Dawn Rosenberg
New City,NY
Summary
Diverse Accounting Professional with exception communication and problem solving skills. Highly efficient with critical thinking and team oriented mentality.
Overview
27
27
years of professional experience
Work History
Technical and Operational Lead
IMS Alpha Business
11.2021 - Current
- Ensure first class service to account management
- Lead Client Service Functions and responsible for training offshore teams
- Initiating action plans for continuous improvement by refining standardized reports
Billing Specialist - Billing Lead Liaion
Alternative Investment Solutions
07.2018 - Current
- Established, enforced and optimized billing procedures to streamline operations and minimize aging balances
- Liaison for billing personnel and business leaders to create and post bills, obtain payments and update system
- Verified invoice procedures to validate customer contracts and maintain billing communication
- Responded to questions and concerns regarding Alternative Investment Solutions (Private Equity, Hedge & Real Assets) invoicing with knowledgeable and expert support
- Executed solutions for internal process issues to streamline operations
- Interacted with Senior Management to review incident issues and provide solutions
- Identified, researched and resolved billing variances to maintain system accuracy
Management Accounting/ Corporate Accounting
AIS, State Street
06.2007 - Current
- Prepared monthly financial reports and complied with reporting procedures
- Oversaw preparation of financial statements, reports and forecast projections
- Provided financial analysis and strategic recommendations to support business objectives
- Developed improved business processes to provide greater transparency, more accurate reporting and better identification of cost-saving opportunities
- Spearheaded transition to automated billing functions to reduce costs and improve cash flow
- Trained team of 5 staff in automating billing functions
- Developed high performing finance team to deliver support to accounting department
- Developed training materials to improve efficiency of new hire onboarding
- Liaison between Management Company and Fund Accounting
- Intercompany reconciliation
- Supported financial director with special projects and additional job duties
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter for management companies
Corporate Staff Accountant
Sony Electronics Inc.
06.1996 - 09.2004
- Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
- General Accounting functions including Intercompany Reconciliations, Consolidations and adhering to GAAP
Education
Bachelor of Science - Accounting
State University of New York College At Oswego
Oswego, NYSkills
- Month-End and Year-End Closings
- Internal Controls Development
- Balance Sheet Management
- Management Accounting
- Financial Forecasting
- Training & Development
- Quality assurance
Affiliations
Employee Network Co-Chair 2012- Present
Woman’s Professional Network
Jewish Professions Network
Professional Organizations
- Employee Network Co-Chair 2012- Present
- Woman’s Professional Network – Co -Chair, NJ Office
- Jewish Professions Network
Timeline
Technical and Operational Lead
IMS Alpha Business
11.2021 - Current
Billing Specialist - Billing Lead Liaion
Alternative Investment Solutions
07.2018 - Current
Management Accounting/ Corporate Accounting
AIS, State Street
06.2007 - Current
Corporate Staff Accountant
Sony Electronics Inc.
06.1996 - 09.2004
Bachelor of Science - Accounting
State University of New York College At Oswego
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