Stephen Waters-Smith
San Rafael,CA
Summary
Experienced office, financial, and sales manager with a track record of success. Skilled in streamlining operations, optimizing financial performance, and building strong client relationships. A results-oriented professional adept at implementing effective sales strategies and driving profitability.
Overview
9
9
years of professional experience
Work History
Office Manager and Bookkeeper
Greenport Construction
04.2022 - Current
- Managed all inbound new business leads. Created and maintained outreach sequences that included calls, emails, and Linkedin messaging.
- Executed 1-hour SLA on all leads and exceeded conversion quota every month.
- Responsible for vetting and implementation of project management and financial software.
- Managed company correspondence and maintained filing system to ensure proper documentation and record-keeping.
- Managed all financial transactions, including accounts payable and receivable, bank reconciliations, and payroll using QuickBooks.
- Prepared and presented financial statements and reports, including balance sheets, income statements, and cash flow statements to management team.
- Coordinated with project managers to ensure that all financial transactions were accurately recorded in accounting system.
- Executed payroll and insurance audits with minimal support from outside CPAs
- Utilized Buildertrend software to manage project schedules, budgets, and purchase orders.
- Created and maintained employee records, including timesheets, vacation, and sick leave records.
- Trained new employees on office policies, procedures, and software programs.
Actuarial Analyst Intern
Dickerson Insurance Services
12.2020 - 02.2021
- Used statistical analysis software and actuarial modules to manipulate, analyze, and summarize large healthcare data sets into actuarial recommendations and reports
- Responsible for creating and presenting managing client proposals
- With no prior experience, developed proficiency to handle $15M report with minimal oversight and intervention after single month of self-directed learning
- Effectively managed and delivered 5 projects in parallel totaling $20M
Sales and Operations Manager
PacifiContract
05.2018 - 10.2019
- Lead sales development effort -qualifying customer inquiries via phone and email, booked meetings for sales team, and performed full-cycle sales processes when needed.
- Primary team representative at all expo events.
- Networked with Bay Area businesses and performed lead follow-up from events.
- Developed operations strategy that increased efficiency of inventory and billing systems by over 50%.
Co-Founder
I'm Hauling For You
08.2014 - 02.2018
- Co-founded junk hauling company that became voted "Best of Solano County" in 2018.
- Managed all marketing and outbound sales. Cultivated client relationships to achieve over 75% of gross income from repeat business and referrals.
- Responsible for day-to-day operations, focusing on optimized daily job completion rates.
Education
Mathematics
Diablo Valley College
Pleasant Hill, CASkills
- Sales Strategy Development
- Operations Management
- Excel
- Data Analysis
- Quickbooks Software
- BuilderTrend Software
- Servicetitan Software
- Hearth Software
- Financial Report Writing
- General Ledger Reconciliation
Timeline
Office Manager and Bookkeeper
Greenport Construction
04.2022 - Current
Actuarial Analyst Intern
Dickerson Insurance Services
12.2020 - 02.2021
Sales and Operations Manager
PacifiContract
05.2018 - 10.2019
Co-Founder
I'm Hauling For You
08.2014 - 02.2018
Mathematics
Diablo Valley College
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