Advisory Firm for Financial Planing, IT/IC Assesments, Risk Management & Investment Portfolio Reviews
Strategic and Financial Planning:
Identify organization objectives then develop strategic and executable plans to achieve goals, including business and organizational restructuring;
Administration and Accounting:
Accounting, taxation planning, treasury management, information services, information technology and human resources;
Internal Controls to improve risk management, controls over financial reporting and protect company assets;
Identify business and system processes requiring improvement and develop continuous improvements for effective efficiency gains, and
Evaluate utilization of assets and establish clear allocation of resources for improvement in productivity.
Marketing Assessment, Strategy and Plans:
Identify markets, customers and products in connection with organiztion strategy and develop appropriate marketing strategy and plans to increase revenue growth and market share.
Establish strategy for internet marketing and relationships with major websites.
Contract Development
> In depth experience with review and preparation of commercial contracts for various businesses with customers and suppliers including lease contracts.
Financial Statements and Controls
> Well versed in establishing charts of accounts and internal controls for the preparation of financial statements including consolidations.
> Solid experience in the planning, implementation, management and use of sophisticated accounting and planning systems.
Cash Management
> Able to define, establish and apply cash management models.
Investment Portfolio Reviews
> Experienced in reviews of investment portfolios to assess appropriateness, documentation, value of discounted cash flows and other due diligence.
Human Resource Planning
> Clear and specific understanding in the development and application of human resource policy and procedures.
> Identify need for employee benefit plans and evaluate implementation of various programs such as deffered compensation arrangements (401k Plans).
Risk Management
> Experience with implementation and management of credit insurance programs significantly reducing credit and collection costs.
> Manage various insurance programs for companies such as workers compensation, property and liability packages. Experience with Self Insured Offshore Captive Insurance Companies.
Non Profit Organizations
> Management of endowment funds for a charitable organization including selecting investment advisor and money managers for various endowments.
Verdad Systems, LLC
VELAH Group
New Level Resources, LLC
Tenth Rock, LLC