 Delivered customized budgeting, financial planning, and analysis consultation services to a wide range of private, public, and governmental organizations including Vail Resorts, Duke Energy Field Service, Pearl Izumi, Fresh Produce Clothing, Professional Rodeo Cowboys Association, Eagle County Government, Grit Rock Rodeo, TruStile Doors, MonierLifetile, AIMCO, Roche, and Benchmark Strategy Group.
 Partnered with operational managers within organizations to develop a comprehensive evaluation o

•Budgeting, forecasting, cash flow, financial modeling, variance and management analysis.
•Internal & external data analysis and reporting.
•Financial analysis, due diligence and legal review with potential new business partners.
•Member of four-person management team integrally involved in operations, business development, organizational structure and overall company strategy as well as participation in all areas of deployment and operation of Get2Net’s public internet access kiosks.

•Preparation of reports for client review meetings and responded to client questions regarding financial planning related issues.
•Preparation of analysis work such as asset allocation studies, advisor reports and investment recommendation summaries.
•Processing and quality control of daily download of all client portfolio data; contact person for Client Data Systems database issues/troubleshooting.
•Reconciliation of payroll blotter and management fee billing.