Nicole Geraci, Cfp® Email & Phone Number

Gypsum, Colorado, United States

Duties and Responsibilities• Performs billing, account payables, payroll, general ledger, budgeting and financial reporting duties• Ensure timely preparation, analysis and presentation of all financial reports, statements and filings on a weekly/monthly, quarterly and annual basis• Financial planning and budgeting for contracted jobs• Develops and enforces internal control policies, guidelines and procedures• Directs implementation of new financial systems and procedures as assigned• Advises management team on short‐term and long‐term financial objectives, policies andactions• Acts as primary liaison to external CPA firm, and corresponds with local, state, and other external parties• Reviewing all financial statements and ledgers• Provides training to the accounting personnel to develop their skills to meet futureneeds of the company

Avon, Colorado, United States

Responsibilities include but are not limited to:Provide comprehensive financial planning clients by gathering data, reviewing all financial documentation provided by clients, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action itemsProvide support for investment management clients by preparing and participating in client meetings, managing meeting notes and action itemsAttend client meetings as either assistant or lead plannerPrepare financial plan updates for specified clientsComplete action items for clientsOther projects and research at the discretion President or client requested, including business partner collaboration and execution of internal initiative tasks

Master Of Accounting, Accounting

Bachelor Of Arts (B.A.), Economics And Political Science

Fpqp, Accredited Wealth Management Advisor, Cfp® Certification Program, Financial Planning And Services

Associate Of Arts (A.A.), General Studies

Activities and Societies: Phi Theta Kappa Honor Society