Strategic executive with over 20 years of experience in business operations and financial management. Expertise in reorganizing and streamlining financial processes to enhance profitability. Proven track record of identifying challenges and implementing effective business solutions while fostering innovation and staff development.
Work History
Corporate Accounting Manager I
3 Years 11 Months
The Giorgi Companies, Inc. | 09.2022 - Current
Primary responsibilities include managing the day-to-day activities of the organization accounting department, including maintenance of accounts and financial statements, accruals, cash, inter-company transactions, accounting policy, and reconciliations. Oversaw the efficient operation of department systems and programs. Ensures compliance to the organization accounting policies and procedures. Participates in departmental projects and provides guidance and leadership to accounting, finance team members. Outlined specific responsibilities, including but not limited to:
Lead and oversee end-to-end corporate accounting operations, including month-end and year-end close execution, balance sheet governance, reconciliations, and intercompany accounting.
Built and led corporate accounting operation, focusing on talent strategy, performance management, and succession planning.
Build, lead, and develops a corporate accounting operation, including talent strategy, performance management, and succession planning.
Drive accounting transformation initiatives, including process standardization, automation, system enhancements, and data and analytics capabilities.
Establishes and maintains a strong internal control environment by applying U.S. GAAP and SOX-related controls, to mitigate financial, operational, and compliance risk.
Partner with FP&A by providing high-quality accounting data, operational insights, and explanations of key drivers and variances.
Provided operational accounting insight and risk perspectives to senior leadership and governance forums, enhancing strategic decision-making.
Drove accounting transformation initiatives, emphasizing process standardization, automation, system enhancements, and data analytics capabilities.
Adjunct Professor
7 Years 3 Months
Lincoln University | 05.2019 - Current
Managed and facilitated Business Management and Introduction to Leadership courses at the Bachelor’s and Master’s levels.
Instructed two classes of 30 students for three hours, twice a week, fostering critical thinking and leadership skills among students.
Creating comprehensive lesson plans with robust learning objectives and supportive of college course standards.
Maintained class syllabi, assignment logs, and lectures, ensuring alignment with course standards and addressing additional student material requests.
Attending faculty meetings to discuss departmental goals, including collaboration with curriculum development and assessment.
Independent Consultant
1 Year 5 Months
VLH Consultant Management | 10.2021 - 03.2023
Accepted project assignments for diverse clients, leveraging specialized expertise and technology methods to enhance employee experience in finance, accounting, onboarding, payroll, and system training.
Planned, developed, and implemented comprehensive financial plans for clients, addressing specific financial needs through tailored advice and research.
Developed, tested, and presented process improvement solutions for new systems, accounts and workflow improvements.
Provided consulting services specifically focused on accounting, business management, audit management and information technology.
Converted paper general ledger system into electronic format using QuickBooks.
Provided consulting services in accounting, business management, audit management, and information technology to support client objectives and streamline operations.
Director, Training & Development (Finance & Accounting Ops. Oversight)
2 Years
Gaudenzia, Inc. | 10.2019 - 10.2021
Primary responsibilities include the overall financial and operational management of the organization’s training and employee development department. Ensuring compliance with regulatory and accreditation standards for 4 regions across 3 states for all staff, volunteers, and contractors. Specific responsibilities include, but are not limited to:
Oversaw the overall management of the professional accounting and finance database for over 1,300 employees.
Championed customer-centered improvement initiative, securing executive leadership buy-in and alignment.
Supported organizational, cross-team and leadership development within the accounting and financial departments.
Championed a customer centered improvement initiative, gaining executive leadership buy-in.
Oversaw business partnerships to enhance transparency and drive operational excellence within accounting and finance departments.
Led Information Technology initiatives, including contracts, product development, IT support, project management, security planning, and software updates.
Reviewed end of the month revenue and expense reports to confirm accuracy.
Senior Manager, Accounting/Finance
6 Years 11 Months
Gaudenzia, Inc. | 01.2013 - 12.2019
Primary responsibilities included management of the organization’s Accounting Department and team members, implementation of systems for the collection, analysis, reporting and verification of financial information. Skilled at mounting and achieving operational objectives through strategic planning and review, audits, problem resolution, trend identification, system improvement, Held specific responsibilities that included, but were not limited to:
Led a team of professionals to achieve departmental goals. of eight professionals, including selection/hiring, objective setting, performance management, coaching/development and training.
Oversaw general accounting processes for inter-company transactions, fixed assets, and financial reporting across all entities.
Supported the billing and collection department by troubleshooting technical issues.
Worked very closely with the department heads to implement several process changes to improve and automate daily functions of accounting duties and other departments, which has saved time and resources.
Approved all journal entries to ensure accuracy in financial records. entries and accruals prepared by general ledger accountants and manage the month end closing process.
Worked very closely with the department heads to implement several process changes to improve and automate daily functions of accounting duties and other departments, which have saved time and resources.
Senior Corporate Accountant
5 Years 8 Months
Gaudenzia, Inc. | 05.2007 - 01.2013
Primary responsibilities included the preparation, examination, and analysis of complex accounting records, financial statements for accuracy and conformance to reporting and procedural GAAP standards. Specific responsibilities included, but were not limited to:
Managed corporate office financial accounting initiatives, driving internal audits, capital expenditure analysis, project management, financial projections, budget preparation, and information systems.
Managed general ledger activity, ensuring entries are accurate and consistent, financial accounts are reconciled and outstanding issues resolved on a timely basis to minimize financial errors.
Reviewed and approved cash and journal requests, ensuring compliance with GAAP and other regulatory codes and Sage MIP accounting systems.
Performed analytic reviews for payroll and travel reimbursement expenditures to identify fraud, waste, and abuse.
Assisted external auditors with operational, departmental, financial, and auditing compliance procedures.
Supervised, mentored, and trained a team of six accounting professionals, fostering skill development and enhancing team capabilities.
Recorded cash transactions to accounts receivable or general ledger, including checks, credit card payments, and ACH deposits.
Education
Six Sigma Green & Black Belt - Management
Export Rating | San Francisco, CA | 01-2019
Master of Business Administration (MBA) - Finance
Lincoln University of Pennsylvania | Lincoln University, PA | 01-2018
Bachelor of Science (B.S.) - Organizational Leadership
Neumann University | Aston, PA | 01-2016
Skills
Corporate Financial Management
Month End Close
Change management
General ledger management
Account reconciliation
Internal controls
Audit coordination
Stakeholder Relationship Management
Financial Reporting
Staff training and development
Account reconciliation
Accomplishments
Cultivated a culture of unity and mission alignment, improving efficiency by implementing a Virtual Learning LMS across 3 states and 4 business regions resulting in a $120,000 annual cost savings.
Drove cross-functional collaboration exceeding expectations generating a savings of $160,000 per year.
Reduce annual training and development operational expenses by 35% for four consecutive years.
Led an ADP project implementation through completion gaining adoption, organization wide, including financial and contract management, HR and IST systems integration, staff training, and policy and procedure development.
COMMUNITY INVOLVEMENT
Greater Emmanuel Temple, Project Manager/Senior Trustee, Kennett Square, PA, 2010-01, 2018-05, Project Manager/Senior Trustee - Greater Emmanuel Temple, Kennett Square PA - 01/2010 – 5/2018, Financial/Accounting Director - Gaudenzia Inc., Annual Live and Silent Auction, Greater Philadelphia – 10/2007 – 2019
Timeline
Corporate Accounting Manager I
The Giorgi Companies, Inc.
09.2022 - CurrentRead More
Independent Consultant
VLH Consultant Management
10.2021 - 03.2023Read More
Director, Training & Development (Finance & Accounting Ops. Oversight)
Gaudenzia, Inc.
10.2019 - 10.2021Read More
Adjunct Professor
Lincoln University
05.2019 - CurrentRead More
Senior Manager, Accounting/Finance
Gaudenzia, Inc.
01.2013 - 12.2019Read More
Senior Corporate Accountant
Gaudenzia, Inc.
05.2007 - 01.2013Read More
Export Rating
Six Sigma Green & Black Belt from Management
Read More
Lincoln University of Pennsylvania
Master of Business Administration (MBA) from Finance
Read More
Neumann University
Bachelor of Science (B.S.) from Organizational Leadership
Senior Manager, Business Strategy & Development at ByOrked Consultancy and AdvisorySenior Manager, Business Strategy & Development at ByOrked Consultancy and Advisory