Sourced and implemented a cloud based Client Relationship Management (CRM) tool with workflow capabilities bringing together over a decade of disparate sales, client and lead information to increase productivity and profitability. Trained team on tools; held accountability meetings; led annual business plan; designed and executed a new marketing strategy; launched appreciation programs for clients and partners.

Executed accounting, payroll, and inventory functions in Quickbooks and Quickbooks POS. Completed payroll, personalty and sales and use tax filings; negotiated retail leases and supplier payment terms; deployed marketing and promotion strategies; procured inventory and attended trade shows.

Developed financial reports and processes for internal stake holders of a 3-year, $125-million strategic investment to include budgeting, tracking and reporting by project. Managed finance for a subsidiary in Franklin, TN. Executed the company's first-ever industry benchmark study. Assisted in consulting engagements around corporate strategy and industry benchmarks with Booz&Co and Sherlock Company.

Prepared accruals, deferrals, reconciliations, Department of Insurance filings, and audit worksheets. Heavily involved in the annual budgeting process and other works such as white papers, financial analysis and special projects.

Performed accruals, deferrals, subsidiary accounting, inter-company eliminations, expense analysis for maintenance and other major expense categories, utilization reporting and other projects.

Assisted in the entire accounting cycle.

Worked with fixed assets, capital projects, royalty calculations, and government filings.