Summary
Overview
Work History
Education
Skills
Languages
Certification
Software Skills
Additional Information
Timeline
Generic

Edgar Zurman

Braintree,MA

Summary

A strong result oriented leader with 9+ years of versatile experience in revenue and financial operations; and employee and program management with meticulous attention to detail and effective communication skills.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Revenue Lead

Amwell
03.2019 - Current
  • Manage monthly & quarterly financial reporting by developing and maintaining advanced Excel models for variable consideration revenue forecasting and analysis; annual renewals and terminations tracking.
  • Conduct and oversee the entry of all software-related sales orders.
  • Manage customer records in the NetSuite ERP.
  • Oversee and maintain accurate recording of software and hardware SKUs in the NetSuite ERP.
  • Provide ad-hoc reporting on ERP-related data.
  • Utilize SalesForce for sales, renewals and terminations reporting.
  • Conduct revenue-related quarterly and monthly close activities.
  • Streamline processes to enhance efficiency and accuracy by centralizing reporting.
  • Assisted with company-wide transition from Oracle ERP to NetSuite ERP by developing new processes for Sales Order entry as part of preparation for AmWell's IPO in September, 2020.
  • Train and mentor an operations analyst by providing guidance on processes and procedures, workflows, best practices, and by fostering a collaborative environment.
  • Build and forster productive relationships with Finance Department team as well as other stakeholders within the company.
  • Serve as subject matter expert to Finance Department team and company's stakeholders.
  • Use strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Assist with handling quarterly audit requests.
  • Promoted from Invoicing Contract Specialist to Operations Analyst in 2020; promoted to Revenue Lead in 2022.

Co-Founder, CFO

EZ Video Productions, LLC
12.2017 - Current
  • Oversee financial, operational, and human resources components of the company.
  • Successfully achieved multi six-figure revenue in three years by employing a strategic leadership approach and prioritizing client satisfaction.
  • Manage monthly/quarterly/annual revenue reporting and forecasting.
  • Develop strong partnerships with other businesses to create opportunities for collaborations and growth.
  • Identify business development challenges and customer concerns for proactive resolution.
  • Define company roles and responsibilities to establish and enhance processes.
  • Manage contracts with existing clients and business partners.
  • Supervise a team of 10 videographers and editors.
  • Develop and articulate the creative vision for each project, including the overall tone and style.

Assistant Program Director

SarahCare Adult Day Services, Inc.
05.2015 - 04.2018
  • Developed and recommended policies and procedures for evaluating programs.
  • Developed and led staff training sessions to enhance team capabilities and promote professional growth opportunities for over 25 employees.
  • Oversaw daily operations, ensuring timely completion of tasks and meeting project deadlines.
  • Conducted monthly, quarterly and annual revenue reporting for the facility.
  • Streamlined administrative processes by introducing time-saving technology solutions for improved workflow management.
  • Maintained accurate records related to client participation, progress tracking, and outcome reporting for internal use and external stakeholders.
  • Conducted performance reviews to provide feedback to staff for improvements.
  • Boosted staff morale and productivity by fostering supportive work environment and providing clear communication channels.
  • Created welcoming environment for participants by designing inclusive spaces that foster collaboration and learning opportunities.
  • Developed and maintained standard operating procedures, ensuring consistency in staff performance and continuity of services provided.
  • Identified risks and developed mitigation plans.
  • Facilitated strong relationships with community partners, collaborating on initiatives to improve program reach and impact.

Video Producer

Boston Neighborhood Network Media
01.2010 - 05.2015
  • Oversaw all aspects of live event coverage, such as live-streaming setup, camera operation, directing and post-production for over 10 events per week.
  • Enhanced video production quality by utilizing advanced editing techniques and innovative storytelling methods.
  • Oversaw creative development and filming of different types of video content.
  • Mentored junior team members by fostering culture of continuous learning and improvement.
  • Produced and edited high impact segments and stories, including New England Chapter Emmy nominated PSA (Public Service Announcement).

Education

Bachelor of Arts - Journalism, Broadcast

Northeastern University
Boston, MA
01.2013

Skills

  • Leadership
  • Workflow Planning and Oversight
  • Employee Training and Development
  • Process Improvement
  • Strategic Thinking
  • Financial Management
  • Performance Evaluations
  • Staff Management

Languages

English
Native or Bilingual
Lithuanian
Native or Bilingual
Russian
Native or Bilingual
Hebrew
Elementary

Certification

  • Project Management Foundations Training, LinkedIn Learning - March 2023
  • Certified Remote Pilot, FAA - April 2021

Software Skills

  • Oracle NetSuite
  • Salesforce
  • QuickBooks
  • MS Excel
  • MS Word
  • MS Power Point
  • Final Cut Pro
  • Adobe Premier
  • HoneyBook CRM

Additional Information

  • Serving on a Board of Directors of Caritas Smile since August 2022.
  • In November 2022, awarded with the Certificate of Special Recognition by the Governor of the State of Rhode Island for outstanding and dedicated service to making Caritas Smile a memorable and impacting movement.

Timeline

Revenue Lead

Amwell
03.2019 - Current

Co-Founder, CFO

EZ Video Productions, LLC
12.2017 - Current

Assistant Program Director

SarahCare Adult Day Services, Inc.
05.2015 - 04.2018

Video Producer

Boston Neighborhood Network Media
01.2010 - 05.2015

Bachelor of Arts - Journalism, Broadcast

Northeastern University

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