Steven Samuel Email & Phone Number

United States

New York, New York, United States

Gb

Gb

 Co-manage the financial operations for eight Keller Williams offices (“offices”) Advise and collaborate with team leaders and operations managers across offices on strategies for business growth and best practices Oversee the financial operations for three offices that hold licenses of 500+ real estate salespeople and associate brokers (“agents”) Perform all accounting functions for two offices including processing of commissions, outside income, expenses, payroll, and distributions to owners Open and close books monthly and submit closing balance sheet and income statement to franchiser and owners for two offices Collaborate with accounting team to generate and distribute W-2 and 1099 tax forms at year end for eight offices Coordinate with certified public accountant (“CPA”) on market centers’ accounting and tax strategies Lead a class in “Profit Share” offering insights into passive income opportunities for agents in our office

 Oversaw the operations for an office with over 200+ agents Responsible for all financial transactions in the Manhasset market center and related accounting entries including incoming and outgoing payments, reconciliations, negotiating insurance policies, and creating and distributing W-2 and 1099 tax forms Recruited and managed office administrative staff Contributed to and occasionally led market center stakeholders’ meetings  Processed commissions, outside income, expenses, payroll, and distributions to owners Opened and closed books monthly and submitted closing balance sheet and income statement to franchiser and owners Created budgets approved by regional leadership Coordinated with CPA on office accounting and tax strategies Served as advisor to team leader on improving office operations

 Collaborated with leadership team on initiatives to recruit and retain successful agents  Onboarded new agents, counseled them on office procedures, training, and completion of Department of State and Multiple Listing Service forms Advised agents on real estate software to ensure that all agreements, contracts, and disclosures are completed and uploaded accurately Responsible for implementation of cost-saving transition to streamline technology platform for compliance document storage

Columbus, Ohio, Us

 Worked with other TAs to create weekly Concept and Task checklists for students Developed challenging practice test questions to help students prepare for exams Proctored and graded exams Monitored students while they reviewed graded exams

Columbus, Ohio, Us

 Performed Sarbanes-Oxley walk-through and interim control testing for Tax, Cash Receipts, Claim Payments, Pensions, Payroll, and Fixed Assets Audited mine subsidence insurance policies for overall accuracy Presented to senior leaders and staff ideas about using artificial intelligence and machine learning technology to benefit the company

Woodbury, New York, Us

 Collaborated with CardWorks’ teams to create internal and external client satisfaction surveys and internal quizzes on training effectiveness using Qualtrics Data analytics software Built an external survey that generated 12,000 responses in a 3-week time frame Composed an 80-page manual on how to use Qualtrics software, build a survey, dashboard, and embed data for custom sorting and filtering  Facilitated and monitored automated client file transfer process for survey distribution

Plainvew, New York, Us

 Administered collection and data entry of W-9 forms  Tallied postage for daily mailings and reconciled postage with affidavit of mailing Made corresponding database entriesWorked during the summer of 2017 and was recruited back for 2017/18 winter break