Developed financial plans and budgets as per client requests.
Providing accounts payable and receivables processing.
Assisting small businesses with cash flow analysis, revenue projections, and budgeting.
Establishing processes that ensure proper flow of financial transaction recording.
Maintained friendly and professional client interactions at all times.
Processing accounting transactions and producing financial reports.
Managed a large project for a spinal implant. Negotiated pricing from vendors for parts and
worked with engineers to obtain updates on time lines and costs for tool kits.
Analyzed forecasts and revenue projections in excel. These projections were based on forecasted
sales and forecasted pricing based on industry averages for the same implants.
Implemented inventory tracking system in QuickBooks. Provided training to employees
Responsible for reordering and tracking inventory after launch.
Processed accounting transactions as needed.
Maintained up to date costs associated with projects and provided reports to management.
Created quarterly financial reports to be presented to clients.
Audited portfolios ensuring all cash dividends were properly credited.
Maintained compliance documentation required by the SEC.
Resigned to raise family.
Developed new processes that allowed for faster collection of $200K monthly membership dues.
Developed ways to generate cash flow more efficiently.
Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
Processed up to 75 payables per week.
Involved in all aspects of the budgeting process. Communicated with department heads about
monthly budget variances.
Assisted in software conversion which generated a 10% increase in the collection of tax revenues.
Assisted department heads with forecast for the annual preliminary budget.
Filed specific tax returns such as, the liquid fuels return, and prepared semi-annual tax bills.
Performed complex general accounting functions that included reconciling all tax revenue after a
Preparation of journal entries, account analysis and balance sheet reconciliations.
SERIES 7 63 LICENSED Institutional Bond TraderIncreased investments by banks through outstanding analysis and customer service.
Portfolio analysis, evaluating bond inventory, and reporting inventory to banks.
SERIES 7 63 LICENSED Unit Investment Trust TraderResearched and analyzed bond ratings and performed daily inventory settlement.