Build and implement procedures and workflows for both firm and client processes.Create and monitor key performance indicators (KPIs).Develop and execute strategies to attract and retain clients.Build and nurture relationships with prospects, clients, and partners.Oversee the client reporting process and enhance the overall client experience.Conduct market analysis to identify trends and opportunities that align with the firm's goals.Lead and hold the leadership team accountable for achieving business targets.

Assist the CEO with various administrative and accounting duties such as establishing company procedures, organizing meetings, generating financial statements for company and clients, and overseeing payroll responsibilities.Manage the day-to-day financial operations, including but not limited to reconciling accounts for the company and select clients, oversee accounts receivable & payable, payroll, etc. Generate and prepare performance reports and cash flow analysis for clients. Assist the principle advisor with financial planning processes and budget analysis. Create financial reports based on data analysis while ensuring accuracy.

Oversee all operations: including e-commerce store, design production, accounting and client relations. Design original styles and create patterns. Coordinate product development and marketing through social media. Perform inventory control, shipping and receiving. Plan and execute networking event to promote brand and unique quality.

Assist with reconciling invoices and identifying discrepancies. Create and update expense reports. Process invoices and reimbursement. Deposit and record bank transactions and enter financial transactions into internal databases. Review and file payroll documents, assist in quarterly and annual audits.

Monitor and categorize financial transactions in accounting software. Prepare monthly financial statements. Perform bank reconciliations. Cover employee timekeeping, payroll balancing and distribution, and overall checking for accuracy. Prepare and file company tax forms, such as Form W-2 and Form 1099. Organize and file weekly invoices and sales receipts. Manage and create content for social media account.

Responsible for opening and closing store. Perform administrative duties, process sales transactions and reports. Assist in merchandising and product displays regularly. Track and update inventory, perform unboxing process for new products. Assist with pop up shop events in and out of the store.