Edward Dalesandro
Perkasie,PA
Summary
Hardworking finance/accounting executive with extensive knowledge and experience in various sized organizations and accounting departments, with emphasis on collaboration and team-work to achieve Company’s ultimate goals.
Overview
30
30
years of professional experience
Work History
Director of Finance and Administration
Optimal Strategix Group, Inc.
Newtown, PA
01.2011 - 10.2022
- Supervised and trained all administrative and accounting staff.
- Created and monitored internal controls for successful running and managing of operations.
- Prepared monthly, quarterly and annual internal financial statements, including consolidated financial statements for parent and multiple foreign subsidiary organizations, including those in India, United Kingdom, United Arab Emirates, Brazil, Canada and Ireland.
- Coordinated and directly interacted with outside auditors on completion of annual audit and issuance of opinion on internally prepared consolidated and individual entity financial statements.
- Prepared annual financial budget, through direct interaction with all departments and coordination with senior management. Included quarterly reconciliations against actual results variances analyzed and results of variance documented.
- Distributed monthly operations and sales management reports, including project actual to budget comparison through end of month, labor utilization by intra-departments and levels of service, new project award reports and commissions schedule for future sales commission disbursements, with relevant summarized information communicated to senior management.
- Generated monthly, weekly and daily, when applicable, cash flow projections with significant attention on client invoicing and receivables, including working directly with outside third party to administer (ie. Factor) client invoices, including timely collection.
- Reviewed master service agreements and project specific contract agreements for content and adherence to company policy, including progress invoicing schedule and invoice amounts.
- Prepared all statutory corporate and sales or franchise tax filings, not handled by outside accountants, including monthly and quarterly sales tax filings, annual state franchise tax filings, annual 1099 reporting and relevant filings, etc.
- Prepared and submitted semi-monthly payroll to outside third party payroll processor, with managing cash to cover required cash needed, also disbursed net payroll to outside of USA employees as required, along with filing remitting and employee contributed benefit funds.
- Administered 401k employee retirement plan with emphasis on annual testing administering employee enrollment and contribution amounts.
Director of Finance and Administration
Advance Management Corporation
Moorestown, NJ
03.2007 - 08.2010
- Supervised and trained all administrative and accounting staff, including administrative functions in operations, estimating, payroll, billing and accounts payable.
- Generated monthly, quarterly and annual internal financial statements and other reports for financial institution and bonding company, including and account analysis and documentation and recording of all journal entries.
- Prepared daily, weekly, monthly and quarterly management reports and communication of financial, sales and operational results to management team.
- Prepared and filed all payroll, sales and gross receipt taxes, including reconciliation of annual returns and generation of all W-2’s and 1099 vendor statements.
- Recommended and successfully implemented new accounting system, including set up of all customer, vendor and employee accounts along with creation of general ledger account scheme and design of internal financial statements.
Assistant Controller
United States Roofing Corporation
Norristown, PA
02.2003 - 02.2007
- Generated monthly, quarterly and annual financial statements.
- Reviewed and analyzed balance sheet and income statement accounts for comparison to prior periods and budgeted amounts.
- Lead customer-liaison for cash collections including settlement of large account balances and delegation to staff of collection activities, such as generation of account statements.
- Supervised all contract project billing activities, including supporting schedules and follow-up techniques for submitted invoice receipt and approval.
- Coordinated contract close-out activities, such as warranty documentation, change-order requests, final invoices, and quick and effective job close-out and settlement of final balances due
Controller
Crown Contractors, Inc.
North Wales, PA
01.2001 - 02.2003
- Created and communicated quarter and annual financial statement results to Owner/CEO/President.
- Oversaw all general ledger accounting activities, including supervising staff in billing/accounts receivable, accounts payable and payroll functions.
- Coordinated and communicated with external accountant.
- Maintained relationships for professional services partners, including bank relationships, key customers, benefits administrators, insurance companies and bonding companies.
- Gathered relevant information for annual corporate federal and state taxes for preparation by outside accountant.
- Prepared all quarterly and annual payroll tax returns and filings, including W-2’s and 1099’s
District Accounting Manager
Canteen Vending Services, Inc.
Philadelphia, PA
11.1998 - 12.2000
- Managed all aspects of district financial reporting including monthly operating statements, annual budgets, quarterly forecasts, and workpaper preparation for presentation to regional controller.
- Supervised and trained office and cash vault personnel, consisting of seven direct reports, in their daily operations, ascertaining that controls were being adhered to and procedures followed.
- Worked directly with warehouse personnel on monthly inventory counts and reporting
- Main contact for corporate office on all financial and office function issues
- Directly responsible for creation of effective internal control procedures and district’s receipt of its first “green” audit rating, highest rating district could receive, during random internal audit.
Assistant Controller
Datavision, Inc.
Ivyland, PA
09.1994 - 09.1998
- Prepared monthly workpapers, recorded all journal entries and ran monthly trial balances for use in generating financial statements
- Assisted controller in day-to-day operations of running accounting department, including filling in for payables, receivables and payroll on as-needed basis
- Worked with warehouse manager on inventory counts and tracking
- Contacted and directed outside computer hardware consultant on PC and server repairs needed
Staff Accountant
O'Connell & Company Certified Public Accountants
Jenkintown, PA
09.1991 - 09.1994
- Performed audit, review and compilation services for various small to medium sized business and non-profit organizations, including vehicle leasing organizations, schools and nursing homes
- Prepared workpapers, including bank reconciliations, fixed asset and depreciation schedules and inventory schedules
- Assisted client personnel in creating and following proper internal controls and procedures
- Prepared computerized federal, state and local income tax returns for business and personal clients
Education
Bachelor of Science - Accounting
Temple University
Philadelphia, PA05.1991
Skills
- Financial Reporting
- Financial Statement Consolidation
- Foreign Currency Translation
- Departmental Budgeting and Re-forecasting
- Revenue Recognition
- Project Costing
- Customer Invoicing and Accounts Receivable
- Cash Flow Management
- Internal Controls
- Customer Service, including Customer Contract Review and Administration
- Business Insurance Requirements
- Vendor Relations
Timeline
Director of Finance and Administration
Optimal Strategix Group, Inc.
01.2011 - 10.2022
Director of Finance and Administration
Advance Management Corporation
03.2007 - 08.2010
Assistant Controller
United States Roofing Corporation
02.2003 - 02.2007
Controller
Crown Contractors, Inc.
01.2001 - 02.2003
District Accounting Manager
Canteen Vending Services, Inc.
11.1998 - 12.2000
Assistant Controller
Datavision, Inc.
09.1994 - 09.1998
Staff Accountant
O'Connell & Company Certified Public Accountants
09.1991 - 09.1994
Bachelor of Science - Accounting
Temple University
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