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Providing services: Personal Tax Planning, Tax Preparation, Small Business Tax, Team Building, Financial Consulting, Management Consulting, Project Management, Financial Reporting, Financial Analysis, Financial Accounting
Summary: Over 10 years of diversified experience in management and financial operations including tax knowledge. Results-orientated professional with broad experience in a deadline-driven environment. Effective delivery and consistency of financial services that enhance the company’s values and profitability is inevitable part of my day-to-day routine. I am a self-starter and work well independently or in a team environment. Possess strong analytical skills, critical thinking, and problem-solving skills as well as the ability to multi-task and communicate effectively at all levels of management.
Summary: I am a professional in the payment processing industry, dedicated to helping businesses thrive through streamlining operations and increasing revenue. With a passion for hard work and a dedication to excellence, I utilize cutting-edge technology and expert guidance to exceed client expectations. Strong communication skills allow me to effectively collaborate with clients and team members, constantly seeking new opportunities for growth and success.
Providing services: Financial Consulting, Healthcare Consulting, Management Consulting, Marketing Consulting, Pricing Strategy, Health Insurance, Life Insurance, Marketing Strategy
Summary: I am college graduate from Taylor University, holding a Bachelor of arts degree in business management and marketing. I am a determined, organized and creative individual with an exceptional work ethic. I aim to be a motivated, competent professional, always willing to learn something new that may help increase my knowledge and ability in the workplace. I thrive when faced with positions of leadership and adversity. I love being detail oriented, organizing, and analyzing information. I have a heart for helping people and a vision for pushing limits and helping organizations reach success. Growing up playing various competitive sports my whole life, I know what it takes to come together collectively to achieve a common goal. I've always been passionate about helping a team of individuals effectively and efficiently accomplish an objective. I have acquired extensive knowledge of customer service, Microsoft Word skills, Microsoft Excel abilities, financial literacy, and business skills through past experiences. I am looking forward to expanding my knowledge and experiences while gaining more knowledge in all fields. My goal is to develop myself as an individual who can grow in any industry while continuing to make a difference for others around me. Through this I hope to continue achieving my goals and building a career with my future company
Summary: I’ve been a corporate finance professional for over 25 years serving borrowers as both a commercial banker and as a business development manager representing well-capitalized specialty finance companies. In 2016 I founded 𝗕𝗲𝗮𝗰𝗼𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 to better serve my clients with leading commercial finance alternatives beyond traditional banking. I help business owners and C-Suite executives with unsecured credit facilities of $50k to $3 Million designed for Payables Financing as well as revolving lines of credit $100k to $10 Million to lend against well managed accounts receivable (an excellent alternative to traditional factoring that eliminates notification and verification altogether). Our Accounts Payable Finance platform is specifically designed to provide standby credit for business owners to select which supplier invoices to pay from their unsecured credit facility on any date within original supplier terms. Simply upload payable invoices into your encrypted online payment portal and your domestic or international vendors receive 100% cash payment almost immediately with your online confirmation. You receive additional 90-120 days repayment terms on the day your suppliers are paid. We leave it up to you to negotiate better pricing with your suppliers for early payment or to live out original supplier credit terms before paying from your credit facility. Keep your bank loans or private lenders in place as you like. We’re happy to supplement your current funding strategies without interference. Our Standby Credit is unsecured with no collateral, no UCC lien filings and no personal guarantees. Simple and clean Payables Financing on demand. Our Accounts Receivable Revolving Line of Credit allows companies to draw down against quality outstanding AR at their discretion. The customers our clients invoice for products or services remit payment to a lockbox set up in our clients' company name. This is a non-notification and non-verification credit facility that eliminates the onerous challenges associated with traditional factoring. My mission is to inform, educate, and financially accommodate business owners and c-suite professionals when traditional bank financing is limited or not an option. If I cannot help you, I may know the specialty finance company who can. 📩 Direct Message me with questions or to set up an exploratory call.
Providing services: Project Management, Management Consulting, IT Consulting, Information Management, Financial Consulting
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Providing services: Financial Accounting, Accounting, Financial Consulting, Project Management, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Bookkeeping
Summary: Experienced Senior Finance Executive specializing in the manufacturing, construction and real estate sectors. With career track record of building efficient financial operations across domestic and international locations and across diverse industries. Respected for demonstrating good judgment and integrity while influencing executive teams and shareholders.
Providing services: Financial Consulting, Management Consulting, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Data Reporting, Strategic Planning, Pricing Strategy, Project Management
Summary: Finance leader with a wide ranging background in financial analysis, budgeting, forecasting, strategic planning, process improvement, data manipulation, financial modeling and financial systems. Result oriented and goal driven. I have been recognized for my strong technical abilities, interpersonal leadership skills, adaptability, and ability to provide actionable financial analysis to support operations.
Providing services: Business Consulting, Training, Insurance, Educational Consulting, Project Management, Financial Consulting, Outsourcing, Content Strategy, Financial Reporting, Program Management
Summary: Deirdre Patten brings 30 plus years of experience in the Compliance and Financial Services Industry. Ms. Patten has operated as FinOp, General Securities Principal, Options Principal, Municipal Principal, CEO, and CCO for numerous firms throughout the country. In addition, Deirdre discovered the need for a place FinOps could share ideas and ask questions, so she founded The FinOp Exchange. Owning both Patten Training & Review and Saenger Consulting Group, Ms. Patten’s passion is compliance and education. In addition, for over 30 years, Deidre has instructed industry classes while overseeing the quality of classroom content and classroom instructors. Throughout the years she has effectively trained thousands of industry professionals to successfully pass their required qualification examinations by either in-person, virtual, or online training. A large part of Deirdre’s life is her family. She has 3 sons, 2 grandsons, and a 3rd one on the way. In her free time, she enjoys cooking and hiking!
Providing services: Environmental Consulting, Business Consulting, Financial Consulting, Management Consulting, Marketing Consulting, Pricing Strategy, Legal Consulting
Summary: I have a passion for sales, business, and finance and my goal is to empower myself and others to be financially free & independent through proper literacy and education in real time markets trends without the necessity for years of schooling or degrees.