Current-Education and advice on retirement plan options-Retirement plan education for large groups of employees-Assist client with their enrollment in system wide retirement plans-Review your options with "forgotten" or old employer plans-Advisory Services and risk-based managed accounts using ETF or mutual fund strategies through Asset Allocation StrategiesPlease reach out to me to schedule a review meeting. I have a unique mix and a wide variety of experience that can assist you and your business with navigating the retirement plan selection process.Past- -Manage and supervise all financial functions, assist in product development & new opportunity evaluation-Oversee the preparation of balance sheets, income statements, inventory, invoicing, accounts receivable/payable-Complete product development cost and pricing planning for new GSA and DOD Government manufacturing contracts, assist in negotiating contracts-Assist in determining and evaluating bill of material yields, equipment requirements, labor requirements/time-study, and overhead component costing for new and existing products-Compliance with Federal Acquisition Regulations and DCAA costing guidelines-Establish economic objectives and goals to comply with the strategic plan-Prepare budgets, financial forecast and reports as appropriate-Coordinate internal and external audits and reviews for governance compliance-Monitor credit risk of new and existing customers-Assist with annual insurance and employee benefit design/review/acquisition-Assist CEO and General Manager as part of Management Leadership Team Skills: Accounting processes, functions, book-keeping, internal controls, corporate tax returns, audit & review fieldwork, pricing and developing new textile products, aptitude for learning and implementing accounting software. Setting up and recommending retirement products for clients and businesses.
Listed skills include Accounting, Internal Controls, Auditing, Budgets, and 30 others.
