Paychex

District Business Manager, Retirement Sales

National Business Advisor & HCM/PEO Consultant

Business & Retirement Consultant

AvanzeCorp

Led teams in areas of Operations, Branding, Marketing and Business Development creating organizational blueprints, identifying new markets, optimizing value proposition and leading digital, traditional and new media market positioning strategies for corporate start-ups and mid-sized companies.

•	Increased revenue and client portfolio by >35% y-o-y
•	Cultivated alliances with F100 organizations and key leaders in government to include: Next Era/FPL, 
        BB&T, Publix, Ford, Allstate, American Airlines 
•	Developed branding and integrated marketing strategies for SMBs & franchise owners of AAA, 
         Quizno’s, Allstate, StateFarm, Blimpie, ChemDry, JiffyLube, Subway  
•	Client awards included top 250 in Inc5000 list for America’s Fastest Growing Companies.
•	Crafted an SMB economic development program & received County proclamation for job creation 
•	Mentored 250+ CEOs on the  implementation of operational, marketing and sales methodologies  
•	Managed global cross-functional team of 15+  and outsourced vendors in brand identity, key message development & journey mapping as well as website optimization, CRM & Automation, Email Marketing, Content Marketing, Demand and Lead Generation, Social Media, Paid Search & Advertising, Earned Media, SEO, Telemarketing, Tradeshows & Conferences, Direct Mail, Affiliate Marketing, Referral Marketing and KPIs. 	Recruited, trained and managed offshore teams and call centers in Philippines and Bangladesh

CEO and Head Consultant

Genesis Broadcasting Network

Led Operations, Marketing and Sales for a non-profit broadcasting station.

•	Managed all facets of marketing, programming and communication strategy 
•	Repositioned brand increasing online audience by >200% and revenues by double-digit growth
•	Identified new markets and launched 5 products yielding high returns and cash inflow
•	Developed the marketing campaigns of SMBs and F100 alike including American Airlines, Chic-Fil-A, Ford
•	Led a cross-functional 14-member team delivering revenue growth and new customer acquisition 
•	Constructed & implemented marketing dashboard and intranet real-time reporting system
•	Developed & led subscription magazine including design, content, distribution, sales & subscribers
•	Increased brand awareness with the use of traditional and digital media including content, print, email, social media, paid ads, earned media, direct mail, tradeshows, door to door campaigns and partnership based initiatives.

GM, Head of Operations, Marketing & Business Development

Department of Social and Family Affairs

•	Managed 100+ case work services for adults, children and youth 
•	Maintained medical, physical, social and psychological plans.  
•	Provided one-on-one and individual coaching  to families, children and youth 
•	Investigated &  evaluated any allegations of abuse &/or neglect
•	Made recommendation to state on petitions within workload and child custody hearings
•	Interviewed and assessed homes for placement of children.  
•	Developed treatment plans alongside mental health professionals and supportive services   
•	Provided appropriate referrals and community resources for case members.  
•	Supervised legal visitations and volunteer workers.  
•	Maintained extensive file records, notations and state mandated procedures.

Social Worker

20+ Years of Experience...... 
Entrepreneurial executive driving business growth leading cross-functional teams in marketing, sales and operations across successful B2B, B2C and B2B2C inbound and outbound strategies.

Business Development and Partnerships with Fortune 100 Companies....... 
Proven record at developing new business and alliances with key decision makers in government, SMB, F100 and Inc500 segments yielding high returns. Skilled at identifying new markets.

National Marketing Campaign Execution........ 
Proficient in developing national marketing strategies leveraging technology to fuel growth and double-digit results across all KPIs in digital, traditional and integrated multi-channel campaigns.  Strategies include CRM & Automation, Email Marketing, Content Marketing, Demand and Lead Generation, Social Media, Paid Search & Advertising, Earned Media, SEO, Telemarketing, Tradeshows & Conferences, Direct Mail, Affiliate Marketing and Referral Marketing.

Effective Brand Positioning.......  
Development of brand identity and compelling key messages communicating unique value proposition that resonates with target market segments across all touch points and journeys amplifying brand awareness, driving engagement and increasing ROI.

Thirteen Year Track - Business & Life Coaching.......  
Developed sustainable groups for the improvement of life skills and emotional intelligence.  Achieved 400+ members and expansion to LATAM.  Architected entrepreneurship program mentoring 200+ CEOs in starting, marketing and launching their ventures.

Specialties: 
• Pushing past revenue plateaus with actionable strategies for growth
• Combining digital and traditional programs with automation to build awareness & revenues
• Build and execute sustainable go-to-market strategies
• Implement, measure and monitor sales initiatives to achieve targeted goals

Yesenia Otero

Accountful Advising

Accounting operations can be confusing and time-consuming for a new business owner, but don’t let an opaque view of your finances stall your business growth. You need an experienced accountant on your side to take the stress out of accounting.

Founder, Financial Accountant

NeuroLeadership Institute

Senior Accountant

Analyze and report on $30M+ annual revenue. Clearly communicate advice on revenue treatment to
streamline financial operations resulting in 3x reduction in reporting turnaround and greater cross-department alignment.

• Forecast $30M+ in annual revenue with keen accuracy by persistently staying  in clear communication with project management team leads.
• Prepare end of month reconciliations of profit and loss and balance sheet accounts including journal preparations; ruthlessly prioritize to lessen EOM closing times by the following business days:
           - Total EOM closing: from 15 to 7
           - Accrual: from 3 to 1.5
           - Deferred: from 1.5 to .5
• Prepare and analyze weekly cash flow reports to ensure healthy cash flow.
• Create new processes and procedures resulting in quicker reconciliations and  more efficient communication across teams.
• Perform complex analysis of financial data with extreme care and detail orientation to quickly produce accurate revenue forecasts for leadership.
• Complete routine calculations to produce analyses and reports as requested.
• Plan for new infrastructure investment and build new procedures within it to simplify and optimize processes.

Staff Accountant

Business Relationship Management Institute

Directly support strategic planning efforts by providing accurate reports, budget projections, cash flow statements, and financial analysis for executive leadership.

• Perform cash flow and variance analysis to determine data-driven decisions and implement new processes for solutions to deter further anomalies compared to plan
• Compose monthly, quarterly and annual financial statements resulting in timely, accurate reports
• Create and manage $1.5M in company budgets regularly keeping sheets up to date
• Balance and monitor five company bank and credit card accounts reconciling on a monthly basis
• Maintain and audit accounts receivable and payable on a continuous basis
• Assist in preparing and filing of appropriate tax forms by being the first point of contact with the outsourced tax team by researching and providing all necessary information for the forms
• Research lead for all things related to finance, researching and troubleshooting to find solutions in budget planning, on boarding, maintenance, reporting, taxes and any other accounting issues

Financial Accountant

Lake City Bank

Served as the first point of contact for bank customers seeking assistance with account transactions, loan payments, cash advances and other bank service questions in order to ensure a pleasant banking experience for the customer.

• Consistently delivered quality client experience by completing customer requests quickly, accurately and while always protecting the security of the customer
• Maintained very strong business relationships focusing on deepening client relationships and cross-selling of products and services
• Responsible for running a teller drawer, processing financial transactions and actively managed the on boarding of new clients
• Stayed informed and up to date on all bank products, processes and procedures; especially those that were most complex and maintained all operational and risk management standards

North-Central Regional Teller

I make it easy to understand your business' financial health // Accounting for B2B service businesses // Founder @ Accountful Advising

👋 Hi, I'm Kayla.

If I know one thing about business it's this: good decisions are backed by data.

I learned this lesson early in my career when I watched a promising business nearly self-destruct when an event drained their finances and they scrambled to make payroll. That experience burned into my memory the power of financial reporting & forecasting — and the cost of neglecting it. 

The truth is, financial headwinds are inevitable for growing businesses. But with clear, accurate financial data, those headwinds become manageable challenges, not insurmountable obstacles.

That's why I founded 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐟𝐮𝐥 𝐀𝐝𝐯𝐢𝐬𝐢𝐧𝐠. I'm passionate about giving small and medium-sized business owners the same financial clarity that Fortune 500 CEOs rely on to steer massive enterprises with confidence.

𝐖𝐞'𝐫𝐞 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫 𝐜𝐫𝐮𝐧𝐜𝐡𝐞𝐫𝐬. We're your financial co-pilots, providing:

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: Crystal-clear reports that cut through the noise and show you what matters most.
𝐑𝐚𝐩𝐢𝐝 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: Real-time insights into your financial future, so you can plan proactively and make informed decisions.
𝐀𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: We don't just give you numbers; we give you strategies to improve your bottom line and fuel your growth.

Our mission is to empower consulting business owners to make smarter decisions, scale faster, and achieve their ambitions. 𝐋𝐞𝐭'𝐬 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐦𝐨𝐬𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐬𝐬𝐞𝐭.

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The Battle

Yesenia Otero

Kayla Peña

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