Developed financial strategies by forecasting capital, facilities, inventory, and staff requirements; identified monetary resources; planed and reviewed compensation strategies; accumulated capital to fund expansion of the business.Analyzed organization operations, identified opportunities for improvement, cost reduction, and systems enhancement.Monitored financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.Established all formal finance, HR, and IT related procedures after bringing accounting, operations, HR, and IT departments from an outsourced group. Established employee benefit plans, with particular emphasis on maximizing cost-effective benefits package. Performed bookkeeping duties, prepared financial statements, forecasts, budgets, established KPIs, and oversaw the preparation of all state and federal reporting.Provided strategic recommendations to the CEO and members of the executive management team.Advised on long-term business and financial planning.Provided leadership, direction, management, and training of the accounting team.Accomplished finance human resource strategies by determining accountabilities, communicating and enforcing values, policies, and procedures.Established and maintained appropriate business insurance coverage.Ensured that the company complies with all legal and regulatory requirements.

Jam Packed Tech is a boutique technology consulting firm focusing on startups, small to medium size businesses with web and mobile development solutions. We specialize in mobile and web app development from napkin to business plan with development of MVP to V 1.0. Successfully led local development teams to deliver on multiple web and mobile applications projects through a detailed discovery process for optimal requirements identification, planning, architecture, development, and testing Used agile development process that involves taking customer feedback as development progresses, testing, and structured handoff of the final deliverableAssisted customers in identifying the optimal technologies for their project goals and guided them through optimal features set for each stage of their projectManaged local development teams to ensure the quality of deliverable work on timePrepared and presented proposals with contract cost estimation for projects ranging between $50K to $250KNegotiated contracts and their pricingDeveloped a technical talent acquisition process workflow to attract and retain talent and teams internally and for clientsDeveloped and managed scalable financial models and KPIs to be used for operating, strategic planning, and reporting to ensure effective and rapid growth strategies for Jam Packed Tech and its clients Advised early stage startups on structuring and negotiating raising of capital at appropriate valuations to enable companies to meet sales, growth, and market share objectivesAdvised startups on business plans, revenue and budgeting forecasting, pricing models, hiring, operations, corporate development, and strategic partnerships

Achieved clients’ financial goals and objectives by designing customized solutions in areas of cash management, portfolio diversification, and investment planning to address clients’ unique investment objectives and risk tolerance levels.Developed specific strategic and tactical asset allocation portfoliosMitigated risk exposure in client investment portfoliosRegularly assessed client portfolios in light of economic or life-changing eventsDeveloped client base through networking, event attendance, and referrals Successfully completed extensive sales and product training, continuing education and self-education curriculum

Implemented accurate preparation and filing of tax returns; explained and answered questions about tax returns and taxation concepts to clients

Increased revenue of a local spa by attracting new and existing customers through up-to-date prices and services

Created and effectively maintained filing system and implemented new record keeping system to accurately track inventory for new business, experienced in patent filing for new product; utilized graphics design for creating marketing materials used to promote the product

Successfully represented and managed numerous real estate purchases, sales, and leases; created profiles and business plans to make properties attractive to buyers and investors; developed budgets and preserved assets to create greater profit margin for real estate venture

Reconciled $500,000 of bad debt expense in three month period for a small oil company by contacting customers and preparing forms and documents to be filed in court

Participated in a number of competitive municipal tenders to acquire contract for catering and restaurant businesses; allocated funding and established relationships with vendors, customers, and organizations for a new business; ensured compliance with all areas of tax and reporting in the environment of constantly changing rules and legislation; interviewed, hired, and supervised 20 employees in their respective tasks