Knowledgeable Accountant with strong background in financial leadership and strategic planning. Fostered excellent leadership capabilities to increase profits and deliver financial and non-financial business goals with effective controls, planning and execution.
Overview
8
8
years of professional experience
Work History
Chief Financial Officer
The Levinbook Law Firm, PC
05.2017 - Current
Developed strategic financial plans to support company growth and achieve long-term objectives.
Analyzed operational issues and implemented corrective action to maximize profits.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Maintained the law firm's QuickBooks Online accounting software.
Chief Financial Officer
Middle Country Collection Services, Inc
10.2017 - Current
Developed strategic financial plans to support company growth and achieve long-term objectives.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Assisted building the company from the ground up, implementing operational and fiscal controls to aide performance of a start-up business.
Implemented changes to our ARM Software (DAKCS) to automate the collection of delinquent debt.
Thoroughly analyzed activities in ARM Software to increase the rate of recovery which was reported back to clients.
Established operational cycles that control outbound letter cycles, automated follow-up process, credit reporting standards that adhered to FDCPA and FCRA.
Maintained Accounting Software (Quickbooks) that adhered to GAAP Principles, specifically to revenue recognition.
Bookkeeper
South Huntington Jewish Center
06.2024 - Current
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Reconciled and corrected issues with financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reduced errors in financial statements with meticulous attention to detail during data entry.
Litigation Paralegal at Law Office of Jerry V. Hernandez, PC, of Counsel - The Davis Law FirmLitigation Paralegal at Law Office of Jerry V. Hernandez, PC, of Counsel - The Davis Law Firm