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Work Background
Quantum UniversityFinancial Controller
Sep. 2023Honolulu, Hawaii, United StatesThe world’s largest institution of higher learning to provide online degrees and certification programs in holistic, alternative, natural, and integrative medicine based on the science of quantum physics. FINANCIAL CONTROLLER Oversees financial operations, ensures compliance with regulations, prepares budgets, manages accounting systems, produces financial reports, monitors expenditures, and supports strategic decision-making to maintain the institution’s financial health. Key Accomplishments: •Accelerated the month-end close process by six weeks by transitioning accounting operations in-house within five months. •Develop and monitor annual budgets exceeding $4 million, aligning resources with institutional goals and priorities. •Prepare and present comprehensive financial reports to the CEO and for informed decision-making within 10 business days of the previous month •Collaborate with multiple departments to develop key performance indicators (KPIs) aimed at increasing new business revenue and reducing customer churn. •Implemented a new strategy that reduced lost revenue by 32%, driving a significant increase in top-line revenue
PIMSVice President Accounting & Finance
Jul. 2020 - Aug. 2023New York City Metropolitan AreaA global full-service 3PL provider that specializes in custom influencer marketing send-outs primarily within the beauty, alcohol, and e-commerce space. ROLE Advised and collaborate with the CEO on strategic planning that will best push the company forward. Contributed by increasing sales and profitability by presenting new recession proof opportunities that would help the organization achieve success while maximizing margins.
Authentic Talent and Literary ManagementAccounting Manager
Nov. 2018 - Apr. 2020New York City Metropolitan AreaPremier entertainment firm based in New York and Los Angeles, specializing in managing artistic and literary talent. ROLE Developed and disseminated data reporting of companies past financial outlook as a basis for decision-making by shareholders. Provided analysis and alternatives to President and executive managers on strategic direction. Executed financial strategies to ensure continued growth, including budgeting and forecasting capital. Cooperated closely with other departments, including HR and IT, to improve efficiency and reporting accuracy.
Barterhouse Wines & SpiritsAccounting Manager
May. 2016 - Nov. 2018New York City Metropolitan AreaA certified premium wholesaler and importer of wines and spirits, providing nationwide distribution to various retailers. ROLE Oversaw production and shipping costs, sales goals and productivity monitoring, and financial performance evaluation. Forecasted short and long-term finances based on prior business performance to improve decision-making and financial planning. Tracked business performance and informed decision making by creating and implementing short and long-term financial models.
S Clark Hauling LLCFounder
Oct. 2006 - Apr. 2016Chicago, Illinois, United StatesRegional trucking company dedicated to shipping recycled scrap metals throughout the Midwest in preparation for international exporting. ROLE Directed day-to-day business operations and contract negotiations with clients and suppliers to ensure efficiency and optimum deliveries. Coordinated HR and regulatory compliance, working tirelessly to maintain employee relations, staffing, safety, and fair compensation while meeting legal obligations and reducing fines and fees for non-compliance.
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