As CFO of a dynamic company specializing in design, build, engineering, solar energy, and commercial lending, I am responsible for driving financial strategy, ensuring sustainable growth, and optimizing operational performance across all divisions. My role focuses on enhancing profitability while supporting innovative clean energy projects that make a lasting environmental impact.Strategic Financial Leadership: Develop and execute long-term financial strategies in alignment with business objectives, ensuring robust financial health and supporting expansion into new markets.Key Responsibilities:Budgeting & Forecasting: Oversee company-wide budgeting, forecasting, and financial modeling, driving resource allocation and cost control across design, engineering, and solar energy projects.Commercial Lending Operations: Lead the commercial lending division, structuring financial products that provide capital solutions for clean energy and construction projects.Investor Relations & Fundraising: Successfully raised capital through a mix of equity and debt financing, fostering strong relationships with investors, lenders, and stakeholders.Risk Management: Implement comprehensive risk management frameworks, ensuring compliance with regulatory requirements and mitigating financial risks across complex energy and infrastructure projects.

Financial Planning & Analysis: Collaborate with clients to assess their financial goals, current financial standing, and develop tailored plans, including retirement, education, wealth accumulation, and risk management strategies.Investment Advisory: Provide personalized investment strategies based on market analysis, financial goals, and risk tolerance, ensuring long-term portfolio growth and diversification.Insurance Solutions: Offer comprehensive life, disability, and long-term care insurance solutions to help clients mitigate risk and protect their financial future.Client Relationship Management: Build and maintain strong relationships with clients through regular meetings, ongoing advice, and strategic adjustments to financial plans.Business Development: Identify and target potential clients through networking, referrals, and presentations, expanding the client base and fostering business growth.Regulatory Compliance: Ensure adherence to state and federal regulations in all financial services and products offered, maintaining full transparency with clients.Educational Outreach: Conduct financial literacy seminars and workshops to educate individuals and small businesses on managing finances, investments, and insurance needs.Team Collaboration: Work closely with internal teams and external partners to provide holistic financial solutions, including estate planning, tax planning, and legacy planning.

Serve as the primary point of contact between union members and Globe Life, ensuring they understand and maximize their benefits.Conduct benefit presentations and individual consultations to explain life insurance and supplemental health coverage options tailored for union families.Facilitate the enrollment process for new union members, ensuring accurate completion of paperwork and adherence to union guidelines.Provide ongoing support for policyholders, addressing inquiries, claims, and policy updates in a timely manner.Build and maintain relationships with union leadership and members to ensure high levels of satisfaction and trust.Stay updated on changes in union contracts, insurance products, and regulatory requirements to offer the most relevant and beneficial coverage options.Manage a portfolio of clients, ensuring long-term engagement and retention through personalized follow-up and benefit reviews.

Supervised, coached and counseled 20-30 employees for a satellite office, including managing office finances, accounts receivable, scheduling, and payroll.Reviewed and drafted contract proposals, prepared bids for contracts for main office and two satellite sites.Investigated and reported in document form all security concerns, activities and happenings.Monitored employee files for monthly compliance requirements by utilizing computer system to generate reportsCarried out various audit checks to ensure the correct procedures have been carried out.Scanned confidential documents into electronic filing systems and categorized them for retrieval and review. Coordinated daily operations including daily morning staff meetings, addressed and resolved customer complaints. Dealt with difficult customers with a calm and fair approach, using both diplomacy and empathy when required.