Beth Marshburn
Wendell,NC
Summary
Experienced professional with a strong foundation in financial principles and a drive to excel in high-level operations. Proven ability to quickly learn and integrate new financial and operational strategies and regulatory requirements. Proficient in financial analysis and reporting. Ready to utilize and further develop analytical and strategic planning skills to contribute to the success of the organization.
Overview
25
25
years of professional experience
Work History
Chief Financial Officer/Chief Operation Officer
Pinam Companies
01.2023 - Current
- Analyzed financial performance with insights that informed strategic decision-making and operations adjustments.
- Led recruitment efforts for finance roles to build a diverse and skilled workforce aligned with company goals.
- Developed contingency plans for financial crises to ensure business continuity and resilience.
- Aligned financial planning with business objectives to enhance operational efficiency and profitability.
- Conducted risk assessments to identify potential financial challenges and create mitigation strategies.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Increased cash flow by optimizing working capital management and reducing outstanding receivables.
- Evaluated current procedures to eliminate redundancies and enhance productivity.
- Recognized individual contributions with team to enhance motivation.
- Reviewed expenditure reports for ensuring adherence to budgetary constraints.
- Championed a culture of continuous improvement, fostering collaboration between departments for optimal operational results.
- Established strong partnerships with external stakeholders to enhance corporate reputation.
- Supported business growth through strategic planning and process development.
- Met customer service standards and expectations consistently by effectively communicating and actively listening.
- Streamlined company processes and procedures while enhancing customer satisfaction.
Construction/Home Manager
Exhale, LLC
10.2021 - 01.2023
- Help homeowners remove the stress of taking care of their homes, while giving them time back to focus on what matters most
- I am the single point of contact for our members, overseeing all their home services (maintenance + cleaning + repairs + improvements)
- In my role I am focused on delivering incredible customer service, managing schedules and projects, managing employees and external trade partners, and helping shape the future of the business
- Ensure our members are 100% satisfied
- Responsive to their requests and needs via phone, email, company software, and in person
- Frequently check in with members, including quarterly reviews, to ensure complete satisfaction and modify any services as needed
- Execute the onboarding process for new homeowners
- Create and deliver monthly emails/reports to members, including monthly invoices
- Schedule, coordinate, and oversee recurring maintenance services and Construction projects, including oversight at the member's home as needed
- Recurring maintenance could include pool maintenance, landscaping, safety inspections, power washing, etc
- Construction projects can include repairs, remodeling, new construction or general handyman work
- For certain services, I utilize our internal field team and general contractors
- For other services, I work with our network of outsourced trade partners
- Obtain and negotiate attractive pricing from trade partners for any work that is outsourced and determine the appropriate pricing to our members
- Create and deliver online estimates to members for various on demand projects
- Schedule services to maximize operational efficiency for field team
- Manage and oversee full-time internal employees
Vice President of Operations
Reliable Home Solutions, LLC
01.2018 - 10.2021
- Provide strategic leadership and guidance to all departments
- I focus on ensuring all business goals are achieved
- I drive the team and employees and make sure we are achieving sales and labor goals
- I am Responsible for the successful completion of the service group's initiatives, ensuring that the group understands and complies with department and company policies, processes and procedures
- Maintain project management and supervisor time and materials costs on each job
- Provide construction estimates and tracking of P&L per project
- Handle renovation estimates and provide supporting documents for repair/replacement and ensure the repairs are needed and verify no additional items are required
- Perform in depth review of renovation projects and make sure the scopes of work match repairs I deem necessary
- Perform all human resource duties including benefits administration and payroll
Operations Manager
Enhanced Heating & Air, LLC and Carolina Air Conditioning, LLC
12.2014 - 01.2018
- Handle the daily functions of the office
- Dispatch technicians and installers to jobsites
- Heavy concentration working with the President of the company to oversee multiple mechanical projects
- Oversee multi-million-dollar commercial projects up to including hotels
- Handle projects from the ground up
- Oversee budget of job and ensure timely completion
- Attend weekly sub-contractor meetings
- Obtain permits and inspections for jobsites
- Order materials and process parts warranty
- Maintain great working relationship with builders and community leaders
- Oversee marketing process for company
- Preview and review house plans with load calculations for residential side of company
- Stay on top of changing county and state code and guidelines
- Draft proposals
- Handle all new hire orientation, process weekly payroll for 100 plus employees
- AP/AR and benefits administration
- Handle all terminations and employee conflicts, process worker's compensation claims, maintain fleet of 50 plus vehicles
- During my tenure, I worked many positions from dispatch, service manager, purchasing manager to HR manager
Vice President of Operations
Brian Creech Roofing and Construction, LLC
05.2000 - 12.2014
- Handle all day to day functions of the office
- Spearhead marketing events to grow business and stay connected to eastern wake county residents
- Order all materials and supplies for job sites
- Ensure the materials arrive accurately and timely
- Provide scope of work for all projects and solicit sub-contractor bids and/or provide estimates based on market experience
- Make sure field estimators bids for repairs are accurate and include all items
- Handle all accounts receivable and payable; benefits administration and payroll
- Perform job site functions such as obtaining measurements, prepare and issue estimates
- Schedule crews for sites and ensure that all sites run on schedule and on budget
- Handle all payroll and benefits administration for employees and subcontractors
- Negotiate material pricing from vendors
- Handle all loan and financing for the company
- Secure liens on properties, file and maintain proper legal documentation
Education
Bachelor of Arts - Accounting
Meredith College
Raleigh, NC05.2000
Paralegal Certification - Real License Course
Meredith College
Raleigh, NC05.2001
Skills
- Typing speed of approximately 120 wpm
- Microsoft Word/Excel/Outlook/Word Perfect/Publisher/PowerPoint
- QuickBooks
- Financial and Operations management
- Operational excellence
- Organizational leadership
- Profitability improvement
- General management and administration
- Business analysis
- Organizational and New Business development
- Crisis management
- Human resources
- Budgeting and finance
- Executive leadership
Timeline
Chief Financial Officer/Chief Operation Officer
Pinam Companies
01.2023 - Current
Construction/Home Manager
Exhale, LLC
10.2021 - 01.2023
Vice President of Operations
Reliable Home Solutions, LLC
01.2018 - 10.2021
Operations Manager
Enhanced Heating & Air, LLC and Carolina Air Conditioning, LLC
12.2014 - 01.2018
Vice President of Operations
Brian Creech Roofing and Construction, LLC
05.2000 - 12.2014
Bachelor of Arts - Accounting
Meredith College
Paralegal Certification - Real License Course
Meredith College
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