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Work Background
Internal Revenue ServiceRevenue Agent
Mar. 2024Atlanta Metropolitan AreaConducted examinations of individuals and businesses to determine Federal tax liability, ensuring compliance with tax laws.
• Collaborated with taxpayers, their representatives, CPAs, and tax attorneys to resolve tax issues efficiently.
• Identified tax discrepancies and provided recommendations for tax adjustments to maximize revenue for the Internal Revenue Service.
Atlanta Audio & AutomationVice President and Owner
Aug. 2004Atlanta, Georgia, United StatesBusiness owner with expertise in business and fiscal management, operational management, and team leadership. Well-versed in customer service and support, project management, purchasing and supply management, digital marketing, vendor negotiation, technology, and all aspects of human resources
● Created all budgeting, finance, and accounting operations including accounts payable, accounts receivable, invoicing, sales forecasting, management reporting, payroll, and taxes for $3.5M business
● Supervised field operations and installation teams monitoring project scheduling and time management, resource management, record keeping and project documentation, employee training, and issue resolution ● Launched an outsourced customer service model for 24/7 support using tools such as Zendesk, Slack, and PagerDuty increasing service revenue 50% year over year and increasing customer satisfaction and support
● Negotiated contracts with vendors and suppliers including pricing, improving day-to-day processes, supply chain management, and renewals resulting in cost savings for freight and product costs of over 10% ● Built operational and inventory management procedures to increase efficiencies in field operations and reduced cost of inventory over 20%
● Designed and constructed 2 retail design centers displaying current consumer technology trends including managing all subcontractors, designers, 3rd party vendors, permitting and licensing
● Established and monitored key metrics for client profitability, profit margins, customer satisfaction, and employee productivity
● Implemented human resource procedures using best practices for hiring, employee policies, company handbook, performance reviews, and administered all employee benefit programs for staff of 20
● Managed digital marketing campaigns including SEO and keyword research, email campaigns, and social media reducing expenses over 30% while increasing qualified leads by 25%
FISFinancial Services Solutions Pre-Sales Consultant/Analyst
Jul. 2002 - Jun. 2004Atlanta, Georgia, United StatesFinancial Services Solutions Sales Consultant Jun 2002 – Jun 2004
Webtone Technologies, Atlanta, Georgia was acquired by FIS in 2003
Promoted a SaaS enterprise-wide customer interaction solutions for banking and financial institutions. Executed all facets of sales activities including consultative sales presentations, business analyses, business process assessments, proposals and RFPs, system implementation planning and management ● Onboarded and implemented a suite of products that enhanced sales and customer service through branches, contact center, internet, relationship managers, and infrastructure ● Guided, designed, and completed account strategy plans including pricing and profitability
● Identified and built strategic partnerships across different internal teams to improve critical business processes ensuring customer success
● Analyzed, recommended, and documented improvements to existing processes; partnered with product management team to develop product strategy
Webtone Technologies acquired by FIS
S1 CorporationFinancial Services Solutions Pre-Sales Consultant/Analyst
Jan. 2000 - Jun. 2002AtlantaFinancial Services Solutions Pre-Sales Consultant Jan 2000 – Jun 2002
S1 Corporation, Atlanta, Georgia - acquired by ACI Worldwide in 2011
Demonstrated a SaaS FinTech suite of integrated enterprise-wide front office finance applications to C-Suite executives which encompassed payment processing and financial services software for automated teller machines and retail point of sale applications, primarily for banks, retailers, and credit unions
● Influenced over $200M in software licenses and professional services, including the development of sales strategies, contract, pricing, and request for proposal activities ● Translated customer requirements into software functionality and wrote functional and business design documents for product and development teams
● Formulate and monitor new product launch campaigns along with Marketing, Product Management, and IT/Operations teams ● Facilitated requirement and functionality meetings with customers to ensure customer success and supported customer advisory committee meetings ● Arranged product and strategic planning and forecasting reporting, tracked industry trends, guided customer and market research working with cross functional departments
S1 Corporation acquired by ACI Worldwide
Bank of AmericaVice President Finance and Manager of Correspondent Services
Aug. 1998 - Dec. 1999New York, New York, United StatesSpearheaded the fiscal management of a $70M+ business unit that provided trading and clearing services to brokerages, hedge-funds, insurance companies, and banks
● Established and monitored financial and strategic goals, partnered with sales and marketing teams to evaluate business opportunities, and generated sales strategies and measurement tools including ● Evaluated strategic and operational risk, monitored service level agreements with support infrastructure including information technology and operations, and reported results to senior management and regulators.
● Consulted with IT and external vendors and integrated innovative technologies into infrastructure to enhance service offerings ● Maintained financial staff job results by coaching, counseling, and disciplining employees, planning, monitoring, and appraising job results Banc of America Securities bought Morgan Stanley Correspondent Services on August 1, 1998
Morgan StanleyVice President of Finance, Morgan Stanley Correspondent Services
Sep. 1994 - Jul. 1998New York, New York, United StatesControlled the daily operations of the correspondent services business with an emphasis on client profitability and customer retention ● Directed a team that performed client billing, financial analysis and budgeting, management and revenue/profitability reporting, and client issue resolution ● Prepared and developed annual budgets with CFO, Controllers and Sales/Marketing Teams and investigated discrepancies throughout the year
● Created sophisticated spreadsheet models to analyze financial metrics across all departments and customer segments
● Formulated strategic business plan including competitive analyses, new product offerings, internal assessments, and financial forecasting
Morgan StanleyBusiness Unit Controller, Morgan Stanley Correspondent Services
Sep. 1992 - Aug. 1994New York, New York, United States● Improved all aspects of accounting, reporting, and budgeting activities by 40% by automating the monthly reporting procedures
● Presented current, historical, and pro-forma financial results to business unit management highlighting major initiatives and trends
● Achieved budget objectives by scheduling expenditures, analyzing variances, and initiating corrective actions which resulted in an expense savings of over 25% due to mis-allocated expenses
Coopers & LybrandFinancial and Operational Senior Audit Associate
Sep. 1990 - Aug. 1992New York, New York, United States● Led full scope financial and operational audits and consulting projects focusing on financial services companies
● Performed analytical procedures and analyses to detect unusual financial statement relationships
● Identified and communicated accounting and auditing matters to seniors and managers
● Discussed audit findings, risks, opportunities, and recommendations with business and technical staff.
● Investigated bank asset portfolios, loan losses, mortgage-backed securities, swaps, CMO’s, repos, fed funds, corporate finance, cash management, commercial and real estate loans
JPMorgan ChaseFinancial and Operational Internal Audit Associate
Jul. 1988 - Aug. 1990New York, New York, United States● Completed financial and operational audits to ensure compliance with GAAP, federal and state banking regulations, and Bank policy ● Conducted internal control and substantive testing, reviewing results to achieve 100% accuracy in findings
● Created and reviewed audit reports and working papers using standard audit techniques and operations and developed conclusions and recommendations for management
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