• Manage all aspects of daily operations related to company start up, growth and development of Home Performance and Residential HVAC business• Develop company standard operating procedures including daily activities, sales processes, standards for client interaction and ongoing team training and development• Assist in brand development and awareness through management of direct marketing, search engine optimization, and outreach events• Ordering and inventory maintenance of… Show more • Manage all aspects of daily operations related to company start up, growth and development of Home Performance and Residential HVAC business• Develop company standard operating procedures including daily activities, sales processes, standards for client interaction and ongoing team training and development• Assist in brand development and awareness through management of direct marketing, search engine optimization, and outreach events• Ordering and inventory maintenance of required stock and direct job materials• Provide excellent customer service in customer scheduling, retention, sales, conflict resolution and client billing Show less

• Analyze customer transactions to ensure compliance with IRS regulations• Provide quality customer service to outside firms and sub-firms• Assist in developing protocol to construct customers’ transfer statements in compliance with regulatory requirements• Assess and delegate daily team workflow assignments for required updates to transfer accounts

• Set up all aspects of business licensing, permit requirements and company files• Managed project for build out and construction, restaurant layout and design• Established policies and procedures for direct daily operation to ensure high levels of quality customer service• Developed yearly operating budget• Balanced accounts, sales and tax payments with company CPA• Kept accurate records for employees, subcontractors, and vendors including cash flow management, accounts… Show more • Set up all aspects of business licensing, permit requirements and company files• Managed project for build out and construction, restaurant layout and design• Established policies and procedures for direct daily operation to ensure high levels of quality customer service• Developed yearly operating budget• Balanced accounts, sales and tax payments with company CPA• Kept accurate records for employees, subcontractors, and vendors including cash flow management, accounts payable and payroll• Created employee schedules, managed training and job performance evaluations • Kept accurate inventory and performed ordering of food and dry goods• Promoted company through community involvement, local advertising, events, web site and social media Show less

• Developed training manuals and materials needed for office compliance in continuing education, and policy updates for HIPAA and insurance regulations• Interviewed, hired and established training protocols for new employees• Created employee schedules and evaluated job performances• Planned public relations for two doctors including seminars, conventions and mailings• Verified insurance benefits and billing of major medical and personal injury accounts• Efficiently managed… Show more • Developed training manuals and materials needed for office compliance in continuing education, and policy updates for HIPAA and insurance regulations• Interviewed, hired and established training protocols for new employees• Created employee schedules and evaluated job performances• Planned public relations for two doctors including seminars, conventions and mailings• Verified insurance benefits and billing of major medical and personal injury accounts• Efficiently managed building maintenance and repairs by establishing strong relationships with contractors Show less