SAGE50 Peachtree Accounting Software
Anira Bonilla
Finance Director
Coram,NY
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Finance Director
Lippe Taylor
03.2022 - Current
- Managed annual revenue stream of $50+ million
- Managed day-to-day operations with a 7-person finance department.
- Established and enforced controls on revenue and expenses to protect company assets.
- Optimized resource allocation by identifying cost-saving opportunities through detailed expense analysis.
- Managed company cash flow by monitoring daily transactions and optimizing working capital.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Generated financial and operational reports to assist management with business strategy.
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Created a client margin, utilization, burn reports to help key stakeholders to make decisions on client investments & profitability margins
- Negotiated client contracts and vendor contracts to obtain the most ideal terms for each respective party including the company
- Facilitated process improvements by automating manual tasks, increasing efficiency within the finance function.
- Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
Senior Client Finance Manager
Lippe Taylor Group, LLC
1 2021 - 02.2022
- Managed annual revenue stream of $40 million within 3 offices
- Managed team of 3 employees, overseeing hiring, training, and professional growth of employees
- Spearheaded implementation of new accounting, expense tracking and time entry software
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Prepared written communications, reports and documents to ensure smooth operations.
- Increased efficiency and transparency with engagement owners by identifying issues and creating shared file updated daily
- Spearheaded monthly meeting to discuss forecasts, projections and burn
- Identified any financial risks and escalated them to upper management
- Assisted in the process of acquiring a new company and their integration
Client Finance Manager
Lippe Taylor Group, LLC
01.2019 - 12.2020
- Managed annual revenue stream of $30 million within 2 offices
- Spearheaded & analyzed monthly reports and meetings for revenue forecasting, employee projections and actualization.
- Maintained agile, responsive organization with sustained revenue growth by monitoring client forecasts, honing budgets and adjusting expenses
- Trained new and existing staff members in various financial procedures to prepare for job requirements
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development
- Created organizational structures to improve finance functions to avoid financial risks during COVID-19
Client Finance Associate
Lippe Taylor Group, LLC
01.2018 - 12.2018
- Managed annual revenue stream of $15 million
- Key player in implementing of new revenue recognition process and enforced proper time entry
- Provided financial training for all new hires for time entry and financial processes
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
Accounting Coordinator
Lippe Taylor Group, LLC
07.2016 - 12.2017
- Managed annual revenue stream of $5 million
- Reconciled credit card transactions & managed accounts payable to code re-billable client expenses and OH expenses weekly
- Reached out to customers to ascertain reasons for past due accounts
- Spearheaded sales & use tax audit and collected all paperwork
Education
BBA - Finance '21
Baruch College - Zicklin School of Business
New York, NY 09.2017 - 12.2021
Skills
Managerial finance
Software
Advantage Accounting Software
Excel (Pivot Tables, VLookup,etc)
Clicktime
SAP Concur
Kantata (Mavenlink)
Timeline
Finance Director
Lippe Taylor
03.2022 - Current
Client Finance Manager
Lippe Taylor Group, LLC
01.2019 - 12.2020
Client Finance Associate
Lippe Taylor Group, LLC
01.2018 - 12.2018
BBA - Finance '21
Baruch College - Zicklin School of Business
09.2017 - 12.2021
Accounting Coordinator
Lippe Taylor Group, LLC
07.2016 - 12.2017
Senior Client Finance Manager
Lippe Taylor Group, LLC
1 2021 - 02.2022
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