Senior Consultant
Current• Managed a portfolio of high net worth clients.• Prepares balance sheets, Profit and loss statements and other financial reports.• Reconciling accounts, processing invoices, preparing balance sheets with commentary for diverse clients• Developing policies and procedure and overseeing testing the effectiveness of controls in place.• Frequently provided financial advice to clients on investments, financial planning, and tax strategies.• Created detailed financial plans for clients based on their individual needs and goals.• Identified areas of improvement in clients' financial situations and recommended strategies to increase their wealth.• Monitored financial markets and identified areas of risk and opportunity for clients.• Provided clients with a comprehensive understanding of their current financial situation and suggested strategies to attain their desired financial goals.