Monroe Potter

• Establish and nurture client relationships through a strategic blend of leveraging existing connections, cold calling, and referrals, resulting in consistent growth of the client base.
• Collaborate with cross-functional teams, guiding clients through the planning process, generating customized solutions, and providing thorough analysis and reports.
• Deliver impactful presentations on various financial topics, educating clients on prudent investment practices and the significance of insurance.
• Produce detailed financial reports, ensuring transparent communication with both clients and management about account status and progress towards financial goals.
• Work closely with management to develop and implement sales strategies, elevating branch production and customer service.
• Developed comprehensive knowledge of financial and insurance products, enabling informed and tailored recommendations for clients in various situations.

• Founded and developed a successful bookkeeping business, overseeing financial operations for 15 diverse client companies.
• Prepare comprehensive financial statements, including balance sheets, income statements, and cash flow reports for leadership review.
• Conduct monthly bank statement reconciliations, promptly addressing discrepancies to maintain financial accuracy.
• Collaborate with external auditors to facilitate smooth audits.
• Enhance financial transparency through detailed monthly reports, highlighting variances with insightful explanations for executive review.
• Manage accounts payable and receivable, cultivating positive vendor relationships and optimizing cash flow.
• Expertly utilize QuickBooks and Excel for advanced bookkeeping and financial analysis.
• Play a key role in the tax filing process, managing all aspects of 1099 issuance and filing with the IRS, contributing to overall compliance.
• Analyze financial data to identify trends and potential areas for improvement or cost savings opportunities.

• Research, identify, and value real estate investment opportunities employing meticulous feasibility analysis.
• Manage investor relations, pitching new opportunities and maintaining consistent contact.
• Procurement of potential investors through networking, research, and persuasion.
• Design high-quality offerings, proposals, and presentations using Microsoft Office and Adobe Products.
• Conduct financial assessments to track development project financials and generate reports summarizing data.
• Procure financing from conventional, public, and private sources by preparing, marketing, and presenting necessary materials and offerings.
• Negotiate with various stakeholders, including landowners, partners, and investors.
• Contract preparation.

Accomplishments:

• Actively managing over $40MM in current assets.
• Designed, created, and actively managing $2MM investment fund.
• Actively managing operations of $23MM historic renovation project.

• Generate financial reports, conduct analysis of data, and effectively communicate outcomes.
• Advise investment decisions and consult with management.
• Document and optimize business metrics with advanced Excel skills and use of QuickBooks.
• Business development including financial systems development and data-driven marketing.
• Provide accurate and efficient estimates to customers and negotiate to win jobs.
• Set financial goals based on internal and external trends and share progress towards achievement.
• Verify compliance of financial policies and accounting procedures against federal regulations.

Accomplishments:

• Developed a database system and financial forecasting software which propelled the company to grow by over 25%.
• Collected over $60,000 of overdue and neglected invoices upon taking over position.

• Prepared financial reports and identified trends.
• Conducted financial analysis and effectively reported to management to influence operational decisions.
• Helped customers resolve issues and complaints in an efficient and effective manner.
• Answered store calls and assisted customers with issues or questions.
• Handled money, conducted audits, and extensively documented activities.
• Maintained corporate and legal compliance.

Accomplishments:

• Identified two incidents of internal theft with thorough analysis of the books and careful monitoring of employees.

• Supervised and directed other cooks to promote efficiency.
• Effectively collaborated with cooks, management, and servers.

• Prepared multiple orders simultaneously with high accuracy.
• Communicated effectively with all staff to optimize efficiency and quality.

• Operated cash register and processed orders.
• Provided courteous, friendly, and efficient customer service to customers and team members.

• Assisted head chef with daily preparation of food.
• Created and implemented new menu items.