Private equity backed venture funded by Lindsay Goldberg

Perform analytical review each month for our 10 site operations to spot inaccuracies or variances in budget vs actual numbersSet up vendor contracts at each site operation to ensure scalability with the projected growth of the companyReview AP coding for accuracy and proper department allocationMonth-end close (Account reconciliations, GL maintenance, management reporting)Assisted in the implementation of MineralTree AP Automation platformPrepared various adjusting journal entriesCalculated accruals for site operations accountsReviewing work of team members (JEs, expense reports, credit card reconciliations)Prepare cost benefit analysis reports for vendor selection and leasing agreementsSkills: Netsuite, Certify, and Excel

Customized billing reconciliation for Fidelity each month, which has prevented $700,000+ worth of inaccurate billings through excel data analysis (vlookups, pivot tables, duplicate values, adhoc). Metric reporting for Fidelity, Charles Schwab, Allianz Global Assistance, and Fireman’s Fund.Contract Review. Found 15 delinquent accounts not in compliance with current contracts by paying close attention to the contract language and comparing it to account revenues from the previous year. This discovery totaled $50,000+ of potential revenue growth each year. Monthly transaction-based billing reports for 80+ Licensing and Registration department customers using adhoc reporting, NetSuite, and excel.Configured capacity rates for each team by coordinating with managers to time each individual process within the licensing department, which resulted in increased overall production by 7%.Consultant for Privilege Underwriting Reciprocal Exchange. Repaired customer relations by developing an open line of communication and restoring trust in Vertafore’s processes. Improved relations led to a new contract being signed thus increasing revenue by $70,000+ a year.Discovered a data issue by performing an audit of a customer’s records on file with the states, and this discovery lead to a one time project of $20,000.Perform end of the month invoicing for the entirety of the Licensing and Registration department; calculating state fees, taxes, passthrough fees, transaction fees, credits, and shipping costs. Invoices completed by pulling detailed reports from NetSuite and FileZilla, and finally, creating pivot tables for analysis. Credit card reconciliation at end of each month; has led to the discovery of $10,400 being recovered to be properly billed back to customers.

Analyzed housing market data and trends in the local area to determine key neighborhoods for potential housing acquisitions.Approximated bids on potential home sales that would yield the highest possible ROI.Forecasted time frames of eligibility to accumulate new properties at low risk, based off cash flows throughout the yearYearly budgeting based off projected rental property income each month, and project net income from sales of renovated housesLocated a property that grossed $30,000+ using the aforementioned skills