• Manage a portfolio of ten clients within different industries, including: restaurants and bars, sole proprietors, law firms, film companies and tech start-ups. • Prepare financials for clients, including handling accounts receivables and payables, adjusting journal entries and creating profit & loss, balance sheet, and cash flow reports• Process payroll and file all associated taxes on monthly and quarterly basis• File all taxes and pay all fees which the client incurs, including payroll, sales, state, federal, etc.• Build a set of internal books for clients that are personalized for their industry and generate a budget and/or cash flow analysis for the forward progression of their business• Constant coordination and communication with the clients to maintain an accurate and efficient projection of the business

• Independently manage all accounting functions of a company with over $375M in assets, including: maintaining the general ledger, recording accounts receivables and payables, and reconciling bank statements• Prepare financial reports and work with an outside auditor to produce audited statements• Analyze budget reports, creating new quarterly forecasts to reflect net inflow against forecasted operational expenditures• Facilitate portfolio and fund accounting, including: booking fee accruals, preparing monthly documentation of client account, and resolving cash exceptions• Maintain an open avenue of communication for clients, providing account statements, overseeing redemptions and contributions, and creating documentation for all transactions• Coordinate with the COO and Client Relations Manager, streamlining back office procedures• Work closely with portfolio managers, collaborating to increase managerial efficiency and business problem solving

• Mentored students from elementary school to middle school, focusing on education of all academic topics, discipline and upward improvement• Developed leadership skills by counseling students in development of beneficial life skills, including: time management, goal setting, coordination of academic and extracurricular schedules, and organization of talents to achieve goals• Communicated feedback with parents about progress and integrated their requests with teaching material

• Served as project manager for advertising products via the company's community portal, implementing daily progress meetings to streamline innovation ideas • Communicated directly with clients to market solutions and services• Optimized B2B client product lines for boosted organic search results• Worked closely with computer programs (including Excel, Word, internet, HTML)