Summary
Overview
Work History
Education
Skills
Timeline
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Dallas Metcalfe

Jenks,OK

Summary

Accomplished financial management and accounting professional with 10 years of demonstrated positive impact on company growth. Proven skills in accounting and financial management best practices, coupled with effective team leadership. Committed to introducing changes for continuous improvement and successfully influencing processes that drive operational excellence. Expertise includes financial statement preparation and analysis, operational management, forecasting, and cost control. Fueled by a genuine passion for cultivating efficient and enjoyable work environments, I am eager to contribute my extensive knowledge and unwavering work ethic to elevate both my career and your esteemed company.

Overview

14
14
years of professional experience

Work History

Accounting Manager & Tax Specialist

Law Office of Justin Facey
08.2023 - Current
  • Manage banking reconciliations and monthly balance sheet statements.
  • Proactively identify potential issues affecting the company's finances by conducting risk assessments on existing processes or proposed projects.
  • Implement and regularly review financial controls to generate accurate and reliable financial data.
  • Prepared cash flow projections, cost analysis, and monthly, quarterly, and annual reports.
  • Created financial dashboards to provide insights into key performance indicators.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Utilized financial software to prepare consolidated financial statements.
  • Manage journal entries, collection efforts, reconciliations, and payroll processing.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.

General Manager

230 5th Rooftop
01.2017 - 07.2023
  • I successfully led 230 Fifth Rooftop through operational excellence, team empowerment, and a commitment to delivering an exceptional customer experience
  • My strategic approach to financial management and marketing initiatives contributed significantly to the overall success of the establishment
  • I am proficient in Quickbooks, ADP, and GAAP
  • Maximized operational excellence by mentoring personnel on management principles, industry practices, and company procedures.
  • Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
  • Negotiated prices and services with customers and vendors to decrease expenses and increase profit.
  • Assisted in recruiting, hiring, and training of team members.
  • Monitored financial performance, set budgets, and controlled expenses to provide financial stability and long-term organizational growth.
  • I was able to reduce our turnover rate by 15% increasing high retention and happy employees which was not easy with a staff of over 375 people.
  • I implemented new software systems (Aloha and Toast) allowing us to save time on scheduling (7shifts and Hotshedules) as well as payroll (ADP)
  • I was the youngest employee to ever hold the GM position in their 15 years of business.

Licensed Service Assistant

Curtis L. Urling Insurance Agency
05.2014 - 06.2015
  • Brought a comprehensive understanding of insurance products and a commitment to delivering exceptional customer service to our clients
  • With a valid license, helped navigate complex insurance policies and regulations to assist clients in managing their life insurance portfolios
  • Maintaining meticulous records, collaborating with underwriters, and facilitating smooth communication between clients and the insurance company
  • Developed strong relationships with clients through exceptional communication skills, leading to increased loyalty and repeat business.
  • Assisted with the onboarding process for new executive team members, creating a smooth transition for all involved parties.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.

Sales Manager/Recruiter

Arctic Office Supply
10.2012 - 05.2014
  • Leveraging my extensive experience in customer service and finance, I lead by example to exceed revenue targets and expand the Company's client base
  • Succeeded in identifying and onboarding top-tier sales talent through strategic recruitment initiatives, conducting interviews, and implementing effective onboarding programs
  • Developing and introducing sales strategies, providing coaching and mentorship to sales representatives, and fostering a results-oriented culture
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.

Admin Assistant II

New York Life
11.2009 - 10.2012
  • Managed administrative tasks, including scheduling and coordinating meetings, handling correspondence, and ordering office supplies and equipment
  • Act as a gatekeeper and liaison, providing communications on behalf of the Managing Partner and ensuring a smooth flow of information within the Company
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • My adaptability and problem-solving skills enabled me to handle a diverse range of responsibilities, contributing to increased productivity and the overall success of the company
  • I was the only Admin Assistant who received multiple designations from LOMA while going to College and maintaining a 3.8 GPA

Education

Bachelor's degree in Finance -

University of Alaska Anchorage
August 2007, September 2011
09.2011

Skills

  • Financial Auditing
  • Employee hiring and development
  • Business development expertise
  • Scheduling and Payroll
  • GAAP Accounting
  • Financial Management
  • Accounts Payable & Receivable
  • Closing procedures
  • Financial Reporting
  • QuickBooks
  • Human resources
  • General Ledger Management
  • Analysis skills
  • Microsoft Dynamics GP
  • Forecasting
  • Critical Thinking
  • Communication skills

Timeline

Accounting Manager & Tax Specialist

Law Office of Justin Facey
08.2023 - Current

General Manager

230 5th Rooftop
01.2017 - 07.2023

Licensed Service Assistant

Curtis L. Urling Insurance Agency
05.2014 - 06.2015

Sales Manager/Recruiter

Arctic Office Supply
10.2012 - 05.2014

Admin Assistant II

New York Life
11.2009 - 10.2012

Bachelor's degree in Finance -

University of Alaska Anchorage

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Dallas Metcalfe