I significant portion of my career has focused on financial management and analysis. I have been responsible for budgeting construction projects, yearly business budget verse actual analysis, and annual association budgets. I have provided financial projections for startups and conducted annual business analysis to assess distributions and among seasonal cash flow needs. My experience also extends to day-to-day financial operations, and collaborating with financial brokers to evaluate and implement recommendations for investment portfolios. I have also worked closely with accountants, attorneys, and other financial professionals to ensure seamless coordination of tax planning, compliance, and strategic financial decisions.
This diverse experience has provided me with a comprehensive understanding of financial management across various sectors.
- Daily Finances – Bill Paying andTracking, Coding, Budgeting, Monthly Reporting
- Money Management – Account Reconciliations, Inter-company Loans, Financial Broker Liaison
- Business Analysis for Owner – Quarterly Projects, Distribution Schedules, Year End Tax Planning, Next Year Financial Projections
- Estate Planning – Long Term Tax Planning, Life Insurance, Trusts, Generational Wealth Management
Through these experiences, I have developed a strong foundation in both macro-level financial strategy and the day -to-day management that ensures long-term business success. Whether managing budgets for large projects or overseeing personal finances, my focus remains on delivering organized, efficient, and insightful financial solutions that support growth and stability.