• Oversaw the operations of a business with 15 employees and 5.5 million in annual revenue.• Classified, analyzed, and conveyed financial information required for growth and success.• Responsible for all banking and bookkeeping activities as well as invoicing, A/R, and A/P.• Worked with project managers to develop and calculate multifaceted bids up to 2.5 million.• Supported the annual benefits renewal and open enrollment processes, including data gathering, audit, and reconciliation.• Supervised and oversaw the clerical staff and other office employees. Reported to owner.• Fostered lines of positive communication with hundreds of subcontractors and vendors.• Assisted in all duties related to HR, payroll & benefits including sourcing resumes and hiring.• Responsible for the accuracy and filing of monthly sales tax reports in ten states.• Maintained annual reports and construction licenses in twenty five states.

•Worked with business area management, analysts, and developers to create, document and prioritize requirements into uniform sales, marketing, and business processes.•Provided technical support, and training to CRM users throughout the organization.•Performed CRM configuration tasks such as: creating charts and dashboards, building custom workflows and dialogs, and maintaining security roles and access rights for users.•Acted as data steward to ensure all CRM data was accurately and consistently maintained and imported throughout the system regardless of data source.•Generated weekly sales campaign reports for several divisions within the bank.

Conducted market research and analysis on the retail construction industry.Performed general clerical duties including but not limited to photocopying, scanning, faxing, mailing, and filing.Prepared and edited presentations using PowerPoint, word, and Excel.Supported management staff in assigned project based work.Oversaw arrangements for management staff meetings and travel.

•Created and implemented strategic business plans both internally and externally.•Identified business improvement opportunities including analysis and development of solutions from an operational, management, human resource, and financial perspective.•Presented findings and helped administer client’s strategic planning meetings.•Created and managed long-term relationships with small to mid-sized companies to provide management consulting solutions.

Calculates, collects, and distributes dividends to clients.Keeps records regarding dividends paid.Verifies stock ownership on record date for self balancing on pay date.Familiar with standard concepts, practices, and procedures for domestic, international and optional dividends.

Conducted market research and analysis for clients to assess their organizational and management capabilities.Composed comprehensive corporate level strategic plans for clients.Prepared consultant presentations and reports using PowerPoint, Word, and Excel.Attended strategic planning meetings gaining extensive exposure to principles of management and organizational effectiveness.Interacted and corresponded with senior level executives in many different industries in order to help facilitate the strategic planning process.Assisted in shipping packages all over the country.

Researched and managed documents and data for over ten clients.Began the loan process for clients by completing forms using Lenders Office/Loan Point.Assisted clients over the phone with questions and problems regarding their loan process.Performed general clerical duties.