager to Revenue Accountant and trained new hires when promoted. Partnered with customer service managers, marketing managers, and IT developers to institute systems company-wide as a result of rapid revenue growth. ● Discovered problem, proposed, designed, and cooperatively built solution for proper recording of subscription life cycles and their proper revenue allocation. Tools utilized in designing the new process included stakeholder analysis (accounting, marketing, customer service, IT), Problem Statement, and Process Mapping. ● Proposed, designed, documented, and implemented automatic Deferred Revenue Analysis system in mySQL to replace Excel-based system, reducing opportunity for human error; human labor time reduced from hours to minutes. ● Responsible for over $100,000 in daily cash revenue transactions and calculation, and booking deferred revenue over varying terms of subscriptions. ● Developed systems for tracking additional revenue streams such as Advertising, Events. ● Developed invoicing system and managed creation of invoices for Accounts Receivable for the new Online Advertising department. ● Managed chargebacks, credit card processing, checks processing, and wire transfers while managing over $100,000 in daily accounts receivable. Generated Daily Sales Report distributed to company executives. ● Interfaced with Finance department in creating reports for reporting worldwide company revenue on cash and accrual basis in multiple currencies. Reports presented to company executives and investors on a monthly basis. Participated in ongoing internal and external audits of company revenue. Tools: Excel (VBA, Macros, PivotTables), Oracle, SQL, Stakeholder Analysis, more

Bookkeeping for six small businesses in Austin and event booking agency for dozens of musicians in Metro Detroit and Austin. Designed and taught music business classes for Informal Classes program at University of Texas.

Austin, Tx, Us

Designed and implemented Access registration system and database for near 100% registration accuracy first year in use. Engineered registration rescue efforts for over 2000 registrants.Managed volunteer staff of over 20. Presentations to groups of 100-250 attendees.

Marketing and publicity strategies for client work with Sting, Peter Gabriel, Paul Simon, David Bowie, Bob Dylan, Tori Amos, Shawn Colvin, Luciano Pavarotti, Chris Botti, Ladysmith Black Mambazo, the 2001 Academy Award and 2002 Emmy Award nominated film On Tiptoe.Staff and project manager for high-profile productions held at Carnegie Hall, Lincoln Center, the NYC 9/11 Commemorative and the 2002 World Economic Forum.Tour coordinator for national and international tours; budget and travel arrangements.

Post-Graduate Diploma In Big Data - With Distinction (Master'S Equivalent), Big Data

Education record

Startup Incubator, Lean Startup Strategy

Professional Accountant

Specialized Knowledge And Applications, Mastering Quickbooks Software

Bachelor'S, English

Diploma