Lori Phillips
Admin
Ramona
Summary
Dynamic business leader with a proven track record at Evo Enterprises, Inc., excelling in financial management and customer relations. Successfully enhanced operational efficiency and customer satisfaction through strategic planning and relationship building. Recognized for implementing effective processes that drove profitability and fostered a collaborative workplace culture.
Dedicated accounting & operations professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Owner -Founder
TopTurf and Pavers, Inc.
09.2021 - 12.2024
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Trained and motivated employees to perform daily business functions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Established foundational processes for business operations.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
- Optimized supply chain operations, negotiating with suppliers to ensure timely delivery of high-quality products.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Co Owner-Founder-C.O.O.
Evo Enterprises, Inc. Dba: Evo Turf and Pavers
01.2016 - 09.2021
- Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
- Collaborated with co-owner on strategic planning initiatives for long-term business success.
- Improved customer satisfaction ratings by consistently delivering high-quality products and services.
- Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
- Ensured accurate record-keeping for financial transactions, maintaining organized documentation for easy reference during audits or other inquiries.
- Implemented regular performance reviews for staff members to address concerns proactively and provide constructive feedback for continuous improvement.
- Negotiated favorable contracts with suppliers, resulting in reduced costs and improved product quality.
- Recruited, interviewed and hired new staff members and developed training materials for employees.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Trained and guided team members to maintain high productivity and performance metrics.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Pioneered adoption of remote work policies, ensuring business continuity during challenging times.
- Negotiated partnerships with suppliers to reduce costs, enhancing profitability with strategic sourcing.
- Managed financial, operational and human resources to optimize business performance.
- Established foundational processes for business operations.
Accounting Manager
Hometurf
01.2014 - 11.2015
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Completed bi-weekly payroll for company employees.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Developed and implemented various procedures to improve accounting process.
- Generated monthly and quarterly financial statements for executive review.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Developed and maintained system of internal controls to prevent fraud and abuse.
- Developed and maintained strong relationships with financial institutions, securing favorable terms for financing.
- Developed strategic plans for day-to-day financial operations.
Owner-Founder
San Diego Fire Equipment
01.2011 - 12.2013
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
- Led negotiations for major contracts, securing favorable terms that significantly reduced costs.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
- Managed day-to-day business operations.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Managed financial, operational and human resources to optimize business performance.
- Established foundational processes for business operations.
Assistant Administrator
Churchill Senior Living
01.2007 - 02.2010
- Assisted with employee onboarding process, providing new hires with necessary resources for success in their roles.
- Maintained [Type] office equipment and placed orders for materials in short supply to manage office supply inventory.
- Handled sensitive information discreetly, maintaining confidentiality of personal data and proprietary business documents.
- Assisted in the development and implementation of new policies and procedures, ensuring compliance with industry best practices and established regulatory standards.
- Tracked expenses, processed invoices and completed other related accounting tasks.
- Collaborated effectively with cross-functional teams to achieve shared objectives efficiently and within established deadlines.
- Prepared comprehensive reports on various aspects of the organization''s operations, informing strategic decision-making processes at the executive level.
- Evaluated correspondence, contracts and other business documentation for accuracy.
- Maintained accurate financial records through diligent bookkeeping practices, supporting budget management and financial planning efforts.
- Facilitated successful internal audits by maintaining detailed records of all transactions in accordance with regulatory requirements.
- Calculated hours and submitted payroll to achieve timely distribution of funds for 111 person team.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Oversaw Nursing, Dietary, CNA staff, Activities, Transportation and Office Staff.
Skills
- Proficient in QB Desktop
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Financial management
- Administrative oversight
- Regulatory compliance
- Accounting expertise
- Customer service
- Effective leader
- Operations oversight
Timeline
Owner -Founder
TopTurf and Pavers, Inc.
09.2021 - 12.2024
Co Owner-Founder-C.O.O.
Evo Enterprises, Inc. Dba: Evo Turf and Pavers
01.2016 - 09.2021
Accounting Manager
Hometurf
01.2014 - 11.2015
Owner-Founder
San Diego Fire Equipment
01.2011 - 12.2013
Assistant Administrator
Churchill Senior Living
01.2007 - 02.2010
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