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
Budget forecasting
Financial analysis and reporting
Revenue Recognition
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