-Generate, maintain and advise on reports to demonstrate the current state of finances and investment performance-Manage all new and existing client relationships to ensure business operations continue without disturbance-Assist CFO with bookkeeping, record maintenance and budgeting exercises-System set up, support, train and maintain company softwares including Addepar, Paylocity and Quickbooks Online-Research and advise on various cross-department topics relating to best business practices and financial decisions-Manage contracts, vendor lists, legal requirements and banking details across 15+ legal entities

-Manage and prepare monthly statements (Balance Sheet, Income Statement, and Cash Flow) and cash flow forecasts, analyzing financial data, key trends and expenditures-Successfully implemented a new expense reporting and approval process, reducing payment and reimbursement time from one week to two days-Designed, developed, implemented and maintain accounting MIS for internal reporting, payroll, and audits

-Exercised independent judgment and analysis acting as first point of contact for customer training, data conversion, software setup/configuration, contract management, sales conversations and problem solving in a B2B SaaS start-up environment-Created and delivered initiatives across cross-functional internal and external teams in a dynamic environment while managing a continually growing portfolio of 80 customers and over $750,000 of Annual Recurring Revenue-Increased company revenue by reinforcing contractual agreements, identify and execute upsell and expansion opportunities, and negotiate out of scope fees from self-created statements of work-Analyzed and compare key performance metrics against self-created benchmarks in order to track user acceptance and identify opportunity

-Configured and reengineered software to fit the needs and wants of each individual customer-Provided update reports for Implementation team and management on progress and issues. Ensure effective customer handoff forongoing operations and maintenance-Analyzed, updated, and improved internal/external knowledge base guides and technical references-Organized a training program for onboarding future Implementation Specialists and all company new hires

-Conducted thorough research utilizing an internal database and Excel for cross-referencing customer claims-Assisted in evaluating over 500 open accounts per monthly spreadsheet for the review of Accounts Receivable Manager-Transitioned between database accounts to maximize productivity individually and as a member of the finance team