Client Management & Business Development

* Monitor 24 associations’ portfolio, cash flows, understand their investment principal and portfolio risks, prepare twenty clients' monthly budgets and financials including but not exclusively B/S, I/S, Investments (Money market funds, ICS and CD accounts etc...) under industry regulations/compliance and perform analysis on their financial statistics accordingly* Present to senior management and clients with graphs and charts based on extracted data from their financials, and provide conclusions on their financial health and give suggestions based on assumptions.* Assisted managers on the HOA budgeting process for the new fiscal year, recommended ways to reduce costs and enhance revenue, analyzed the final budget and approved for release.* Review peers’ prepared monthly financials, perform quality control and provide constructive feedback

• Developed Standard Operating Procedures and Macros for the Accounts Receivable team, trained 2 team members, and decreasing turnaround by 50%. • Ensured timely processing of 4,000+ vendor invoices, maintaining operational efficiency and vendor relations

* Transformed the existing manual process to digital platforms under the supervision of CFO* Established Excel spreadsheet model, created Macros, and standardized the procedures of reports* Discovered unnecessary inventory cost and reduced it by 30% from analyzing company’s sales data