I support the Regional Director, Howard Goldstein, helping businesses reduce credit card processing fees without having to change processors. I've analyzed hundreds of merchant statements, identifying meaningful cost-saving opportunities while improving internal workflows and client reporting​.

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Merchant Statement Analysis

• Review monthly processing statements across industries

• Analyze net effective rates, interchange categories, and fee structures

• Identify pricing inefficiencies and savings opportunities (if any)
   

Engagement Operations

• Manage workflows for statement intake, analysis, and reporting

• Prepare clear, client-ready summaries to support advisory discussions

• Maintain accurate records and CRM updates
   

Client Support

• Support onboarding and follow-up across active engagements

• Translate technical payment data into clear, business-level insights

• Monitor and flag PCI compliance status and related risk factors