Quote
Summary
Overview
Work History
Education
Skills
Affiliations
Software
Timeline
1a
ROXANNE SHIPLEY

ROXANNE SHIPLEY

KIHEI,USA

Quote

"Do just once what others say you can't do, and you will never pay attention to their limitations again."
James R. Cooke

Summary

Strategic business professional with proven track record in identifying business needs and offering keen financial acumen to lead businesses to profitability. Highly effective at problem-solving and curating proactive approach to new tasks. Excellent skills in data analysis, process improvement, and risk management. Experienced in navigating complex financial challenges, overcoming operational issues, and driving proactive improvements. Adaptable, reliable, and maintains results-oriented mindset.

Overview

19
19
years of professional experience

Work History

Business Consultant

Cold Stones Creamery Kihei
01.2024 - Current
  • Worked one-on-one with business owner to improve culture, quality, customer service and cost management within 90 days, with intent to acquire.
  • Identified patterns and trends in large data sets by conducting in-depth cost-benefit analyses on key projects and provided actionable insights to reduce company expenses, and streamline operational efficiency.
  • Developed strong relationships with key partners, fostering collaboration and information exchange that facilitated better overall business performance.
  • Contributed to increased customer satisfaction levels by recommending improvements to internal processes based on client interaction experiences.
  • Organically continuing to change the perception and expectations of Cold Stone deliverables by focusing on its main source of revenue, Ice Cream and Cakes.

Franchise Restaurant Owner

Corndogs by Mr. Cow
04.2022 - 03.2024
  • Strategically analyzed the viability of relocating a popular franchise to a new island. Successfully brought to fruition the existence of a known brand by understanding the nuances of the market, its demographic draw, its ideal location, the need for quality, customer service and the understanding of the “local’s” mindset in order to bring in something “corporate” but make it feel “local”.
  • Gained a valuable insight to Maui’s response to new businesses in the neighborhood, it’s ability to draw in significant cash flow in the first couple months of operation, and the necessity to capture leads on the onset so when the market starts to plateau, or level to what the market would “naturally hold” (if the business was already in existence), the momentum gained would minimize the expected decline in sales, with a strategy in place to “reinvigorate” the market.
  • Negotiated favorable lease terms with property owners, securing prime location spot at reduced rental rate.
  • Streamlined back-of-house processes for improved kitchen efficiency and reduction in waste, resulting in faster order preparation times without compromising quality standards.
  • Mentored and developed staff members, fostering an environment that promoted individual growth within the team.
  • Established strong vendor relationships for the consistent sourcing of fresh ingredients at competitive prices.
  • Managed financial operations for streamlined efficiency, reducing overall expenses and maximizing profits.

Business Acquisition Specialist

Self Employed
01.2020 - 12.2023
  • Highly experienced in identifying financial and operational key indicators that are ripe for acquisition.
  • Generated detailed presentations on acquisition targets' financial performance for various internal audiences to convey state of business and communicate key insights for decision-makers.
  • Established strong relationships with key stakeholders to facilitate smooth acquisition integration.
  • Analyzed existing processes to suggest methods for streamlining and improving operations.
  • Ability to demonstrate effective leadership skills by integrating newly acquired companies' employees into the organization, fostering a cohesive and collaborative work environment.
  • Thrives under pressure and is adaptable to change that inevitably occurs in business.
  • Ability to quickly pivot when original business decisions prove unprofitable or no longer make sense.

Tax Resolution Specialist

Island Tax Solutions
04.2020 - 12.2021
  • Established a Tax Resolution company to advocate for taxpayers with the IRS and successfully negotiated tax cases that settled for far less than original assessment.
  • Demonstrated the ability to assess a client’s business to ensure major facets of the company’s income and expenses were at optimal efficiency by analyzing key indicators regarding cost management, cash flow management, major income facilitators/income inhibitors, and labor contributions.
  • Utilize tax code to benefit and facilitate future limits on tax liability, decreasing overall liability in the current year, and ensuring perpetuation into the future.

Full Charge Bookkeeper/Business Consultant

Roxanne Shipley Consulting
07.2013 - 12.2020
  • Prepared and organized comprehensive financial records, including balance sheets, income statements, and cash flow reports for leadership review.
  • Improved cash flow management and implemented cost-saving measures across various departments through close examination of expenses, resulting in significant reductions in overhead costs.
  • Streamlined financial processes by implementing advanced bookkeeping software, improving efficiency and accuracy, ensuring timely and accurate financial reporting for management decision-making purposes.
  • Reviewed and completed tax forms in compliance with GAAP regulations.

Owner

Payroll Systems Plus, LLC
10.2018 - 04.2020
  • Acquired and operated existing payroll company that serviced clients that had from 1- 30 employees.
  • Acted as a subject matter expert on all matters related to payroll and maintained up-to-date knowledge on best practices for payroll management, providing guidance and support to clients across various industries.
  • Improved accuracy in calculating tax liabilities and solved complex payroll issues by applying advanced troubleshooting skills and collaborating with cross-functional teams as needed.
  • Implemented process improvements aimed at reducing manual interventions required during each payroll cycle while increasing overall efficiency level.

Financial Accountant

Anderson Systems, Inc.
04.2015 - 07.2018
  • Streamlined and improved financial reporting accuracy for month-end closing process and implemented new accounting procedures, ensuring compliance with internal policies and GAAP regulations.
  • Processed accounts payable, accounts receivable, payroll, audited ESOP and 401(k) retirement plans, and ran job costing reports, including percentage complete, progress billing and time & material invoicing.
  • Developed proficient use of the powerful SAGE accounting system to produce financial reports and data to aid in job analysis, profitability margins, and budgeting strategies.
  • Increased company revenue by conducting relevant financial data reports through variance analysis between actual vs. budgeted forecasts to identify areas requiring corrective action or strategic adjustment and supported management decision-making with detailed reports for review.
  • Processed and maintained monthly, quarterly and annual accounting reports - bank reconciliations, credit card reconciliations, sales tax, payroll tax payments, workers comp reports, and prepared books for CPA at close of year.

Full Charge Bookkeeper, Office Manager

Mainz Builders, Inc.
03.2015 - 09.2016
  • Contributed to improved project forecasting through close monitoring of actual costs vs. budgeted forecasts throughout the duration of each project.
  • Improved cash flow management and increased profitability with diligent monitoring of accounts receivable and payable, and identifying cost-saving opportunities in construction projects.
  • Implemented and maintained general office operations including reconciliation of monthly accounts, accounts payable/receivable, work-in-progress billing, payroll and month-end and year-end reports.

Co-Owner/CFO

Fueled, Inc.
09.2006 - 07.2013
  • Co-Owner/CFO of Sports Training, Membership & Private Training Facility consisting of 300+ members, 20+ Personal Trainers and 50+ employees.
  • Established foundational processes for business operations.
  • Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Interacted well with customers to build connections and nurture relationships.
  • Assisted in recruiting, hiring and training of team members.

Education

Accounting And Finance

Santa Barbara City College
Santa Barbara
2006

Bachelor of Science - Business Economics/Political Science

University of California, Santa Barbara
Santa Barbara
2004

Skills

  • Meticulous attention to detail
  • Data-driven decision making
  • Workflow improvement strategies
  • Proficient in task management
  • Critical problem-solver
  • Effective negotiation skills
  • SQL proficiency

Affiliations

  • IRS Enrolled Agent, EA (2020)
  • Certified Payroll Professional, CPP (2018)
  • Certified Tax Resolution Specialist, (2020)

Software

Microsoft Word & Excel, Proficient

Sage 100 Contractor, Proficient

QuickBooks Desktop Accountant/Online, Proficient

SAP/NetSuite, Experience

Timeline

Business Consultant

Cold Stones Creamery Kihei
01.2024 - Current

Franchise Restaurant Owner

Corndogs by Mr. Cow
04.2022 - 03.2024

Tax Resolution Specialist

Island Tax Solutions
04.2020 - 12.2021

Business Acquisition Specialist

Self Employed
01.2020 - 12.2023

Owner

Payroll Systems Plus, LLC
10.2018 - 04.2020

Financial Accountant

Anderson Systems, Inc.
04.2015 - 07.2018

Full Charge Bookkeeper, Office Manager

Mainz Builders, Inc.
03.2015 - 09.2016

Full Charge Bookkeeper/Business Consultant

Roxanne Shipley Consulting
07.2013 - 12.2020

Co-Owner/CFO

Fueled, Inc.
09.2006 - 07.2013

Accounting And Finance

Santa Barbara City College

Bachelor of Science - Business Economics/Political Science

University of California, Santa Barbara

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