Oversee all fiscal activity including budgeting, reporting and cash flow planning for a manufacturer and purveyor of gourmet specialty foods for the hospitality and retail industries.

Responsible for preparation of all internal financial statements, management of budgetary processes and cash flow. Supervise and train support staff. Implemented migration to manufacturing ERP software. Designed and maintain standard cost system. Prepare payroll and required supporting documentation. Negotiated outside financing for capital acquisitions. Implemented processes and controls to monitor and improve efficiencies. Responsible for preparation and coordination of annual third party financial statement review.

Provided investment advisory services and financial planning to high net worth individuals. Responsible for client relationship management of an assigned caseload of managed investment accounts. Assisted clients with developing investment objectives appropriate for their risk tolerance and financial goals. Regularly reviewed client goal progress and the performance of investment accounts.

Responsible for preparation of all internal financial statements, management of budgetary processes and cash flow. Supervise and train support staff. Implemented migration to manufacturing ERP software. Designed and maintain standard cost system. Prepare payroll and required supporting documentation. Negotiated outside financing for capital acquisitions. Implemented processes and controls to monitor and improve efficiencies. Responsible for preparation and coordination of annual third party financial statement review.