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Work Background
Venture FirstVice President Operations
Jan. 2021Venture First is a boutique financial services group focused on empowering entrepreneurs. At its core, our team believes that innovation is the cornerstone of a healthy economy and an improving society. Venture First works tirelessly to provide innovative companies and their investors with the financial and strategic tools to be successful. Its professionals have worked closely with hundreds of cutting-edge companies and have considerable experience working with technology and healthcare companies. Venture First was established in 2009 and headquartered in Louisville, Kentucky. After working extensively with early and growth-stage companies as an investor, advisor, and operator, founder and CEO John Shumate identified a need for high-end valuation and analytics services at reasonable price. With the belief that small companies operating on a shoestring budget deserve the same sophisticated financial services as their larger counterparts, John set out to develop a superior technology platform and analytical bench that could deliver Wall Street quality services at Midwest prices. The result is a specialty financial services firm that caters to high-growth venture-backed companies from Silicon Valley to Research Triangle Park. By leveraging its proprietary set of rapid-fire analytical tools and combining a vast array of quality data, Venture First’s team delivers market-leading services at prices that accommodate most budgets.
Rabbit Hole DistilleryDirector Of Hospitality
Jan. 2020 - Jan. 2020Louisville Metropolitan Area- Led and coached a team of 9 direct reports within areas of brand experience, events, retail, and service
- Owned and maintained ABC, State, and Federal compliance regarding sales, consumers, and employees
- Prepared and communicated operations and financial reporting for department
- Process and procedure development for each department sector: events, bar, retail, and tours
- Ensure team members and project execution is on brand creative vision
- Developed labor cost analysis and executed scheduling improvement plans
- Planning of “Direct to Customer” program in conjunction with Marketing team abiding by new legislation allowing the direct shipment of alcohol inventory to consumers
- Completed package and pricing analysis to redeploy the “Private Events” options
- Development of Brand Experience program which included an updated tour structure, narrative, and pricing analysis - Cost and Inventory Analysis to deploy new merchandising program
- Constructed New Menu for Cocktails
- Design of e-commerce platform including POS integration with third party vendor and Marketing team - Developed SOPs for all areas of Hospitality department – general and COVID-19 reopening
- Developed training program for each functional department consisting of a performance review and goals tracking
Robert HalfRecruiting Manager
Jan. 2018 - Jan. 2020Louisville, Kentucky AreaRobert Half Finance & Accounting pioneered specialized financial recruitment and remains the global leader in the field. We meet with you in person to understand your hiring needs and gain insight into your organization so we can identify highly skilled candidates who match your specific requirements. As a recruiting manager I work with highly skilled accounting and finance professionals to help them advance their careers and find great career opportunities with top local businesses. - Led talent acquisition for over 50 clients within Finance, Accounting, Procurement, HR, and EA functions
- Successfully matched over 60 candidates to new opportunities resulting in $603k in revenue
- Provided consulting services to clients for organizational restructures, talent acquisition budgets, recruitment logistics, and employee relations
- Partner with RHI temporary lines of business to provide clients with best talent options; Full and Part time
- Ranked Top Rookies of the Year for companywide recruiting managers internationally
M.A.D.S GalleryOwner
Jan. 2017 - Jan. 20201608 Bardstown Road- Utilized QuickBooks for all accounting: month end close, reconciliation, AP and AR
- Produced and maintained budgets, monthly S&U tax filings, and annual tax filing
- Maintained inventory, sales, and commissions due to local artists and vendors upon sale of art and events
- Grew artist base from 3 to over 15 within three months
- Engaged with community leaders on public efforts, artistic visions, and various events
- Planned and coordinated internal and private events for local businesses and clients
- Developed and maintained ecommerce platform, social media accounts, and customer relations
- Proclamation awarded for March 14th as “MADS Gallery Day” by Mayor Greg Fischer
Stallings CompaniesBusiness & Events Manager
Jan. 2016 - Jan. 2018630 S 4th Street- Owned and maintained efficient bookkeeping, intercompany transactions, reconciliations, budgets, tax filing and reports for three entities in QuickBooks
- Analyzed and restructured vendor and internal data for cost effectiveness and budgeting
- Coordinated with community leaders on public visions, marketing campaigns, and events
- Coordinated and managed private dining, marketing, and internal events for companies and clients
Strothman and CompanyStaff Accountant
Jan. 2016 - Jan. 2016- Ensured compliance with laws, rules, and regulations by completing audits for clients
- Identified inadequate, inefficient, or ineffective processing and accounting operation systems
- Communicated and recognized compliance trends in various entrepreneurial fields
- Clients industries included but not limited to: utility, retail, construction, manufacturing, not for profit, privately held businesses
LG&E and KU Energy LLCFinancial Accounting Intern
Jan. 2013 - Jan. 2015Louisville, KY- Prepared balance sheet reconciliations for monthly closing process
- Compiled and organized data for reports and files
- Worked with operational and financial employees to gather financial information
- Planned and developed financial reports and analysis using Excel, Oracle, PowerPlan
- Participated in Rate Case and SOX testing and audits
Schneider Electric Energy & Sustainability ServicesAmericas Data Analysis Intern
Jan. 2012 - Jan. 2013Louisville, Kentucky Area• Aggressively resolve discrepancies with suppliers due to incorrect billing
• Develop standardized analytical resources for the Invoice Control Team
• Maintain various reporting information related to energy procurement activities • Create and maintain contract information within the database • $40,733 YTD in discrepancies discovered for clients
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