Featured Financial Planning Services

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With ever changing federal and state tax laws, planning and then accurately preparing and filing your tax returns can be onerous. Together, we will work with you to navigate the most current tax codes to understand which rules and regulations apply to you and lend an experienced, professional eye to ensure you maximize your tax benefits. Monitored and executed all special billing arrangements for groups as required to ensure postings are align with contract. Liaise with Front Office, Sales & Events, and guests regarding disputed invoices, making necessary adjustments and updating of invoices. Performed month end closing procedures. Responsible for clearing and cancellation/attrition accounts and providing back-up for any variances.

  • Provided trainings to managers in MA, NY and TX on Deloitte & Touche’s Risk Control Tracking System.
  • Pioneered web-based filing of Sales and Use Taxes resulting in improved efficiency and reduced workload.
  • Managed month end close processes streamlining the process from 4 to 2 days to meet corporate requirements.
  • Prepared, analyzed and presented financial statements to management team including SEC required 10K package.
  • Developed budget estimates and prepared monthly analysis detailing variance between budget and actuals.
  • Completed monthly reconciliations including all bank accounts, inter-company and accrual accounts.