Alan Fuchs

Provides services to protect the legal, personal, and financial interests of individuals and estates, including making financial decisions for those deemed mentally incapable, and managing assets worth about $2.7 billion.

• Obtained a special Co-Op contract extension due to strong performance in the first term of my Co-op
• Assigned to the internal Audit Team that worked closely with external auditors, resulting in a reduction of audit preparation time by 3 weeks.
• Supervised daily bookkeeping operations with focus in AR, AP, banking reconciliation and disbursements, overseeing daily transactions exceeding $2 million.
• Prepare weekly and monthly financial analysis and reports for the third and fourth quarters of the fiscal year 2024, managing pension, social benefits and other income totaling $83.6 million and $80.8 million respectively.
• Assisted in the preparation of budgets, estimates, allocations, and forecasts.
• Applied audit, business, and finance principles to support branch projects and initiatives.
• Prepared weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
• Reconciled account information with monthly bank statements totaling $90 million, achieving a 100% accuracy rate in identifying and resolving discrepancies.
• Prepared statements, bills or invoices and recorded amounts due for items purchased or services rendered.
• Assisted in the identification of improvements to financial and business processes.
• Conducted research and performed quantitative, qualitative, and statistical analysis.

• Managed and organized financial paperwork with superb attention to detail.
• Applied critical thinking to analyze problems, evaluate solutions, and make informed decisions.
• Prepared accurate financial statements for investor presentations and meetings.
• Demonstrated the ability to work independently as well as collaboratively within a team.
• Oversaw daily bookkeeping functions, including accounts receivable, accounts payable, bank reconciliations, and disbursements.
• Conducted research to identify and engage potential financial donors.