Experienced Financial/Operations Specialist

Work History/ Experience:

Modular Document Solutions -Tampa, FL - Managing Member (Co-Owner)

Strategic Planning & Vision

Teambuilding & Leadership

Profit & Loss Management

Business Process Optimization

Corporate Culture Change

Lease Accounting & Servicing

Sales & Operations Management

Regulatory Compliance

Deal Structuring

Reference: William Sprecher, Joseph Ferrante,Thomas Ferrante - 813-***-**** - 2007-Present

Majority Shareholder/ Managing Member $30 million dollar company

Business and Office Solutions – hardware and software implementation

Sharp Copiers/Software Solutions – SalesForce integration and management

Supervised Financial Strategy and Decisions through process/program development and improvement

Operated Future Projections and Planning on Operations Level

Financial/Operations Specialist – Contract Consultant – Self-Employed

Budget Planning and Insurance Policy Evaluation/Consulting

Reference: Samuel S. Mehring Esq. (Client) – 813-***-**** (July 2014-February 2015)

Financial Strategy and Budget Analysis

Provide robust modeling and reporting to facilitate executive-level decision making. Met with department heads and analyzed group needs during period of aggressive growth and infrastructure upgrades.

Strong analytical skills; support business operations through analysis of key performance indicators and trends.

Consensus-driven communicator; liaise across various business units and promote organizational success.

Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software.

History of excellence in: Financial Modeling GAAP / IFRS Compliance Risk / Quantitative Analysis Reporting Processes Joint Ventures and Partnerships Capital Expenditures (CAPEX) Financial Statement Preparation Multi-industry / Sector Expertise Due Diligence / Mergers Trend Forecasting Statistical Software Tools Executive Presentations

Client Profile Analysis – New Finance Department Implementation - Increased Settlement Payouts – by average of 25%

Process Improvement – Average efficiency increase of 23% -SAP, Oracle, Microsoft Dynamics, Lean, Six Sigma, ProcessPro

Neopost Florida- Tampa, FL

Mailing and Office Systems- Manufacturer and Distributor - (December 2013-November 2014)

Software implementation – Contract creation - financial analysis – OMD, E-Automate, SalesForce

Reference: Dennis Whitsett (Director of Operations) – 813-***-****

Project Manager/ Financial Analyst – Operations Team Lead – Accounts Receivables/Collections Director

Implemented “All-inclusive” Supply Contracts – Increasing profit margin by 62%

Increased Profit Margin for FL. State Contracts from -10% to +30% in 6 months by implementing Refurbished Products

Lowered Collections from 300,000 to 10,000 past 90 days

Quality/Supply Systems Analyst and Sales Executive (Admin.)

Supply Department- Customer Retention Director

Supply Sales and Analysis/ Operating System Analysis and Improvement

Corporate and Nationwide Assessment and Implementation

Westshore Financial Group- Tampa, FL

Financial Services/Financial Planning and Insurance Sales and Management- Tampa, FL (June 2012-March 2013)

Reference: Stewart Davis (General Agent) - 813-***-****

Pre-Contract Training- Field Representative

Sales Training in Insurance and Financial Product, Services, and Strategic Analysis

Cash Management and Budget Analysis/ Consulting

Financial Organization Software- Living Balance Sheet implementation and management

Client Development and Business Practices Training

Smoothie King- St. Petersburg, FL

Food Services-Smoothies and Nutritional Lifestyle Center- (July 20, 2010-August 15, 2013)

Reference: Kati Thompson (Store Owner) - 813-***-****

Store Supervisor- Customer Service, Retail Sales, Preparing Products, Inventory Management

Marketing- Implemented Marketing Strategies- Designed and Established Customer V.I.P. Benefits Program

Retail Sales- Researched and marketed competing products to increase inventory turnover 20% of fitness and healthcare products

Inventory Management- Organized, recorded, and managed raw material and supplements inventory

Modular Mailing Systems, Inc. - Tampa, FL

Office Equipment Dealer- Mailing Equipment and Services- (May 10, 2005-August 28, 2009)

Reference: Dennis Whitsett (Director of Operations) – 813-***-****

Accounting/ Finance Executive

Slashed collections from 12 months to 90 days by implementing several new customer payment methods and software

Initiated the use of credit cards to reduce costs associated with collections and minimize interest-carrying costs

Assisted with preparation and finalization of reports and financial statements

Customer Service Technician /Systems Analyst

Trained customers in machine use and trouble shooting software

Implemented process software into clients operations systems

Processed service calls through computer network and ensured customer satisfaction with equipment order

Education

University of Tampa(John Sykes College of Business) MBA and MS Program- Expected Graduation 2016 (Present)

University of Tampa- August 2010-June 2012, Bachelor’s Degree in Finance

1st Place Champion- Strategic Business Analyst Program- University of Tampa’s John Sykes College of Business-April 2012

Florida State University- June 2007-December 2009, Finance

Jesuit High School- Tampa, Florida, August 2003-June 2007 High School Diploma

Additional Training and Skills

Microsoft Dynamics, SAP, OMD, E-Automate Analyst -Operation and Full Implementation

Proficient Training in Microsoft Office (Word, Excel, Entourage, PowerPoint, Dynamics) and Trained in Oracle’s Crystal Ball, Monte Carlo Software

Community Service

Pepin Heart Academy: University Hospital - Tampa, Florida - Bridgette Shaw 813-***-****

Patient Outreach Representative

Serviced and Interacted with patients in the Children Cancer Center of the University Hospital, playing games, reading stories, and visiting with families.

Contact this candidate