Simone Waddell

Simone Waddell Email and Phone Number

Client Experience Coordinator @ Clarity Wealth
The Villages, FL, US
Simone Waddell's Location
The Villages, Florida, United States, United States
Simone Waddell's Contact Details

Simone Waddell work email

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About Simone Waddell

Simone Waddell is a Client Experience Coordinator at Clarity Wealth. She possess expertise in leadership, finance, financial analysis, management, accounting and 27 more skills. She is proficient in French, Italian, German, Portuguese, Hebrew and Spanish.

Simone Waddell's Current Company Details
Clarity Wealth

Clarity Wealth

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Client Experience Coordinator
The Villages, FL, US
Simone Waddell Work Experience Details
  • Clarity Wealth
    Client Experience Coordinator
    Clarity Wealth
    The Villages, Fl, Us
  • The Sunny Pint
    Owner
    The Sunny Pint Jan 2019 - Present
    Wildwood, Florida
    The Sunny Pint is a craft beer taproom and restaurant with the largest selection of Florida Craft Beer on tap in The Villages/Wildwood area. www.thesunnypint.com• Develop and implement systems and processes in HR, Payroll, and Accounting; roles and job descriptions; financial model; chart of accounts; financial reports; recipes and staff workflows• Select and launch software for operations and finance: QuickBooks Online & Payroll, Clover POS, GoDaddy Website Hosting, Digital Pour (Beer Menu)• Build a culture and business relationships based on integrity and emotional intelligence with staff, vendors and guests• Drawing on years of experience in finance, operations and building business relationships, create, execute and grow a new craft beer focused restaurant concept and brand
  • Ohsu | Oregon Health & Science University
    Administrative Director, Finance & Ops - Onprc
    Ohsu | Oregon Health & Science University Apr 2015 - Sep 2019
    •Provided leadership and change management in administrative functions, strategic planning and systems development•Grant Administration Team Development: Evaluated existing organizational structure and team functionality; implemented organizational and process changes needed to develop a functional team with a focus on customer service and compliance•Financial Workflow Integration and Standardization: Engaged customer, operational and business office personnel to evaluate workflows with financial impact; developed decision making matrixes and documented processes to ensure clear and consistent billing, cost waiving and crediting
  • Ohsu | Oregon Health & Science University
    Finance & Operations Director - Octri
    Ohsu | Oregon Health & Science University Jul 2014 - Apr 2015
    •Clinical Research/Epilepsy Monitoring Unit: Opened new combined clinical and research unit, negotiated across missions to develop an operational resource model to allow for shared staffing and Epic (Electronic Medical Record system) use, a financial model to meet compliance standards and space allocation with the university and hospital
  • Ohsu
    Assoc. Director, Finance & Operations - Octri
    Ohsu May 2012 - Jul 2014
    Portland, Oregon Area
    •Administrative Core Development: Reorganized staffing structure; recruited, developed, coached and mentored new and existing communications, finance and administrative staff into a highly functional team
  • Ohsu
    Finance Administrator
    Ohsu Aug 2011 - May 2012
    Portland, Oregon Area
    •Financial Modeling: Designed and implemented financial model improvements based on intellectual property protection cost, licensing performance and staffing model to balance departmental budget
  • Microsemi Ppg
    Accounting Supervisor
    Microsemi Ppg Jul 2007 - Aug 2011
    •Supervised, coached and mentored accounting team including the full cross training and development of employees in AP/AR/Commissions Processing/Payroll/Fixed Assets/Travel/Government Project Accounting for five divisions (combined $200 million revenue) located in Oregon, California, Macau and France•Managed process alignment for accounting and payroll systems with newly acquired entities •Streamlined monthly close process, including financial reporting, from over six days to three days•Reviewed and updated accounting procedures for SOX compliance and process improvement•Coordinated internal and external audits including government (DCAA) contract audit•Standardized timekeeping and expenditure tracking system for government contract compliance •Managed successful divisional payroll software and banking conversion including user testing and employee training
  • West Coast Bank
    Assistant Relationship Manager, Commercial Lending Team
    West Coast Bank Feb 2006 - Jul 2007
    •Recommended appropriate loan structures, monitored covenant compliance and analyzed incoming applications for commercial real estate development and construction funding
  • Dick Clark Productions
    Senior Accountant
    Dick Clark Productions Mar 2004 - May 2005
    •Resolved outstanding federal and state tax issues from the closure of restaurant division•Analyzed expense variations to budget for board meetings and lender statements to ensure covenant compliance
  • C2 Pictures/Cinergi
    Sr. Accountant/Analyst
    C2 Pictures/Cinergi Aug 2001 - Mar 2004
    •Developed consolidated financial statement package for executive review based on GAAP standards •Managed successful accounting system software conversion and data migration
  • Patrick Raymond Entertainment
    Production Manager/Post Production Supervisor
    Patrick Raymond Entertainment Oct 1999 - Dec 2000
    •Budgeted, planned, scheduled and executed production and post production for all projects including “Ab Twister” and “Wall Magic”
  • Bonneville Worldwide Entertainment
    Acquisitions Manager/Post Production Manager
    Bonneville Worldwide Entertainment Sep 1997 - Oct 1999
    •Acquired completed dramatic and documentary works for home video distribution including the 1997 Oscar winning documentary “The Long Way Home”•Managed daily activities of production department in Salt Lake City including the restoration and editing of the BBC series “The Strauss Family”•Recovered over $200k in lost royalty revenue from international home video distributors

Simone Waddell Skills

Leadership Finance Financial Analysis Management Accounting Process Improvement Budgets Strategic Planning Team Building Analysis Program Management Microsoft Excel Microsoft Office Forecasting Project Management Data Analysis Business Analysis Cross Functional Team Leadership Business Process Improvement Team Leadership Financial Reporting Teamwork Coaching Access Microsoft Word Customer Service Operations Management Financial Modeling Risk Management Change Management Training Budgeting

Simone Waddell Education Details

Frequently Asked Questions about Simone Waddell

What company does Simone Waddell work for?

Simone Waddell works for Clarity Wealth

What is Simone Waddell's role at the current company?

Simone Waddell's current role is Client Experience Coordinator.

What is Simone Waddell's email address?

Simone Waddell's email address is si****@****gon.com

What is Simone Waddell's direct phone number?

Simone Waddell's direct phone number is +154161*****

What schools did Simone Waddell attend?

Simone Waddell attended Portland State University - School Of Business, Southern Alberta Institute Of Technology (Sait), University Of Rochester.

What skills is Simone Waddell known for?

Simone Waddell has skills like Leadership, Finance, Financial Analysis, Management, Accounting, Process Improvement, Budgets, Strategic Planning, Team Building, Analysis, Program Management, Microsoft Excel.

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