Years of experience: 15

Google AnalyticsPowerBIData Entry AssociateData EntryTax AdvisorSolution Integrator

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Amelia's Career Path
Chief Executive OfficerMar. 2024 -
Present
Path to Profits ConsultingChief Executive Officer
As a Business Consultant and CEO, I deliver executive-level financial and operational consulting for mid-sized companies. I specialize in optimizing cash flow, streamlining operations, and implementing automation to enhance profitability and scalability. My structured, high-touch approach consistently yields measurable ROI, with clients achieving returns of 10x to 22x, resulting in annual cos...
Registered Investment AdvisorJan. 2024 -
Jun. 2024
Transamerica Financial Advisors, Inc.Registered Investment Advisor
Pacific NorthwestAdept at cultivating strong client relationships, analyzing risk factors, and delivering comprehensive financial guidance to ensure optimal coverage and financial security. Demonstrated ability to meet key performance indicator targets through effective communication and a thorough understanding of financial products and market trends. Maintain detailed records of client investments, retireme...
Financial ProfessionalJan. 2022 -
Dec. 2023
Equitable AdvisorsFinancial Professional
Pacific NorthwestProvided financial advice and guidance to public sector employees and privately held businesses. Collaborated with partners and associates to develop tailored financial plans for clients, ensuring the most suitable products are utilized according to unique circumstances. ● Empowered individuals in reducing portfolio fee expenses in 403B/401K accounts by 0.5-1.5% through selecting suitable inv...

Amelia's Posts

  • About

    • 17+ years in finance & accounting • MBA & JD with tax law focus • 200+ clients from diverse industries • COVID business closure/sale expertise • Financial advisor & business mentor • Specializes in comprehensive financial assessments

  • Cases & Experiences

    • Identified $501K inefficiency in managerial workflow • Streamlined tech stack & geofencing for job costing • Reduced AR data entry by 75% • Cut overhead from $710K to $37K • Achieved 1,641%+ ROI for client

  • Work Order

    We help with: • Consolidating financial data & trends • Analyzing profitability & margins • Reviewing cost attribution & efficiency • Testing cash flow & liquidity • Auditing financial controls & risks • Forecasting scenarios & strategies

  • How to contact

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