SUMMARY:

Strategic Financial Partner With Balance of Operational and Technical Accounting Acumen

ADVANCED EXCEL SKILLS:

• Direct, plan, and administer all finance activities .
• Successful delivery of large cross functional projects.
• Improvement of controls, processes, and procedures.
• Financial strategist who partners with Executive Leaders to deliver company’s financial goals.

TECHNICAL SKILLS:

Expertise: System Implementations, Risk Management, Budgeting, Forecasting, Policies, Procedures, Monthly Close, Project Management, Internal Control, Financial Statements, Inventory Control, Contracts, Cost Analysis, Fixed Assets, Expense Accruals, AP, AR, GL, FX, SOX, US GAAP, IFRS, M&A, & IPO.

Systems Expertise: Advanced Excel (V - lookup, Pivot tables), PowerPoint, SAP, SAP Business One, SAGE, Oracle Financial, PeopleSoft, Hyperion/HFM, JD Edwards, Cognos, BlackLine, Iscala, COUPA, and QuickBooks.

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

PROJECT MANAGER

Responsibilities:

• Manage multiple cross - functional projects in accounting, finance, and operations.
• Active participation in Claims related project management, including process and control enhancement, project tracking, data and process current state assessment and analysis, process and control gap identification, and future state design and remediation plan proposals.
• Assisted in transitioning of accounting operational activities to an India outsourced vendor.
• Track progress, research, analyze, identify gaps, and propose a future state design and remediation plan.
• Actively participate in monthly and quarterly close, journal entries, audit support, and reconciliations.
• Document processes, train staff, and create queries during implementation of Oracle Cloud. Focus on day to day Claims Expenses and Liabilities accounting operations.
• Daily collaboration with Treasury, Operations, and Reporting departments in resolving various issues.

Confidential, New York, NY

SENIOR ACCOUNTING CONSULTANT

Responsibilities:

• Created and implemented company’s first-ever intercompany reconciliation processes and procedures, and upon completion of project successfully passed internal audit.
• Was responsible for contract review, audit support, and analysis.
• Reviewed contracts with vendors and recovered over $300K from overpayments.
• Made improvements and corrections in reconciliation of over 100 balance sheet accounts, re-trained accounting staff.

Confidential, New York, NY

CONTROLLER (consultant)

Responsibilities:

• Led restructuring of finance and operations and preparation of company financials.
• Executed change management and stakeholder analysis.
• Managed all aspects of accounting, G/L, and inventory control, improved inventory planning and inventory management.
• Computed and filed Sales & Use taxes. Introduced A/R Reserve.
• Corrected COGS. Collected over $500K past-due receivables.
• Recovered over $40K from overpayments to vendors. Made over 150 corrections to company’s financials.
• Hired and trained new accounting staff. Implemented first-ever monthly closings, accruals, fixed assets schedule, and bank reconciliations.
• Awarded Rising Star Reward by CEO. Engaged and managed staff of 3 accountants.

Confidential, Springfield, NJ

CONTROLLER

Responsibilities:

• Hired to standardize accounting and financial processes and improve overall financial infrastructure.
• Reported directly to company owner serving as strategic finance partner.
• Perform all financial management for company including foreign entities in Germany, Russia, and Poland.
• Review and analysis of global consolidated financials.
• Managed variety of ad hoc projects.
• Execute accounts payable and receivable, payroll, purchasing, inventory, monthly close, and general ledger functions.
• Perform budgeting, forecasting, restructuring, variance analysis, and cost analysis.
• Was responsible for risk management and customer risk assessment.
• Administered implementation of CRM system, 401K plan and Obamacare health insurance.
• Created new procedures surrounding financial statements, forecasting, budgeting, consolidation, revenue recognition, billing, inventory, and internal controls ensuring compliance with US GAAP.
• Saved thousands of dollars by reviewing and adjusting relationships and contracts with banks, customers, and vendors.
• Managed staff of 3.

Confidential, East Rutherford, NJ

System Implementation Project Leader & Senior Accountant

Responsibilities:

• Led system conversion to SAP (FICO) for Finance and Accounting department, partnering with system developers in Confidential.
• Worked on implementation of modules FI, CO, GL, AR, AP, FA, MM, Reconciliations, Settlements, Payroll, Treasury. Wrote/implemented new accounting and operational policies and procedures fully compliant with US GAAP and IFRS.
• Made all necessary corrections to financial statements; successfully passed internal audit by parent company.
• Completed company’s first-ever cash, balance sheet and sub-ledgers to general ledger reconciliations.
• Supervised Accounts Receivable and Accounts Payable. Led accounting department in execution of billing, AR, AP, monthly close, revenue recognition, and reconciliations.
• Identified and resolved misstatement of financials and contributed to instituting measures to rectify financial issues.
• Worked across geographic boundaries, collaborating with VP Finance in Confidential and Germany.

Confidential, New York, NY

Senior Accounting Consultant & Senior Accountant

Responsibilities:

• Initially served in contractor role conducting budgeting and reconciliations; posting of amortizations, accruals, journal entries, international intercompany reconciliations/payments, and accruals. Filed multi-state Sales and Use Taxes.
• Participated in system conversion from AXS-One to SAP (FICO), testing of journal entries, queries, and reconciliations, trained accounting staff, implementation of modules FI, CO, GL, AR, AP, FA, Reconciliations, Settlements, Treasury, and Budgeting.
• Was hired in Financial Controller office.
• Analyzed data related to risk assessment. Prepared federal and state tax package for $700M entity, preparation of 10-K and 10-Q. Was responsible for P&L reporting to parent company, automated the process, achieving completion within 2 days versus prior process that required 2-week timeframe.