Ariela Fleckner
Potomac,Maryland
Summary
CPA with 13+ years of experience successfully building out the finance department at a start-up company, as well as helping large public & private companies with financial analysis, reporting, auditing and strategic planning. Hardworking team player, effective communicator with necessary business acumen to solve complex problems.
Overview
14
14
years of professional experience
Work History
Director of Finance
Local Factor Group
02.2022 - 03.2024
- Started the finance department at a start-up company- generated $7M in revenue in 2022 and $14M in revenue in 2023.
- Responsible for creating all of the initial processes and procedures around billing clients, revenue and expenses.
- Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
- Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
- Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
- Created and managed financial models to evaluate the business.
- Created accounting schedules and reconciliations
- Assisted in creating financial dashboards to provide insights into key performance indicators.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
Senior Fund Accountant
MUFG Capital Analytics
03.2019 - 02.2022
- Responsible for financial reporting for several private equity funds.
- Analyzed investment transactions and valuations and prepared monthly and quarterly financial statements and reports to investors.
- Reviewed, audited and approved the work of cash operations team and the financial reporting analyst team.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Generated routine and ad-hoc financial statements and reports for management.
Senior Financial Analyst
International Flavors & Fragrances Inc
01.2018 - 12.2018
- Prepare and review journal entries and account reconciliations for month-end close and ensure timely and accurate information is provided in order to meet necessary deadlines
- Prepare SEC annual/quarterly reports including generating consolidated financial statements and footnote disclosures & manage monthly closing procedures
- Assist management in making strategic decisions by preparing financial analysis and interpreting results upon request
- Assist in internal/external audit process as well as reviewing documentation to ensure compliance with SOX controls
- Prepare consolidated financial statements and create quarterly analytical reports including consolidated balance sheet, income statement and statement of cashflow flux analysis for senior management and audit committee
- Analyze & research reporting issues to improve accounting operations procedures and develop processes/tools to enhance efficiency
- Improved accounting process surrounding stock compensation by implementing new framework that reduced preparation time by 75%
- Leading the integration of a $7B international acquisition & present key financial information to senior management
- Set annual budget & prepare quarterly forecast for stock compensation and EPS
- Designed & implemented a new training program for interns and new hires.
Associate Manager
The Siegfried Group, LLP
07.2015 - 08.2017
- Led financial projects of strategic significance for various public companies & analyzed budgetary information to solve problems and develop alternative solutions
- Identified and investigated variances to financial plans and forecasts by interpreting financial results & created an analytical framework for identifying and developing cost saving opportunities
- Improved efficiency & organization surrounding month-end close processes by designing/implementing company specific procedural frameworks and information sharing sites
- Resulted in reducing process by two days
- Utilized Hyperion and SAP to prepare quarterly consolidated balance sheet and income statement flux used by the CFO of a $10B+ market cap public company to assess the company's financial position.
Financial Analyst
Cantor Fitzgerald / BGC Partners
06.2012 - 06.2015
- Identified inefficiencies within firm reporting procedures & created innovative solutions to enhance processes
- Worked directly with senior management to implement new procedures that resulted in both a dramatic reduction in preparation time and significant cost savings
- Created cost analysis template & performed ROI analysis used by senior management to assess the performance of current firm investments and to analyze potential firm acquisitions
- Prepared monthly reports utilized by senior executives to assess firm performance & was responsible for the ensuring the accuracy of quarterly/annual SEC reporting
- Trained, coached and mentored staff to facilitate a more collaborative & productive work environment.
Senior Audit Associate
KPMG
10.2009 - 05.2012
- Analyzed financial statements, footnotes and disclosures to ensure US GAAP compliance & supported clients through risk identification, control testing and process improvement procedures
- Assisted with extended audit procedures for public, private and non-profit companies across multiple industries including retail, consumer services and utilities
- Received 'Above & Beyond Award' for exceptional performance & client satisfaction.
Education
Bachelor of Science - Accounting
Lehigh University
Bethlehem, PA01.2009
Skills
- Capital Planning & Cashflow Analysis
- Excel, Oracle, Essbase, Hyperion, HFM, SAP, QuickBooks, Workiva
- Revenue/Budget Forecasting & Return Analysis
- Cross-functional Team Development
- Process Development & Implementation
- Regulatory & SEC Financial Reporting/Compliance
- Financial reporting and analysis
- Investor reporting
Hobbies and Interests
- Travel, running, pilates, tennis, cooking/baking, spending time with friends and family.
Timeline
Director of Finance
Local Factor Group
02.2022 - 03.2024
Senior Fund Accountant
MUFG Capital Analytics
03.2019 - 02.2022
Senior Financial Analyst
International Flavors & Fragrances Inc
01.2018 - 12.2018
Associate Manager
The Siegfried Group, LLP
07.2015 - 08.2017
Financial Analyst
Cantor Fitzgerald / BGC Partners
06.2012 - 06.2015
Senior Audit Associate
KPMG
10.2009 - 05.2012
Bachelor of Science - Accounting
Lehigh University
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