Intersect Professional Services

Owner

Trillium Waldorf School

Operation and Faculty budget development and forecasting; presentation of budget and quarterly financial statements to Board of Directors and Faculty to provide a precise review of the organization’s financial position

Coordinating an annual audit by outside independent auditors

Ensures Internal Control Policy is updated annually with Finance Committee and ensure adherence to policy

Member of Finance Committee: Develop all necessary financial reports to ensure Finance members are
knowledgeable to make recommendations

Manage accounts receivable, accounts payable, payroll, monthly bank reconciliations, government remittance, annual T4’s and T4 summary and account collections and charitable receipt process

Manage the internal Bond Fund and annual preparation of T5 and T5 Summary

Administration of group insurance plan & group benefit plan

Maintain appropriate school Liability insurance coverage and officers and Directors’ Insurance

Oversee signing officer updates with the bank

Ensure provincial non-profit Board member listing and Board roles are updated annually

Manage financial aspects of the re-enrollment process

Oversee Tuition Adjustment Program (TAP) program including parent inquiries; review of parent information; liaise with third party assessment agency; development of TAP agreement; Chair of TAP Review Committee (reviewed each three years)

Collaborates with Enrolment Coordinator and other relevant parties to:
 - support enrolment and retention strategies and review impact on budget
 - support the Board via reporting and current and potential enrolment

Oversee Bus Program by liaising with bus company and parents

Chair of the Development Committee
Collaborates with Development Committee and other relevant fundraising parties to:
 - support fundraising strategies including annual and capital campaigns and grant applications
 - support development of stakeholder relationship with prospective donors

Finance Manager

Barnum Creative

Barnum Creative is my primary freelancing vehicle. It's an MVP focused Web Development Agency working with small businesses to rapidly build their websites and prototype their applications.

Barnum Creative projects generally use SQLite Databases for development environments and PostgreSQL for production.

Business Owner

BitCine Technologies (CineSend)

- Architected and developed new client-facing features for CineSend's cloud storage and media transfer service
- Built reusable, testable code and libraries for future use
- Optimized applications for maximum speed and scalability
- Worked with external vendors and APIs that integrate with CineSend applications

Our Monolith API was built in Laravel and all client applications were built-in React

Full Stack Engineer

ePIC Blockchain Technologies

- Led the analyst team of a semiconductor manufacturer building application-specific integrated circuits (ASICs). 

- Played a critical role in the strategic planning and execution of a multi-million dollar R&D project, by utilizing complex algorithmic and financial analysis to inform ASIC production.

- Demonstrated strategic foresight in identifying profitable opportunities for ASIC production through the analysis of algorithmic complexities

- Spearheaded the analysis of historical currency data utilizing advanced statistical techniques to create robust mean-reversion forecasts, informing strategic decision-making

- Analyzed network hash rates, projecting the likelihood of winning mining rewards for mining operators leveraging our ASICs

- Communicated findings and suggestions to the company’s senior management, board of directors, and external financiers and funding partners

Senior Analyst

API Garage

Our Stack:
React 85%
Pure Javascript 15%

Worked on the core product team for an API Testing and Documentation Framework as a Full Stack JavaScript Developer. I played a role in Software Development, Automated Testing, and Scrum Planning.

I built the back end documentation parser that would convert the contents of a user's directory into a complex JavaScript Object. Which acted as a data store for our React application

I played an active role in the front end construction of the product. Being involved in converting an old Angular.Js application into React.js.
 
Having to manage a deadline with building industry standard, and extremely scalable, readable, and maintainable code.

Actively took an effort in making our React code base more modular. Aggressively employed the single responsibility principle in our React Reducers and Actions

Web Developer

Chess and Math Association

Working with children to assist them in cultivating strategic and tactical insight using chess as a framework.
Bring children through a structured curriculum tailored around individual strengths and weaknesses.
Work with parents and school administrators to foster harmonious relationships and program growth

Chess Instructor

Powered by Search

Worked as a member of a high-output content initiative producing upwards of 7 pieces of high converting content per day for paying clients

Freelance Writer

Joe Cressy Federal NDP Campaign

I was responsible for engaging the electorate, informing them of the coming byelection, and educating them on the issues and our candidate's stance.

I was also responsible for pulling votes and making sure that our supporters made it to the polls

Surveyor and Outside Scrutineer

With a proven history of precision and problem-solving, I've channeled my expertise into the field of bookkeeping. As an Indigenous business-owner committed to supporting local SMBs, I integrate technical proficiency with financial acumen to streamline operations and foster financial success.

My career trajectory reflects a dedication to meticulous detail and effective solutions. From navigating complex web development challenges to optimizing financial processes, I consistently deliver results that exceed expectations. Now, as a diligent bookkeeper, I apply these skills to ensure accurate financial management and strategic decision-making for my clients.

Connect with me to explore how my proactive approach and commitment to excellence can empower your business. Whether you require comprehensive bookkeeping services or strategic financial advice, I'm here to drive your success and growth.

Brian Groat

LegalFenix

Legal marketing advisory, consulting, and fractional CMO services. Exclusively helping law firms build marketing strategies that align with financial goals and objectives, accurately measure marketing effectiveness, and drive revenue growth. We safeguard your marketing success.

Founder | Law Firm Fractional CMO

Mockingbird Marketing

Responsible for building and managing customer success, digital strategy, and sales functions.

VP | Sales & Customer Success

Tetrapeak

Legal marketing and sales consulting services focused on helping attorneys and law firms grow revenue, decrease client acquisition costs, leverage technology to improve productivity and efficiency, and properly measure marketing effectiveness.

Founder | Legal Marketing Consultant

PRO Unlimited

PRO Unlimited is a global managed services and technology provider that helps enterprise businesses manage contract and non-employee workforce, as well as ensure tax and labor law compliance

I was responsible for all business development efforts throughout New Jersey and New York and sold to buyers within procurement, sourcing, HR, talent acquisition, IT, and legal. Our ideal clients resided throughout the tech, pharma, biotech, and financial services industries. 

Sales/MarTech: Salesforce, Hubspot, Marketo, LinkedIn Sales Navigator, ZoomInfo, DiscoverOrg, Zoom

Director | Business Development

FindLaw, part of Thomson Reuters

FindLaw is a national legal marketing agency offering digital marketing products and solutions exclusively to small-to-medium sized law firms.

I was responsible for all business development and marketing efforts throughout northern New Jersey and consulted exclusively with attorneys primarily practicing personal injury, criminal defense, family, employment, bankruptcy, wills and estate planning, and immigration law.

Sales/MarTech: Salesforce, HubSpot, Google Analtyics, MailChimp, ZoomInfo, DocuSign, Webex

AE | Sales & Marketing

Xerox

Xerox is a global provider of document management technologies such as printers, copiers, scanners, and multi-function devices and related services. 

I managed all business development efforts throughout a New Jersey territory and was responsible for growing revenue by selling the Xerox portfolio of solutions, services, and products in both existing and non-user accounts. Our clients ranged from local government municipalities, public services, schools, and higher education. 

Sales Tech: Proprietary CRM, pricing and contract tools

AE | Business Development

Lawyers are tired of legal marketing strategies that drain their budget and fail to deliver results. I know they’re frustrated with agencies that prioritize profits over their firm’s growth. 

And they’ve certainly had enough with over promises and under delivering. 

I’ve spent the past 15 years in the legal world, from sales to managing campaigns at the largest agencies to advocating for firms as an independent consultant. I understand the challenges firms face when trying to market their firm. 

Competitive marketplaces
Oversold promises
Lack of transparency and accountability
Operational chaos when marketing inevitably fails

But imagine having a trusted partner who aligns marketing with your goals, ensuring every dollar works harder. That’s why I started LegalFenix. We’re a legal marketing consultancy that offers fractional CMO services that restore clarity and trust in your marketing investments. We are 100% agency-neutral and don’t sell SEO, advertising, or web design and development services. 

Instead, we:
Oversee vendors
Provide on-demand leadership
Clearly define ideal client profiles
Identify realist marketing goals and objectives
Tie those goals to metrics that drive business outcomes
Define success before engaging with marketing agencies
Help growing and emerging law firms like yours achieve sustainable growth.

Our priority is safeguarding your legal marketing success. We protect your best interests, not anyone else’s. 

Here’s what our clients are saying:

“Ron was incredibly helpful to me as we vetted several website companies. He is an independent expert with many years of experience in the legal marketing field. Having him in my corner was incredibly comforting. ” - Joseph, Managing Partner

“Ron is uniquely qualified and has a wealth of knowledge in industries that are constantly changing. He is well-versed in legal, technology, marketing, and SEO, just to name a few. I would highly recommend Ron. He can undoubtedly add value to any firm, small or large.” - Garrett, Law Firm Owner

“As a small firm, we don't have a large in-house marketing team dedicated to vetting vendors, planning strategy, or implementing tactics. Ron and I meet once a month and talk through the month as needed. His expertise and input are so valuable for us and he brings the knowledge and experience of a large marketing firm on a fractional basis which is just what we need.” - Rian, Law Firm Owner

If you’re ready to transform your firm’s marketing into a transparent, results-driven operation, let’s connect. 

Send me a LinkedIn DM or visit www.legalfenix.com.

taplio

The Battle

Brian Groat

Ron Latz

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?