• Worked closely with Vice President in developing reports for investment strategies.• Interact and communicate with clients to address their needs, concerns, and inquiries and meet specified investment goals.• Communicated investment analysis and performance internally, as well as with clients.• Review analysis to ensure quality and ethical standards and policies. • Provide recommendations to Vice President. • Participate in client meetings.• Calculate performance and provide timely delivery monthly, quarterly, and year to date/annual performance,• Created reports on potential risks within client portfolios. • Analyze client portfolios and individual assets within their portfolios.• Long term investment planning and analysis for retirement, life insurance, debt management, student loan management and forgiveness options, estate planning and trust creation.

• Ensure that management has a thorough understanding of business results through reporting and analysis.• Communicated with management and assisted in the development and implementation of short term and long term strategies.• Assisted in the annual Budget development and execution. • Request, receive, and review company inventory, sales, operating expense and other related items. • Reconcile and explain performance variation and difference against benchmarks, construct and maintain custom benchmarks.

• Develop and implement strategies to best utilize the financial information to provide the most efficient forecasts and strategies to maximize company development.• Drive business performance through the reporting and analysis of Key Performance Indicators • Strategic planning development, validation, and implementation• Generated product profitability analysis/reporting and provided recommendations on product performance and management improvement.

• Assisted in the development of the annual budget, the strategic planning, and monthly forecasts. • Developed, produced, and analyzed financial statements on a monthly and quarterly basis for management reviews• Audit and verify accuracy of accounting data and reports.