Owned a Goosehead branch in Houston, Texas. Cindy graduated from Houston Baptist University with a degree in Business Administration and Finance. Prior to entering the world of insurance, Cindy worked in hotel management and accounting. Shortly after, Cindy became affiliated with Allstate and then an independent agency, where she gained about three years of insurance experience. Her passion for educating others about insurance options and how to get the most bang from their buck led her to open her own agency.
Company Finances
Interact with President and Vice President concerning financial reports.
Develop financial forecasts and budgets.
Oversee all revenues, costs, investments and debt for Domestic and International offices.
Maintain cash flow projections and identify the cash needs of the business.
Manage all financial transactions and contract negotiations.
Company Human Resources
Determine and implement employee health benefits.
Develop and update policies and procedures.
Ensure the compliance of policies and procedures.
Work closely with associates to improve work relationships, build morale, increase productivity and retention.
Source candidates using available tools such as advertising, job fairs and campus recruiting.
Assist in recruitment and selection of staff.
Analyze and make decisions on compensation related matters.
Individual Hotel Finances
Manage the preparation of budgets for five hotels and review budget proposals.
Provide management with timely reviews of hotels' financial status and progress in its various programs and activities.
Advise the General Managers and Controllers at each hotel on existing and evolving financial issues.
Ensure a strong accounting and operational control environment in each hotel to safeguard assets, improve operations and profitability.
Analyze each hotel’s Profit & Loss Statement each month for accuracy and set strategies for results improvement.
Founded and operates a tax preparation and bookkeeping firm for over 15 years. Built the organization from start-up with a mission to offer comprehensive tax services, bookkeeping best practices and business solutions to clients across the United States. Her firm’s vision is to be the premier tax resource that empowers individuals, nonprofits and businesses as they transition through life’s cycles to financial freedom. Together with her team, they believe in acting with integrity, passion and purpose in order to maintain their mission to serve and their vision to empower. Her expansive portfolio includes an array of clients ranging from real estate professionals, property management companies, contractors, restaurants, retail stores, and Non-Profit organizations. Their year-round availability sets them apart from seasonal service providers. This allows clients to access the latest information when needed from a reliable, knowledgeable resource.
Initiated, processed and closed loans including: personal loans, auto loans, home equity loans and lines of credit.
Initiate and process domestic and international wire transfers for consumers and commercial accounts.
Provided excellent customer service by answering account questions and clarifying bank account processes.
Cross-sold banking services and products to customers.
Worked hand in hand with Bank Security for all suspicious activity with new and existing accounts.