Experienced manager with strong teamwork skills and expertise in implementing procedures and technology. Proficient in financial reporting, administration, and organizing complex responsibilities. Eager to contribute and showcase leadership abilities while continuing professional growth.
Overview
34
34
years of professional experience
Work History
Financial Analyst
Pacella Trucking Express Inc.
08.2024 - Current
Analyzed financial data on a part-time basis and as needed.
Continued on projects from the sale of Sunset Bay Marina on Scavenger Real Estate property. Working with the attorneys and firm to acquire deeds and sell the the land.
Director of Operations
Sunset Bay Marina LLC
01.2016 - 08.2024
The first three years of employment I managed both the Lighthouse Bar and Grill as well as the marina operations. The bar closed in September of 2018 due to lack of employment and clients throughout the non-boating season.
I represented the owner on all communications with city and local government to improve and secure the land in order to bring the business up to safe and improved operational standards.
Oversaw all financials, payroll, insurance, banking, financial and IT systems for both businesses. Grew the business from $300k gross to $1.8M gross.
Responsible for all hiring and firing of all employees.
Marketing and promotional communications with approximately 700 customers.
Streamlined operational workflows, enhancing efficiency across multiple departments with the yard crew and office and restaurant.
Led cross-functional teams to drive process improvements and achieve organizational goals.
Developed and enforced standard operating procedures and policies ensuring compliance with industry regulations.
Collaborated with the owner on long-term strategic planning initiatives to support growth objectives.
Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
Oversaw day-to-day production activities in accordance with business objectives.
Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
Responsible for all legal issues and worked with several law firms on communications with various cases.
Worked closely with the City of Chicago on various Real Estate improvements and purchases to expand the complex property along the Calumet River.
Accountant / Consultant Liaison
MIT / Fulcrum
04.2008 - 09.2008
Develop procedures and manage QuickBooks for consultants’ time and expense entries and financial reporting.
Collect, organize and maintain all legal contracts through communications with various consultants.
Create flow charts for various processes within the company.
Assist with human resources and administration policies and procedures.
Submit monthly financial reports to management.
Input and organize A/P and A/R data files.
Director
Private Group LLC
03.2007 - 04.2008
Liaison for four Investment Partners.
Assisted in managing a wide range of various businesses including Real Estate Investments, Inter-modal Transportation, Marinas and Golf Courses.
Provided financial reporting and forecasts for various projects and new developments.
Managed and implemented new procedures and systems requirements for a Marina. Assisted in bringing all financial records current and organizing staff. Collected aged balances over two years past due from customers.
Responsible for Commercial Real Estate comparative market analysis, research and communications with various brokerage firms on a frequent basis.
Fiduciary Account Manager
Aon Re Worldwide, Inc.
03.2001 - 03.2007
Managed and set the job priorities for a staff of six. Created training materials and trained new employees and ensured a 24 hour deadline of processing all cash and reporting was completed along with excellent customer service.
Managed daily and monthly disbursements of over $300 million dollars for various companies worldwide.
Responsible for a monthly report submitted by accounting managers totaling approximately $100 million. Work closely with auditors on Sarbanes-Oxley compliance.
Analyzed, developed and implemented departmental policies and procedures. Worked with the systems departments in identifying systems needs and expanded the use of technology.
Responsible for creation of various monthly reports regarding brokerage revenue, general financial and operational reports which were submitted to the senior vice president.
Accounting Supervisor
Baker & McKenzie, Attorneys at Law
10.1991 - 03.2001
Managed accounting support staff and prepared monthly schedule for all personnel.
Responsible for over 220 partners’ personal and advance accounts.
Completed trial balances and analysis of monthly allocations. Manage G/L data entry.
Responsible for creating documentation and training new of Associates.
Daily supervision of petty cash, A/R, A/P, bill processing and global fee and cost transfers. Communicated with global offices on various accounting inquiries.
Proposed and implemented new accounting policies and procedures.
Central Billing Manager Assistant
Promoted to new position and growing department that merged with litigation and trademark departments. Created and documented billing procedures and trained personnel on new procedures. Responsible for billing departments’ fiscal year end.
Proposed and implemented collection policies for all practice groups.
Audited, managed and maintained client list of over 200 clients with minimal activity.
Billing Processor
Processed monthly bills. Verified and released fees. Manually updated client maintenance.