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Work Background
Project Manager
MaidCentral SoftwareProject Manager
Jan. 2025Charleston, South Carolina Metropolitan Area• Identified strategic gaps and initiated special projects to enhance performance metrics at MaidCentral Software. • Launched a branded merchandise program to support sales and employee recognition, boosting engagement. • Directed a new event series that generated an additional $30K in revenue for 2025 through innovative marketing and livestreaming. • Led the implementation of a company-wide ERP system, streamlining operations across multiple departments.
Senior Accounting Analyst
DiMercurio AdvisorsSenior Accounting Analyst
Jan. 2023 - Dec. 2025Orlando, Florida, United States• Delivered strategic leadership to a team of 3-5 accounting associates, ensuring accurate monthly and quarterly financial close processes. • Provided expert advisory services to clients on accounting, payroll, and compliance with the Corporate Transparency Act. • Onboarded new clients, enhancing service offerings and increasing the client base by 25% without additional staffing. • Designed and launched Enhanced Accounting Services, expanding financial planning and analysis capabilities for small businesses.
Director of Financial Planning and Analysis
Christie LitesDirector of Financial Planning and Analysis
Jan. 2023 - Dec. 2023Orlando, Florida, United States• Analyzed financial metrics, delivering comprehensive financial statements and variance analysis for stakeholders. • Conducted in-depth commission analysis across all income streams, enhancing revenue visibility. • Supported month-end close processes and audit preparations, ensuring accuracy and compliance. • Developed and maintained standard operating procedures for accounting processes, improving efficiency.
CFO / Controller / Market Center Administrator
Keller Williams Realty, Inc.CFO / Controller / Market Center Administrator
Jan. 2019 - Dec. 2021Multiple• Spearheaded financial operations across multiple Keller Williams locations, ensuring robust expense management of 40-50% within the first six months. • Achieved annual profitability goals in just eight months, tripling net profit at the Fredericksburg location. • Developed comprehensive financial manuals and taught business financials to enhance profitability for associates and brokerages. • Managed operations staff and all business operations including hiring, on boarding, training brokerage staff, coaching staff to achieve their professional and personal goals
Financial, Operations, and Technical Analyst and Trainer for 825+ Brokerages Nationwide
Keller Williams Realty, Inc.Financial, Operations, and Technical Analyst and Trainer for 825+ Brokerages Nationwide
Jan. 2017 - Dec. 2023Orlando, Florida, United States• Spearheaded the establishment of the first national brokerage support team, enhancing operational efficiency for 825+ brokerages. • Developed comprehensive standard operating procedures and training protocols, ensuring consistent service delivery across the organization. • Managed the monthly audit of franchise fee systems, ensuring compliance with legal requirements during brokerage mergers and closures.
Director of Operations / Controller
SCSold.comDirector of Operations / Controller
Jan. 2017 - Dec. 2019Charleston, South Carolina Metropolitan Areasystematized the practices of a solo real estate agent into an efficient training and sales process to enable business growth achieved profitability for the business for the first time in two years hired, trained, and managed new real estate agents to meet personal and business goals, growing the team from 1 to 5 agents created a standard operating procedure with analytic tools track historical outcomes, guide continuous improvement, and project future ROI led daily stand up, weekly sales meetings, and quarterly business culture building following the MVVBP
Coach and Business Consultant
Armstrong Consulting Group, LLCCoach and Business Consultant
Jan. 2015 - Dec. 2021Charleston, South Carolina AreaResponsibilities • developed best practices and custom policies, procedures, and protocols for small, service-based businesses (<10 employees or contractors) • created and conducted all initial business needs assessments, including on-site observation and client interviews • designed and implemented entrepreneurial and leadership skill coaching program to support systems consulting • coordinated regulatory reviews with business attorneys, labor attorneys and CPAs to ensure proper compliance, particularly with non-South Carolina entities Accomplishments • launched initial grass-roots firm marketing effort and acquired 65% of clients to date • achieved proposed milestones and deadlines 100% of the time and on budget Skills Used Business Assessment and Analysis Systems Design Leadership Training
Editor-in-Chief
Cleaning Business TodayEditor-in-Chief
Jan. 2013 - Dec. 2016Nationwide• create and implement the editorial direction for CleaningBusinessToday.com, maintaining an annual schedule for original editorial, sponsored advertorial, and curated content • drive the vision and growth of the brand into new markets and directions, including advertising services for vendors of the cleaning industry • promote the free resource to members of the residential, commercial, carpet, window, and facilities cleaning and management industries across the US, specifically through negotiated alliances with the trade associations for those niches • manage the creative and sales departments, primarily as relates to sales growth and execution of advertising contracts Promotions • Editorial Director: October 2013 - December 2014 • Contributor, Ghost Writer, Copy Editor: February 2013 - September 2013 Accomplishments • grow subscribers 150% over 36 months • achieve cash flow positive in 30 months, 6 months ahead of schedule • signed major national brands for advertising: Amazon Home Services, ProTeam, and Bona Skills Used Project Management Strategic planning Growth management Copy editing Product/Service development Marketing strategy Public relations and outreach Capital and annual budgeting Technical Writing
Soprano Section Leader and Substitute Director
Palmetto Presbyterian ChurchSoprano Section Leader and Substitute Director
Jan. 2011 - Dec. 2019Mt. Pleasant, SCProfessionally trained classical lyric soprano, with emphasis in church music and oratorio and modern American art songs. • 2010 South Carolina National Association of Teachers of Singing Champion, adult continuing education category • full-time and substitute soloist or chorale member for church choirs and professional choral groups • wedding, funeral, baptism soloist • continuing education with Loretta Haskell of More Music Please Studio
Business Manager / Controller / Coach and Business Consultant
Cleaning Business BuildersBusiness Manager / Controller / Coach and Business Consultant
Jan. 2011 - Dec. 2019NationwideResponsibilities • deliver direct and support business coaching to 68 continuing business clients • developed “best practices” protocols for cleaning business startups, the first transition into employer-hood, through several expansion and growth stages, and for selling/closing a business • created turnkey and custom business systems for use in coaching/consulting with clients and assisting them in visualizing and achieving their business goals • planned/directed leadership development initiatives through management training seminars for front line staff and strategic planning retreats for senior leadership • developed and implemented integrated marketing strategy for coaching firm, product distribution outlet, international cleaning services training program, and residential cleaning service provider Accomplishments • acquired 30% of independent business owners over three years as recurring coaching clients • exceeded sales goals by more than 50% • achieved 32% revenue growth year over year Skills Used Business Assessment and Analysis Systems Design Leadership Training Curriculum Development
Director of Marketing and Communications
Castle Keepers, Inc.Director of Marketing and Communications
Jan. 2011 - Dec. 2016Charleston, South Carolina Area• developed “best practices” protocols for business systems: social media marketing, content marketing, recruiting and hiring, online review management • coached operations manager and field supervisors in specific job duties and general professional development, especially personnel management • sought, evaluated, and recommended marketing/advertising opportunities for brand awareness and lead generation • supported the maintenance and enhancement of the company's largest client contract through systems improvement and management oversight Skills Used Strategic planning Growth management Public relations and outreach Systems Development and Technical Writing Event design, planning and management
Director of Marketing and Communications
Modern CleaningDirector of Marketing and Communications
Jan. 2011 - Jan. 2016Nationwide
General Manager / Strategic Business Development
Institute for Service ExcellenceGeneral Manager / Strategic Business Development
Jan. 2011 - Jan. 2013Nationwide
Director of Communications and Events
Lutheran Homes of South CarolinaDirector of Communications and Events
Jan. 2007 - Jan. 2011Mt. Pleasant, South Carolina
Assistant Professor of Business Communications
Fashion Institute of TechnologyAssistant Professor of Business Communications
Jan. 1998 - Jan. 2007Manhattan, New York
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