•Responsible for various financial projects such as creating valuations for recent acquisitions, determining the value of the firm's intangible assets and options, conducting comparable company analyses, and maintaining a list of the firm`s outstanding warrants, which resulted in a stronger understanding of the Smart Employee Benefits` financial and strategic position for management •Assisted the CFO in successfully integrating the financial systems of the firm's subsidiaries by designing and implementing new internal reporting mechanisms, which resulted in savings of $40,000 and the timely consolidation of financial information to realize acquisition synergies•Led a strategic review of the firm`s relationships with third parties dealing with the firm`s public company responsibilities, such as stock transfer agents, which resulted in all outside firms being retained and the implementation of suggested service improvements by various third parties