· Inspected account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.· Provided strategic guidance in all aspects of tax planning, compliance, reporting and filing requirements.· Prepared periodic reports to compare budgeted costs to actual costs· Conferred with company officials about financial and regulatory matters.

Managed outside vendors including contractors, landscapers, etc.Maintained detailed records of household bills and payments for accounting purposes.Developed problem-solving skills by addressing daily challenges and unexpected situationsOrchestrated daily schedules, optimizing time management.Developed innovative solutions for household challenges, enhancing overall efficiency.Arranged appointments with doctors, dentists, tutors or other service providers as needed.Negotiated contracts with new service providers when needed for various needsMaintained meticulous household records and budgets. Demonstrated strong organizational skills, ensuring all family needs were met efficiently.

Developed customized fitness and nutrition plans tailored to individual client needs.· Facilitated online community engagement through social media platforms.· Provided motivational support to clients, helping them achieve their wellness goals.· Created content for social media, increasing client base by 25%.· Organized events related to health promotion such as community walks or educational seminars.

Managed inventory levels, ensuring optimal stock availability and reducing shortagesStreamlined operational processes, improving efficiency and reducing processing timeAnalyzed sales data to identify trends, supporting strategic decision-making and boosting salesCollaborated with cross-functional teams to implement new systems, enhancing overall productivityResolved operational issues promptly, maintaining smooth workflow and minimizing disruptions

Conduct Ad Hoc financial analysis, which include pricing comparisons, savings reports, and product alternative analysis.Prepare monthly, quarterly, and annual reporting for customer and the sale team.Provide financial support for department and sales team, including customer facing business reviews and ad hoc reporting. Responsible for all customer incentives. This involves capturing the current contractual obligations, calculating the incentives, maintaining accurate monthly accruals, and ensuring timely processing and payment of incentives. Control all account maintenance. This process involves auditing all customer accounts on a weekly basis to ensure correct segment, customer group, and Sales ID coding.

Monitored daily computer/software processesSet up and maintained securities (calls, partials, re-orgs, and splits) for existing and new accounts.Reconciled trades in all accounts daily to the custodial download.Resolved/monitored items that did not reconcile and coordinated with custodians and/or trading to resolve the issue.Resolved weekly cash discrepancies in all accounts.Resolved position discrepancies in all portfolios monthly.Updated factors & reset rates for variable securities.Completed month-end processes (update indices, money market fund rates, reconcile cash and positions for manual accounts; manually enter prices, etc...)Stood in for Operations Manager.

Direct responsibility for the financial service program, which was in excess of 45 client associations. Prepared journal entriesPrepared bi-weekly payrollLoaded invoicesPrinted vendor checksProcessed delinquenciesCompleted bank reconciliationsProcessed resale and new sales of homesProcessed homeowner's payments and late charges.