• Manage asset inventory, ensuring accurate records and compliance with internal audits.• Maintain detailed inventory records and prepare periodic inventory reports to support financialdecision-making.• Facilitate account management and reconciliation, ensuring accurate tracking and reporting offinancial data.• Streamlined invoice processing using Microsoft Excel and Dealer Track, reducing processing time by20%.• Enhanced vendor relations and optimized purchasing processes through effective negotiations andmanagement.

Interview clients to gather relevant financial information for tax return preparation.• Prepare and review federal and state income tax returns for individuals and businesses.• Ensure compliance with tax laws and regulations while optimizing clients' tax positions.• Stay up-to-date with changes in tax laws and regulations.• Provide exceptional customer service and answer clients' tax-related questions.• Assist with tax planning and help clients make informed financial decisions

• Qualified and onboarded prospective clients, inputting and recasting financials, and spotting andcorrecting discrepancies.• Interacted with sellers, CPAs, and attorneys, pulling financials from QuickBooks and using variousvaluation formulas.• Created evaluation books, engagement agreements, and confidential information memorandums(CIMs), continually updating valuations and financial documents.• Contributed to the successful closure of five M&A transactions by preparing critical valuationdocuments, Developing detailed financial and valuation models and facilitating due diligence processes.• Expedited the closure of transactions valued at over $10 million, enhancing firm's market reputation.

erformed credit analyses and provided financial counseling, contributing to member financial stabilityand growth.• Processed over 200 loan applications, maintaining a focus on high accuracy and member satisfaction.• Improved member retention by 10% through effective cross-selling of financial products.