Primary liaison between the real estate and investment teams to ensure the successful execution of the company's strategic plan. Responsible for the development of the annual operating plan.
Led the business planning and forecasting process for the company, including the creation of a new financial model, analysis of the company's performance, and the development of a new product line.
Led the development of a new business model for the company to provide a better understanding of the company's financial performance and to guide the business strategy.
Built a financial model to track the company's growth and profitability of the company and presented the results to the CEO and CFO.
Created financial models to evaluate business strategy and growth opportunities. Presented findings to senior management. Analyzed and reported on key performance indicators.
Built a business plan that was used to drive the growth of the company and the expansion of the business.
Fred Loya Insurance
Managed the Finance department of four professionals, including the management of the compliance of the legal entity, the largest captive insurance company, and the creation of a new reinsurance system.
Managed the financial reporting and procurement of the company, including the implementation of a new global banking relationship, and the creation of a new chart of accounts for the corporate office.
Responsible for the management of the IT infrastructure, including the development of a new chart of accounts, risk management, and the creation of a new financial system.
In charge of all aspects of the financial operations of the company including revenue recognition, expense reimbursement, and contract negotiations.
Negotiated a new medical insurance company with a major provider of the organization. This resulted in a 15% reduction in the number of premiums.
Responsible for the administration of the company's 401(K) plan and the annual plan for the company. This includes the creation of a new employee handbook, and the development of a new employee handbook.