Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shulie Klein

Warwick

Summary

Business leader prepared for advancing organizational objectives and fostering high-performance culture. Proven record of driving strategic growth and enhancing operational efficiencies. Recognized for fostering team collaboration and adaptability in dynamic environments. Expert in strategic planning and financial management.

Overview

36
36
years of professional experience

Work History

Managing Director

Poseidon Expeditions, Cruise Sales Office
09.2015 - 04.2025
  • Executed and supervised all accounting functions, operations, sales and reservations.
  • Increased overall company performance by implementing strategic management initiatives and streamlining operations resulting in 34% increase in sales and cost reduction of 18%
  • Maintained budget and bank accounts in addition to financial reporting to corporate headquarters.
  • Managed all HR functions including hiring, training and supervision of all staff.
  • Oversaw reservations and provided corrective feedback to achieve daily and long-term goals
  • Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.

Owner and CEO

Klein Management Company
02.2004 - Current
  • Advertised and acquired a client base for a part-time bookkeeping and management consulting business.
  • Managed books and other financial elements of over 25 small businesses for 20 years, successfully showing a profit every year of operation.
  • Worked with accountants and lawyers to position clients favorably regarding taxation and the maximizing of profits.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.

General Manager

Rockwell Tours, Caribbean Tour Wholesaler
06.1993 - 12.1997
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations with hotels and ground operators.
  • Calculated all package pricing to maximize profits while staying competitive in the market.
  • Arranged all trade show including contract hotels and catering
  • Managed all HR functions including following all state and federal requirements
  • Maintained all accounting records required up to preparation of tax returns.
  • Coordinated reservations and operations including supervising reservation staff.

Reservations Manager

Sunburst Holidays
01.1989 - 06.1993
  • Oversaw a reservation center with a staff of 14 agents.
  • Hired, trained, and monitored staff, including job performance and salary reviews. Managed all HR functions
  • Effectively resolved guest issues related to reservations, resulting in satisfied customers and positive reviews.

General Manager

Rockwell Tours
01.1993 - 01.1998

Education

B.S. - Tourism Management

Johnson & Wales University
01.1984

Skills

  • Advanced knowledge of the expedition cruise market and its regulations and strategies
  • Bookkeeping and Accounting expertise, up through tax return preparation
  • Skilled in data management using Excel, QuickBooks, and Salesforce
  • Skilled in team development and HR operations management
  • Polished communication skills: active listening, speaking and writing

Timeline

Managing Director

Poseidon Expeditions, Cruise Sales Office
09.2015 - 04.2025

Owner and CEO

Klein Management Company
02.2004 - Current

General Manager

Rockwell Tours, Caribbean Tour Wholesaler
06.1993 - 12.1997

General Manager

Rockwell Tours
01.1993 - 01.1998

Reservations Manager

Sunburst Holidays
01.1989 - 06.1993

B.S. - Tourism Management

Johnson & Wales University

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