Professional with several years leading financial planning and oversight in harmony with executives. Seasoned expert with well-rounded background effectively guiding various financial projects and processes. Demonstrated strengths in forecasting, reporting, and special project activities to support executive decision-making. Highly adaptable to accomplish goals in fast-paced environments.
Overview
5
5
years of professional experience
Work History
CFO
Seek a Seat Portable Restrooms
Peekskill, NY
08.2022 - Current
Monitored and evaluated driver performance on a daily basis.
Assigned routes and communicated instructions to drivers regarding pick-up and delivery times.
Managed communications between drivers, customers, dispatchers.
Developed policies relating to employee conduct while operating fleet vehicles.
Scheduled maintenance for fleet vehicles to ensure compliance with DOT regulations.
Analyzed data from GPS tracking systems in order to improve routing efficiency.
Developed strategies to reduce costs associated with fuel consumption, labor hours, and other expenses.
Assessed current accounting processes and procedures; developed new policies as needed.
Coordinated mergers and acquisitions activities including due diligence reviews.
Analyzed financial data to identify trends and recommend solutions for improvement.
Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
Monitored cash flows and identified areas of risk or opportunity.
Negotiated contracts with vendors, suppliers, customers, ensuring best value for company resources.
Cultivated relationships with banking institutions to secure favorable terms on loans and lines of credit.
Reviewed financial statements on a regular basis to ensure accuracy of reported information.
Provided guidance on capital structure, investments, acquisitions, divestitures, and other strategic initiatives.
Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
President of Operations
NY'S Best Gourmet Foods
Carmel, NY
10.2019 - Current
Reviewed operational reports from all departments in order to assess performance against organizational objectives.
Managed staff recruitment, training, and development activities.
Maintained relationships with vendors and suppliers to secure competitive pricing on materials and services.
Analyzed financial statements to identify opportunities for cost savings and revenue generation.
Created detailed plans for long-term organizational success based on current trends in the industry.
Actively sought out new business opportunities through market research and networking.
Directed strategic planning and development initiatives to drive operational efficiency.
Implemented new technologies or processes that would improve operational efficiency.
Assisted with the preparation of annual budget reports and forecasts.
Monitored and maintained financial records, including budgets, investments, and expenditures.
Analyzed financial data to identify potential areas of improvement.
Ensured timely payment of vendors and creditors through regular follow-ups.
Managed cash flow forecasting activities in accordance with organizational goals.
Maintained compliance with all applicable federal, state, local regulations regarding finance operations.
Researched and resolved discrepancies related to accounts receivable and payable issues.
Reviewed accounts payable and receivable activities to ensure accuracy of financial transactions.