- Developed and maintained annual budgets- Managed monthly and annual closes and revenue recognition for firm- Assessed employee productivity through weekly time reports and established strategic pricing based on results- Supervised entire finance group for 3 months while Director of Finance was on leave- Consulted on acquisition and integration of another firm- Consulted on updating company policies and procedures with internal team and consultants- Initiated and closed each job and invoice for entire company- Generated daily banking and cash flow reports for the CEO- Handled Accounts Receivables including daily check input and weekly reporting

- Examined clients company goals and developed integrated marketing campaigns to help them reach those goals- Maintained a client portfolio with sales budgets- Analyzed product costs in order to develop proposals that maximized profitability

- Inspected school budgets to ensure cash flow was disseminated to the most essential areas of the Academy- Managed a process to monitor third party payments to/from: students, benefactors and other subsidiaries- Considered optimal profitability on third party contracts to determine the most viable contracts to pursue

- Reviewed clients' financial statements to assist in preparing illustrations that aided clients in achieving overall financial stability- Interfaced with clients and pitched suitable product recommendations based on their financial goals- Projected clients' cash flow requirements based on attainable income