Responsible for the following: Advisor compensation, minority equity deals, internal accounting & budget, AR & AP department, and other internal financial responsibilities.

I currently work on M&A of financial advisory books of business. I have also helped create the billing process for a new emerging RIA. As I perform the analyst part of my job, I currently co-run Coccurrent's internal Finance department. This consists of budget analysis, bank reconciliation, internal CC system, book keeping, and many more day-to-day finance activities.

Built custom portfolio and tax planning for clients. Use various finance tools to maximize client portfolio growth. Communicated clearly to different types of clients to sell comprehensive financial plans. Help with the operations of opening a new branch.

Incharge of planning yearly budget for ZBT chapter, and IFC University of Tampa.Collect payments for both organizations. Represent both organizations when meeting with community organizations.

Work on converting accounts payable to ACH payment process.Work with vendors to pay invoices.Create a company tieout for year-end close.Performed tax coding for new branches, and sales locations.Incharge of processing, and paying invoices for all payable freight accounts.