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Work Background
Emergent Partners, LLCSenior Consultant
Oct. 2016Houston, Texas Area- Financial projections for Environmental Monitoring Services Company - Automated payroll process for Petroleum Products Transportation Company - Financial Forecast for investor considering the purchase of Dry Bulk Trucking Company - Power Pivot Financial Forecast Model for Retail Energy Provider - Financial Forecast for Oilfield Services Company seeking investment capital - ETL QuickBooks Data for SQL import for systems conversion for an Industrial General Contractor
Kaufmann ConsultingFounder
Sep. 2012Harris County, Texas, United States
Bruce KaufmannBusiness Data Consultant
Sep. 2012Harris County, Texas, United StatesACTIVITY TRACKING SPREADSHEETS - Employee Daily Production Tracking Worksheet for the following: --- Plastic Cutlery Manufacturer (India) --- Commercial Bagel Bakery (New York) --- Dental Orthotics Manufacturer (California) - Case Management Spreadsheet to schedule patient interviews - Upgrade Mortgage Loan Servicing Company monthly activity report - Payables Tracking Worksheet - CRM & Project Management Worksheet for Manufacturer's Representative - Activity & Maintenance Dashboard for Drawbridge Manager MANAGEMENT SPREADSHEETS - Upgade testing results spreadsheet for Continuing Education Compliance Company - Upgrade Project Management Resource Matrix for Engineering Firm - Incentive Assessment Worksheet - Applicant Information Database - Personal Stock and Options Portfolio Tracking Worksheet - Auction Catalog - ETL To Create Mailing Lists - Marketing Promotions Activity Tracking Worksheet - Networking Activity Tracking Worksheet - Product Catalog and Pricing Worksheet - Real Estate Portfolio Profitability and IRR Tracking Worksheet - Greeting Card Inventory & Order Form - Fundraising Event Activity Tracking Worksheet - Vendors, Attendees, Silent Auction & Raffle INCOME & EXPENSE SPREADSHEETS - Accounts Receivable Tracking Worksheet - Amazon FBA Sales & Profit Tracking Worksheet - Custom Home Builder Construction Costs Tracking Worksheet - Trip Tickets Cash Receipts Worksheet - Employee Revenue & Expense Management Tool for Medical Staffing Firm - Custom Personal Budget Worksheet - Ebay Sales Profit & Loss Tracking Worksheet FINANCIAL MODELS - Upgrade EPC cost projection model for Oilfield Services Company - Upgrade oilfield tool CAD/CAM worksheet for Oilfield Services Company - Financial Projections for startup real estate investment company - SaaS Financial Projections for Startup Ecommerce Membership Website - SaaS Financial Projections for Startup Digital Media Company - Residential Real Estate Income, Cost, and Future Value Worksheet for Private Investor
RGPConsultant
Aug. 2012 - Oct. 2016Houston
Chair King Backyard StoreOperations Manager / Store Manager
Jun. 2008 - Aug. 2012Houston, Texas
Chair King Backyard StoreOperations Manager
Jun. 2008 - Aug. 2012Houston, Texas
NeoGasController
Mar. 2003 - Jun. 2008Houston, Texas, United States
Chojnacki & AssociatesSenior Consultant / Controller
Jun. 2001 - Mar. 2003Houston, Texas, United States
Delphos InternationalConsultant
Jun. 1993 - Dec. 1993Houston, Texas, United States
Kaufmann Capital AdvisorsFinancial / Operations Consultant
Jun. 1992 - May. 2001Houston
Kaufmann Capital AdvisorsConsultant
Jun. 1992 - May. 2008Houston
FirstCity BankVice President
Jan. 1985 - Jun. 1992Houston, Texas
Bank of the SouthwestCredit Officer
Jun. 1981 - Dec. 1984
3 BanksCommercial Banker
Jun. 1978 - Jun. 1992Houston, Texas
C&S International Bank of New OrleansLoan Administrator/Credit Analyst
Sep. 1977 - May. 1981
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