• Maintain client relationships by providing business insight through data analysis of crucial financial information.• Locate discrepancies in various sets of data, financial reports, and other channels to provide savings initiatives.• Regularly lead team to conduct quarterly business reviews by creating presentations, graphical data, and consolidated data sets for presidential conference• Utilize software programs to conduct daily business activity: Excel (V-lookups, sumifs, pivot tables, VBA) Access (queries, macros, etc), Stars reporting, SQL, Database console. • Manage individual accounts, and communicate with various levels of employees regarding operating expenditures.• Ensure compliance with governing rules and regulations in accordance with company KPI’s and industry trends.

• Conducted living wage audits for numerous of home health care agencies.• Prepared comprehensive summary reports compiling volumes of data.• Assisted in calculating Nassau tax rates for 2010 such as Nassau Community College, Aquatic Center, Marriot Hotel, Nassau Coliseum and Cradle of Aviation. Participated and created multiple detailed summary reports for entrance and exit conferences.

• Assisted customers in daily transactions for personal and commercial bank accounts• Took part in opening the first “Green” branch in North America• Received multiple recognitions for “Outstanding customer service”