Felicity Cook
Huntsville,AL
Summary
Results-oriented, highly passionate client manager with 20 plus years of experience contributing leadership, analytical skills, and exceptional customer service internally and externally. Combines leadership strategies and project management skills with proven success in financial management and growth, relationship-building, human resources, payroll, recruiting, business analysis and budget management. Possesses a deep commitment to pursue a rewarding opportunity where talents and proven capabilities can be utilized to affect growth. Strong communicator who can quickly establish rapport and trust. A proven goal-oriented, team player with proven ability to assess needs and ensure high quality results. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
27
27
years of professional experience
Work History
Manager of Operations and Business Development
JW Trailblazer LP dba Altitude Trampoline Parks
05.2018 - 11.2023
- Successfully performed financial responsibilities including creating and monitoring budgets, forecasting sales and expenditures, and processing payroll and tax payments resulting in 32% decrease in expenses, increased revenue and lower turnover.
- Successfully wrote and implemented company policies, hand books and safety compliance guidelines as per OSHA requirements
- Ensure adherence to human resources laws, policies and processes resulting in an inclusive, cohesive, valued staff while protecting business assets.
- Recruited and trained managers for all park locations, performed performance reviews and processed merit increases.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands.
- Partnered with vendors and suppliers to effectively manage and budget.
- Interacted well with customers to build connections and nurture relationships.
- Trained new employees on proper protocols and customer service standards.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Self Employed
Consultant
09.2017 - 05.2018
- 2020 Companies - performed payroll analysis and successful oversaw payroll conversion for over six thousand employees
- UniWell Laboratories - successfully managed accounting conversion from QuickBooks to Sage for new owners
- American Pecan Council - assisted start up of new organization including, but not limited to, accounting program, policies and procedures, writing employee handbook, setting up vendors, hiring and managing staff, non-profit application including 1024.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
TPG/Holthouse, Carlin & Van Trigt LLP
Tax Professional - Investments
01.2017 - 08.2017
- New entity setup including EINs, tax forms, state registrations for numerous national and international companies
- Processed over 150 federal and state tax payments improving turn around, accuracy reducing penalties
- Resolved prior year levy notices maintaining entity compliance with state and federal laws resulting in higher yield for investors
- Built relationships with several countries and states resulting in quick turnaround for processing forms and setting up bank accounts
- Developed Client and Investor relations ensuring satisfaction of transactions
- Investor reporting.
YMCA of Metropolitan Dallas/ArlingtonMansfield Area YMCA
Director of Finance
12.2011 - 01.2017
- Capital campaign coordination, implementation strategies, feasibility studies resulting in successfully raising over $14 million for new building for White Rock YMCA, and Park Cities YMCA
- Annual fundraising, worked closely with board chair and campaign chair to ensure success with annual campaign resulting in a 56% increase over 3 years
- Awarded 2016 Allstar Employee over the 23-facility organization
- Community outreach, expanded reach into the community resulting in six additional partnerships with Habitat for Humanity, Jubilee Park, United Way to name three, resulting in a wider impact
- Operating budgets for department, decreasing expenses by 11% resulting in a positive fiscal year outcome
- Recruited 6 administrative professionals, 2 college interns, and 27 community volunteer students from area schools
- Hired 6 professional Administrative Staff including conducted annual performance reviews, weekly check-ins, team building/networking sessions, and training, ensuring staff are growing and meeting potential
- Built relationships with staff increasing sense of value in the success of the organization
- Cultivated prospective relationships, recruited a diverse blend of members from the community, government institutes, corporate and professional service industries, and community leaders to support fundraising and community impact resulting in growth
- Kronos expertise.
Nexion Health
Controller/Business Office Manager
06.2010 - 11.2011
- Medicare and Medicaid, ensuring positive communication with Doctors, Nurses, and State of Texas to ensure accurate, detailed records ensuring compliance and timely payments
- Resident Trust Fund Custodian, ensuring client needs are met, as well as monitoring for financial exploitation, ensuring security for clients resulting in a perfect state audit in 2011
- Supported and consulted clients on setting up Miller's Trust to ensure protections of assets for heirs as well as continuance of quality care resulting in several new trusts.
Ennis Regional Hospital
Director of Payroll/Assistant Controller
01.2007 - 05.2010
- Managed administrative professionals; conducted regular trainings in payroll laws, benefits administration, and service ensuring staff are growing and meeting potential while maximizing accuracy and integrity of work
- Built relationships with staff increasing sense of value in the success of the organization
- Payroll management and processing for 350+ employees, ensuring accuracy with pay, benefits, bonuses, ensuring timely and accurate processing
- Tax Reporting for city and federal ensuring compliance with applicable laws, continuous education on tax laws, resulting in zero audit deficiencies
- Worked with CFO closely in sale of hospital to Baylor Scott and White ensuring proper accounting closure, state forms, employee transfers, final tax preparations and payments.
Prudential Financial
Senior Financial Analyst/Asset Manager
10.1996 - 12.2006
- Senior Executive Assistant to President for 2 years prior to promotion
- Improved payroll processes, including benefits administration resulting in less turn over for the company
- Investor/bank relations, successful financial management of assets - portfolio $93 million
- Financial analysis of properties 500K+ including reserve/escrow disbursements, monitored, inspected, reported operation analysis on properties to ensure increase in returns to investors, ensuring positive client relationships
- Tax law research, assessment, penalties and reporting on single family housing and commercial properties ensuring compliance to federal, state, and local tax laws, resulting in decreased penalties to borrowers
- Tax document preparation for Investors, resulting in accuracy and compliance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
Skills
- Performance Improvement
- Contract Administration
- Schedule Management
- Resource Allocation
- Revenue Generation
- Cost Control
- Employee Development
- Quality Assurance
- Customer Service Management
- Business Forecasting
- Inventory Management
- Customer Retention
- Financial Management
- Staff Management
- Capital Spending
- Budget Control
- Goal Setting
- Employee Reviews
- Relationship Building
- Employee Motivation
- Change Management
- Operations Oversight
- Business Development
- Business Growth Initiatives
- Strategic Planning
- Teamwork and Collaboration
Professional Affiliations Community Service
- United Way Speaker
- Habitat for Humanity
- Meals on Wheels, Ellis, Dallas, and Tarrant counties
- Congressman Joe Barton, Community Leader Member, task force for community building
- Baptist Women's Association, Empowering Women conference speaker across United States
- Domestic violence intake counselor, Ellis and Dallas counties
Timeline
Manager of Operations and Business Development
JW Trailblazer LP dba Altitude Trampoline Parks
05.2018 - 11.2023
Self Employed
Consultant
09.2017 - 05.2018
TPG/Holthouse, Carlin & Van Trigt LLP
Tax Professional - Investments
01.2017 - 08.2017
YMCA of Metropolitan Dallas/ArlingtonMansfield Area YMCA
Director of Finance
12.2011 - 01.2017
Nexion Health
Controller/Business Office Manager
06.2010 - 11.2011
Ennis Regional Hospital
Director of Payroll/Assistant Controller
01.2007 - 05.2010
Prudential Financial
Senior Financial Analyst/Asset Manager
10.1996 - 12.2006
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