Skilled Manager providing 15 years of experience leading and directing organizations. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
9
9
years of professional experience
Work History
Controller of Operations
Austin Coins Inc
06.2023 - Current
Lead and Chair monthly financial performance review and approval meetings that set monthly, quarterly and annual KPI objectives and performance for the company
Identify and prioritize financial needs and communicate recommendations to ownership to achieve efficient product capturing and proper supply chain management processes utilizing GAAP
Lead in the investment transactions for financial development from end-to-end, including origination, research, deal evaluation, forecasting, financial analysis (including financial modeling) and deal execution
Develop, present, and execute action plans to support achievement of agreed commitments and optimization projects
Collaborate with risk management, audit, legal and finance to ensure all logistics and operational processes are created and implemented with respect to trading guidelines.
Director of Operations
High Rise Fire and Security/Scutum Group
06.2021 - 06.2023
Establish financial system controls and develop SOP procedures for improvement of financial reporting systems for departmental reporting
Spearheaded preparation and reporting of departmental revenue including Profit & Loss, YOY Profit & Loss Analysis, budgeting, forecasting of new and ongoing projects
Refined, implemented, and executed supply chain strategy plan with Edwards (EST) in excess of $22 million in future contracts prior to change in prices which resulted in YOY growth revenue of 27% for High Rise over a 3-year forecasted period
Directed procurement processes, coordinated material and resources allocation accordingly.
Senior Operations Manager
Total Fire Protection
09.2018 - 06.2021
Increased gross, overall revenue, and sales growth to meet company KPI producing $746,419 (as of 2022) in front ($536,251) and back end ($210,168) revenue while ensuring all aspects of assigned customer satisfaction are met
Retendered third party vendor agreements yielding a sustainable savings of $1.1-$1.3 million per year in corresponding operating expenses over a 3-year period
Responsible for day-to-day business activities with direct oversight of the company’s overall operation including departmental functionality
Introduced organizational efficiencies through a strategic staffing realignment that garnered 2-year cost savings of $350K to the company.
Relationship Manager
Bank of America
04.2015 - 08.2018
Top performing level II bank consecutively achieving 130% of monthly goals, finishing top 5% in metro area
Generated an 11% increase in monthly deposits in new money by performing a customized client and financial service analysis through the understanding of financial markets
Ensured success of teller referrals and satisfaction, helping raise customer experience by 15% being ranked number one in Brooklyn Market
Developed and implemented all audit remediation plans with respect to BOA Logistics and Operational activities.