I am a responsible leader with an analytical and strategic mind. I oversee and consult on all finances, operations, design policies, oversee customer service and help implement technology solutions. I ensure our finances and operations run smoothly and that people on our team are happy and productive. I created Who'z Nxt business strategy with our leadership team, I am implementing efficient processes and standards and I manage contracts and relations with customers, vendors and partners.I… Show more I am a responsible leader with an analytical and strategic mind. I oversee and consult on all finances, operations, design policies, oversee customer service and help implement technology solutions. I ensure our finances and operations run smoothly and that people on our team are happy and productive. I created Who'z Nxt business strategy with our leadership team, I am implementing efficient processes and standards and I manage contracts and relations with customers, vendors and partners.I evaluate risk and lead quality assurance efforts, oversee all revenue and expenses and budgeting to help the organization optimize costs and benefits and report on operational performance and suggest improvements.I am one of our biggest cheerleader and motivate our team to achieve productivity and engagement. Show less

I worked with the CEO to prepare annual budgets and forecasts. I was responsible for all accounts and collections (both Fiscal and Calendar). I maintained monthly reconciliation for all bank accounts as well as monthly, quarterly and annual close and reporting for CEO and Board. I prepared all tax documents for the fiscal year and 1099 forms for year-end. I provided financial analysis and research for various projects. I helped manage our annual conference, including website updates. I created… Show more I worked with the CEO to prepare annual budgets and forecasts. I was responsible for all accounts and collections (both Fiscal and Calendar). I maintained monthly reconciliation for all bank accounts as well as monthly, quarterly and annual close and reporting for CEO and Board. I prepared all tax documents for the fiscal year and 1099 forms for year-end. I provided financial analysis and research for various projects. I helped manage our annual conference, including website updates. I created our our online and mobile application for our conference application. I played a key role in the acquisition and transition of our data system. Show less

I was responsible for AP, AR and bi-monthly billing for all attorneys. I maintained monthly trust reconciliation and attorney client status report spreadsheets. I managed daily deposits, processing of payments and all 1099 forms upon year end. I helped develop more accurate processes for collections. I entered in all new client information and kept current client information up to date. I helped to process semi-monthly payroll for all employees.

I was responsible for Accounts Payables, Accounts Receivables and monthly billing for all attorneys. I maintained monthly fiscal spreadsheets. I managed daily deposits, processing of payments and all 1099 forms upon year end. I entered in all new client information and kept current client information up to date. I handled misc. projects for accounting purposes, such as digitizing client files.

I managed all day-to-day office duties: financial, marketing, administrative, and managerial. Processed Accounts Payables, Accounts Receivables and Collections. I co-manage a team of nine employees and developed & implemented marketing plans. I was responsible for the entire insurance claims department. I had a key role in achieving #1 rank for revenue-producing franchisee each of the last two years. (300+ franchises)