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Investment Analyst Night Auditor

Location:
Washington, DC
Posted:
March 27, 2023

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Resume:

Lawrence Schmidt

Washington DC ***** 771-***-**** adv51q@r.postjobfree.com

Professional Summary

Forward-thinking business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Skills

QuickBooks & Sage Products Drake Tax Software

Microsoft Office CRM & POS Systems

Tax Dispute Resolution Personal Management

Training Restaurant & Pub Management

Marketing & Sales Management Financial Accounting

Real Estate Investment Analyst Regulatory Compliance Work History

Marketing & Regulatory Consultant, Paymo Group Jan 2023 (Contract Remote) London, England

Reduce the licensing time from two years to six months, saving the client over $750,000 in cost

Identifying and crafting primary media messages for international money transfer startup app

Advising on regulatory compliance for capital funding Director of Operations, The Fest Ltd Apr 2015 – Oct 2020 London, England and Cardiff, Wales

Lead the marketing initiative for each restaurant location, which led to an increase in revenues of 20% year over year for three years.

Monitored restaurant finances, including sales, expenses and inventory control to achieve a 15% increase to the bottom line profit.

Enforced food handling regulations to increase guest safety and achieve the first 5 Rating for the Octoberfest Pub in their history.

Analyzed the performance of locations and individuals to improve the guest experience.

Responsible for four different concepts; Octoberfest Pub, Barley & Rye, Troubadour and Pop Brixton Marketing & Regulatory Consultant, Nudipay Apr 2014 – May 2015 London, England

Identified and craft primary media messages for startup payment app

Met with department heads of the FCA regulatory body to obtain permission for the company to participate in a sandbox environment. Was required to meet the five eligibility criteria; genuine innovation, consumer benefit, readiness, need for support and demonstrate use in the remit industry.

Provided guidance on licensing procedure to passport over to the European market 2

Real Estate Investment Specialist, FutureGen Sep 2009 – Apr 2014 Washington DC

Located potential properties to buy through research, via distressed sale by tax authorities or self- governing organizations, while evaluating the potential properties at upcoming auctions, attending auctions and bidding on properties. In addition, determine the financial status of potential investments, including analyzing income potential, expenses, and other factors that affect the potential return on investment.

Before auction sales, supervised the team that performed inspections of properties to ensure they meet standards for habitability, including structural integrity and environmental hazards such as termite infestations.

After the purchases, coordinated with contractors to perform renovations on properties as needed and with attorneys to ensure legal compliance for all transactions Business Development Director, CWS Global Jun 2007 – Aug 2009 Zug, Switzerland

Identified, developed, and managed business opportunities within the restroom hygiene sector. Strategically was able to identify and capitalize on opportunities for growth and expansion, by opening new markets in the USA and UK, which increased revenue and profits for the export division.

Worked with Frankfurt marketing team and Film Deluxe GmbH to develop commercial for the Cleanseat

(https://youtu.be/qqFwUp_83DM)

Senior Partner, Pilatus Financial Services Sep 1987 – May 2007 Atlanta, GA & Tampa, FL

Established firm with a single office and, with distinctive marketing efforts, grew into six offices spanning two states within five years.

Track record of identifying solutions for intricate tax issues and correcting errors stemming from incorrect tax filings, as well as discovering legal tax savings opportunities. Advise SMEs management on the impact of tax liabilities and corporate strategies in light of new tax laws, and generate monthly financial reports according to GAAP requirements.

Adept at training and equipping SMEs staff on popular accounting software such as QuickBooks, Peachtree Accounting, and Sage.

● On average saved new clients over $15,000 per year through legal tax strategy missed by other accountants.

Client Relationship Manager, Accounting & Tax Advisers Jan 1986 – Jun 1987 Tarpon Springs, FL Owner, PITA Taxi Service Mar 1982 - Aug 1985 Tallahassee, FL Night Auditor, Holiday Inn Mar 1978 – Feb 1982 Raleigh, NC Education

Bachelor Degree in Accounting with minor in Marketing – University of North Carolina Volunteer Work

Mostly Mutts Atlanta, GA Foster over 100 dogs Kennesaw UMC Atlanta, GA Stephen Minster



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