Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Danielle Roberts

Charlotte,NC

Summary

Results-driven business consultant with over 16 years of experience working with diverse clients, including government entities, minority communities, and corporate partners. Proven track record in fostering relationships, managing strategic initiatives, and driving business growth. Highly skilled in facilitating economic development, advising on regulatory matters, and advocating for minority business interests. Committed to ensuring organizational success and community impact through collaborative partnerships and strong leadership. Currently seeking a full-time role where I can leverage my leadership, strategic thinking, and entrepreneurial skills to drive impactful change and growth.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Business Coach (Part-time)

Central Piedmont Community College
12.2022 - Current
  • Counsel small business owners in developing strategic plans to expand their operations and engage with the local community less than 20 hours monthly
  • Facilitate virtual workshops and webinars, offering guidance on marketing, business development, and goal-setting; once or twice a quarter
  • Collaborate with other coaches to optimize the impact of coaching services, ensuring clients’ needs were met and exceeded
  • Attended seminars, business expos and other events to develop and support small businesses.

Small Business Consultant/Owner (Part-time)

The Roberts Consulting Firm LLC
06.2020 - Current
  • Assist for-profit and nonprofit business owners in identifying funding opportunities, including grants, government contracts, and loans to promote business growth
  • Provide expertise in financial management, tax services, and regulatory compliance, ensuring clients met industry standards
  • Develop comprehensive business plans, identified new opportunities, and collaborated with clients to align their goals with long-term business strategies
  • Fostered strong relationships with local businesses, community leaders, and stakeholders to drive positive economic outcomes
  • Government officials, city mayors, senators, and city councilmen
  • Conducted workshops on leadership, team building, customer service, and other essential business topics to strengthen client capabilities
  • Partnered with city organization Ex: City of Charlotte - Charlotte Business INClusion and Central Piedmont Community College – Small Business Center
  • Submitting MWSBE certifications on behalf of the client for Minority, Woman-owned, Small Business Enterprise certification for HUB – Historically Underutilized Businesses for North Carolina, City of Charlotte vendor registration and certification for MWSBE, DBE – Disadvantaged Business Entreprise, and SBA certifications (WOSB, HubZone, Veteran, 8(a), etc.)
  • City, State and Federal levels; along with Sam.gov registrations
  • Research and gather information on potential clients for grant funding opportunities or RFPs (Requests for Proposals) opportunities city, state or federal
  • Write and edit proposals that are clear, persuasive, and tailored to the client’s requirements and guidelines
  • Draft budget and budget narrative
  • Once reviewed and approved by client proposal is submitted prior to deadline
  • Strengthened client relationships, resulting in repeat business and referrals, by consistently delivering high-quality consulting services.
  • Negotiated contracts with vendors and suppliers, securing favorable terms for clients'' businesses.

Investment Accountant

TIAA-CREF
08.2016 - 06.2022
  • Managed financial portfolios, providing tax-efficient strategies to clients and ensuring regulatory compliance
  • Built strong relationships with key stakeholders, including government entities, regulators, and investors, to foster trust and facilitate successful outcomes
  • Provided financial reports and executive-level presentations to boards and senior leadership, ensuring clarity and strategic alignment
  • Provided ongoing support to clients by addressing inquiries, resolving issues, and delivering exceptional customer service.
  • Communicated complex financial data to clients in a clear and concise manner, facilitating informed decisionmaking.
  • Collaborated with cross-functional teams to develop comprehensive investment plans tailored to client needs and objectives.
  • Provided ongoing support to retired clients by monitoring their income streams, adjusting distributions as needed based on changes in living expenses or taxes owed during the year.
  • Educated clients on tax implications of various retirement savings vehicles, optimizing their financial strategies.
  • Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.

Tax Preparation Consultant

Roberts Tax and Bookkeeping Service
10.2010 - 06.2020
  • Continuously pursued professional development opportunities through seminars, workshops, and online courses to stay current in the ever-changing tax landscape.
  • Simplified complex financial concepts for non-experts, fostering increased trust in my expertise and services among clients.
  • Reviewed prior years'' returns for prospective clients, identifying discrepancies that resulted in significant refunds or reduced liabilities upon amendment filings.
  • Collaborated with clients to gather necessary documentation for smooth tax filing process.
  • Provided audit support services, ensuring clients are prepared in case of IRS inquiry or investigation.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Partnered with ADP to cross-sell

Education

Doctor of Business Administration - Entrepreneurial Studies

University of North Carolina at Charlotte
Charlotte, NC
05.2027

Master of Science - Finance

Webster University
Myrtle Beach, SC
01.2019

Master of Business Administration -

Webster University
Myrtle Beach, SC
01.2015

Bachelor of Science - Accounting and Marketing

Limestone College
Gaffney, SC
01.2013

Associate of Science - Accounting

Florence Darlington Technical College
Florence, SC
01.2010

Skills

  • Community & Stakeholder Engagement
  • Business Development & Strategy
  • Government Contracting & Compliance
  • Accounting Software
  • Proposal Writer
  • Project Management & Process Improvement
  • Public Speaking & Workshop Facilitation
  • Data Analysis and Reporting
  • Digital Marketing
  • Professional Researcher
  • Coaching and Mentoring
  • Operations Management

Certification

  • Project Management Certificate
  • Series 6 and 63; Life Insurance
  • CFEI - Certified Financial Educator Instructor

Timeline

Business Coach (Part-time)

Central Piedmont Community College
12.2022 - Current

Small Business Consultant/Owner (Part-time)

The Roberts Consulting Firm LLC
06.2020 - Current

Investment Accountant

TIAA-CREF
08.2016 - 06.2022

Tax Preparation Consultant

Roberts Tax and Bookkeeping Service
10.2010 - 06.2020

Master of Science - Finance

Webster University

Master of Business Administration -

Webster University

Bachelor of Science - Accounting and Marketing

Limestone College

Associate of Science - Accounting

Florence Darlington Technical College

Doctor of Business Administration - Entrepreneurial Studies

University of North Carolina at Charlotte

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Danielle Roberts