Theodore (Tj) Forbes, Mfm Email & Phone Number

Fort Lauderdale, Florida, United States

Awarded the top Sales Engineer of 2022 at Procore, recognized for expertise across all segments, verticals, and regions. Earned the President’s Club and President’s Circle in 2022 and 2023, setting historical records in both gross and product revenue for the overlay team, with a remarkable 284% product attainment in 2022 and 24 million in gross revenue including 9 million in Financial Product revenue in 2023.My approach focuses on Opportunity Assistance; working closely with construction Owners, CFOs, VPs, Controllers, Accountants, Construction Managers, and other stakeholders to uncover needs, identifying bespoke solutions that assist in closing high-value deals.As a product expert, my role involves significant Product Influence. I work in unison with the product team, delivering customer and industry feedback for new releases, helping shape the product roadmap to ensure we are solving real-world customer pain points.In addition to this, I strive for Thought Leadership, aiming to uplift the entire sales organization’s understanding of industry practices and the capabilities of our product suite. Through conducting in-depth software demonstrations, I provide valuable insights into the use and potential of our products, thus influencing decisions during the evaluation process.Specializing in all financial products, analytics, ERP integrations, workflows, reporting, and accounting solutions, I aim to continue setting the standard in the construction industry by leveraging my skills in the areas of opportunity assistance, product influence, and thought leadership.

Fort Lauderdale, Florida

Create and develop automated system to prepare, track, file and analyze monthly cost, billings and payablesMonitor and maintain construction project budgets and forecastsDevelop complex financial models to make decisions on potential opportunities and threatsWork with operations management to analyze key performance indicators to make sound financial decisionsProvide interpretations of financial information to executive managementMonitor cash flows to predict future capital requirements or trendsReview all potential Subcontractor financial statements for liquidity, debt to equity and other notes that would reveal riskTrain and guide project managers in Procore and Textura softwares

Fort Lauderdale, Florida

Prepared monthly billings for all projects and responded to billing questions from clients, subcontractors and management ensuring all costs were billed accurately and on a timely basisLiaised with Project Managers (PM) and Project Executives (PX) regarding contract documents, change orders, and other contract modifications, approvals, and any additional servicesMaintained project-related records, including billings, expenses, sub-contracts, and other documents in digital format

Nassau, Bahamas

Managed the company's accounting for revenue and expensesDeveloped automated accounting system to post journal, ledger and financial statement entries using excelResponsible for developing financial statements and calculating ROA, ROE and ROI to assess profitability and value of investments Analyzed financials and developed and implemented investment strategies based on each client’s risk tolerance

Nassau, Bahamas

Duties included management of the accounting, pricing and purchasing departments. Also responsible for preparation of budgets, forecasts and cash flows. Ensured the maintenance of financial ledgers and accounting processes.Prepared monthly consolidated P&L and balance sheet as well as statutory and internal financial reports. Developed pricing system that would reflect the highest return possible with minimal wastage.Developed a number of reports to assist different departments in its functions like low margin reports and aging reports. Preformed reconciliations and other test to maintain checks and balances

Part-timeManaged the company's financial accounting, monitoring and reporting systems in addition to interpreting financial information, monitoring and interpreting cash flows and predicting future trends to develop clear budgetary planning for future planning.Ensured that financial practices were in line with all statutory legislation and regulations.

Chattanooga, Tennessee Area

Connected with alumni for donation efforts

Chattanooga, Tennessee Area

Student recruiting and alumni donation efforts as well as general office task.

Bahamas

Duties included organizing, developing accounts receivable, accounts payable, tracking and monitoring data and Internal reporting.Helped develop and organize a new digital system for the accounting department as well as working extensively with many types of business software including Microsoft word, Microsoft excel and its internal accounting software.Helped carry out a field audit of one of the company’s subsidiaries and uncovered massive managerial and accounting issues.

Masters, Financial Management, 4.0

Activities and Societies: President of the Business Club

Master Of Business Administration - Mba, Accounting And Business/Management, 4.0

Bachelors, Accounting, 3.8

Activities and Societies: President of the Business Society and Historian of the Black Christian Union