Established the Data Strategy for the OrganizationEstablished analytics programOversee the month and year close processesPrepare and Analyze internal use financial statements and other performance reports.Evaluate operational processes, recommend and implement automation thereon.Monitor and Maintain internal controls.Manage and Develop direct reports.Provide support to the CFO and other Senior Management as directed.

Oversee Accounting, Payroll, and HR. Report financial information to management. Establish policies and procedures for optimizing the accounting function. Lead internal automation consultant.

-Oversee General Ledger, Prepare Monthly Journal Entries and Financial Statements-Support Payroll and Human Resource functions-Management Report Development including writing macros and other advanced excel techniques.

Process payroll, sales, and income tax returns and informationProvide audit supportDevelop client relations and provide general account maintenance

Participate in weekly meetings to enhance business trainingResearch obsolete security values for clientsAssist in production of new branch materials packages