Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations.
Overview
18
18
years of professional experience
Work History
Owner
Impact Tax and Accounting Services, Inc
07.2019 - Current
Prepared and organized tax returns efficiently while ensuring compliance with all regulations
Managed client relationships effectively, fostering trust and facilitating open communication
Utilized advanced accounting software to streamline financial reporting and improve accuracy
Spearheaded business development initiatives that expanded the client base and enhanced service offerings
Provided expert financial consulting that guided clients in making informed investment decisions.
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Owner
Lamonica & Felice, Inc
01.2011 - 07.2019
Fostered strong client relations to enhance satisfaction and loyalty through effective communication and support
Oversaw staff supervision to ensure optimal performance and adherence to organizational policies and standards
Formulated strategic financial planning initiatives to improve budget management and resource allocation
Managed business operations to drive efficiency and growth while maintaining high standards of service delivery.
Financial Director
Forex Club Financial Company, Inc
01.2007 - 12.2010
Led a diverse team to achieve project goals while fostering a collaborative work environment
Evaluated potential risks and implemented strategies to mitigate financial and operational impacts
Managed budget allocations effectively to ensure optimal resource utilization and project success
Prepared detailed financial reports that provided insights into organizational performance and strategic direction
Ensured adherence to regulatory standards and compliance requirements to maintain operational integrity
Formulated and executed investment strategies that aligned with the company's financial objectives.
Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
Strengthened internal controls to mitigate risks related to fraud or theft of company assets.
Kept company in compliance with applicable local, state, and federal financial regulations.
Reduced operational costs through effective budgeting, forecasting, and expense management.
Education
Bachelor's Degree -
College Of Staten Island Cuny
01.2002
Skills
Customer Relations
Small business operations
Relationship Building
Verbal and written communication
Business Management
Staff Management
Financial Management
Regulatory Compliance
Timeline
Owner
Impact Tax and Accounting Services, Inc
07.2019 - Current
Owner
Lamonica & Felice, Inc
01.2011 - 07.2019
Financial Director
Forex Club Financial Company, Inc
01.2007 - 12.2010
Bachelor's Degree -
College Of Staten Island Cuny
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