*Oversaw Finance, HR, IT and Operations of an SEC Registered Investment Advisor (RIA) with $500 million in fee-based assets under management (AUM).*Supervised 9 direct reports responsible for finance, HR, compliance, and back-office operations.

*Managed a small team of local and remote employees responsible for cost management of a $100m annual IT/Operations budget.*Negotiated contract terms and pricing with key vendors ensuring reduced costs with increased service level agreement (SLA) terms.*Provided IT/Operations financial, operational and staffing metrics into a consolidated monthly packet. This data is utilized by executives to determine strategic initiatives for the organization.*Supported internal compliance of policies and procedures by functional leaders as de facto departmental human resource, benefits and payroll liaison.

*Created cross-functional corporate relationships crucial for internal problem solving and process changes.*Generated weekly, monthly, annual and ad hoc reports for the CFO, providing data driving future decisions.*Monitor vendor contracts, create pro forma financial forecasts and prepare variance analysis reports to aid senior management decision-making.

*Prepared due diligence research and feasibility reports to assist management in selecting real estate projects.*Created pro forma financial analysis identifying conforming leases, out parcel sales and bulk sales.*Generated market research reports for areas targeted by the department President for future investments.

*Originated, processed and conditioned Fannie Mae & Freddie Mac residential mortgages.*Worked with underwriters to clear loan closing issues.*Wrote and funded $15.2 million in residential loans from January 2003 through August 2003.

*Audited accounts payable, order returns, cash discounts and freight charges to recover client overpayments.*Key companies audited were Advocate HealthCare, Russell Athletic & International Harvester.

*Scheduled, supervised and trained thirty union employees*Monitored shift performance using percentage of efficiency methods*Key companies served were Stryker Instruments, Pfizer & Newell Rubbermaid