Over the years, I've held various roles that have honed my skills in financial management and strategic analysis. Most recently, I managed the tax credit business at Foresight ASG, Inc. (dba Finvisor), where I built a new business line from scratch. In that role led a team of four, streamlined processes, and handled AR management and contract creation.
As a Financial Analyst at Finvisor, I developed detailed financial forecasts, implemented budgets, and conducted performance analysis to help clients secure funding and maintain positive cash flow. My role required seamless communication with cross-functional teams, enhancing overall collaboration and efficiency.
In addition to my finance roles, I have experience in project management and HOA management. At Prats Construction, Inc., I spearheaded projects for a $10 million general contractor, managing both internal workers and subcontractors. In my role as a Community Association Manager at Compass Management Group, I advised Boards of Directors on daily HOA operations and prepared annual budgets ranging from $500,000 to $2 million, providing strategic financial guidance to help them make informed decisions.