Samir Mohamedy Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Orange County, California, United States

• Initiate and implement growth strategies resulting in high-volume of customers from an average of 10 monthly sign-ups to an average of 55 monthly sign-ups.• Developed a model to streamline the process of allocating the sign-ups to instructors and automatically place the scheduled students on drivers’ calendars, resulting in saved time and energy.• Created forms and a database to securely record student information and data provided by instructors.

Orange County, California, United States

• High-Net-Worth Donor Relations• Research and implement legal aspects of successfully running a non-profit organization, effectively reducing costs of hiring outside consultants.• Lead efforts to identify data gaps and develop/implement systems to properly record data to be used for growing the organization.

Orange County, California Area

• Came up with and implemented innovative ideas for raising awareness of the organization and raising funds, by which organizational funds have increased year-over-year - by nearly one million dollars in 2021.• Interviewed, counseled and managed hundreds of clients per year to understand and meet their financial needs, including job placement workshops, taking families from homelessness to self-sufficiency.• Liaised between Operations and the Software Development team to identify and communicate pain points that could be solved with a professionally designed software and database.• Worked with the Treasurer and finance team to automate manual processes, resulting in not having to hire part-time, temporary employees.• Coordinated large-scale community events, including management of operations and volunteers.

Greater Los Angeles Area

• Collaborated with project managers to implement my unique knowledge of healthcare taxissues, resulting in several million dollars in savings for the client and fees collected for the firm.• Developed new business relationships with local and national healthcare facilities bycreating awareness of new and existing sales/use tax issues and building trust with prospective clients.• Conducted detailed studies of existing clients’ operations and practices in order tostrategize and effectively negotiate taxability with the respective State Tax Departments.

Greater Los Angeles Area

• Worked with financial officers and managers of small and large companies to obtainand understand financial documents for deeper analysis.• Researched complex tax issues using government and private authorities / guidanceto make taxability decisions.• Maintained strong relations with clients by serving as a primary point of contact.• Conducted training sessions for clients to ensure proper tax remittance policies are in place.