Business Development Team Member

Kristyn L Soria 202-***-**** Page *

KRISTYN L SORIA • Director of Finance

202-***-**** • ************@*****.*** • www.linkedin.com/in/ksoria/ More than a decade and a half of experience in strategizing business opportunities, controlling financial obligations, and challenging existing business practices by being a proactive leader and tactical coordinator. A creative, responsible, and results-oriented team member able to overcome obstacles and lead encouraging change. Pursuing an experienced-level role with opportunity for professional challenge and growth, while diversify my skills company-wide within alternate industries. Travel suitable. Skills & Expertise

ü Forecast & Budget Expert

ü Financial Operations

ü Business Process Revitalizer

ü Strategic Planner & Reporter

ü Law & Contract Interpreter

ü Program/Product Developer

ü Proactive Problem Solving

ü Sales & Client Management

ü Company–Wide Liaison

Key Accomplishments

Ø Reduced monthly expenses of a cancer institute by 20% by promoting business development, re-establishing vendor/client relationships, and organizing company financials for effective forecasting and budgeting Ø Built a strategic plan to expand a company into multiple states and countries to bring in $50M of revenue each year Ø Instructed and supported over 25 managers world-wide by effectively creating, implementing, and monitoring a company-wide reporting template that captures daily operation and organizes more than $20M a month in revenue, which increased efficiency by 45% within the first 3 months of implementation Ø Strategically created and monitored a structured and methodized path via program or product, that created a system and stream of information increasing enterprise efficiency and revitalizing business processes Ø Worked alongside start-up entrepreneurs from beginning of company development, to initiation of banking, to company set-up in order to handle expenses, receive payments, establish company policy and manage team growth Professional Engagement

Dr. Robert Nagourney & Affiliates Director of Finance; Financial Controller Long Beach, CA August 2017 – present Affiliates: Nagourney Cancer Institute, PMC / Rational Therapeutics, LLC / Metabolomycs, LLC / Pancreomics, LLC / Grants Manage all daily financial obligations and monthly reporting for cancer research institutes, the managing companies, and a non- profit organization all held by Dr. Nagourney.

• Implemented and standardized practices to up to date modern accounting increasing productivity and reducing costs

• Weekly Billing, A/R, A/P, Monthly Reconciliation, P&L, Trial Balance & Year-End Close Reports for tax preparations

• Created potential module’s, based on the doctor’s research ideas, to construct investment opportunities into companies

• Expedited company’s business development, research, and assisted in setting company goals and weekly progression Stun Creative Interim Financial Director Los Angeles, CA January 2020 – March 2020 Organized the consolidated books of three companies for a single source of truth findings for a merger that took place prior in the year. Lead a team to conduct an audit of books but also updated the current process to GAAP procedures.

• Developed a report to show the before and after merger changes of the company and the GAAP corrections of the books

• Reviewed entries for the current and prior year, and submitted revision general entries errors to get true reporting

• Recognized accounting practices that were not GAAP compliant and adjusted the procedure to increase company SSOTs

• Directed key team players throughout all companies on how they can help in an affect way for the mergers anticipations EZ Texting Financial Consultant Santa Monica, CA March 2019 – June 2019 Became a liaison between departments, company-wide, in order to bring sight into the financials of the company. Translated accounting month end to inform each department of their monthly financial variance performance and expense protocols.

• Recognized accounting practices that increased productivity and allowed easier translation of books for the company

• Developed multi reporting packages such as variance reports, budgets, historical trends, and monthly banking reports

• Reviewed every entry and submitted revision general entries for prior month errors in order to maintain true reporting Kristyn L Soria 202-***-**** Page 2

• Expressed concerns and explained how individual expense reports affect month end results with each department head Grupo Eulen Revenue Controller Miami, FL June 2015 – June 2016 Collaborated with COO and create a three-year strategic plan to capture $75M in revenue and expanded the company to 12 locations. Also, developed a task trend analysis to breakdown operations for a comprehensive understanding of revenue.

• Organized, analyzed, and distributed monthly Cumulative Billing Reports, P&L’s, and Dashboard’s in mass

• Maximized billing potential by individually translating over 250 contracts into task reference guides and a generator

• Instructed and aid all departments of the Company in maintaining, formulating, and translating programs and files to ensure a more uniform structure within each database Horizon Blue Cross Blue Shield of NJ Business Systems Analyst Newark, NJ November 2011 – January 2014 Formed an accounting and business management team in IT to work as the liaison between the Finance and IT departments.

• Analyzed P&L’s to organize accruals for departments and collaborate with Finance to report monthly spending

• Updated monthly forecast for departments based on actuals and averages to determine future budget

• Developed, and monitor, and report on internal and external, on and off shore, personnel including chargebacks, overtime, new hires, and terminations

• Step It Up Organizer who quarterly tracked and monitored rewards, allocated costs, and power user for nomination forms

• Provided assistance in developing, maintaining, reporting, and delivery of the CEO/CIO Dashboard to the CIO Horizon Blue Cross Blue Shield of NJ Enterprise Planning Analyst Newark, NJ June 2011 – November 2011 HBCBSNJ hired me as a Strategy Development Intern during the summer of 2010. During those four months I was trained and prepped to become an Enterprise Planning Analyst where I collaborated with upper management to create strategic themes goals that align to the enterprise strategy. The internship turned into full-time employment the following summer.

• Organized BLUElist initiatives into enterprise strategic theme categories to develop future year allocations

• Designed & supported SharePoint site to promote divisional Alternative Working Arrangements for all personnel

• Organized, updated, and prepared meeting objectives and created By-Laws & Charter for The Planning Council

• Updated Strategy and Development templates to reflect initiation, planning, and execution of all enterprise initiatives for current and future years

The CIT Group Corporate Tax Analyst - INROADS Intern Livingston, NJ June 2009 – September 2009 Determined tax percentages for over 200 entities to calculate the tax liabilities for each entity in each state and translated Spanish tax documents for our subsidiaries in South America.

• Prepared/filed Amended RAR returns for two 6-year IRS audit cycles using CorpTax, Doculogic, and E-Forms

• Organized and prepare M-1 Schedule and tax basis balance sheet support to facilitate internal and IRS audits

• Programed and automated M-1 Schedule for the consolidated federal return consisting of over 100 entities, increasing efficiency within corporate tax department

• Tracked net operating losses on amended returns for over 200 entities for each state in order to maintain master net operating losses source

Additional Experience

Lauren Mae Management Owner laurenmaemanagement.com 2018 - present

• Provides freelance, contracting services, nationally & internationally, in order to help all with their financial needs National Language Service Corps Translator www.nlscorps.org 2018 - present

• Serve as a translator for Spanish/English documentations and/or on-site government officials nationally & internationally Miss Universe Organization On-site Marketing Miami, FL 2015 Las Vegas, NV 2017

• Aided the Director of License & Creative Development with the preparations & production of The Miss Universe Pageant COBRA Power Systems, Inc. Administrative Assistant Spotswood, NJ June 2006 – January 2009

• Organized the front office, and managed back office warehouse and database of a generator dealership. Education

Pace University Lubin School of Business New York, NY

• B.B.A. Public Accounting & Business Law 150 hours CPA Program Completed: August 2011

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