• Conducting comprehensive financial needs assessments for clients to identify their insurance needs and financial goals.• Developing and implementing personalized financial plans based on clients' risk tolerance, financial objectives, and insurance requirements.• Providing advice on various insurance products such as life insurance, health insurance, disability insurance, and annuities, to help clients mitigate risks and achieve their financial goals.• Building and maintaining a portfolio of clients through proactive prospecting, networking, and referrals, resulting in increased sales and revenue for the company.• Conducting regular portfolio reviews and making adjustments as needed to ensure clients' insurance coverage remains adequate and aligned with their changing financial circumstances.• Collaborating with underwriters, legal professionals, and other stakeholders to process insurance applications, review policy documents, and resolving client inquiries and concerns in a timely and satisfactory manner.• Staying up-to-date with industry trends, market conditions, and regulatory changes to provide clients with accurate and current information.• Conducting in-depth analysis of clients' financial situations, including cash flow management, investment planning, retirement planning, tax planning, and risk management.• Presenting and explaining complex financial concepts to clients in simple terms, addressing their questions and concerns, and building strong relationships based on trust and professionalism.• Collaborating with cross-functional teams, such as investment analysts, tax professionals, and estate planning attorneys, to deliver holistic financial solutions to clients.

• Supported the FP&A team in financial planning, budgeting, and forecasting• Prepared financial models and analysis to evaluate new property acquisitions, including discounted cash flow (DCF) analysis, lease analysis, and market research.• Assisted in the development of annual budgets, monthly forecasts, and variance analysis for multiple properties, and provided recommendations to improve financial performance.• Prepared monthly financial reports, dashboards, and presentations for senior management, providing insights on key financial metrics and variances to budget/forecast.• Conducted ad-hoc financial analysis and special projects, such as ROI analysis for capital expenditures, lease analysis, and market research to support strategic decision-making.• Collaborated with Accounting, Asset Management, and Property Management teams to ensure accurate financial reporting and alignment of financial plans with operational performance.

• Conducted financial analysis and provided strategic financial recommendations to senior management to drive business growth and profitability.• Prepared and presented monthly financial statements, including balance sheets, income statements, and cash flow statements, to senior management and board of directors.• Developed and implemented financial policies, procedures, and controls to ensure compliance with company and regulatory requirements.• Managed the annual budgeting process, including variance analysis and financial performance tracking against budget.

• Lead financial planning and analysis efforts, including budgeting, forecasting, and financial modeling to support strategic planning and decision-making.• Provide financial insights and recommendations to senior leadership, including variance analysis, trend analysis, and financial performance evaluation.• Develop and maintain financial reports and dashboards to track key performance indicators (KPIs) and financial metrics, and provide regular updates to management.• Collaborate with cross-functional teams to identify and implement cost-saving initiatives, process improvements, and efficiency measures to optimize financial performance.• Conduct ad-hoc financial analysis and special projects as required, including business case development, scenario analysis, and financial modeling for strategic initiatives.• Prepared and analyzed financial statements, including income statements, balance sheets, and cash flow statements, and provided recommendations to management for improving financial performance.• Assisted in the preparation of board presentations and management reports, providing financial insights and recommendations to support strategic initiatives.

• Conducted financial analysis to assess budget performance, identified variances, and recommended corrective actions to ensure budget adherence.• Developed and managed budgets for various departments, including forecasting revenue and expenses, tracking spending, and preparing financial reports for management.• Collaborated with department managers to gather budget inputs, provided guidance on budgeting process, and reviewed budget proposals to ensure accuracy and alignment with organizational goals.• Conducted financial modeling and scenario analysis to support decision-making, evaluated financial feasibility of proposed initiatives, and recommended adjustments to budget allocations as needed.• Prepared and presented financial reports, dashboards, and presentations to senior management and stakeholders, providing insights and recommendations on financial performance and budget status.• Participated in cross-functional teams to streamline budgeting processes, improve financial reporting, and implement budget controls to ensure compliance with organizational policies and procedures.

•Décor & More offers a wide range of Fabric Curtains, Wooden and Roman Blinds and Folding Doors. •Design and Implementation. •Textile Product Development, Customer Service, Logistics, Quality Assurance, Sales & Marketing and Cost Management. •Specialize in strategic marketing. Dedicated to creating value for clients by finding new and innovative ways to understand their needs and execute strategies to satisfy those needs. •Successful track record of identifying, building relationships, and converting both existing and potential customers into long term contracts.