Responsible for management of all Financial operations. Member of Finance, Budget and Endowment committees.

Providing Controllership Services to small-mid sized companies with the primary goal of streamlining and improving company operations.

Responsible for Payroll, AP, AR, bank reconciliations and Financial Statement preparation.

Responsible for building and maintaining investment models.Responsible for performance reporting and client billing.Responsible for preparation and submission of RIA client paperwork.Responsible for managing compliance operations.Managed successful completion of Ohio Department of Securities audit.Contributed significantly toward increasing AUM from $25M to $35M.

Complete responsibility for trading, building and maintaining Investment models utilizing LPL Enhanced Trading platform Portfolio Management, Cash management, eMoney Financial Planning software maintenanceResponsible for construction, review and monitoring of client accountsResponsible for driving implementation of Orion Portfolio Management and Accounting system

Complete responsibility for streamlining and managing Accounting and Payroll functionsResponsible for management and processing of Paychex Payroll and 401k systemsResponsible for recording and reconciliation of commission reportsResponsible for negotiation and management of copier lease programResponsible for performing suitability reviews on all firm advisory accounts

Complete responsibility for Investment Manager due diligenceComplete responsibility for Portfolio construction, review and monitoring of client accounts Designed and maintained all investment models on Schwab and Trade PMR custodial platformsComplete responsibility for all trading activity on Schwab and Trade PMR custodial platformsComplete responsibility for implementation and maintenance of Black Diamond portfolio management and performance reporting system Complete responsibility for RIA client billingComplete responsibility for maintenance of Money Guide Pro financial planning softwarePerformed Client Investment reviewsProvided an experienced investment professional that had complete responsibility and oversight over all investment activities

Responsible for managing and maintaining per Investment Policy Statement, fee based client portfolios. Provided research, portfolio analysis and customer service to existing clients Assisted in portfolio construction and ongoing mutual fund and Investment manager due diligenceDirected and conducted research for bi-monthly Investment Committee meeting.Responsible for trade function utilizing Pershing trading platforms.Responsible for cash management of client portfolios utilizing dbCAMS and eAllocator softwareDeveloped client relationships to currently manage $2.5M in investment assets.

Analyzed and researched prospective client portfolios and design appropriate investment recommendations Developed client relationships to currently manage $1.2M in investment assets Instrumental in development, management and service of fee based client portfolio's Provided research, portfolio analysis and customer service to existing clients Played primary role in influencing change in small case investment design to American Funds Conduct stock and mutual fund trades and provide backup support on Streetscape trading platform

Responsible for all financial reportingAssisted in development of formal budgeting processResponsible for coordinating with external auditors preparation ofestimated, federal, state and local tax paymentsResponsible for coordinating with external auditors all tax return preparationResponsible for coordinating with external auditors year-end auditDeveloped investment portfolio and coordinated employee enrollment meetings during 1999 conversion of 401k plan to Chase Retirement SolutionsMember of 401k Plan Committee responsible for employee communication during transition period and subsequent plan activationDeveloped investment portfolio for 2000 conversion of 401k plan to Fidelity InvestmentsFacilitated milk-run freight pick-ups in coordination with external logistics providerResponsible for coordination with audit firm in the preparation for IRS tax audit

Responsible for updating and maintaining inventory standardsReviewed manufactured and purchased parts for significant cost variances and implement appropriate corrective actionDirected quarterly cycle count auditsPerformed weekly margin review/analysis of product shipmentsPrepared monthly sales forecasts on gross and variable margin basisPrepared monthly inventory reconciliationDirected and coordinated annual standard cost review and subsequent revaluationDirected and coordinated quarterly margin review of contracts with significant variances from original proposalParticipation on special project teams organized to streamline various processes and reduce product costsProvided assistance to external auditors (E&Y) during full scale audit

Performed controllership duties for Japanese subsidiaryPrepared financial statements for Chinese joint ventureDirected and coordinated preparation of annual budget to corporate headquarters Provided assistance in preparation of annual strategic planPerformed monthly financial analysis/review of operating resultsPrepared various monthly/quarterly reporting schedules for corporate headquartersAnalyzed and assessed capital expenditure appropriation requestsPrepared 1120 Federal Tax Return for submital to corporate headquarters

Supervised accounts receivable and accounts payableResponsible for financial statement reporting to corporate headquartersResponsible for accrual review and verificationAssisted in preparation of budget and strategic planResponsible for implementing cash management policies

General Ledger MaintenanceAssist in monthly closings

Bank ReconcilliationsFixed Asset MaintenanceSales Tax Returns