• Managed the accounting and finance department as well as accounting, tax and audit consultants.• Developed and authored Business and Financial plan.• Advised CFO on all contracts with third parties including those regarding strategic partnerships.• Represented company in numerous printed articles in various periodicals and speaking engagements to business groups.• Analyzed the customers’ needs to advice on new financial solutions and updated about the possible investment opportunities.• Communicate effectively with customer to offer creative financial solutions to balance the investment and revenues according to the customer profile.• Worked hard to meet customer expectations, maintain relationship and build profitable solutions in order to improve their satisfaction and increase the firm customer base.• Supervised maintenance of fiscal management system; evaluated strengths and weaknesses.• Studied customers' financial situations to provide best advice accordingly.• Formulated and discussed with clients personal credit opinions on accounts involving significant dollar amounts.