Ian Phillips
South Easton,MA
Summary
Dedicated and results-driven Manager with extensive experience and success in the SaaS and B2B software industries. Proven track record of planning and executing high-impact initiatives that consistently exceed company goals. Skilled at managing and leading teams, including eight software engineers, to optimize development processes and deliver successful six-figure products. Strategic thinker with a creative mindset, exceptional leadership abilities, and a focus on client relations. Known for building lasting relationships and driving business growth. Thrives in fast-paced, deadline-driven environments while enhancing team productivity and operational efficiency through cross-functional collaboration.
Overview
3
3
years of professional experience
Work History
CEO / Manager
Platinum Robotics LLC
EASTON, Massachusetts
08.2021 - Current
- Developed and implemented strategic business plans to increase company profitability.
- Collaborated with customer service and the R&D teams to increase customer satisfaction and loyalty.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Established processes to ensure efficient workflow throughout the organization.
- Monitored budgets and expenditures to ensure cost-effectiveness, while maintaining quality standards.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Developed monthly and annual goals for each department based on market trends and competitor analysis.
- Recruited, trained, mentored, and managed employees at all organizational levels.
- Negotiated contracts with vendors to secure competitive pricing for services.
CBS Intern
Ernst & Young
Boston, MA
06.2024 - 08.2024
- Conducted detailed financial statement audits for banking engagements in the financial industry, adhering to both IFRS and US GAAP standards.
- Assisted in the execution and reporting phases of the audit, ensuring compliance with firm methodologies and client needs.
- Utilized information technology services, such as Excel, to automate data analysis, organize client data, and enhance audit efficiency.
- Collaborated with senior auditors to develop test plans and evaluate results of audits conducted on clients' operations.
- Gained proficiency in financial control testing, particularly for revenue recognition and financial instruments.
- Prepared audit work papers and contributed to staff meetings, discussing audit findings, and providing insights on process improvements.
- Ensured the accuracy of audit documentation and supported the engagement team in meeting tight deadlines, contributing to successful client deliverables.
Education
MBA - Business Analytics
Bryant University
Smithfield, RI05.2026
BBA - Managerial Accounting And Finance
Bryant University
Smithfield, RI05.2025
Skills
- Data Analysis
- Data Visualization
- Forecasting
- Power BI
- Power Pivot
- Power Query
- Microsoft Excel
- Factset
- PowerPoint
- Macro/Microeconomic Analysis
- Strategic Planning
- Creative Thinking
- Organizational Management
- Investment Analysis
- Sales and Marketing
- Project Management
- Process Improvements
- Solution Innovation
- Quality Control
References
References available upon request.
Timeline
CBS Intern
Ernst & Young
06.2024 - 08.2024
CEO / Manager
Platinum Robotics LLC
08.2021 - Current
MBA - Business Analytics
Bryant University
BBA - Managerial Accounting And Finance
Bryant University
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