Dynamic accounting and financial management professional with extensive expertise in strategic planning and operational efficiency. Proven track record in coordinating complex budgeting processes, managing audits, and reconciling intercompany transactions to ensure financial integrity. Highly proficient in Microsoft Dynamics GP and QuickBooks, leveraging these tools to support streamlined operations and informed decision-making. Strong analytical skills enable the identification of improvement opportunities and the implementation of effective solutions.
Work History
Assistant Controller
2 Years 3 Months
YourCFO | 07.2024 - Current
Manage month-end and year-end closing processes, ensuring timely and accurate financial reporting.
Oversee general ledger activities, account reconciliations and intercompany transactions.
Assist with annual budgeting and forecasting processes, including variance analysis and management reporting.
Support accounting staff ensuring adherence to company policies and accounting standards.
Staff Accountant
1 Year 1 Month
Life’sWork of Western PA | 06.2023 - 07.2024
Managed general accounting functions, including accounts receivable, journal entries, and general ledger activities.
Supported the month-end closing process by preparing account reconciliations and ensuring the accuracy and completeness of the balance sheet accounts.
Assisted with the preparation of annual budgets and financial forecasts, emphasizing accuracy, analysis, and attention to detail.
Cross-trained with accounting team members to ensure continuity of operations, maintain workflow efficiency, and provide coverage across key accounting functions.
Controller/Director of Human Resources
31 Years 11 Months
The Hawthorne Group Inc. | 01.1991 - 12.2022
Managed the full accounting cycle for multiple companies, including accounts payable, accounts receivable, journal entries, general ledger, revenue reporting and expense reporting, and cash management.
Maintained accounting oversight of complex investments portfolios, including equities, bonds, and other investment holdings.
Managed month-end closing activities, including balance sheet reconciliations, account analysis, and preparation of monthly financial statements.
Prepared trust accounting records and supporting documentation for annual regulatory and tax filings.
Led the annual audit process, coordinating with auditors and preparing comprehensive supporting documentation for tax returns and financial reporting.
Managed human resource functions, including identifying staffing needs, recruiting, interviewing, hiring, and onboarding new employees.
Administered employee benefits and payroll processes, ensuring accuracy, confidentiality, and compliance with company policies.
Managed day-to-day office operations and supervised support personnel to ensure efficient workflow and high-quality administrative support.
Coordinated staffing, employee support, and operational activities to maintain and well-organized workplace.