Susan Nordt

Conduct Financial Needs Analysis considering assets, debts, investment portfolio, income replacement insurance, and desired lifestyle of each client

• Manage client relationships to address concerns and monitor account performance
• Adhere to industry rules and regulations
• Recommend tailored investments, trusts, and life insurance plans to address needs.
• Assist clients in understanding complex financial concepts using clear explanations and real-life examples.
• Enhance client financial stability by developing personalized financial plans and strategies.
• Collaborate with clients to develop customized investment portfolios.
• Research and evaluate potential investment products for clients.
• Present financial plans and investment recommendations to clients.
• Made 20 new outbound contacts per day.

• Prepare and file client personal income and small business tax returns within federal, state, and local tax codes
• Tax strategy and advice provided through tax interviews with clients
• Research tax issues to understand related laws and obtain favorable outcomes for clients
• Collaborate with financial advisors to integrate tax planning into comprehensive financial and retirement plans based on sound tax advice
• Maintained confidentiality of sensitive client information while adhering to strict ethical standards throughout all aspects of work history section job duties.
• Maintained regulatory compliance by staying up-to-date on changing tax laws, regulations, and reporting requirements.
• Average over 400 personal returns per season.
• Excellent customer feedback reviews.
• Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
• Processed tax payments, set up payment plans, and worked with delinquent taxpayers to resolve issues.

• Calculated and filed state and local sales tax returns for several clients of the full-service accounting firm on a monthly, quarterly and annual based scheduled deadline
• Prepared personal and business income tax returns (1120, 1065, 1041 and Schedule C) for clients using Thompson Reuters Ultra Tax software
• Researched tax issues to understand related laws and obtain favorable outcomes for clients
• Coordinated company's tax returns for paperless submission to state and federal authorities.
• Achieved efficient tax preparation by thoroughly reviewing and analyzing financial records and statements.
• Analyzed financial records to verify accuracy of tax returns.
• Calculated estimated tax payments for clients.

• Operational oversight of a timeshare resort located on 3,800 acres of land inclusive of 300 associates, 576 guest rooms, 72,000 sq ft of banquet space, and a 53,000 sq ft, Indoor water park among other amenities
• Managed customer retention efforts through leadership, mentoring, and guest service training sessions to drive improvements in Guest Service Satisfaction scores by 33% in the first five months
• Led the execution of food and beverage strategies to drive sales growth by 10% contributing an additional $1M to resort profitability
• Assisted in the development of annual budgets, weekly revenue forecasts, and month-end financial projections to identify issues early and implement course corrections as needed with an accuracy rate of 80%
• Developed and implemented strategic, and operational plans to align with organizational goals and objectives
• Managed staff, resources, and facilities to achieve optimal productivity and performance
• Fostered a culture of collaboration, accountability, and continuous improvement to motivate high-performing teams.
• Served as Acting Resort Manager from December 2018 through July 2019

• Responsible for overall functions of food and beverage for both Mountain Laurel and Split Rock Resorts including operations, budgets, staffing, creation of menus, inventory tracking, and quality control for over 96,000 sq ft of combined space
• Oversight of 3 full-service restaurants, 4 quick service restaurants, banquets, and 5 full-service bars
• Maintained liquor controls per Pennsylvania Liquor Control Board rules and regulations to comply with state mandates and minimize organizational risk
• Developed Food and Beverage management team through training, disciplinary action, and performance reviews.
• Maintained a safe and sanitary work environment, adhering to health department standards and regulations.
• Interviewed, hired, and trained kitchen staff
• Developed and Executed operational improvements to reduce turnaround times for food preparation and dining service
• Partnered directly with the marketing department to create and advertise restaurant concepts in addition to a television appearance on the PBS broadcast, Chef's Kitchen
• Supported large catering events such as the Pennsylvania Wine Association Festival, Beer Fest, and Cigar Fest with guest attendance ranging from 2,000 -10,000 people
• Achieved annual profitability turnaround of $1 million in food and beverage in year one (2015-2016)
• Served on the Executive Committee Team to collaborate on resort policies and procedures, revenue strategies, and cost reductions.
• Overall revenues for the resort averaged $18 million, annually during tenure

• Responsible for overall production of all food service for 189-room all-inclusive couples' resort
• Led negotiations with supplier and sales representatives to procure food and other supplies at competitive rates in line with budgets and planning
• Total food revenue between $2.8 - $3.8 million throughout tenure in this role
• Developed theme nights to boost overall guest entertainment and experience
• Directly supervised culinary and steward team of 20
• Indirectly supervised the total food and beverage team of an additional 38
• Coordinated and planned for special event functions including weddings, VIP parties, senior leadership visits, holiday parties, and off-site events including state park events
• Collaborated and directly worked with counterparts at sister properties to execute functions among all three properties
• Creatively worked with food and beverage managers to transform common rooms into staged banquet areas for functions
• Interviewed, trained, and hired kitchen staff and launched operational improvements to reduce turnaround times for food preparation and dining service
• Planned, organized, and supervised daily culinary operations of restaurant and catering services.