Rose Koppy Email & Phone Number

Greater Phoenix Area

Rose Koppy is the Owner + Founder of Rhythm Bookkeeping & Consulting, a full-service digital bookkeeping & consulting company that helps Consultants, Coaches, & Agencies grow their business without worrying about bookkeeping and administrative tasks.Performing financial and administrative support to small businesses including but not limited to:Financial Support:• Record & categorize transactions• Reconcile bank & credit card accounts• Financial reports• Year-end financial reports for your CPA• Budgeting• Cash flow analysis• Advisory services• Annual 1099-MISC filing• Sales tax filing• Payroll management• Accounts Payable/Bill Pay• Accounts Receivable/InvoicingAdministrative Support:• Calendar/appointment management• Email management and organization• Project assistance/coordination• Travel arrangements/coordination • Presentation/spreadsheet preparation & management• Social Media management• CRM administration/management• Research & tech recommendations• Create & improve structure/workflow/processes• Event planning & coordination

Scottsdale, Arizona

Performing supportive duties for executive management not limited to managing calendars; screening/prioritizing emails, calls, deliverables; making travel arrangements, meeting and event arrangements; preparing and maintaining reports; and customer relations.•Implement an accurate and obtainable calendar system allowing executives to better leverage their time. •Handle all travel arrangements to detail enabling team members and clients to minimize the stress of travel and relax and focus on the objective of the trip.•Create and manage a 4-step process for documenting, prioritizing, tracking, and follow-up of company-wide deliverables to ensure timely accomplishment.•Plan and execute the complete production of several large client events and intimate training workshops each year.•Design, draft and execute all client and vendor contracts.•Create and manage a 5-step process for the companies top 3 grossing products ensuring customer satisfaction.•Design and maintain the companies pending and confirmed sales reports to ensure proper collection on each account.•Act as the organizational gatekeeper protecting executives time and energy while minimizing opportunity cost.•Collaborate on the production of important sales and marketing documents and products.•Help organize and facilitate staff meetings and events and provide status reports.•Participate in staff and volunteer recruiting and onboarding.

Phoenix, Az

Provide administrative support for the planning, execution, and completion of multiple branch projects.• Deliver prompt, courteous and efficient service to all clients while ensuring customers’ requests are met• Review and process contractual documents within company based computer applications• Schedule and host weekly service department meetings and prepare and provide status reports• Perform project planning with filed supervisors, purchasing and engineering department, and service manager• Maintain maximum profit margins by ensuring productive use of all assets, equipment and personnel• Coordinate upcoming schedule with clients and subcontractors to assure reliable, timely and cost-effective construction, maintenance, operation and/or emergency repairs of facilities• Create and update daily schedules for the service department using scheduling software• Distribute schedules, work orders and project files to field technicians• Dispatch incoming service requests; reassigning work as needed, making judgments based on current priorities• Exceeded company-established goals for the department through successful project management• Maintain project documentation through daily computerized status reports, and maintain a variety of records, reports and files• Provide service and inspection reports to clients and create invoices for completed projects• Maintain and update the customer account database as needed• Offer administration and customer support for all monitored accounts for the entire branch• Prepare RFP’s and estimates for new and existing clients• Take ownership of customer service issues, escalating issues to supervisors and technicians as needed

Provided administrative support to company executives and sales personnel. Coordinated meetings, seminars, and events. Lead preparation of presentations, marketing documents, file management, record maintenance and project administration for the business development department. • Streamlined reporting and document processing increasing personnel efficiency.• Prioritized deliverables for the sales department to ensure deadlines are met.• Assisted in the preparation of million-dollar awarded contracts.• Implemented the recurring contract audit process increasing revenues from existing clients.• Participated in the development of the companies brand strategies. • Serve as information liaison between customers and sales representatives• Control sales workflow so that customer’s requests are met and documented at all times• Prepare estimates, RFP’s, and agreements for clients• Track and process submittals, RFIs, subcontracts, change orders, and purchase orders• Maintain estimate database and sales reporting worksheets• Respond to customer orders and process paperwork for new accounts• Create work orders and provide project information to superintendents and project managers• Prepare closing documents and submit reports to multiple jurisdictions for completed projects• Provide back-end account maintenance, including updating agreements and client information• Maintain schedule for re-occurring maintenance and create work orders upcoming projects• Create marketing documents, coordinate events, travel arrangements, and trade shows• Increased productivity by creating a filing system tracking client information electronically• Constructed a database system managing account activity and tracking sales performance• Build a template sales personnel and managers use to save time managing projects

Phoenix, Arizona Area

Assisted with company operations in conjunction with managing assigned tasks and duties to achieve operational goals and standards. Provided support to upper management by focusing on the administrative and human resources aspect of the business. • Ranked in the top 5% in the state for maintaining storewide monetary accuracy• Exceeded operational goals by attaining 99% on secret shoppers reports• Received an outstanding customer comment on the company website for customer service

Phoenix, Arizona Area

Forecasted inventory requirements, purchased materials and managed inventory costs. Planned and directed the entire production activity of the company statewide.• Created a tracking system that decreased inventory management costs• Solved multiple supply chain problems by developing a streamlined production method• Managed the quality control program increasing the quality of product clients received

Phoenix, Arizona Area

Responsible for the overall operations, sales, profitability, and inventory management for the store. Supervised and motivated the store team, exceeding customer service expectations. • Ranked #1 grossing store in Arizona for three years in a row• Maintained lowest number of product exchanges and refunds statewide throughout tenure

Bachelor Of Science (B.S.), Business Administration And Management, General

Associate Of Science (A.S.), Business Administration And Management, General

Education record