Rose W. Email and Phone Number

Dedicated to empowering individuals and businesses through strategic financial guidance. Proven ability to streamline accounting processes, enhance financial decision-making, and foster entrepreneurial growth. Specializing in coaching entrepreneurs to achieve their financial goals with confidence.

Led the design and implementation of 7 innovative process improvement solutions for SAGE Intacct accounting system clients. Collaborated with Solution Architects and development team to develop comprehensive solution proposals for complex client issues and gain C-suite approval. Effectively translated client requirements into functional user stories and provided expert troubleshooting for wireframe and design issues. These projects included:• Auto reconciliation module for a new eCommerce sales platform that integrated multiple external software systems, APIs, and bank feeds.• Electronic physical inventory module with robust dashboard analytics that expanded user adoption to other departments including operations and management.• Data transfer module with control frameworks to ensure data integrity, compliance, and seamless operations.

Designed and implemented operations, offshore production, and warehouse fulfillment processes and procedures to achieve business strategy success. Oversaw all accounting operations including preparing financial statements, tax returns, royalties, and future cash flow. • Business strategist who negotiated beneficial licensing contracts with several high-profile licensors and customers.• Secured beneficial production costs for over 200+ product SKUs with foreign factories, resulting in improved profitability. • Streamlined the process for foreign product imports, reducing shipping costs by 40% within 3 years. • Standardized factory audit procedure to ensure offshore product quality met US regulatory chemical and labor standards.• Developed product Sales and Cost Analysis which predicted product financial success with 85% accuracy.

Optimized enterprise processes by eliminating redundant procedures and fortifying internal controls through mapping and GAP analysis. This resulted in a 20% improvement in efficiency. • Created solutions and presented to senior executives and board on GAAP and IT coding security controls, Model Audit Rule (SOX) finance procedures, claims, and pharmacy benefit programs.• Inspired a million-dollar contract re-negotiation and identified a 50% reduction in payment handling time for a multi-million-dollar marketing program.• Negotiated $000,000 in audit refunds with federal auditors.

Operations manager and Controller who oversaw finances, including projections, budgeting, cash management, taxes, and internal and external reporting. Development projects included:• Redesigned process flow and incorporated outsourcing to reduce fulfillment costs by 25%.• Automated 3PL fulfillment from multiple online sales websites to the warehouse, reducing daily order handling time from 75 to 15 minutes and eliminating manual errors.