Additional Information

  • Categories: General Insurance, Disability Insurance, Health Insurance, Insurance Adjusters, Long Term Care Insurance, Life Insurance, Dental Insurance, Business Insurance

About Us

  • • Financial professional with multi-industry experience offering Insurance Protection, Financial Planning and Accounting services. Industries: Healthcare, Consumer Goods, Gasoline Distribution & Sales, Retail, Manufacturing, Insurance • Successfully implemented internal controls and introduced relevant accounting software to improve financial reporting and timeliness of information for decision making. • Through thought leadership and evidenced based recommendations improved the profitability and internal efficiency of organizations. • Innovative change agent with a passion for excellence in service delivery to both internal and external customers. AREAS OF SPECIALTY: • Financial Reporting and Analysis • Financial Statement Preparation • Accounting • Budgeting and Forecast • Business and Operations Management • Business Process Improvement • Internal Audit • Banking and Cash Flow Management • Contract Administration • Closing Procedures • Accounts and Bank Reconciliation • Inventory Management • AP/AR and Payroll • Business and Customer Relationships • Internal and External Audit • Tax compliance • Strategic Planning and Control • Credit Management and Control • Project Management • Coaching and staff development TECHNOLOGIES: QuickBooks online & desktop, MYOB, Pivot Tables & Financial Analysis using Excel, Word, Power Point, Proprietary Software