• Provide executive leadership and direction, effectively assessing financial risk, tracking cash flows, and monitoring performance across 14 entities in addition to overseeing Accounting, Human Resources (HR), Information Technology (IT), Facilities departments, and third-party vendors. • Engage with partners on a regular basis to facilitate communication and negotiation related to leases, Salesforce administration, and contracts. • Direct due diligence and an exploratory project which resulted in implementation of an ESOP. • Serve as the point of contact responsible for legal requirements, including maintaining and reviewing corporate risk management policies to ensure coverage was adequate and complete. • Lead financial reporting, forecasting, and analysis of ad hoc requests to facilitate alignment with corporate strategy and development roadmaps in coordination with senior and executive leaders. • Coordinate directly with the Chief Executive Officer (CEO) and Board of Directors to provide budget feedback and quarterly reviews on business health or areas of opportunity to mitigate expenses.

• Directed the full budgeting process in addition to planning, organizing, and evaluating financial functions and performance of the organization to drive consistent improvements in reporting and accuracy. • Evaluated impact of long-range planning, new program introduction, and regulatory actions.• Oversaw and managed transition of an internal to external IT department, fostering a relationship with a firm and migrating commission track and payment systems to bolster accuracy of financial reporting and increase speed of closing books by a 30% margin. • Developed credibility for the finance group by providing timely and accurate budget analysis and reports, assisting senior management in improving individual performance. • Displayed strategic decision-making and financial input as an executive leader responsible for guiding the organization through M&A opportunities, corporate alliances, and corporate investments initiatives.

• Led financial reporting processes, including accounts receivable (AR) and accounts payable (AP) functions while delivering monthly reports to the Chief Financial Officer (CFO) for company distribution.• Managed the cash disbursement process to ensure timely processing of corporate payables; additionally, audited AR to safeguard timely payments from carriers and clients. • Worked collaboratively with the Chief Operating Officer (COO) to improve processes and reporting, leveraging systems and technology to achieve key performance indicators (KPIs).

• Built and led the Individual Wealth Management Division within the organization, ultimately advising individuals on investment options and providing solutions strategically tailored to needs. • Established relationships and partnered with brokers to bring the Individual Money Management function into the organization, serving as the subject matter expert (SME) to facilitate department scalability; positioned $30M in assets under management (AUM) within 24 months.

• Led transactions and analysis of more than $1T in outstanding foreign and domestic loans in addition to creating policies and procedures for tracking to drive efficiencies. • Improved reporting and increased processing capabilities to enhance data and build a strategic advantage.• Recognized for achievements by promotion to Team Lead within six months of tenure.

Main roles were underwriting and sales support. Produced RFPs, worked on pricing for group insurance plans.