As the Chief Financial Officer (CFO) overseeing multiple locations, my role is pivotal in ensuring the financial stability and success of the organization. I am responsible for overseeing and managing financial activities at each location, including budgeting, forecasting, and improving Return on Investment (ROI) across the board.My primary focus is on strategically allocating and managing financial resources to maximize profitability, minimize costs, and drive growth. This involves creating and implementing effective budgeting and forecasting systems that provide accurate financial projections for each location. By doing so, I can identify potential risks, emerging opportunities, and provide actionable insights to the executive team.

Valuation Accountant

Partnering with auto dealerships in and around Central Illinois to provide a seamless transition between buying and financing their dream vehicle,

Educating members to help them reach their financial goals.

Lead a team to surpass quarterly sales goals while providing customer service. Help small businesses with all their financial needs.

Responsible for leading and coaching our team to exceed quarterly and annual goals while providing excellent member service.

I oversaw everything from pitch ideas and product knowledge to quotes and assisting with the appointment when dealing with life insurance.