- Employed various software tools (Microsoft Excel, Forecaster, Dynamics GP) to create multimillion dollar operational and program budgets for three subsidiary companies by analyzing past/present financial resources, and projecting future revenue and expenditure. Result: increased revenue by >$2 million, received promotion to Senior Staff Accountant.- Tracked budget reporting requirements for >100 distinctive grants, and periodically reported updated actual financial data as required by funding sources.- Advised Executives, Directors and staff regarding novel programs, resources and goals. Result: implementation of >10 new, successful programs, >45% growth in program participation.- Created narrative budgets for grant submission including figures, explanations and itemized breakdowns of calculations for programmatic budgets. Result: >85% successful grant funding rate.- Pursued progressive increases in responsibility and contribution, including assisting with cost accounting and absorbing responsibilities for petty cash Result: >$20,000 drop in personnel expenditure.- Contributed significant, lasting added value to the organization through several process improvements including creation of novel resources:o Novel COVID-19 impact prognostication paradigm. Result: reduced ambiguity, allowed determination of priority and minimization of impact of COVID-19 closures.o Centralized budgeting system utilized by all stakeholders for each particular budget. Result: enhanced communication and consistency, decreased budget turnaround time by 35%.o Launched innovative Grant/RFP tracking resource, allowing for monitoring of win/loss, specific requirements, amount requested vs. amount awarded. Result: improved grant tracking, diminished up-front time expenditure by > 4 hours.o Streamlined Petty Cash forms and structures. Result: expanded petty cash fulfillment by 70%, improved reconciliation success to 100%, identified source of fraud within system.

In the Spring of 2015, I formed and led a small group of volunteers in order to assist an organization in Northern Kentucky. When I came to work with People Advocating Recovery NKY, they were completely lacking a set business plan. After attending a few meetings and speaking with their Director, I formulated a strategic plan for PAR NKY to pursue. In forming this strategic plan, I analyzed their internal and external environments, the demographics of the area, the resources available, and related items. I took this knowledge in order to advise PAR NKY of the best strategy to pursue in order to ensure maximum success, and the greatest amount of recovering addicts served.

Position SummaryThe Lead Underwriting Analyst is responsible for developing a preliminary risk profile of clients based on financial and credit information gathered from a variety of sources. Additionally, the Lead Underwriting Analyst is responsible for assisting in the training and mentoring of the entry level staff.Essential Duties•Entry level Qualification Analyst responsibilities – 30%•Audits deals for Qualification Analyst trainees – 40%​•Answer deal level and process questions – 10%•Train new entry level staff – 10%•Mentor and coach entry level staff on processes – 10%•Other Duties As Assigned

Develops risk profiles of clients based on financial information gathered from a variety of sources and evaluates the risk of funding small businesses by considering all applicable information.-Pre-screens & pre-qualifies new Merchant deals by pulling and analyzing bank and credit information-Aggregates information and makes decisions to move deals to quoting stage-Collaborates with Merchants, Brokers, Sales Representatives and in-house operations teamto provide excellent customer service to external & internal customers

1. Support the agency’s marketing/sales plan.2. Contact prospects and current policyholders for sales appointments.3. Prepare material for agent/licensed sales representatives appointments.4. Execute and manage the agency direct mail campaigns at the direction of the agent.5. Execute and manage the agency retention program at the direction of the agent. 6. Provide prompt, accurate, friendly, cost-effective service within the scope of non-licensed activities and utilize them as a basis for establishing a marketing and sales opportunity for licensed sales representatives.7. Work with the agency computer system to update information in customer databases.8. Prepare forms, policies, and endorsements within the scope of non-licensed activities.9. Provide service to the public and policyholders in a pleasant and courteous manner within the scope of non-licensed activities.10. Perform other related duties as assigned by the agent.

Managed and executed maintenance for the city relative to painting, mowing, and landscapingProvided management leadership relative to the annual festival: preparation and street management, traffic (re: closure, direction), Small Construction activities, Street Cleaning and reopening

Managed interactions between Restaurant Customers and Kitchen StaffTook orders, delivered food and drinkAccepted payment viaCash registerCredit card processingCheck approval

Minor Management Duties: Supervise/Trained Other WaitersManaged interactions between Restaurant Customers and Kitchen Staff: Took orders, delivered food and drinks Accepted payment via: Cash register, Credit card processing, Check approval