Don Copeland
Beaumont,CA
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
21
21
years of professional experience
Work History
Independant Consultant
Self
01.2021 - Current
- Planned and executed sales events in both online and in-person formats.
- Researched latest market trends to provide current knowledge to clients.
- Conducted meetings with clients to determine project intent, requirements and budgets.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
Controller
Commercial Landscape And Maintenance
01.2019 - 12.2020
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing for 125 employees to comply with predetermined company guidelines.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
CEO
Copeland Realty
01.2003 - 12.2018
- Established foundational processes for business operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
- Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
- Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
- Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
- Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Education
MBA - Finance
University of Redlands
Redlands, CA02.2009
Bachelor of Science - Public Administration
San Diego State University
San Diego, CA05.1999
Skills
- Customer Service and Assistance
- Operational Efficiency
- Client Satisfaction
- Operational Standards
Timeline
Independant Consultant
Self
01.2021 - Current
Controller
Commercial Landscape And Maintenance
01.2019 - 12.2020
CEO
Copeland Realty
01.2003 - 12.2018
MBA - Finance
University of Redlands
Bachelor of Science - Public Administration
San Diego State University