•Cornbelt Financial is a specialized tax consulting & tax preparation firm that works with clients pro-actively throughout the year to strategically reduce your overall income tax paid; we don't just prepare your taxes, but we reduce your taxes too.•Conduct tax preparation, tax consulting, financial advising, and other advisory & oversight services remotely for numerous businesses & individuals.•Collaborate with numerous referral partners & affiliated service providers ensuring there are no gaps or overlaps in services provided to the client.•Manage multiple tasks ranging from industry analysis, customer acquisition strategies, website design, marketing, financial budgeting, sales projections, compliance, as well as many other tasks pertaining to business operations.

• Subject matter expert of security master setup, pricing, corporate actions, and valuation of different securities• Analyze market events to ensure accuracy of daily, weekly, monthly pricing and validity of pricing models• Perform periodic price analysis on vendor pricing as well as internal/external valuation sources to ensure compliance with Board procedures and presentation of Quarterly Board Reporting• Led large process improvement projects amongst different subsidiaries & internal departments • Provide leadership to a team of six in addition to training and development

FINANCIAL ANALYST (August 2015 - November 2016)•Prepare annual operating expense budgets, revenue forecasts, profitability analyses, expense accrual analyses, accounting of expenses, and issuance of 1099 returns.•Calculate, review, and monitor accruals, expense ratios, fund invoices, fee agreements, and fund expenditures.•Successfully completed multiple projects improving the efficiency & effectiveness of team operations.•Assist with expense-related client, vendor, and auditor questions while working alongside fund controller.MEMBER OF THE PHILANTHROPY BOARD (August 2016 - November 2016)FUND ACCOUNTING DATA PERFORMANCE ANALYST (September 2014 - August 2015)•Prepared and delivered accurate and timely performance and holdings data for regulatory filings, annual reports, semi-annual reports, fact sheets, prospectuses, board materials, websites, and other products.•Retrieved and posted data that included prices, pricing files, security master information, dividends, and variable rates in order generate reports and data files for used within Fund Accounting for internal and external clients.•Created and reviewed Closed-End fund ratings tests, performance calculations, and holdings information including schedules of investments and sector analysis.•Coordinated and distributed fund information to third party vendors such as Lipper and Morningstar as well as the preparation and review of board reports related to Fund Administration.FUND ACCOUNTANT (July 2014 - September 2014)•Completed Net Asset Value calculation ensuring accuracy and timeliness on assigned funds.•Updated and reviewed daily trading, income, general ledger activity, and pricing of funds.•Reviewed and prepared a variety of fund reports for clients including cash forecasts, yields, distributions, reconciliation and other fund accounting output.

Member of the Board of Advisors

•Completed numerous tax returns with 100% accuracy, while building value with clients regarding services offered at Jackson Hewitt, and formed strong customer relationships through great customer service.•Performed a variety of clerical tasks as well as reviewed completed tax returns and operated Jackson Hewitt’s Tax Preparation Software

•Recruited students for Master and Doctorate Degree programs through effective sales strategies, knowing decision making styles, generating referrals, and establishing rapport resulting in $4,500,000+ of accounts receivables to date.•Developed a strategy that has accomplished a 64% show-rate and 49% close-rate compared to a divisional average of a 45% show-rate and 38% close-rate; consistently performed in the top 5 out of 75 each month and became the record holder for most sales in a week.•Promoted into the Summit Leadership Program, a program which the top 10 leaders, performers, and respected individuals in the division were promoted by the Divisional Vice President of Admissions. •Recognized through multiple honors and awards such placing in the top 10 of an Innovation Challenge and had two additional ideas that placed in the top 25 out of 250+ ideas submitted; awarded numerous recognitions including the 2012 Exceptional Leadership Award, the 2011, 2012, and 2013 Certificate of Service Awards, and the 2012 Certificate of Positivity and Communication Award.•Provided leadership, coaching, and development within a team of 12-15 individuals while actively assisting in new hire trainings and development; attended doctorate level courses which included topics such as Influence, Motivation, and Persuasion within the Workplace, Performance Management, and I/O Psychology.•Recognized throughout the entire organization and on the corporate website regarding my community service efforts, networking and involvement within community, serving as an example for a company-wide volunteer event.

• One of sixty companies selected from 800+ applicants to participate in TechStars for a Day 2013 in Boulder, CO where I networked with numerous start-up businesses from across the world, pitched the company to an audience of 150+, and received coaching from many successful entrepreneurs.• Pitched and built relationships with venture capital firms, crowd funding organizations, angel investors, and consultants specifically including Vision Venture Capital & Consulting based in St. George, Utah and Colorado Angel Investors based in Fort Collins, Colorado.

•Tested with 100% accuracy and obtained the highest exam score during Liberty Tax's rapid training course. •Completed 82 tax returns with 100% accuracy, while building value to clients of services offered at Liberty Tax, and formed strong customer relationships through great customer service.

FINANCIAL AID SPECIALIST (March 2010 - November 2010)•Managed, analyzed, and created budgets, financial performance reports, student ledgers, accounts receivables, monthly invoicing, prepaid tuition accounts, dropped student refunds, as well as other Financial Aid responsibilities through QuickBooks and additional accounting software.•Promoted to the Financial Aid Specialist position as a result of Senior Management's recognition of my strong work ethic, ability to learn quickly, efficiency in completing projects, and impressive job performance. •Educated and assisted students through the entire financial aid process consisting of the FAFSA Application, Award Letter Creation, Entrance Counseling, Verifications, as well as provide information useful for students to produce educated financial decisions. •Attended training conferences and seminars in which I actively participated in workshops regarding Title IV Funds, U.S. Department of Education, and the Financial Aid Industry.•Created and implemented a policy and procedures manual while assisting the college during re-accreditation with ACCET.SALES - ADMISSIONS COUNSELOR (September 2009 - March 2010)•Exceeded overall sales quotas by a minimum of 15%, generating approximately $675,000 in accounts receivables over a 6 month span. •Identified cost-saving opportunities within the organization’s marketing plan through data collection and analysis of lead conversions, resulting in cost savings exceeding $100,000.•Created and implemented a policy and procedures manual while also implementing a variety of tools to improve effectiveness and efficiency of the admissions process.