Resourceful vice president with several years of results-oriented experience in business intelligence and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in a collaborative, inclusive manner.
Overview
3
3
years of post-secondary education
27
27
years of professional experience
Work History
Vice President
Stergis Windows And Doors
Attleboro, Massachusetts
06.2013 - Current
Led operations for windows and doors sales, installation, and service teams.
Directed strategic planning across residential and commercial building products.
Coordinated purchasing, inventory, and vendor relationships for materials.
Partnered with executives on budgeting, forecasting, and business planning.
Identified problems and implemented solutions to better streamline operations.
Oversaw human resources functions such as recruitment, employee relations, training and benefits administration.
Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
Managed annual budgeting process, including forecasting and financial analysis to optimize resources.
Implemented process improvements to increase operational efficiency and reduce costs.
Director of Financial Operations
New England Construction
Rumford, Rhode Island
09.2007 - 07.2013
Directed financial operations for New England Construction project accounting and reporting.
Managed budgeting, forecasting, and cash flow planning across construction jobs.
Prepared and presented monthly financial reports to the executive team.
Supervised finance staff and supported cross-functional project teams.
Created annual budgets and updated forecasts on a quarterly basis.
Conducted monthly project cost reviews, to forecast ending gross profit.
Reviewed contract billing, change orders, and subcontractor payment documents.
Oversaw accounts payable, accounts receivable, and invoice review processes.
Coordinated payroll records and labor cost tracking for field teams.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Directed the preparation of tax returns and ensured compliance with applicable regulations.
Managed relationships with external auditors, bankers, and other stakeholders in support of operational objectives.
Participated in strategic planning sessions as a key member of the executive team.
Tax Accountant
John A Palumbo, CPA
Cranston, Rhode Island
09.1999 - 09.2007
Prepared individual and business tax returns for CPA firm clients.
Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
Reviewed financial records for accurate tax reporting and compliance.
Researched complex tax issues and provided solutions to clients.
Researched tax law changes and applied updated filing rules.
Calculated estimated taxes due from clients and ensured timely payments.
Communicated with clients about tax documents and filing questions.
Assisted with IRS notices and tax authority correspondence.
Prepared final returns for filing with appropriate taxing authorities within deadlines.
Reconciled general ledgers with tax supporting documents.
Reconciled client books for accurate reporting with post adjusting journal entries.
Conducted reviews and prepared summaries of company's financial activities for taxation purposes.
Assisted with audits by providing required documentation and information.
Oversaw full accounting cycle and prepared applicable financial statements.