- Analyzed client strategic portfolio allocation for risk management along with analyzing individual investment holdings for risk adjusted performance- Lead research into how advisory firms are using AI in their practices and if advisors can benefit their clients from AI- Participated in client reviews and asses the conversation for key takeaways to ensure clients were being fully cared for- In-depth studied financial planning concepts such as debt reduction, budgeting, retirement investment savings rates, income calculations, etc.

- Managed non-profit finances- Budgeted, proposed and designed financial planning documents- Developed master budget- Assisted created product line pricings and adjustments

Reported directly to CFO. Responsible for daily operation finance management as well as FP&A- Growth/Expansion Research and Modeling- Redesign & digitizing online forms for patient data capture- Assistance with budgetary planning- Help streamline and perform payroll, expense management and AP & AR processing- Create and maintain key financial statements and reports utilizing Quickbooks- Research and assess potential new hires including doctors, nurses, and specialists- Collect, consolidate and report on patient satisfaction