Sarah Webb

• Consolidated financial statements of approximately 60 different client accounts to ensure accurate financial records. • Reconciled client expenditures with third parties using Microsoft Excel and QuickBooks to provide clients with an up to date portfolio of revenues and expenses. • Summarized reports of charitable contributions as a measure to mitigate taxable income. • Intermediated between client and CFO to maintain efficient business relationships.

• Developed a client database which aggregated over 400 financial accounts and corresponding pertinent information using Microsoft Excel to ensure bank protocols were followed. • Maintained compliance with industry rules and regulations to assure protection of sensitive information.