Helsey Lubiano

Lead all finance, HR, and administrative functions for a multi-disciplinary engineering firm. Strategic partner to CEO driving profitability, infrastructure maturity, and operational alignment.

Financial Leadership:

• Oversee the structure of the general ledger and internal controls to ensure accurate and reliable financial reporting.
• Directs treasury management, ensuring cash flow and working capital are optimized to meet all operational obligations.
• Directs annual forecasting, budgeting, and long-range financial planning, increased EBITDA margin from 6% → 12%
• Manages lifecycle of fixed assets, from acquisition and BNA depreciation scheduling to disposal
• Ensuring timely renewal on all regulatory business compliance, insurance policies, license and Statement of Information
• Manage comprehensive tax compliance, including federal, state, and local taxes, as well as sales and use tax, property tax, and research & development (R&D) credits and initiatives.
• Enhanced job costing accuracy and cost allocations

Human Capital & Governance:

• Manages payroll for 18-20 employees, compensation planning, workforce reporting, 401K compliance and funding, hiring, onboarding, termination and offboarding
• Evaluates employee benefits renewal, premium shifts and coverage tiers
• Implemented performance management frameworks aligned to financial targets
• Developed HR systems, policies, and departmental objectives to support company growth

Directed finance and HR operations within a construction-focused engineering firm.

• Oversaw financial reporting, budgeting, AR, AP, GL, and reconciliations using construction accounting systems
• Improved project margin tracking through enhanced job costing
• Strengthened A/R and A/P processes and reduced cash collection gaps
• Led payroll processing for 37-40 employees, compensation analysis, benefits administration, employee relations
• Developed and implemented HR systems and policies to streamline processes and ensure compliance.

Led operational and financial transformation initiatives for a tax advisory firm serving high-net-worth individuals and businesses.

• Directed full-cycle accounting, strategic tax planning, and financial modeling for businesses and nonprofit organizations
• Helped clients with business formation and compliance requirements
• Improved workflow efficiency and revenue predictability
• Designed operational metrics enhancing the company service performance
• Supported business development and client growth initiatives