Oversees the invoices and pricing for the purchase of gasoline for 42 stores in five states; reviews and investigates any variances. Assists with the creation and implementation of business policies and standard operating procedures for each newly acquired business. Conducts financial and business-related studies and collaborates with other departments for the preparation of analyses; collaborates with the Director of Fuel to analyze trends in the international gas market for the determination of profit margins. Gathers, analyzes, and summarizes recommendations for financial planning, acquisitions, future trends, and operating forecasts. • Analyzes financial reports and provides recommendations for the allocation of resources to accounting reserves, assets, or expenditures. • Resolves discrepancy issues in invoices and provides evidence-based paperwork for the supply to correct any errors on their side of the invoice. • Ensures gasoline prices are aligned with contracted terms from suppliers. Accomplishments • The company was not receiving competitive pricing from vendors; created a team to specifically negotiate with vendors resulting in improved margins and increased revenue within 90-days. • A recommendation to increase gas prices during the summer holiday months resulted in a 50% increase in revenue.

Collected and analyzed data and information for large client projects and internal initiatives. Responded to complex research questions and delivered actionable facts and insights while providing information to investors for investment in funds that provided a higher yield. • Utilized technical analysis to identify key issues and provide true valuation for the determination of appropriate solutions of when to sell or hold on to a company. • Counseled consultants and clients on the scope of business and economic trends; trained new clients on how economic issues would impact their funds. Accomplishments • The company was losing clients; assumed responsibility for the Research Department and worked with current clients to rebuild relationships while energizing the team to target various industries to bring in additional clients, resulting in a 30% increase in sales in the first quarter and a 10% growth in each successive quarters. • The sales team lost their supervisor; worked with management to reduce department expenses by 30%.

Hired at the inception of the company, a PULSE manufacturing plant and managed all operations including accounting, personnel, business development, and risk management. • Manages bookkeeping, statement reconciliation and the general ledger. • Received and approved quotes for projects. • Handled insurance and risk management; insured all plant equipment based handled risk management for project feasibility. • Reviewed the confidentiality and security of accounts and IT systems due to potential leaks of information to competitors. • Created annual budgets while identifying gaps in expenses and ensuring each department did not go over their allotted resources. Accomplishments • Implemented the basic financial and accounting systems for a start-up company – expand on this• Created non-standard reporting including variance reviews.

Oversaw all aspects of financial management including corporate accounting, regulatory and financial reporting, and budgets and forecast preparation. Developed and documented business processes and accounting policies to maintain and strengthen internal controls. • Developed policies and procedures for accounts and financing that were using their bank account to identify their liquidity; used financial modeling to determine the cash flow needed for expenses. • Implemented quality control for financial transactions and reporting by converting the accounting processes to QuickBooks and inventory control to SAP.

Conducted due diligence for companies and industries and analyzed financial information including P&L, balance sheets, and cash-flow statements. • Financial modeling and projection. • Considered the economic impact of various events including natural disasters or wars might affect the performance of companies and funds, as a department, developed recommendations based on the risk analysis and presented to upper management. • Provided appropriate financial modeling on the requested data or company; drafted and finalized research reports for Fund Manager or client usage. • Prepared and distributed daily reports on economic trends and stock market analysis with positioned ideas and recommendations to Fund Managers.• Ensured all compliance regulations were adhered to.

Met with Investment Analysts and company managers to discuss financial matters and make financial recommendations and decisions for clients; assisted other Funds Managers with recommendations to their clients. Researched economic trends in the US, UK, Europe, and Asia. Maintained current knowledge about the global economy including financial and commodity markets. • Gathered information provided by the research department to determine decisions regarding the profitability of client funds. • Liaised with personal and company clients to understand their risk tolerance and objectives and developed recommendations based on each client’s level of risk and investment needs.