Tricia Swartz
Watertown,New York
Summary
Versatile business leader bringing 20 years of experience as accomplished business professional. Strategic problem-solver, change manager and visionary executive with success implementing plans to meet current and future needs. Key expertise in finance and management.
Overview
32
32
years of professional experience
Work History
President/Operations Manager
Fusion Acquisitions Group Inc.
01.2017 - 09.2023
- Responsible for the overall management and business operations exceeding revenue to $850,000
- Utilized QuickBooks and Excel for accounting – accounts payable / receivables / prepared balance sheets, income statements and journal entries
- Delivered month-end financial reports including balance statements and profit and loss
- Analyzed financial reports for profitability and areas of financial growth
- Served as HR Manager for 10-15 employees
- Evaluated and reviewed processes for onboarding vendors
- Ensured legal compliance with food safety and storage requirements
- Created sales campaigns to increase revenue
- Created and implemented training manuals.
Office Manager / Marketing Director
Focus Franchising Corp
01.2007 - 01.2017
- Supervised office of 7 employees including HR duties (submitting payroll, exporting payroll into QuickBooks, completing, and reviewing new hire paperwork, sexual harassment training implementing and any new Company training)
- Researched market trends
- Created branding initiatives
- Worked with a group of 40 franchisees to roll out marketing promotions / campaigns
- Created a customer loyalty program for 40 stores along with the point-of-sale company we utilized
- Organized a Breast Cancer Campaign raising significant contributions in our local community
- Regularly met with food vendors, testing new products to be rolled out on our menu
- Negotiated pricing and campaigns to be rolled out annually.
Assistant Vice President Commercial Portfolio Manager
SunTrust Bank
01.1998 - 01.2000
- Ensured the client followed established credit policy, procedure, and regulatory bank guidelines
- Obtained and analyzed appropriate financial data to determine the merit of specific relationships and assessed risk to structure loans
- Prepared monthly reports to monitor the performance of the commercial portfolio and possibly investors
- Created and maintained financial analysis reporting for my commercial portfolio
- Regular communication with my clients regarding their business industry and their financial stability and needs.
Assistant Vice President for Small Business/ Loan Officer
Society Bank
01.1996 - 01.1998
- Delegated authority up to $150,000 approving Small Business loans
- Worked with small business owners in my assigned territory assessing their business needs and offering financing options that fit their business model
- Reviewed, assessed, and analyzed both personal and business financial statements of small business owners.
Commercial Financial Analyst
Key Bank
01.1994 - 01.1996
- Performed intense research into market conditions and competitor strategies
- Analyzed the company’s sales figures and reviewed financials reports to identify discrepancies and problems
- Analyzed business financial statements, credit reports, debt to income ratios, personal financial statements, the financial markets and created a full financial analysis for the underwriters to analyze.
Paralegal
Key Bank
01.1992 - 01.1994
- Conducted legal research to assist senior lawyers on various cases
- Managed case file and document flow
- Assisted in drafting legal opinions and briefs for court proceedings
- Attended meetings to coordinate documents that needed to be executed and filed
- Served as a liaison between attorneys and clients to ensure positive, productive communications on all points.
Education
Bachelor of Science in Business Administration -
LeMoyne College
Syracuse, NY01.1992
Paralegal Certificate -
Syracuse University
Syracuse, NY01.1992
Skills
- Operations Oversight
- Quality Assurance
- Financial Management
- Revenue Growth
- Business Planning
Qualification Summary
Accomplished and highly motivated business professional with 20 years of experience. Extensive knowledge in financial analysis, achieving and maintaining financial sales and operation goals. Experienced in customer relations and highly analytical leader with excellent verbal and written communication skills, time management, computer, and project management skills. Paralegal Certified from Syracuse university. Results-driven, strategic organizations business leader
Timeline
President/Operations Manager
Fusion Acquisitions Group Inc.
01.2017 - 09.2023
Office Manager / Marketing Director
Focus Franchising Corp
01.2007 - 01.2017
Assistant Vice President Commercial Portfolio Manager
SunTrust Bank
01.1998 - 01.2000
Assistant Vice President for Small Business/ Loan Officer
Society Bank
01.1996 - 01.1998
Commercial Financial Analyst
Key Bank
01.1994 - 01.1996
Paralegal
Key Bank
01.1992 - 01.1994
Bachelor of Science in Business Administration -
LeMoyne College
Paralegal Certificate -
Syracuse University
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