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Work Background
Design Development Construction Management IncVice President
Nov. 2022Orange County, California, United States · On-site
Bergener FirmChief Financial Officer
Oct. 2019 - Dec. 2022Newport Beach, CaliforniaSweet James is the emerging top personal injury law firm on the West Coast. After working for insurance companies and other personal injury attorneys, Sweet James Bergener set out to create a different kind of law firm. For more than a decade he has remained dedicated to the mission of providing real help to personal injury victims. As Chief Financial Officer, I was actively involved in the firm's business operations, including strategic planning, finance and budgeting, process development, marketing, and practice management.
WebShark360Director Of Operations
Sep. 2018 - Oct. 2019Orange County, California Area
Slime Time ToysCurator / Co-founder / Creative Director
Jan. 2015Los Angeles, CaliforniaAt Slime Time Toys, we take a creative approach to pop culture collecting. With expo and pop-up offerings from Japan and California, we specialize in cool, curated decade by decade.
Pete Fowler Construction Services, Inc.Operations Manager
Aug. 2011 - Apr. 2017Orange County, California AreaPFCS, Inc. is a construction contracting, construction management and expert witness consulting firm. Specific services include: General Construction Contracting, Construction Management / Owner’s Representative, Construction Cost Estimating, Construction Defect Assessment and Repairs, Construction and Post-Construction Inspections, Construction Issue Analysis, Report Development and Repair Recommendations and Expert Witness Testimony. - I established a concise, direct recruitment strategy. I was directly responsible for hiring and onboarding new employees. I lead initiatives to improve company culture, improve employee retention and morale.
- I spearheaded resource allocation needs on a monthly basis, including managing staffing and heavy project volume, including project staffing initiatives to increase gross profitability by 6%
- I managed a portfolio of 40 construction consulting projects, which included high profile project stakeholders.
Turnaround BookkeepingOwner/Bookkeeper/Quickbooks ProAdvisor
Oct. 2008 - Dec. 2015Portland, Oregon Area- Owner and founder.
- Implemented marketing strategies which resulted in growth of customer base to 50+ small business clients.
- Worked directly with clients to integrate accounting solutions, such as QuickBooks, to organize, present and translate accounting information into actionable business insights.
- Provide strategic consulting and financial analysis including business planning and strategy development.
- Introduced new and efficient accounting, financial and operational systems.
- Tracked financial progress by creating quarterly and yearly reporting sets custom made to each business.
Dillon & AssociatesAccountant, Executive Support
Apr. 2007 - Oct. 2008Portland, Oregon Area- Supported executive in maintaining operating functions for 12 investment properties.
- Created inter-company transactions, business rules and standardized source document filing procedures.
- Managed $4.5 million in personal real estate assets through day-to-day accounting practices.
- Fully transitioned accounting software from PeachTree to QuickBooks for ease of use.
KTC Foreign Language InstituteNative English Teacher
Dec. 2005 - Dec. 2006Fukushima, JapanI was responsible for organizing, planning, preparing and delivering English lessons in an afterschool program for children ages 3 to 15, with a focus on developing language skills including listening, speaking, reading and writing.
Jewish Federation of Greater PortlandCampaign and Finance Support
Apr. 2003 - Nov. 2005Portland, Oregon Area- I established internal controls for banking information, employee spending, and payment processing.
- I worked with the Director of Finance in streamlining data entry process for administrative staff by developing materials and procedures to reduce manual work and decrease number of times paper was touched.
- I reconfigured the donor database to reduce postage costs and improve communications with donors.
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