Learn About Your Business
- Collect information about the client’s business to make informed recommendations
- Perform initial assessments for each client before the project begins
- Understand client’s needs and wants
- Perform research using shadowing, interviews, surveys, reading reports etc.
Financial Support for Your Business
- Record transactions such as income and expenses, and post them to vaious accounts
- Process payments
- Conduct daily banking activities
- Produce various financial reports
- Reconcile reports to third party records such as bank statements
- Enter data, maintain records, and create reports and financial statements
- Process accounts receivable/payable and handle payroll in a timely manner.
Provide Solutions
Plan, organize, and manage business projects
Work on projects related to recruiting, payroll, production, budgeting, promotional compaigns etc.
Continuosly recommend solutions for improvement
Develop detailed business plans
About Me
- Over 25 Years of Banking Experience
- BS in Finance from LSU
- Critical Thinker, Problem Solver, Proven Negotiation Skills
- Great Communication and Interpersonal Skills
- 20 Years of Experience Assessing Clients’ Needs and Making Appropriate Recommendations
- Proficient in Business Management Software such as Quickbooks
