MORDECHAI BERMAN
Lakewood
Summary
Experienced in large-scale distribution company, healthcare, and small business bookkeeping set-up and implementation. Proficient in A/P, A/R, payroll, and financial reporting. Familiar with human resources payroll issues including disability, unemployment, insurance, 401K, and workers compensation. Skilled in all payroll functions such as voluntary and involuntary deductions, independent contractors (1099), and employee (W-2) payroll. Also skilled in social skills training and employee management to ensure effective team dynamics and productivity.
Overview
21
21
years of professional experience
Work History
Director of Finance
Achim Imports
12.2024 - Current
- Managed a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
- Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
- Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
- Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
HR Director
Complete Equipment Rentals
01.2023 - Current
- Processed payroll and all payroll taxes, worker’s compensation, and all employee benefits (Health insurance, 401K, short term disability etc.)
- Recruited high level and lower levels employees
- Brought Retention level up from 35% to over 90%
- Created and implemented policy for employee retention and satisfaction
- Organized files and recordkeeping for all employees (for ex: proper onboarding documents, write ups, terminations)
- Worked with operations to audit performance on assets, to increase profitability and to reign in on wasteful spending
Business Manager
Tashbar Of Lakewood
01.2018 - 01.2021
- Worked with all Staff, Menahalim, Rebbeim, Teachers, Office Staff and Administrator
- Balanced annual budget both in managing setting proper tuition levels and collections and in cost cutting
- Liaison between Dean and Parents, Vendors and Employees
- Spearheaded annual campaigns for example Purim Campaign and setting of tuition rates, day camp rates and extracurricular activities
- Re- Negotiated with all vendors and current and previous contracts
- Managed Annual Lunch Audit and Monthly Food Rosters
- Cut Costs and saved the school over 250,000 annually
Owner
C and M Global Trading LLC
01.2011 - 01.2018
- Responsible for all A/P, A/R and Bank Reconciliation
- Years end reporting for the accountant
- Sales Tax
- Increasing and driving sales
- Vendor and Customer relations
- Order Fulfillment and Operations
Controller
Greater New York Home Care
01.2009 - 01.2011
- Company Overview: Brooklyn, NY
- Responsible for General Ledger
- Journal entries, including accruals and prepayments
- Preparation of schedules for labor and unemployment auditors
- Process all payroll tax liabilities and reporting
- Provide financial information to the CEO
- Oversaw daily cash management; including bank recs, and bank loans
- Cleaned up A/P,A/R and back tax liabilities
- Brooklyn, NY
Staff Accountant/Assistant Controller
HPI International
01.2008 - 01.2009
- Company Overview: Brooklyn, NY
- Recovered approximately $75,000 in overpayments and double charges
- Responsible for General Ledger
- Journal entries, including accruals and prepayments
- Complete month end reports
- Preparation of schedules for external auditors
- Process payroll activity
- Provide financial information to the CFO
- Daily cash management; including wire transfers, bank loans, reconciliations
- Brooklyn, NY
Small Business Bookkeeping Consultant
Small Business Bookkeeping Consultant
01.2004 - 01.2008
- Company Overview: Lakewood, NJ
- Serves as small business bookkeeping consultant for various small businesses, setting up and implementing bookkeeping systems in QuickBooks
- Handles A/P, A/R, payroll, bank reconciliation, and financial reporting
- Works with small businesses from various sectors including caterers, real estate managers, and health care clubs
- Lakewood, NJ
Education
Master - Clinical (Career) Counseling
Bellevue University
01.2020
Diploma - Accounting course including Accounting I, Learned up to date Quickbooks features including but not limited to importing/exporting files,payroll and bank reconciliations
Cope Institute
Brooklyn, NY01.2011
Course - intensive course on computer accounting applications specifically payroll processing, gaining proficiency in QuickBooks and Excel
Professional Career Services
Lakewood, NJ01.2007
Course - intensive course in computer business applications, gaining proficiency in MS Word and Excel
COJO
Brooklyn, NY01.2006
Bachelor's Degree - work towards Bachelor's Degree RTS
BMG Institute for Advanced Studies
Lakewood, NJ01.2003
Post graduate studies -
Yeshivas Mir
01.2001
Skills
- Cash flow management
- Audit management
- Working capital management
- Cost control
Timeline
Director of Finance
Achim Imports
12.2024 - Current
HR Director
Complete Equipment Rentals
01.2023 - Current
Business Manager
Tashbar Of Lakewood
01.2018 - 01.2021
Owner
C and M Global Trading LLC
01.2011 - 01.2018
Controller
Greater New York Home Care
01.2009 - 01.2011
Staff Accountant/Assistant Controller
HPI International
01.2008 - 01.2009
Small Business Bookkeeping Consultant
Small Business Bookkeeping Consultant
01.2004 - 01.2008
Diploma - Accounting course including Accounting I, Learned up to date Quickbooks features including but not limited to importing/exporting files,payroll and bank reconciliations
Cope Institute
Course - intensive course on computer accounting applications specifically payroll processing, gaining proficiency in QuickBooks and Excel
Professional Career Services
Course - intensive course in computer business applications, gaining proficiency in MS Word and Excel
COJO
Bachelor's Degree - work towards Bachelor's Degree RTS
BMG Institute for Advanced Studies
Post graduate studies -
Yeshivas Mir
Master - Clinical (Career) Counseling
Bellevue University
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