Director Of Operations

• Jun 2022 - Present

Finance & Investments Coordinator

• Nov 2021 - Jun 2022

• Creating and developing diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to clients. • Conducting analyses, preparing materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests. • Working with and presenting directly to clients; developing relationships with clients, including Investment Committees, of client institutions, outside advisors, etc. • Selecting and evaluating investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil and gas. • Representing Goblis Foundation externally through marketing presentations, conferences and other business development opportunities. • Overseeing cash flow management. • Tracking important KPIs and analyzing trends. • Forecasting return on investment (ROI) for current and future programs. • Developing and monitoring budgets. • Informing key stakeholders of financial status and investment plans. • Ensuring all financial operations comply with state laws. • Presenting monthly, quarterly and annual financial statements to executives and board of directors. • Coordinating audit activities. • Representing the foundation to investors and public officials upon authorization by the Executive Director.

Finance Assistant

• Aug 2021 - Nov 2021

• Reviewing and preparing monthly reconciliations for the assigned field office. • Managing office and project operations cash in the assigned field offices. • Maintaining the filing of all financial and accounting documents, files, and correspondence at the field office and ensure they are ready for verification and confirmation at the end of every quarter. • Assisting in preparing travel authorization and make travel arrangements. • Maintaining and updating project files, including project progress reports, work plans and budgets in compliance with Goblis Foundation guidelines. • Tracking project expenditures and monitoring the expenditure using all available analytic tools. • Preparing requisition requests with input from project coordinators, utilizing Atlas to produce monthly reports on the financial status of projects; • Creating vouchers and payments for project partners. • Prepare power point and other presentations, including info graphics.

Intern Strategy and Advisory

• Jan 2021 - Jun 2021

Attached to the strategy and advisory department where my role was studying feasibility reports to access viability of projects. Receiving and responding to Expression of interest letters sent by both local and international investors. Attached to the strategy and advisory department where my role was studying feasibility reports to access viability of projects. Receiving and responding to Expression of interest letters sent by both local and international investors.