Experienced in financial strategies and operations, including budgeting and forecasting. Skilled in implementing financial controls and risk management frameworks for fiscal stability and compliance. Dedicated to driving financial performance and strategic growth through effective financial planning and management.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Swissray Customer Care, LLC
02.2018 - Current
Developed strategic financial plans to support company growth and achieve long-term objectives.
Analyzed operational issues and implemented corrective action to maximize profits.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
Oversaw budgets, payroll, and accounts payable and receivable.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
Increased cash flow by optimizing working capital management and reducing outstanding receivables.
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
Provided insightful financial analysis for mergers and acquisitions, resulting in successful transactions that added value to the organization''s portfolio.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Maintained P&L and shouldered corporate fiscal responsibility.
Managed financial, operational and human resources to optimize business performance.
Established and maintained strong relationships with customers, vendors and strategic partners.
Senior Accountant
Robert Half Accounting Company (Accountemps)
10.2016 - 01.2018
Company Overview: The Arc of Union County
Reconciled payroll and operating bank accounts to produce bank account reconciliation ledgers, that had not been reconciled in over a year
Brought all accounts up to date as per Auditors
Worked close with the AR/Credit Manager to bring all journal entries, cash receipts, and account receivables current to date
Reconciled and input the Kohler Budget into Abilia MIP Advance system in which it had never been tied out
Created liability, asset, and capital account entries by compiling and analyzing organizational account information
Summarized current financial status by analyzing balance sheets, profit and loss statements, and other relevant financial reports to tie in with the Auditors balance sheet assessment
Worked with the payroll reclassification for over five different departments, compiling and preparing needed journals for the new classifications
The Arc of Union County
Senior Staff Accountant I & II
Associate Alumnae of Douglass College (AADC)
01.1998 - 09.2016
Company Overview: New Brunswick, New Jersey
Prepared all Accounts Receivables, Accounts payables, Payroll, Bank Reconciliations, and G/L to P&L
Reconciled all miscellaneous accounts, prepaid postage, and prepaid expenses to monitor and balance annual budgets
Update and revised itemized spreadsheet of organizations' employee wages, benefits, and payroll taxes monthly to regulate cost allocation for annual financial statements
Manage ledger of investments and restricted funds monthly to quarterly amend expenditures for all endowed funds within the Pooled Investment Fund quarterly
Partner with external auditors when conducting financial reviews and audits to ensure compliance with all specified accounting initiatives
Oversee class treasury funding records to retain confidentially and provide updated information to all class treasurers
Inspect accounts payable and employee payroll ledgers to confirm accuracy in advance of year-end closing audits
New Brunswick, New Jersey
Created progressive financial spreadsheets and supporting Form 990, tracking the Douglass Fund's annual gift and award budgets resulting in a less than 2% error rate and four consecutive years of 'unqualified opinion' rating
Spearheaded AADC's Scholarship dinner registration enhancing donor relations and increasing overall scholarship fund by 75% over 12-month span
Developed and integrated strategic timelines for finance department ensuring all AADC operations continuously flowed seamlessly
Implemented usage of new accounting software enhancing overall department effectiveness resulting in quicker processes for reconciling complex bank reconciliations
Resolved financial discrepancies by conducting thorough investigations into all accounts and referencing GAAP procedures ensuring 100% compliance with all local and federal laws
Assured availability of current financial information by publishing reports regarding income and expense expenditures for AADC's Board and Department of Administration
Education
Business Management-BS -
Youngstown State University
Youngstown, Ohio
Certification Programs - Accounting I & II
Middlesex County Technical School
New Brunswick, New Jersey
Skills
MIP – Abilia non-Profit accounting
Sage
QuickBooks
Accounting Edge
Oracle
SAP accounting software
Windows
Mac operating systems
Certification
Member of the NACPB
Timeline
Chief Financial Officer
Swissray Customer Care, LLC
02.2018 - Current
Senior Accountant
Robert Half Accounting Company (Accountemps)
10.2016 - 01.2018
Senior Staff Accountant I & II
Associate Alumnae of Douglass College (AADC)
01.1998 - 09.2016
Business Management-BS -
Youngstown State University
Certification Programs - Accounting I & II
Middlesex County Technical School
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