Accounting Management

Steve Schmidt 214-***-****

LinkedIn Profile ***********@*********.***

Accounting & Business Manager

A proven financial and operational leader offering a track record of success in managing all aspects of accounting, financial analysis/reporting, and revenue generation. Providing on-going analysis of policies, tools, and procedures to identify areas to improve efficiencies, create cost savings, and enable growth. Leveraging strong interpersonal skills to hire, train, and lead employees while building positive, on-going relationships with key strategic clients.

Areas of Expertise

Financial Management Financial Analysis Team Management Purchasing

Process Improvement Financial Reporting Policy Development Compliance

Office Administration Startup Leadership Vendor Management Pricing Strategy

Accounting Management Strategic Planning Budget Management Communications

Select Career Highlights

Managed financial and operational activities for a family-owned business that grew to $1.2M in annual revenue while expanding to two locations in Texas; hired, trained, and directly managed the dispatch team as well as accounting and administrative personnel for the entire company.

Oversaw procurement of vehicles for a fleet with 10 service vans while managing purchasing for supplies, equipment, and IT equipment and negotiating favorable terms for vendor agreements.

Analyzed pricing and payment policies and implemented improved processes that reduced aged receivables and enhanced both top- and bottom-line results.

Directed company marketing and branding activities, including website management, campaign and collateral development, and relations with the US Patent and Trademark Office.

Professional Overview

White Knights Emergency Auto Assistance, Inc. (dba Roadside America Auto Club) 1990-2018

President/CFO

Managed all financial and operational aspects of a family-owned business, including accounting and dispatch departments; trained and oversaw the dispatch team as well as administrative personnel. Oversaw accounting functions, dispatch scheduling and operations, and development and maintenance of dbs’s, logos, copyrights, marketing, and sales programs. Drove compliance to state and federal regulations and generated daily/monthly reports for business analysis and planning. Managed A/R, A/P, and account reconciliations while working with an external CPA on tax filings/reporting; administered corporate book/record keeping and dba corporate resolutions.

Grew company volume to $100K+ in monthly receivables ($1.2M+ per year) and expanded to two locations in Houston and Dallas/Fort Worth; hired, trained, and directly managed multiple employees at both sites.

Oversaw procurement activities, including supplies, equipment, and capital purchases such as vehicles and IT infrastructure; built and maintained a 10-vehicle fleet.

Researched and sourced IT services and selected vendors to manage the company’s technical needs.

President/CFO Continued…

Created and implemented marketing and branding programs, including developing three different logos and working with the US Patent and Trademark Office on filings and renewals.

Oversaw companywide implementation and transition from Great Plains Account software to QuickBooks.

Analyzed budget forecasts, actual receipts, and expenditures to demonstrate the need to raise rates and adopt optimal pricing strategies; negotiated new terms and agreements with major clients.

Reduced aged receivables by implementing a new policy to suspend business with clients who were behind in payments and restart account activity when payments become up-to-date.

Leveraged exceptional customer service skills to build long-term loyalty with key strategic clients, ensuring high rates of renewal while growing account spend as much as 300%.

Lowered company costs by negotiating significant savings with various insurance agencies.

Performed month-end reporting and interfaced with external accountant on year-end and franchise taxes, achieving zero discrepancies or tax issues during tenure.

Created domain name, logos, and content for two websites to promote B2C and B2B business divisions.

ACI 1989-1990

Full Charge Bookkeeper

Maintained financial books and performed ad hoc duties as needed. Accumulated and researched reports for accuracy across various departments and reported findings to the company owner.

Identified errors in financial reporting/bookkeeping and provided reports to company management.

Dragon Land & Cattle Co. 1988-1989

Full Charge Bookkeeper

Researched files from newly acquired companies to aid in the integration process. Maintained company financial records and employee files (including W-2s).

Researched oil and gas sites, ensuring proper pipe coating while consulting with rig foremen regarding time estimates and general updates on progress; reported findings to senior management.

Evaluated recent acquisitions and identified a company with active drilling leases; collaborated with an independent geologists to review the maps and found seven active wells in Louisiana.

Identified unreported or underreported assets and multiple acquired companies.

Education

BS, Financial Accounting – Xavier University

AA, Managerial Accounting – Cincinnati Technical College

Community Service & Volunteer Activity

Officer/Council Member – Knights of Columbus

Member of the Government Affairs Committee – Apartment Association of Tarrant County

Former Member (14 Years) – NFIB (National Federation of Independent Business) Safe Trust

Secretary – Apartment Association of Greater Dallas, Irving Chapter

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