As a consultant manager and finance professional, I have a proven track record that speaks for itself. I've successfully managed $85M+ in ASV and nearly 8,000 users, demonstrating my excellence in global financial support, market research, and bridging communication gaps between finance and non-finance professionals.I lead a team of 12 financial consultants in Charlotte and focus on operational excellence and professional development. I am a finance leader who can drive results, foster team growth, and deliver exceptional client value.My expertise in strategic planning is a cornerstone of my professional approach. I excel in cultivating profitable client relationships, overseeing client engagements, implementing processes, and conducting consultative meetings. Ambitious and driven to compete in a fast-paced environment, with ability to effectively balance and deliver against competing demandsMy approach combines proactive leadership with a keen eye for innovative solutions, improving client satisfaction and operational efficiency. I am particularly passionate about collaborating with advisors on client-specific financial planning strategies, which is key to helping clients understand their investments.CORE COMPETENCIES:ACCOUNTING AND FINANCIAL: CPA candidate. Real-world experience reviewing processes and controls outlined in GAAP, IFRS, and SO, creating financial models to analyze data, forecasting financial statements, and valuing companies. TECHNICAL: Demonstrated proficiency in learning new applications quickly. Expertise in Microsoft Excel, PowerPoint & Word, Morning Star, Fact Set SKILLS: Accounting Principles & Procedures | Numeracy Skills | Organizational Skills | Written and Verbal Communication | Presentation Skills | Integrity & Confidentiality |Attention to Details & Accuracy | Teamwork | Quick Learner | Financial Analysis | Keen Research, Analytical, & Quantitative Skills | Strategic Planning | Time Management | Able to Work Under Pressure in Dead Line Driven Environments | Risk Analysis
Listed skills include Leadership, Sports Management, Radio Announcing, Public Speaking, and 10 others.
