Accomplished and results-driven finance professional with over 20 years of experience in financial services, banking, and retail. Proven ability to manage multiple projects simultaneously and efficiently.
due diligence, outlook, manager, private equity, investments, distribution, research, recruiting
Performed due diligence and research on the sale of a new distribution center to a private equity firm. Worked with the senior Vice President of the company to develop a strategic plan for the company.
Attended and participated in the recruiting and promotion of the financial advisor to the Manager of the firm. I was chosen to represent the company in the community.
Created a comprehensive financial model to evaluate the performance of the client’s portfolio of investments and the investment of the firm.
Developed and implemented a new process to track and report on the company's financial performance and future Outlook. Increased the efficiency of the company by 20%.
Manage and develop a team of five to ensure that all sales and service needs are met. This includes the creation of a new product line.
Manage the company's 401(K) plan and coordinate the annual plan. Prepare and present the 5500 to the IRS.
Mildred Elley Business School
Developed a comprehensive study of the state of the art of the Army, which included the development of a new cyber-based application.
Developed and implemented a new EMR solution for the business unit, which included the development of a web-based application, and the creation of a new system for the management of the user.
Developed a model for the project to be used by the company to create a new Agile methodology for the project Manager to be used in the development of a new product.
Responsible for the development of a new testing strategy for the project. The outcome is to be used by the Associate to create a plan for the future.
Developed and implemented a new process for the testing of the new ICD-10, CPT, and C-level statistics.
Assisted in the implementation of a new bi-annual consulting program for clients. The project was to be used by the company to create a more efficient and effective way to increase the company's revenue.