About

We are dedicated and driven business professionals with extensive experience supporting organizational success through exceptional financial management, regulatory compliance, and accounting functions. Adept at leading AML and KYC operations and reporting, ensuring institutional effectiveness through high attention to detail and organization. We are proven leaders, leveraging a wealth of experience in banking, underwriting, management, and training that shares a passion for delivering results and exceeding expectations. Contact us for a quote today!

Areas of Expertise include:

Financial Management § Budgeting & Forecasting § Organizational Leadership

Monthly Reconciliations, Month End Closing and Monthly/Quarterly Reporting

Regulatory and Audit Compliance

MS Office Suite & Excel Expert

Software Integration and Mapping Expertise

Financial Reporting

Cash Flow Analysis

GAAP Standards

Salesforce, CRM & ERM Systems

Cross-Functional Collaboration

HR & Management Experience

Financial & Accounting Experience

Customer Engagement

Employee Coaching Skills

Presentation Skills

Communication & Presentation Skills

Job Cost Accounting

Cash & Accrual Accounting