Kelsey Stofft
Finance And Operations Manager
Boynton Beach,FL
Summary
Experienced and forward-thinking team leader skilled in optimizing departmental operations for goal achievement. Proactive problem-solver dedicated to enhancing efficiency and reducing costs. Adept at independent decision-making and fostering organizational success. Known for managing multiple priorities with precision and driving business growth across diverse fields, including hospitality, finance, sales and account management. Additionally, brings valuable experience in Sales Development Representative (SDR) and Business Development Representative (BDR) roles, contributing to enhanced client acquisition strategies. Client-focused with a track record of innovation and effective communication.
Overview
18
18
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Account, Finance & Operations Manager
MassMutual/ Coastal Wealth
Fort Lauderdale, FL
01.2021 - Current
- Designed and implemented employee training manuals for efficient operations management with new software and automations.
- Oversaw underwriting, pipeline, and lead flow to drive new business generation.
- Managed all accounts and provided servicing when necessary.
- Implemented and managed CRM system for client data organization.
- Enhanced financial reporting accuracy through meticulous data review.
- Maintained compliance with regulatory requirements by staying abreast of industry best practices.
- Integrated innovative technologies to improve data analysis and operational efficiency.
- Conducted training for new and existing staff members.
- Implemented data-driven business strategies to increase revenue and target new markets.
- Built strong customer connections and long-lasting relationships.
- Efficiently managed purchasing, sales, marketing, and customer account operations within budget.
- Collaborated with marketing teams to develop campaign materials and branding.
- Led successful change initiatives, ensuring smooth transitions during organizational restructuring.
Financial Services Representative
MassMutual/ Coastal Wealth
Fort Lauderdale, FL
03.2018 - 01.2021
- Worked with other departments to provide seamless sales service for complex client requests.
- Collaborated with other agents to manage portfolios of high net-worth clients, ensuring their financial goals were achieved through strategic planning
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances, addressing individual concerns promptly.
- Developed and maintained compliant database of financial records for clients.
- Additionally specializing in insurance and group benefits, demonstrating expertise in this area.
- Developed organizational systems and processes to optimize work flow.
Executive Sous Chef & Executive Chef
Modern Restaurant Grp, Delray Beach
Delray Beach, FL
02.2013 - 03.2018
- Established strong relationships with local vendors.
- Developed and implemented staff training programs to elevate team skills and knowledge.
- Balanced labor costs by effectively scheduling kitchen staff according to business needs.
- Created innovative and appealing menu items.
- Managed inventory control and food cost, reducing food waste and optimizing budget allocation.
- Oversaw the execution of staff prep ensuring timely completion, consistency and freshness.
- Implemented and oversaw quality, sanitation, and safety processes.
- Modernized work processes to reduce guest wait times and boost daily output.
- Managed and mentored junior chefs providing constructive feedback for professional growth.
Executive Sous Chef
Rebel House
Boca Raton, FL
02.2012 - 02.2013
- Developed, trained and mentored kitchen staff, fostering a collaborative work environment.
- Implemented proper cleaning procedures, ensuring a safe and sanitary kitchen workspace.
- Expedited during high-volume service periods, ensuring all orders were executed consistently in a timely manner.
- Broadened menu offerings and introduced innovative dishes through mastered techniques.
- Monitored food and labor costs to verify budget targets were met.
- Oversaw the execution of daily prep tasks ensuring timely completion and quality.
- Developed close relationships with suppliers to source best ingredients.
- Assisted in successfully opening a new restaurant, contributing to its initial setup and operations.
- Played a key role in designing and optimizing the layout of the kitchen for efficiency and functionality.
Server
English Tap and Beer Garden
Boca Raton, FL
11.2011 - 02.2012
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Contributed to inventory management by monitoring stock levels and notifying management when supplies were low.
Junior Sous Chef
Cielo
Boca Raton, FL
05.2010 - 02.2012
- Noticed for exceptional flavor combinations and presentation skills, enhancing the 5-Star Gordon Ramsey owned restaurant's reputation for culinary excellence.
- Ensured consistent quality control of all dishes.
- Managed labor costs and inventory levels effectively, resulting in reduced food waste and to verify budgets were met.
- Participated in menu planning, offering creative input that led to new signature dishes.
- Developed strong relationships with local vendors.
- Achieved positive health inspection results by maintaining strict guidelines and regulations throughout daily operations.
- Trained and mentored staff members on proper cooking techniques, plating methods, and kitchen safety protocols.
Operations Assistant
Randall Stofft Architects
Delray Beach, FL
09.2007 - 07.2008
- Enhanced client satisfaction by providing professional and courteous operational support.
- Facilitated smooth operations by efficiently handling office supply ordering, incoming mail, phone calls, and visitor inquiries.
- Strengthened office organization by implementing new filing systems and digital record-keeping practices.
- Coordinated and scheduled meetings and appointments.
Hostess
Bostons on the Beach
Delray Beach, FL
06.2006 - 09.2007
- Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
- Assisted in training new host staff, sharing best practices for maintaining a professional demeanor and efficient work habits.
- Proactively assisted servers during busy times, helping to expedite food delivery and maintain high levels of guest satisfaction throughout their meal.
Education
High School Diploma -
Saint Andrews High School
Boca Raton, FL 08.2004 - 05.2008
Figure Drawing Scholarship & Interior Design Major
Savannah College of Art And Design
Savannah, GA 08.2008 - 05.2009
Culinary Arts
The Art Institute of Fort Lauderdale Inc
Fort Lauderdale, FL 08.2009 - 05.2010
Skills
Financial Product Sales
Account Servicing & Maintenance
Financial Reporting
Goal Setting and Tracking
Self-Motivated, Punctual and Dependable
Pivot Tables, Data Filtering, Formatting & Validation
Organization and Planning Skills
Problem-Solving
Analytical and Critical Thinking
Lead Development
Project Management
Account and Database Management
Customer Relationship Management (CRM) and Tracking
Brand-Building & Marketing Strategies
Team Management and Training
Time Management Abilities
Creative Thinking
Chart and Graph Development
Process Streamlining
Underwriting
Pipeline Management
Microsoft Office
Education Licenses
- Art institute of Fort Lauderdale, Culinary Arts
- Savanah College of Art and Design, Figure drawing scholarship, Interior Design Major
- Saint Andrews High School, High School Diploma
References
- Jacquelyn Wright - Coastal Wealth, (484) 226-0634
- Kris Hilburn - Modern Restaurant Group, (954) 579-6963
- Dan Kohler - Cielo, (315) 480-5990
Certification
2-15 Licensed - Life, Health, and Annuity
Quote
“Challenges are what make life interesting and overcoming them is what makes like meaningful”
Joshua J. Marine
Timeline
Notary Public of Florida
03-2022
Account, Finance & Operations Manager
MassMutual/ Coastal Wealth
01.2021 - Current
Financial Services Representative
MassMutual/ Coastal Wealth
03.2018 - 01.2021
2-15 Licensed - Life, Health, and Annuity
02-2018
Executive Sous Chef & Executive Chef
Modern Restaurant Grp, Delray Beach
02.2013 - 03.2018
Executive Sous Chef
Rebel House
02.2012 - 02.2013
Server
English Tap and Beer Garden
11.2011 - 02.2012
Junior Sous Chef
Cielo
05.2010 - 02.2012
Culinary Arts
The Art Institute of Fort Lauderdale Inc
08.2009 - 05.2010
Figure Drawing Scholarship & Interior Design Major
Savannah College of Art And Design
08.2008 - 05.2009
Operations Assistant
Randall Stofft Architects
09.2007 - 07.2008
Hostess
Bostons on the Beach
06.2006 - 09.2007
High School Diploma -
Saint Andrews High School
08.2004 - 05.2008