- Support the Executive Chairman primarily to ensure that goals and objectives are accomplished and that operations run efficiently- Maintain and refine internal processes that support Executive Chairman and coordinate internal and external resources to expedite workflows- Manage communication by liaising with internal and external businesses to ensure tasks are successfully completed- Plan and orchestrate work to ensure that Executive Chairman's priorities are met, organizational goals are achieved, and best practices are upheld

Managing the finance department regarding monthly receivables/payables, reconciliations, reporting and finance related issues.

Performed financial systems testing and analysis for integration of Yardi and PointClickCare with Workday.

Managed a portfolio of 25 long-term care and retirement communities in regards to resident contracts, billings, accounts receivable, and collections.

Worked with young professionals, business owners and retirees on strategies to reduce their taxes, create and preserve wealth, as well as plan for the future.

Assisted with bookkeeping, payroll management, and administrative duties for a senior living community.

Worked in a public accounting environment, assisted with audit engagements, and prepared Notice to Readers and taxation documents.

Prepared personal tax returns for small business owners and families.