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Independent Contractor Business Strategy, Accounting, Wellness Service

Location:
New Orleans, LA
Posted:
October 05, 2024

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Resume:

MARICA LOWE *** N Tonti Street

New Orleans, LA **119

Phone: 347-***-****

Email: ad8706@r.postjobfree.com

CONSULTING EXPERIENCE:

Marica Lowe, Independent Contractor. New Orleans, Louisiana Finance & Wellness Consultant (October 2022 - Present)

• Fund 17: Provided strategic personal financial consulting and operational improvement, enhancing resource allocation and process efficiency for small business owners. Additionally, conducted breathwork and journaling workshop for inaugural wellness initiative program servicing both local business owners and Fund 17 staff.

• Dream House Lounge: Delivered operational consulting and process improvement strategies that optimized the lounge’s wellness offerings, resulting in increased customer engagement.

• Welldown Retreat: Designed and facilitated mindfulness and breathwork integration sessions, leading to improved holistic health outcomes for participants.

• Brooklyn Public Library – Level Up Program: Conducted The Energy of Money workshop on financial literacy and mindfulness, empowering community members with practical tools for well- being and financial independence.

• International Rescue Committee (IRC): Developed a comprehensive program integrating mindfulness and breathwork practices to help regulate the nervous system of staff that support refugees and displaced individuals daily

• Doc Griggs: Collaborated on health education initiatives, easy tools for community members of color to regulate their nervous system through breath and movement Dream House Lounge. New Orleans, Louisiana

Wellness Director (August 2023 - Present)

• Host various in person wellness events including journaling, mirror work, breathwork, yoga, financial health, and meditation

• Coordinate the schedule for all wellness programing

• Lead private healing session for groups and individuals The Purple Kitty NY LLC. Albany, New York

Owner (June 2019 – September 2022)

• Hosted various in person wellness events including journaling, mirror work, breathwork, yoga, financial health, and meditation

• Rented space to individuals for dinner parties, paint and sip, and yoga classes

• Fundraised for business capital and operating expenses

• Ran a coworking space for local creatives

CORPORATE EXPERIENCE:

Tough Mudder, Incorporated Brooklyn, New York

VP – Finance (December 2018 – February 2020)

Controller (July 2016 – December 2018)

Manager- Accounts Payable and Cash Management (March 2013 - July 2016) Events Accountant (August 2012 - March 2013)

• Oversee all global finance functions, reporting directly to the President

• Manage the consolidation and reporting of the annual budgeting and quarterly forecasting process

• Member of the executive management team

• Manage a team of 4+ employees, overlooking Accounts Payable, Receivable, Staff Accountants, and FP&A Manager

• Liaison between Tough Mudder and third party consultants including auditors, valuation consultant, system administrators, and the registration platform executives

• Manage audits of the Consolidated company as well as statutory audits of 3 affiliate entities

• Developed reporting procedures for Tough Mudder Bootcamp Franchise business

• Reviewed weekly cash reconciliation to determine the company’s liquidity and if/when funds should be transferred between accounts

• Created, implemented, and maintained a purchasing process for the entire business, across 6 countries

• Reconciled balance sheet accounts including but not limited to, accounts payable, accounts receivable, multiple cash accounts

• Created an intercompany schedule from Quickbooks transaction data

• Created a means of reporting payments made vs outstanding vendor invoices to be paid Friends of Taylor Raynor – Assemblywoman. Hempstead, New York Campaign Treasurer (July 2018 – February 2019)

• File financial reports per election deadlines for special, primary and general election filings

• Collect campaign contributions at fundraiser events

• Provide advice as to budget allocation of expenses per available funds The Siegfried Group. New York, New York

Assurance Professional, Special Project Employee (December 2011 - March 2012)

• Contracted to assist with PwC audit busy season for financial services industry from December to March 31, 2012

• Reviewed and updated interim controls testing for four subsidiaries of NY Life Investment Management

• Planned and performed audit procedures as of 12/31/11 for all entities Scor Life Insurance Company of America. New York, New York Staff Accountant, Financial Reporting (March 2010 - March 2011)

• Prepared Quarterly GAAP and Statutory accounting statements for 4 companies

• Used Peoplesoft to prepare monthly expense, depreciation, and agent commission schedules/entries for analysis in quarterly statements

• Reconciled monthly trial balances for one US company which consolidated into the French entity PricewaterhouseCoopers, LLC. New York, New York

Staff Auditor (September 2007 - March 2010)

• Developed exceptional multitasking skills by performing audit procedures over various insurance products (including group life, disability, medical, dental, individual life, etc.) as well as subsidiaries under a larger entity

• Audited Group and Individual Life financial statements in compliance with both GAAP and Statutory guidelines for various size insurance companies, such as Guardian, Horizon, and AIG Reviewed narratives of client procedures and made recommendations based on audit findings

• Managed small projects from the process of developing an audit plan to its completion, by providing review workpapers to the company, for agreed upon procedure audits TECHNICAL SKILLS:

Proficient in MS Office software including, but not limited to creation of excel pivot tables, performing vlookup’s, and manipulation of data for analysis.

Intermediate experience with Quickbooks Software

Proficient in various website building and CRM software including Kartra, Squarespace, and Shopify EDUCATION:

Adelphi University, Bachelor of Business Administration, Accounting, May 2007



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