⦁ Built the company wide budget process from the ground up, creating multiple business units, and consolidating down to a company wide budget⦁ Initiated Budget vs Actuals process for all departments and worked with department leads to better understand budgets and actual expenses⦁ Collaborated with GTM team to create a Total Cost of Ownership framework for specific sales situations⦁ Worked with various departments on ad-hoc analysis tying in finance information with other departments

⦁ Owned financial performance and projections for various business units, used this information to make recommendations to senior management on business decisions⦁ Completed the month end close process for the finance department. Updating 3-statement model, business unit forecasts, and consolidated company forecast⦁ Worked with multiple business unit leaders to create department specific annual budgets and forecasts, and compiled them into a consolidated version for parent company

⦁ Prepared and reviewed; quarterly, semi-annual, and annual profit and loss statements following SEC guidelines.⦁ Created Excel macros for processes to improve efficiency for repetitive/time consuming tasks.⦁ Maintained budgets for 30 separate mutual funds through accrual-based accounting.⦁ Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.⦁ Collected data and developed detailed spreadsheets to identify trends, profitability and expense forecasts.

⦁ Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.⦁ Managed a diverse staff from high school students to retired part-time employees.⦁ Streamlined HR functions, coordinated new hire orientations and provided onboarding and training for new employees.⦁ Implemented standardized programs and policies, driving smooth operations⦁ Reviewed business goals to recommend new approaches, policies and procedures for continual improvements focused on meeting business objectives and enhancing productivity