Experience

New Life CFO Services, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Aug 2018 - Present

  Breathing new life into your plans, processes and profits through our operational CFO expertise. Are you a forward-thinking company who is looking for ways to improve your company’s cash flow? Do you need a temporary Finance or Accounting leadership solution that can help you improve processes, reduce expense and drive EBITDA? Does your leadership team lack meaningful reporting and metrics to drive sustainable improvements? New Life CFO Services is here to help! New Life CFO Services can help you bring order and stability to your financial infrastructure, harvest cash from your balance sheet, steer your business operations, and stage your company for future growth. When you partner with New Life CFO, you will leverage the knowledge, insights and financial acumen of DFW’s most experienced Corporate Financial Officers — at a fraction of the cost of hiring a full-time CFO. At New Life CFO Services, we help our business clients flourish by providing strong operational leadership and financial expertise. New Life CFO Services is the leading fractional CFO entrepreneurship firm in the Dallas Metroplex, representing more than $100M under management. Call Us Today! New Life CFO provides outsourced and fractional CFO and Controller services throughout the State of Texas, and we proudly serve Addison, Arlington, Austin, Dallas, Denton, Ft Worth, Garland, Grapevine, Houston, Irving, McKinney, Mesquite, Plano, Richardson, Rockwall, Rowlett, San Antonio, Tyler. New Life CFO (214) 315-2275 consult_request@newlifecfo.com www.newlifecfo.com Show less



Peerless Financial Services Limited

• Regional Manager

  • Jul 2015 - Nov 2016

  Regional Manager, Jul 2016 – Nov 2016 ✓ Expanded responsibilities to negotiate bad debts for the western region ✓ Partnered with external companies to meet securities exchange deadlines ✓ Prepared and presented final credit appraisal reports to the board of directors ✓ Successfully renegotiated loan terms to recover interest ✓ Used advanced Excel skills to analyze business and financial risks which minimized chances of default Assistant Manager, Jul 2015 – Jun 2016 ✓ Increased business through educating potential clients on loan products ✓ Worked on a team responsible for drafting internal policies to comply with local regulations ✓ Led a corporate social responsibility initiative to analyze and vet non-profit giving opportunities ✓ Trained corporate social responsibility staff Show less



ICRA Nepal Limited

• Executive Trainee

  • Dec 2013 - Jun 2015

  ✓ Acted as a liaison between two multinational companies during an acquisition to meet new reporting ✓ Improved efficiency by reducing rating exercise time from 2 months to 1.5 months ✓ Organized and led business development seminars and workshops ✓ Independently collected, compiled, and maintained updated industry data for rating requirements ✓ Analyzed financial statements of banks and other financial institutions ✓ Presented final credit rating reports to the rating committee ✓ Ensured compliance with the legal, tax, and regulatory requirements of India and Nepal Show less