Nikki Bargas, Cfp® Email & Phone Number

Boston, Massachusetts, United States

Woburn, Ma

• Manage, gather and analyze client investment and cash flow data to prepare financial reports and statements • Analyze and report on family expenses, including ongoing comparisons of actual verses budgeted expenses, on a quarterly and yearly basis• Analyze clients’ business and personal liability exposure and take steps to reduce and limit• Tax coordination with accountants and family tax managers on estimated tax projections and general tax planning• Monitoring of alternative investments, including capital calls, distributions, capital commitments and cost basis

Lexington, Ma

• Data entry, classification and reconciliation of daily business and personal expenses with QuickBooks• Small Business financial management and analysis • Budgeting and Cash Flow Management • Retirement and Financial Planning consulting• Review and maintenance of business and personal risk and liability insurance• Performance Analyst consulting, including: o Responsible for gathering financial performance data from various sources to create monthly, quarterly and year end reports o Investment performance return calculations and analysis o Recommendations regarding investment and manager performance

4819 Emperor Blvd, #300, Durham, Nc 27606

• Managed the process of converting clients’ performance data from a variety of programs to our performance reporting software• Provided superior client support, training and resolution to problems and concerns regarding our performance measurement, investment manager research and analysis and compliance monitoring solutions• Assist users with portfolio accounting and GIPS compliance questions, including performance calculations, daily custodial reconciliation, manual bank statement entry and GIPS and SEC reporting requirements • Assist client service representatives with the resolution of level 2 and 3 product and industry questions• Worked closely with the sales team and account management, to provide insight regarding the day to day differences and advantages when using one of our software solutions verses our competitors• Periodic discussions with clients and prospects to gain an understanding of their needs and desires for enhancing and improving to the software • Responsible for the facilitation of client and new employee training, in-house and at various locations throughout the country• Review and updated department procedures and training programs for internal and external clients on an ongoing basis

Certificate, Financial Planning Program

Finance, Finance And Economics

Activities and Societies: Student Leader, Honors Dorm,