Overview a team that develops valuation and financial models, products and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods. Coordinate strategic financial planning for the company and its customers including commission, risk tolerance and tax status.Focus on daily and month-end accounting to determine results, affecting P&L activity (management fees, fee splitting, gross-ups, reclasses), balance sheet activity (deferrals, accruals), and accounts-receivable cash application, in compliance with GAAP Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action. Provide insights about sales trend and margin opportunities.

* Prepare sales forecasts, collect and analyze data to evaluate current sales goals. * Researched and evaluate conditions that may affect the company's ability to sell its products or services in the marketplace. * Assist in the development of sales quotas, KPI's and forecasts for the sales team.

Data Management* Overview data merge office branches multiple accounting systems (QuickBooks/Peachtree)* Ensure data integrity before uploads* Inventory/Accounting system setup for each of our branches across the US and Dominican Republic.* Sales Pricing Audits

* Monitored daily Debit Traffic Across all company products* Tracked & Recorded all competitive rates across our Top US Locations (NY, NJ, CT, MA, FL, CA, TX, DC-MD-VA)