Results-driven finance and accounting professional with 17 years in financial services and manufacturing. Specializes in financial reporting, revenue analysis, and operational accounting, effectively resolving complex challenges and improving reporting efficiency. Skilled in optimizing financial controls and processes while leading cross-functional teams to deliver measurable results.
Overview
12
12
years of professional experience
Work History
Senior Accountant
AMETEK Magnetrol USA, LLC
Aurora, USA
01.2023 - Current
Led initiative to resolve AP backlog and streamline accounts payable processes, improving vendor relationships and procurement efficiency.
Prepare balance sheet reconciliations and journal entries supporting month-end close.
Assist with corporate reporting packages, financial statements, and quarterly audit support.
Reconciled inventory transfers and intercompany transactions across multiple locations to ensure financial integrity.
Conducted work order and variance analysis with Operations to identify cost drivers and enhance inventory accuracy.
Performed manufacturing accounting and operational financial analysis to support production operations and enhance financial oversight.
Supported transition from check to ACH payments, including banking verification controls.
Senior Financial Analyst
Hightower Advisors
Chicago, USA
01.2019 - 01.2023
Led and developed a team of three accounting professionals responsible for cash management, AR reconciliations, and revenue recognition processes.
Managed general ledger entries, financial allocations, and revenue reporting for multiple advisory teams, ensuring accuracy and compliance.
Facilitated weekly revenue management meetings with senior leadership and cross-functional teams to align on financial performance.
Partnered with FP&A to resolve reporting discrepancies prior to P&L publication.
Supported month-end close activities, including journal entries, balance sheet reconciliations, and variance analysis.
Played a key role in Oracle ERP implementation, ensuring financial continuity during transition.
Senior Financial Accountant
Tradition America Holdings Inc.
New York, USA
01.2015 - 01.2019
Managed $16M global revenue portfolio, reporting directly to the CEO.
Conducted financial due diligence for development projects generating $2M+ annually.
Oversaw global commission structures and incentive compensation programs, aligning incentives with performance metrics to drive accountability.
Managed general ledger accounting, reconciliations, and monthly close activities, ensuring timely and accurate financial reporting.
Developed financial forecast models and variance analysis, improving revenue projections.
Reduced Latin America regional reporting cycle by 2 days through process improvements.
Prepared and presented monthly and quarterly financial reports to international headquarters, facilitating strategic decision-making.
Senior Accountant
Oak Hill Advisors
New York, USA
01.2014 - 01.2015
Oversaw international accounting and GST filings for Australia subsidiary, ensuring compliance and accuracy.
Prepared fund expense allocations and billing for investment partnerships.
Administered capital calls and investor distributions for co-investment entities.
Facilitated quarterly close process and executed account reconciliations, contributing to timely financial reporting.
Education
Master of Business Administration (MBA) - Finance & Entrepreneurship
Syracuse University
Bachelor of Accountancy -
SUNY Institute of Technology
Skills
Financial modeling expertise
XBRL reporting
JD Edwards and Oracle
PeopleSoft and AS400
Salesforce management
Microsoft Excel proficiency
Accomplishments
• Managed $16M global revenue portfolio, providing financial reporting and analysis directly to executive leadership. • Resolved significant accounts payable backlog, restoring vendor relationships and reducing procurement delays. • Reduced regional month-end reporting cycle by 2 days through process improvements. • Led revenue management meetings with senior leadership, aligning finance, billing, and operations teams. • Supported SEC reporting (10-Q and 10-K) and XBRL regulatory filings for publicly traded organizations. • Supervised accounting staff responsible for cash management, AR reconciliations, and revenue recognition processes.
Core Expertise
Financial Reporting & Analysis
Revenue Recognition & Forecasting
P&L & Variance Analysis
Month-End Close & Journal Entries
Balance Sheet Reconciliation
Forecasting & Financial Modeling
ERP Systems (Oracle, PeopleSoft, AS400)
Audit & Regulatory Compliance
Process Improvement & Leadership
Timeline
Senior Accountant
AMETEK Magnetrol USA, LLC
01.2023 - Current
Senior Financial Analyst
Hightower Advisors
01.2019 - 01.2023
Senior Financial Accountant
Tradition America Holdings Inc.
01.2015 - 01.2019
Senior Accountant
Oak Hill Advisors
01.2014 - 01.2015
Master of Business Administration (MBA) - Finance & Entrepreneurship