Serving as a Business Development Consultant providing new concepts, programs, financial reporting and marketing services to various companies. Working with Executive Director's in Non-Profits in evaluating: 1. The board and its’ members to maximize board involvement; 2. The ability to do fundraising, grants, sponsorships, as well as proper financial reporting and capturing of ROI.3. That all the business documents such as by-laws, board contracts, etc. are up-to-date and in order;4. That business practices within the organization create the highest level of efficiencies possible to aid in reducing time and money spentWorking with For Profit businesses:1. Responsible for setting up the entire bookkeeping process including banking, accounts payable, payroll, as well as P&L reporting.2. Responsible for various phases of event/meeting planning & production including budgeting, team management & grassroots marketing.

Agent licensed to sell insurance through New York Life Insurance Company

Responsible for directing the company’s financial and administrative organization, including the treasury, IT department, investor relations, and human resources, as well as facilities and administrative functions. 1. Strategy • Assess organizational performance against both the annual budget & company’s long-term strategy.• Develop tools & systems to provide critical financial & operational information & make actionable recommendations on both strategy & operations.• Assist in establishing yearly objectives• Oversee long-term budgetary planning & costs management in alignment with company strategic plan.• Participate in key decisions pertaining to strategic initiatives, operating model & operational execution 2. Financial Planning & Analysis • Prepare & maintain regular financial planning reports; Monthly profit & loss forecast vs. budget; • Complete analysis of financial results; Develop recommendations (strategic & tactical).• Develop & execute analysis of various business initiatives (e.g., opening new operations, asset acquisition, new service launches).• Oversee cash flow planning & ensure availability of funds as needed. • Approve weekly payables; • Oversee AR management3. Accounting• Ensure maintenance of appropriate internal controls & financial procedures. • Oversee preparation & communication of monthly & annual financial statements.• Review all month-end closing activities including general ledger maintenance, balance sheet reconciliations & corporate/overhead cost allocation• Enhance & implement financial & accounting systems, processes, tools & control systems• Develop & manage accounting staff4. Team Management • Mentor and develop a direct team, managing work allocation, training, problem resolution, performance evaluation, & the building of an effective team dynamic. 5. Insurance/Real Estate/Legal Affairs• Manage the company’s insurance program & real estate affairs