Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 18 years of experience.
Overview
23
23
years of professional experience
Work History
Vice President of Accounts
Southwood Financial LLC
02.2023 - Current
Responsible for the creation and maintenance of General Ledgers within the QuickBooks environment for Southwood Financial LLC
Responsible for ensuring that monthly and annual financial reporting is timely, accurate and in compliance with GAAP, including coordinating with external auditors and tax preparation. Direct involvement/management with all aspects of accounting, including cash management and reconciliation, financial reporting, and balance sheet analysis.
Coordinate external audits including creating special reports to ensure that the auditors have all necessary information in a timely manner, which has saved the company money while having clean audit.
Provided Senior Management with ad hoc financial reports as required/needed.
Controller
EduCap Inc
05.2006 - 02.2023
Responsible for the creation and maintenance of General Ledgers within the QuickBooks environment for EduCap Inc
Responsible for ensuring that monthly and annual financial reporting is timely, accurate and in compliance with GAAP, including coordinating with external auditors and tax preparation.
Reconcile and record all investment activity including reporting for management, external auditors, and tax preparation.
Coordinate external audits including creating special reports to ensure that the auditors have all necessary information in a timely manner, which has saved the company money while having clean audits for the last 16 years.
Coordinate tax return preparation including supplying tax preparer with additional reports as needed.
Provided Senior Management with ad hoc financial reports as required/needed.
Senior Accounting Manager
Activist Pharmaciticals
01.2001 - 05.2006
Direct involvement/management with all aspects of accounting, including cash management and reconciliation, financial reporting, and balance sheet analysis.
Responsible for ensuring that monthly and annual financial reporting is timely, accurate and in compliance with GAAP, including coordinating with external auditors and tax preparation.
Complete variance analysis of financial reports on a month basis for Sr Management.
Coordinate external audits including creating special reports to ensure that the auditors have all necessary information in a timely manner, which has saved the company money while having clean audits.
Provided Senior Management with ad hoc financial reports as required/needed.