Discerning professional with many years of hands-on experience in financial management and program leadership. Familiar with regulatory requirements and optimal approaches for keeping systems current and compliant. Forward-thinking leader responsive to changing demands.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
Work History
Director of Finance
Schultz & Williams
Philadelphia, Pennsylvania
01.2015 - Current
Managed two migrations to new accounting systems.
Lead installment of time tracking system.
Collaborated with department heads to develop financial forecasts and reports.
Directed audits and ensured accuracy in financial statements and records.
Mentored finance team members to enhance skills and performance.
Ensured that all tax filings were completed accurately and on time according to federal & state regulations.
Established policies and procedures related to accounting systems, internal controls, budgeting, forecasting, and purchasing.
Provided oversight for accounts receivable and payable functions, payroll processing, and treasury operations.
Monitored cash flow, prepared monthly financial statements, and analyzed trends to ensure appropriate use of funds.
Accountant
Schultz & Williams
Philadelphia, Pennsylvania
06.2008 - 01.2014
Prepared financial statements for timely reporting and compliance.
Managed accounts payable and receivable for accurate cash flow tracking.
Conducted monthly reconciliations to ensure account accuracy and integrity.
Created journal entries accurately and timely for month end close processes.