Experienced finance professional with expertise in overseeing financial operations, strategic planning, financial analysis, and compliance management. Recognized for creating collaborative team environments and consistently delivering results in dynamic settings. Strong leadership skills and adaptability.
Overview
18
18
years of professional experience
Work History
Director of Finance
Leonite Capital LLC
10.2017 - Current
Managed the financial responsibilities for 7 different entities/companies
Monitored working capital and organizational cash flow
Strategically traded and sold convertible notes into shares of stock while navigating complex rules and regulations
Created and maintained detailed analyses to track project budgets and progress
Prepared, issued and distributed financial reports
Completed and filed Form 990 and other legal filings
Private Tutor
01.2007 - Current
Provide one-on-one instruction to students of all ages
Tutor elementary students in all religious and general studies subjects
Tutor high school students in algebra, geometry, earth science and biology in preparation for NYS Regents exams and religious studies, language and reading comprehension
Coach students in study and organizational skills to foster personal and academic confidence and self-sufficiency
Collaborate with parents, teachers and administration to update and discuss students’ progress in order to develop the optimal teaching strategy for each individual
Work effectively with students with disabilities and diverse learning needs
Teach adults basic Word, Excel and QuickBooks skills
Financial Controller
Croton Watches
07.2016 - 10.2017
Managed all financial aspects of the company
Performed specific duties using QuickBooks including daily bank account reconciliations, bill payments, inventory updates, journal entries, payroll submissions and expense reports
Collaborated with international vendors regarding manufacturing of products
Interacted with auditors and bankers regarding financial affairs
Financial Controller
American Friends of Migdal Ohr
07.2014 - 03.2016
Prepared, issued and distributed monthly financial statements, including profit and loss, budget to actual and functional expense statements using QuickBooks
Interfaced with independent auditors and facilitated all aspects of the audit process
Recorded and updated pledges and donor information through eTapestry by Blackbaud
Initiated wire transfers, recorded cash receipts and handled bank deposits
Conducted reconciliations of all bank accounts to ensure accuracy
Processed, paid and reconciled payroll, credit card and operating expenses
Staff II Accountant
Loeb & Troper, LLP
01.2012 - 08.2013
Responsible for all parts of audit
Drafted and composed schedules to support financial statements and disclosures
Performed budgeted to actual expense analyses
Interviewed clients and catalogued responses for documentation of internal controls
Developed and implemented auditing procedures for testing identified risks
Generated and executed transaction testing for not-for-profit, A-133, HUD and pension audits
Checked and confirmed cash/investment activity and reconciled variances
Examined and inspected revenues including contributions and government grants received
Assessed and analyzed liability and expense transactions
Verified fixed-asset additions and disposals
Prepared and processed Form 990, Form 990 EZ, Form 990 PF and Form 5500 returns
Education
MS - Accounting
Fairleigh Dickinson University
Teaneck, NJ
02.2012
BA -
Thomas Edison State College
Trenton, NJ
09.2010
Skills
Microsoft Word
Excel
Outlook
PowerPoint
QuickBooks
ProSystems fx Engagement
ProSystems fx Tax
Blackbaud
Internal controls
Cash flow management
Working capital management
Audit management
Cost control
Organizational skills
Budget planning
Financial reporting and analysis
Timeline
Director of Finance
Leonite Capital LLC
10.2017 - Current
Financial Controller
Croton Watches
07.2016 - 10.2017
Financial Controller
American Friends of Migdal Ohr
07.2014 - 03.2016
Staff II Accountant
Loeb & Troper, LLP
01.2012 - 08.2013
Private Tutor
01.2007 - Current
BA -
Thomas Edison State College
MS - Accounting
Fairleigh Dickinson University
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