•Automated a Human Resource Process by designing an excel-based form that would auto-populate fields based on initial inputs. The form would use the output of employee proficiency exams to suggest development courses in the Course Catalog based on key improvement areas.•Organized catalogs of data into a relational database in order to enable the automation of learning and development programs.

•Provided support for review, testing, and validation for a software upgrade; controlled the script writing phase for numerous testing scenarios including foreign exchange rate inputs; designed and detailed the test scripts on the HP Quality Center platform•Reviewed SQL queries written via Crystal Reports and reconciled foreign exchange data extracted through various databases for reports requested by the Exchange Stabilization Fund of the U.S. Treasury•Documented and analyzed the discrepancies between the accounting report configurations in the reporting functions and made recommendations to synchronize the testing environments

• Assisted in the implementation of ProSystems Fx in order to streamline the tax preparation process. Also helped to develop Operational Procedures that defined the scope of the application, instructions for its use, best practices for the firm, as well as additional application security requirements.• Prepared process flow charts to illustrate how the new process effects current operations while also quantifying efficiency metrics• Sorted, analyzed, digitized and validated all tax materials to assist in expediting the tax preparation process, resulted in a reduction of data processing time by over 50%

• Performed fixed asset cost-benefit analysis on twenty care centers• Completed cost segregation studies and categorization-high emphasis on Excel use• Analyzed invoices- determined depreciation schedules using Larson Allen specifications• Determined sales tax charges on fixed asset purchases in a NJ State audit• Aided in the Determination of Need filings in accordance with Massachusetts law

• Direct assistant to Assistant Branch Manager/Vice President of Wealth Management• Completed Desktop Financial Planner Accreditation course- generated liquid asset reports for high net worth clients.