Luke Phillpotts

Major Lozuaway & Associates is an independent manufacturers' representative specializing in HVAC and plumbing solutions across Michigan, partnering with industry-leading manufacturers to provide high-quality products and comprehensive support to wholesalers and contractors throughout the state

• Assist sales representatives during sales runs, trade shows, and client meetings to drive successful outcomes and strengthen market presence.
• Facilitate the smooth transition of new business operations, ensuring seamless integration and alignment with company objectives
• Deliver exceptional customer support to wholesalers and contractors, addressing inquiries and resolving issues to maintain strong business relationships

Premier Security Solutions provides comprehensive security systems and services, specializing in advanced surveillance, access control, and alarm solutions for businesses and residential clients statewide.

• Utilized Excel and QuickBooks for budgeting and forecasting, enabling accurate financial planning and data-driven decision-making
• Collaborated with the CFO to analyze and present budget trends and future financial projections, supporting strategic planning and informed decision-making.
• Developed an automated budgeting system for ongoing company use, streamlining financial planning and ensuring consistent, accurate forecasting.

• Performed thorough account reconciliation to verify financial accuracy, identify discrepancies, and maintain up-to-date financial records.
• Prepared detailed financial reports to provide insights into financial performance.