Every client is a new project to us, we work helping them feel more confident, excited about life and we help them to reach their own goal and projects. Through our financial and spiritual tools, we help them managing their presence, creating a life project plan and offer the resources necessaries to reach it. We based our personal guidance in Project Management and financial knowledge and sum up with the Millennials Principles.We are licensed and we have a team to help you out

Expert in guiding individuals and organizations towards financial success while effectively managing complex projects.With a deep understanding of financial markets, investment strategies, wealth management and ability to analyze intricate financial data to distill it into actionable insights for my clients. Offered a holistic approach to financial planning, taking into account my clients' goals, risk tolerance, and time horizons to create comprehensive and personalized financial plans… Show more Expert in guiding individuals and organizations towards financial success while effectively managing complex projects.With a deep understanding of financial markets, investment strategies, wealth management and ability to analyze intricate financial data to distill it into actionable insights for my clients. Offered a holistic approach to financial planning, taking into account my clients' goals, risk tolerance, and time horizons to create comprehensive and personalized financial plans, whether it's retirement planning, tax optimization, or portfolio diversification.In addition, we oversee projects of varying sizes and complexities. Our client`s financial goals were meticulously planned and executed, creating realistic project timelines, managing resources, and mitigating risks to ensure the successful completion of each endeavor. Show less

Collaborated with project teams to develop project timelines and budgets, ensuring the timely completion of project deliverables within budget constraints.Conducted risk assessments, identified potential risks, and developed mitigation strategies to reduce project risk.Monitored project progress, provided regular project status reports to stakeholders and implemented necessary changes to keep projects on track.Facilitated communication between project team members, stakeholders, and… Show more Collaborated with project teams to develop project timelines and budgets, ensuring the timely completion of project deliverables within budget constraints.Conducted risk assessments, identified potential risks, and developed mitigation strategies to reduce project risk.Monitored project progress, provided regular project status reports to stakeholders and implemented necessary changes to keep projects on track.Facilitated communication between project team members, stakeholders, and clients to ensure project requirements were met and expectations were managed.Coordinated project meetings and maintained project documentation, including project plans, status reports, and meeting minutes.Conducted project post-mortems to identify areas for improvement and develop best practices.I managed a portfolio of projects, including system changes and upgrades. This involved tracking workstream updates, managing project budgets and schedules, coordinating resources, and providing regular status updates to stakeholders. I also have extensive experience in stakeholder management, having worked closely with cross-functional teams to ensure project deliverables were completed on time and within budget. Show less

I prepared and processed project authorization documentation, ensuring appropriate approvals were in place and subsequent financial account numbers were available to accept charges. I provided project control input to the Project Manager and attended project-specific meetings as required. I oversaw cost control management, monitored actual costs vs. budget costs, scope changes, claims, unidentified risk, reserves, etc. Furthermore, I prepared, analyzed, monitored, and reconciled the annual… Show more I prepared and processed project authorization documentation, ensuring appropriate approvals were in place and subsequent financial account numbers were available to accept charges. I provided project control input to the Project Manager and attended project-specific meetings as required. I oversaw cost control management, monitored actual costs vs. budget costs, scope changes, claims, unidentified risk, reserves, etc. Furthermore, I prepared, analyzed, monitored, and reconciled the annual budget of labor and non-labor, all financial control budget forms, and goals & objectives. Several years of related work experience with capital projects having multi-year, significant cash flows and budgets.Cost out projects - 4.30% over the category spend ( $1.4M)Inflation on current contracts/spending of -3.30% ($ -1M) compared to the 8,7% BR inflation rate for 2016Cost avoidance (amount discarded through negotiation) 7.0% over best initial price offer ($1.6M) Show less

I established and prepared the work breakdown structure, code of accounts, cash flow forecasts, and performance measure baselines to ensure that project costs are accurately estimated and controlled. analyzed and updated project costs and monitored project authorities, while maintaining the Change Management log. Assisted the project manager in developing project plans and schedules. Monitored project progress and identified potential issues, escalating to the project manager as… Show more I established and prepared the work breakdown structure, code of accounts, cash flow forecasts, and performance measure baselines to ensure that project costs are accurately estimated and controlled. analyzed and updated project costs and monitored project authorities, while maintaining the Change Management log. Assisted the project manager in developing project plans and schedules. Monitored project progress and identified potential issues, escalating to the project manager as necessary.Coordinated project team meetings, prepared meeting agendas, and maintained meeting minutes.Communicated project status to stakeholders and clients, ensuring expectations were managed. Show less

I managed a portfolio of projects, including system changes and upgrades. This involved tracking workstream updates, managing project budgets and schedules, coordinating resources, and providing regular status updates to stakeholders. I also have extensive experience in stakeholder management, having worked closely with cross-functional teams to ensure project deliverables were completed on time and within budget.