• Advance the adoption of cloud-based technology within the Firm’s Virtual CFO offering• Further refine and improve the Virtual CFO offering• Evaluate the evolving technology landscape and recommend new and improved technologies• Advise clients and partners on emerging technology solutions to provide value-added services and efficiency• Improve the efficiency of the outsourced services delivery model

• Implemented, upgraded, and managed accounting software • Led end-user training on topics ranging from accounting processes, financial reporting, user security, accounting solution design, and purchase requisition processes• Designed, implemented, and trained end-users on a business-intelligence solutions enabling users to create ad-hoc reports using real-time data• Created GAAP Financial Statements using financial reporting software• Enhanced budget processes by stream-lining budget template creation, budget entry, and budget integration

• Advised clients on accounting issues ranging from revenue and expense recognition, journal entry reversal, payroll, AP, and AR reconciliation, and period-end close• Implemented and upgraded ERP accounting software for multi-million dollar clients• Led end-user training on topics ranging from accounting processes, financial reporting, user security, accounting solution design, and purchase requisition processes• Designed ETL processes, implemented data warehouses, tested, reviewed and trained end-users on business-intelligence solutions enabling users to create ad-hoc reports using real-time data• Created GAAP Financial Statements using financial reporting software for clients with billions of dollars in assets• Developed SQL-based AP and GL reports using web reporting tools

• Created management reports using Microsoft Access for a large county hospital• Projected cost savings using Microsoft Excel for a major academic medical center• Built a database using Microsoft Access to organize client information for potential international clients • Developed a “Best Practices” document by researching relevant articles for a large public university • Compared the cost, productivity, and quality of service for several clients to determine industry best practices

• Processed over $50 million daily in mutual fund transactions for institutional clients• Provided account balance information, personal account information, and other customer service functions for mutual fund and money market account customers

• Supported the departments new and existing patients with excellent customer service• Developed a patient database while working closely with the Division Administrator • Received admirable reviews from the Division Administrator and Division Director