Building Financial Reporting and Solutions for Businesses of all Sizes:- Financial Pro Forma- Business Budgeting- Financial Forecasting- Financial Forecast Models- Product Profitability Modeling- Data Analytics tied to KPIs- Cryptocurrency Specialists, Converting Blockchain to Standard Business Reporting- Crypto Tokenomics Modeling- Team with Excellent Bookkeeping, Spreadsheet Building, and other Consulting SkillsPast and Current Clients/Projects:- Upwork Client Base- Rocket Genesis- CLU LLC- DeFi Kingdoms- The Knot- Chasm Partners

• Optimized product level financial reporting used by marketing managers through SQL coding and Microsoft Excel• Advised marketing on pricing strategies for upcoming product promotions and new product launches• Tracked expenses and reported variances directly to department managers• Reworked Microsoft Excel based reports in Microsoft Report Builder to achieve a level of automation• Captured sales and expense data for local markets to determine profitability and viability.

• Managed a team of 3 in financial analytics, billing, and collections.• Created the P&L for a new business line and put together the finance team.• Planned revenue and expenses by working with operations and sales and combining their contributions to the project.• Created pricing models based on service touch points and warehouse dimension billing such as cost per square foot, and cubic foot models.• Various financial analytics for other areas of Overstock.com as needed

• Led a team of 8-10 individuals to become the #1 collections team in the site.• Structured the compliance department as the first compliance manager for the company.• Delivered monthly training site wide regarding FDCPA laws and regulations.• Optimized the compliance and call auditing process.• Worked with lawyers in closing cases that were brought against the site based on collections practices.

• Worked directly with clients regarding their investment objectives and financial account management.• Performed unsolicited trades on stocks, mutual funds, and bonds.• Structured different account types based on the client’s desired outcomes.• Followed KYC compliance standards.

• Managed client contracts and tracked data to achieve maximum billing and revenue collection.• Daily conferences with business analysts to discuss the current standing of individual contracts and the impact to overall company revenue.• Created and managed financial models using excel, essbase, and other financial programs in order to correctly guide business units with financial decision making

• Led teams of 15-21 people in achieving desired statistics• Worked with other managers to train employees on sales and customer service strategy.• Continuously innovated to create a fun team environment that drove maximum performance• Maintained schedules and service levels for our entire site based on client needsDuring this role my team became a #1 ranking team in sales and other important metrics. My team came together and created both a great team environment, but also led the culture of the other teams in our site.

• Assisted customers in opening CD, Money Market, Savings, and other account types in order to maximize their investment returns• Sold investors on the Discover Bank brand by sharing the features and benefits of the Discover Financial model• Worked with Electronic Funds Transfers• Continuously learned and followed the procedures of FDIC and other government bank regulations I received recognition each month for being #1 in opening accounts. I had many leadership opportunities supporting other team members in this role.

• Outbound calls to customers that are delinquent on their lines of credit• Assisted credit customers with payment options to bring the accounts current• Innovate new financial strategies for customers to guarantee future on time paymentsAchieved a #1 ranking as top collector multiple months in a row. Awarded team champion and site champion during collection contests. Developed best practices for collection attempts, and worked with individuals to implement improvement where it was needed.

• Worked on the phones assisting customers as they called in• Used up-selling tactics to obtain sales quotas• Assisted the call center as a supervisor• Resolved complex issues that arose from upset customers• Worked in a variety of team settings