• Work directly with high level executive/Sr. Manager to drive project management and engagement economic to achieve optimal margin.
• Establish project budgets, staff planning, and parameters for proposed audit programs.
• Built and maintain project finance model for profit and loss, revenue and margin.
• Liaised between client and engagement team on a large complex multi-location to ensure all project plan are up-to-date.

• Assisted the Finance Director to perform budgeting work ($51M) in excel modeling and graphing, budget document preparation, PowerPoint preparation, and general budget book production.
• Forecasted the budgetary revenues and expenditures of the Town.
• Financial analysis to support budget assumptions and forecasting.
• Prepared reports and presentation on all functions including budgetary planning.
• Recommend changes in program and project projections.

• Assisted CFO on annual Fiscal Year operation budget ($29M), duties including consolidation of data, performed trend and variance analysis, revenue verse expense analysis. Provided financial planning for mental health programs based on revenue projections and government contracts. Prepared PowerPoint presentation for CFO to deliver budget report to board and finance committees.
• Produced financial, statistical, and narrative reports and information on individual funds

• Designed, managed and oversaw a $30M, San Francisco Mission Bay project by performing due diligence, developing project objectives, work plan, schedule, and monitored project financials.
• Liaised between clients, external consultants, government agencies, and engineers to ensure all project plans are up-to-date, to resolve design conflicts and issues and to obtain building permits.
• Led a team of engineers to execute design plans.