KARI ESPERTO
Huntington Sta.,NY
Summary
Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring 20+ years of experience and take on a challenging new role.
Overview
21
21
years of professional experience
Work History
Controller
Scatt Materials Corp.
Bay Shore, NY
01.2024 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Fostered relationships with external stakeholders, including investors, banks, and regulatory agencies, to support business objectives.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Oversaw accounts payable and receivable operations for Construction business with $1M+ in monthly expenses.
Controller
Pratt Brothers Inc.
Hauppauge, NY
01.2019 - 12.2023
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for Number employees to comply with predetermined company guidelines.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Ensured compliance with federal, state, and local regulatory requirements by staying updated on changes in financial laws and standards.
- Streamlined financial reporting processes, significantly reducing time required to close monthly books.
- Fostered relationships with external stakeholders, including investors, banks, and regulatory agencies, to support business objectives.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Prepared Monthly Management Reports Included Work in Progress.
Project Accounting Manager
Cushman & Wakefield (Formerly Integrity Consulting Group)
New York, NY
02.2018 - 12.2018
- Assurance of timely cost analytics reporting, budgeting, project forecasting, and financial management to clientele
- Responsible for invoicing, distributing and monitor accounts receivable for the Tri-State
- Support effective client relationships
- Review and approve supplier invoices, compare contracts and budgets, Investigate project variances and report to management
- Reconcile annual/monthly revenue for the Tri-State
- Month-end close procedures including accruals
- Prepare recommendation letters for awarding vendors
Controller/Project Accountant
Integrity Consulting Group Inc.
New York, NY
12.2015 - 02.2018
- Generate, review, and analyze the cost analytics reports for all construction projects within the firm
- Responsible for invoicing, distributing and collecting Accounts Receivable
- Processed payments and monitored Accounts Payable
- Responsible for reconciling and maintaining the company’s books and records, including payroll
- Complete annual and month end closing procedures
- Complete yearend adjustments and prepare corporate tax return
Senior Accountant
Albrecht, Viggiano, Zureck & CO., P.C
Hauppauge, NY
12.2014 - 11.2015
- Performed and assisted in managing audit procedures for governmental and non- profit clientele in accordance with professional standards
- Performed, overseen and managed quarterly and monthly clientele bookkeeping services
- Performed write up of books and records and prepared respective financial statements, federal and state tax returns
- Prepared corporate, trust, partnership, non-profit and individual federal and state tax returns
- Industries included real estate, construction, manufacturing, and governmental: Long Island townships
Senior Accountant
Farber Blicht Eyerman &Herzog LLP
Woodbury, NY
12.2013 - 11.2014
- Applied quality control procedures to year end tax filings prepared by colleagues
- Preparation of financial statements and related footnote disclosures
- Preparation of year-end tax filings including corporations, partnerships, individuals, homeowner’s associations, PRIE’s, and estate and gift
- Prepare and review of monthly management reports including account variances
- Performed year end audits, reviews and compilations for clientele
- Performed monthly and quarterly bookkeeping services including preparation of the general ledger and supporting sub-ledgers
- Preparation of payroll and sales tax filings
- Industries include: real estate, health and fitness, commercial freight, wholesale food, catering services, and day camp services
Senior Accountant
Getzel Schiff & Pesce LLP
Woodbury, NY
09.2004 - 01.2013
- Preparation of year-end tax filings including corporations, partnerships, individuals, exempt organizations, and estate and gift
- Performed year end audits, reviews and compilations for clients
- Assisted managing partner with forensic engagements
- Preparation of financial statements and related footnote disclosures
- Performed monthly and quarterly bookkeeping services including preparation of the general ledger and supporting sub-ledgers
- Preparation of payroll and sales tax filings
- Regular interaction with clients’ ownership and management
- Industries include: catering services, restaurants, real estate, manufacturing, health-care, taxi services, and non-profit
Education
Bachelor's Degree - Accounting
Briarcliffe College
Bethpage, NY12.2006
Skills
- Vista ERP, QuickBooks, Sage Software
- Microsoft Excel, PowerPoint, Word, and Spreadsheet server
- Workday
Timeline
Controller
Scatt Materials Corp.
01.2024 - Current
Controller
Pratt Brothers Inc.
01.2019 - 12.2023
Project Accounting Manager
Cushman & Wakefield (Formerly Integrity Consulting Group)
02.2018 - 12.2018
Controller/Project Accountant
Integrity Consulting Group Inc.
12.2015 - 02.2018
Senior Accountant
Albrecht, Viggiano, Zureck & CO., P.C
12.2014 - 11.2015
Senior Accountant
Farber Blicht Eyerman &Herzog LLP
12.2013 - 11.2014
Senior Accountant
Getzel Schiff & Pesce LLP
09.2004 - 01.2013
Bachelor's Degree - Accounting
Briarcliffe College