As Controller, I make it my mission to coordinate resources and improve processes to build an efficient and scalable foundation to fuel the growth of SEED Planning Group. We will provide actionable insights to both customers and internal stakeholders by carefully reviewing financial data, developing systems integrations, and analyzing operational and systems performance.

Lead the growth of a 6-employee, $2MM organization into robust profitability, 18-employees, and $10MM•Permanently improved gross margin over 10% by breaking dependence on AR factoring in favor of a commercial line of credit from a traditional local bank•Developed systems integration & automation applications: one-click NACHA-compliant ACH batch files & email delivery of all remittance; import detailed payroll, fuel, and other transactions from various sources into accounting software•Eliminated Workers Compensation Insurance & audit-risk for owner operators•Obtained $500K+ NY State & Federal grants for hiring, training, & growth•Implemented standardized, electronic, accrual accounting practices from a checkbook-only tracking system & identified & recovered $30K+ via internal audits•Reduced 2018 income taxes by $50K+ by advising on tax minimization strategies•Built scenario-style budgeting & forecasting models using detailed cost analysis•Developed freight pricing models based on statistical interpretations of historical spot- and contract-market pricing data from internal and external sources•In response to COVID-19: secured a first-round CARES Act PPP Loan (100% forgiveness expected) and EIDL; developed secure & encrypted remote access capabilities; and implemented safety procedures to enable a safe return to the office•Prepared quarterly and YE financial statements

Helping Small Businesses overcome significant barriers to profitable success. •Developed new marketing and pricing strategies including: social media and online efforts, print advertising, events, loyalty programs, and customer service training to target new and existing demographics•Proposed new revenue streams by improving facilities utilization•Discovered previously unknown annual losses of after investigating 5+ years of negligent bookkeeping•Arranged over 15% Operational savings after analyzing costs•Brought client current for the first time in over 3 years using expense projections and financial forecasting models on week/month/season/annual basis•Reformed inefficient & error-prone bookkeeping practices•Helped established a professional work environment by drafting policies, creating an Employee Handbook, & coaching leaders•Implemented a simplified, electronic transaction processing and tracking system•Created robust and distinct internal & guest wired & wireless networks; established secure back-up procedures; and managed website updates & analytics

•Expanded a $150K market to $350K in 2011 & projected to $750K+ for 2012 by organizing 50+ major Marketing, Sales, and Business Development projects•Developed, sold, and successfully implemented a $60K product package to Prince Georges County, easily scalable to every medium to large US county government•Led press activities generating local TV news coverage, newspaper articles, a feature in a professional magazine, & 1000’s of social media hits•Designed and scripted a custom application to integrate CRM and Production PM data and improve tracking and prioritization of business development initiatives and deliverables•Assured client satisfaction & effective implementations far above expectations for all projects by managing client relationships and consistent follow-up•Provided IT support to employees and drafted technology processes/procedures with accompanying instructive media; often via Jing screen recording software

•Identified 2, $1MM+/year niche markets by developing key partner relationships, researching regulatory requirements, & conducting targeted market research•Listed 4 items in Magellan’s catalogue, opened 20+ store retail displays, & designed a new Hospital Direct Marketing Plan while testing new channels for existing items•Dramatically improved business intelligence capabilities by designing and implementing company-wide CRM policies and uploading existing customer data•Oversaw overhaul of distributor relationships and applied new pricing policies•Sharpened Brand and streamlined marketing efforts by organizing and centralizing all company marketing materials and eliminated unacceptable marketing tools•Provided IT support, and training for technology & sales tracking software

•Rebuilt 2 failing and crucial markets from sub-$4K/week to $30K+/week revenues•Managed leadership transitions & terminations; and developed sales & licensing procedures•Recruited, trained, & developed 20 sales agents & lead daily sales meetings

•Field-trained 2-4 new-hires every week maintaining personal sales above $7K/week•Top-5 salesman beginning with 1st week, boosting team revenue above expectations

•Designed profitable e-commerse websites and online marketing campaigns•100%+ ROI in 3-months

•Provided founding partner with detailed notes and assessment of plaintiff mannerisms and reactions during testimony;•Used Lexis Nexus and West Law to perform legal research;•Responsible for keeping the firm web site up to date.

Summer Position.•Assisted a lead partner defending a million-dollar auditing case resulting in a zero-dollar judgment. •Reviewed and summarized 12 years of the organizations history, meeting minutes, publications, and documents;•Performed many clerical, managerial, and IT services.