- Reviewed process documentation and optimized use of tools throughout the Outsourced Accounting and Advisory (OAS) department. - Helped to lead implementation of workflow automation tool Karbon in multiple business units at Chortek, including continually assisting other business units in their implementation and set up in Karbon. Assisted in decision-making for the company's use of Karbon within the Karbon Implementation Team.- Maintained positive relationships with over 25 regular clients and additional contacts.- Assisted in marketing of the OAS department and updated the engagement process, and reaching out to prospective clients and business leaders.- Optimized workpapers and written work documentation alongside the team, and tested written procedures. - Identified ways that the team can improve processes and procedures through both analytical and creative means. - Certified as: QuickBooks Pro Advisor, Expensify Expert, Karbon Expert. Other certifications include Bill.com and Fathom.