Summary
Overview
Work History
Education
Skills
Timeline
Generic

Avneesh Dave

Cedar Grove,USA

Summary

Dynamic Senior Director with a proven track record at The Siegfried Group, LLP, excelling in strategic planning and financial analysis. Expert in regulatory compliance and system integration, driving significant process improvements. Recognized for leading successful financial transformations and fostering team development, ensuring clarity in financial reporting and operational excellence.

Overview

18
18
years of professional experience

Work History

Senior Director & National Technical Leader

The Siegfried Group, LLP
New York, NY
08.2018 - Current
  • Company Overview: Currently providing accounting and advisory services primarily to Fortune 1000 companies during critical times of need
  • Key positions held and clients services during my time at the firm as as follows:

Senior Director of Accounting/Controller

Integral Ad Science (IAS)
04.2024 - 04.2025
  • Company Overview: Leader in Global Media Measurement, Ad Verification and Optimization
  • Led the month-end close process and the preparation and reporting of timely monthly financial statements in accordance with GAAP.
  • Managed team of 20+ accountants both domestic and international.
  • Managed revenue recognition (ASC 606 analysis), period end close, 2024-year end-audit, and led process automation projects in Workday (allocations, intercompany settlement).
  • Coordinated and managed annual audits (performed PwC).
  • Ensured adherence to internal controls and financial policies across the organization, mitigating financial risks and maintaining SOX compliance.
  • Work closely with technical accounting policy and SEC reporting to ensure timely reporting to the key stakeholders.
  • Led company financial transformation, including offshoring back-office finance functions to India
  • Leader in Global Media Measurement, Ad Verification and Optimization

Lead Controller

BillTrust
New York, NY
06.2023 - 10.2023
  • Company Overview: Software as a Service Provider (SaaS)
  • Responsible for business combinations accounting (the company converted from a public to a private company).
  • Led revenue recognition accounting under ASC 606 for new business partnership agreements.
  • Project managed the 2022 year-end audit.
  • Prepared key footnote disclosures under the merger accounting basis.
  • Collaborated with external auditors on technical accounting matters, and successfully resolved all issues.
  • Prepared board reports for audit committee meetings.

Director of FP&A

McKesson Corporation
New York, New York
10.2022 - 04.2023
  • Company Overview: Leading Fortune 500 Company
  • Designed and created P/L and balance sheet reports within IBM TM1 analytics tool for key stakeholders to review operational profitability of the Joint Venture.
  • Responsible for P/L management as part of the month end close process and ensured ledger is closed within prescribed timeframes.
  • Created future projections and forecasted the P/L for FY 24 and FY 25 using projection techniques and models.
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Managed annual budgeting process, including forecasting and financial planning.

Director of Accounting

Ideal Image
New York, NY
11.2020 - 09.2022
  • Company Overview: Largest Med Spa Operator in United States
  • Managed and mentored a team of 6-7 senior and staff accountants on the financial close team.
  • Reported month end and quarter end results to C suite executives.
  • Provided direction and guidance on the set up of new MSO (Management Services Organization) structure from an accounting and operational point of view.
  • Oversaw month-end closing process including preparation of journal entries, account reconciliation and review of all transactions prior to posting.
  • Created budgets and forecasts for the organization's operations, capital expenditures, cash flow and revenue projections.
  • Implemented new systems such as ERP software solutions for improved efficiency throughout the finance department.
  • Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.

Financial Controller

TIME Magazine
New York, NY
10.2018 - 10.2020
  • Company Overview: Leading media and publishing group
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Provided technical accounting advice on mergers and acquisition related matters.
  • Ensured purchase price accounting is done in accordance with ASC 805.
  • Implemented new cloud-based accounting system Financial Force and project managed and coordinated the migration and ensured deadlines were met.
  • Managed the preparation of monthly, quarterly and annual financial statements in accordance with Generally Accepted Accounting Principles.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.

Assurance Manager

PricewaterhouseCoopers
New York
05.2015 - 07.2018
  • Successfully planned and conducted audits of public clients operating within the financial services industry.
  • Strong working knowledge of the SEC rule 17a-5 and broker-dealer financial reporting and compliance.
  • Strong financial product knowledge of equities, repurchase and reverse repurchase instruments, fixed income securities and derivatives financial instruments.
  • Performed quarterly review procedures including P&L and Balance Sheet flux analysis by meeting with desk heads as part of 10-Q filings for clients.
  • Worked closely with accounting policy group at Fidelity & AXA and successfully assisted in implementing new accounting standard ASC 606: Revenue from Contracts with Customers.
  • Reviewed financial statements and provided feedback to financial controllers and accounting policy division resulting in enhancing disclosures and ensuring compliance with technical accounting standards.
  • Proficient knowledge in technical accounting standards under US GAAP such as ASC 820 Fair value measurements and disclosures, ASC 810 Consolidations, ASC 230 Statement of cash flows.
  • Assisted financial controllers in meeting financial reporting compliance including reviewing of earnings release and Forms 10-K, 10-Q, and 11-K.
  • Assisted clients in meeting their 11-K financial reporting requirements as part of the company’s 401(k) plan audits (Defined contribution and Defined benefit plans).
  • Received performance differentiators from engagements partners on recently concluded engagements.

Manager

Crowe Horwath
Melbourne, Australia
11.2011 - 04.2015
  • Company Overview: Crowe Horwath is listed on the Australian Stock Exchange (ASX) and is the fifth largest accounting services group in Australia.
  • Experience in preparing and reviewing financial statements in accordance with International Financial Reporting Standards (IFRS) including cash flow statements and notes disclosures for clients which assisted in meeting compliance requirements.
  • Provided technical accounting advise to clients on IFRS 10 Consolidated Financial statements.
  • Participated and addressed major engagement issues in engagement closing meetings which include meetings with the Board of Directors and Audit Committees.
  • Successfully completed the secondment engagement to an Australian Stock Exchange (ASX) listed client as a Financial Accountant and assisted the CFO in meeting the company’s statutory financial reporting requirements to the Australian stock exchange.
  • Contributed to engagement profitability by creating budgets, estimating engagement profitability, and reconciling the budget-to-actual.
  • Crowe Horwath is listed on the Australian Stock Exchange (ASX) and is the fifth largest accounting services group in Australia.

Senior Audit Consultant

Moore Stephens
Melbourne, Australia
01.2007 - 10.2011
  • Company Overview: Accountants and Business Advisors
  • Auditor in charge (AIC) of numerous audits of large and medium enterprises, not for profit entities and ASX listed companies throughout my career with the firm.
  • Accountants and Business Advisors

Education

Certified Public Accountant (C.P.A) -

State University of New York
NY

Chartered Accountants Program (CA) -

Institute of Chartered Accountants of Australia
Australia

Master of Business - Accounting

Monash University
Melbourne, Australia

Bachelor of Commerce - Accounting & Finance

Delhi University
India

Skills

  • Strategic and operational planning
  • Financial analysis
  • Regulatory compliance
  • Budgeting and forecasting
  • Cash management
  • Investor relations
  • Financial consolidation
  • System integration

Timeline

Senior Director of Accounting/Controller

Integral Ad Science (IAS)
04.2024 - 04.2025

Lead Controller

BillTrust
06.2023 - 10.2023

Director of FP&A

McKesson Corporation
10.2022 - 04.2023

Director of Accounting

Ideal Image
11.2020 - 09.2022

Financial Controller

TIME Magazine
10.2018 - 10.2020

Senior Director & National Technical Leader

The Siegfried Group, LLP
08.2018 - Current

Assurance Manager

PricewaterhouseCoopers
05.2015 - 07.2018

Manager

Crowe Horwath
11.2011 - 04.2015

Senior Audit Consultant

Moore Stephens
01.2007 - 10.2011

Certified Public Accountant (C.P.A) -

State University of New York

Chartered Accountants Program (CA) -

Institute of Chartered Accountants of Australia

Master of Business - Accounting

Monash University

Bachelor of Commerce - Accounting & Finance

Delhi University
Avneesh Dave
Want your own profile? Create for free at Resume-Now.com