• Lead month end tasks such as invoicing and client financial dashboard reporting• Lead semi-annual profitability reporting across multiple segments of portfolios and develop monthly reporting• For consolidated reporting, ensure accuracy and transparency of reported and forecasted financial results along with key business drivers• Liaison for financial and analytic support across the company supporting operations and business development team• Examine and verify financial documents and reports.

• Compile profit and loss (P&L) statements, board reports, and management reports such as variance reports, which track budget vs. actual spend by department, and statements of cash flow.• Calculate the highest profit margin that contributes the most to net profit.• Compose detailed reports on financial performance tailored to the needs of management.• Assemble policies and procedures that guide cost analyses.• Appraise financial performance by contrasting and analyzing actual results with plans and forecasts.• Assess evolving trends and forecasts to enlighten recommended actions.• Deconstruct past results, perform variance analysis, identify trends, and offer insights for improvements.• Analyze and interpret data, make comparative analyses, and formulate recommendations.• Enhance productivity by engineering automated reporting using Power BI.• Chart company consolidation and financial statements monthly.• Oversee and track policies and procedures to ensure the adequacy and effectiveness of internal controls.• Design, implement, and automate processes such as data reporting, expense tracking, and invoice processing as opportunity arises.• Meticulously investigate accounting options to prescribe financial actions.• Assess data and devise balance sheet, profit and loss statement, and other reports.• Designed variable automated managerial reports that track critical metrics to inform and guide executive decisions.• Deployed CRM software for multiple small and medium sized companies specializing in health care, food & entertainment, and retail among other industries, to improve their processes (Quickbooks Online, Expensify, Citrix ShareFile, Dispatch.me)• Part of the onboarding process for new hires, focusing on initial training.• Resolved multiple IRS issues for clients.

• Scheduled and directed staff in daily work assignments to maximize productivity.• Efficiently resolved problems or concerns to the satisfaction of all involved parties.• Exhibited a thorough knowledge of foods, beverages, supervisory duties, service techniques, and guest reception.

• Conducted project researches on consumer preference and made records.• Advised customers on marketing project and built connection with each other.• Collected data of potential customers for different projects.• Promoted a new product release and listings of deals for a voucher website using social media.