RICHARD BAEZ
Plantation,FL
Summary
Enterprising leader successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Successful Owner/Operator with expertise in the Tax Preparation industry and insights on competitors and clientele. Dedicated leader maintains professional relationships and negotiates beneficial deals. Hardworking employee enthusiastic about learning any field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
7
7
years of professional experience
Work History
Owner/Operator
CLEAN MONEY TAX LLC
01.2020 - Current
- Managed day-to-day business operations.
- Spoke professionally with customers regarding complaints, gathering all necessary information to make educated decisions and address issues.
- Developed and nurtured lasting customer relationships by projecting professional corporate image and responding quickly to logistical and scheduling issues.
- Assessed income and expenses and adapted plans to improve profit levels.
- Developed business plan, processes and procedures to provide superior tax preparation and corporation filing to customers.
- Assessed financial reports and statements regularly to update processes and operations for greater profitability.
- Trained and motivated employees to perform daily business functions.
- Consulted with customers to assess needs and propose optimal solutions.
- Kept all building areas and equipment functional and well-organized to promote business performance.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
- Provided outstanding coaching to employees to boost productivity.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
Assistant Manager
GOMEZ TAX SERVICE LLC
01.2018 - 12.2020
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
- Transferred and directed phone calls, guests and mail to correct staff members.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Authored clear and professional business documents.
- Prepared and distributed team-based communications to foster collaboration and enhance team morale.
Operations Manager
G-FIX CREDIT LLC
01.2017 - 01.2018
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Devised processes to boost long-term business success and increase profit levels.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Directed product flow and informed management of delays and challenges, as well as suggested resolutions.
- Managed daily operations of [Type] organization, orchestrating forward-thinking strategies to accomplish profit and expansion goals.
- Drafted invoices for completed work.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Assisted with marketing strategy creation and advertising initiatives to better promote facility to public.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
Education
High School Diploma -
Franklin K. Lane
Brooklyn, NY06.2002
Skills
- Business Planning
- Human Resource Management
- Hiring Procedures
- Operations Oversight
- Finance Management
- Training and Development
- Marketing and Advertising
- Risk and Mitigation Analysis
- Relationship Management
- Marketing Strategy Development
- Payroll Processing
- Improve Policies
- Pricing Strategies
- Database Administration
- Data Management
- Client Needs Assessment
- Analytical and Critical Thinker
- Innovative and Visionary
- Office Management
- Corporate Strategy and Development
- Customer Service
- Business Consulting
- Negotiation
- Customer Retention
- Budget Management
Languages
Spanish
Native or Bilingual
Timeline
Owner/Operator
CLEAN MONEY TAX LLC
01.2020 - Current
Assistant Manager
GOMEZ TAX SERVICE LLC
01.2018 - 12.2020
Operations Manager
G-FIX CREDIT LLC
01.2017 - 01.2018
High School Diploma -
Franklin K. Lane
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