• Implementation and execution of budgeting and forecasting processes • Oversee the preparation of monthly, quarterly, and annual financial reports using QuickBooks for executive management and ownership board, providing valuable insights into company performance and financial health.• Implement internal controls and compliance measures to department expenses are maintained with budget controls• Develop relationships with external stakeholders, including investors, lenders, and auditors.• Provide guidance on financial strategy and decision-making, serving as a trusted advisor to the executive team and board of directors.

• Management of $20MM commercial loan portfolio• Customer Assistance provided with QuickBooks reporting • Team Lead for marketing software. Produced innovative reports on the research of commercial real estate, loan applicants' financial statements, leases.

• Promoted to Senior Analyst for consistent and accurate analysis. • Provided training for commercial credit analysts • Remotely monitored commercial loan portfolio, covering multiple markets in Illinois, Indian, Florida, and Arizona.