Thorough financial professional successful at developing fiscal plans, overseeing accounting functions, and coordinating inventory. Excellent skills in mathematics, communication, and problem solving. Proficient in Microsoft 365, QuickBooks, TurboTax, Karmak, and Procede.
Overview
31
31
years of professional experience
Work History
CFO
Black Rock Truck Group
Branford, CT
09.2021 - Current
Prepare monthly financial reports for the factory OEM.
Oversee the preparation of financial statements, reports, and forecast projections.
Manage daily cash flow from analysis.
Analyzed financial statements to provide strategic recommendations in support of business decisions.
Provided financial analysis and strategic recommendations to support business objectives.
Developed improved business processes to provide greater transparency, more accurate reporting, and better identification of cost-saving opportunities.
Supervised a staff of three, coordinated with CPAs in performing annual consolidated reviews, and audited financial statements.
Monitored and executed accounting functions for two sites.
Managed cash flows to optimize year-end tax benefits.
Controller/General Manager
Peterbilt of Connecticut
Berlin, CT
04.2002 - 08.2021
Monitored accounting, payroll, and financial reporting activities.
Reviewed account reconciliations, journal entries, and resolved discrepancies to maintain record and account accuracy.
Oversaw the month-end closing process, prepared financial statements, and managed advanced reconciliations.
Maintained the general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation, and preparation of quarterly financial statements.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
Designed and formatted financial reports for internal and external users.
Coordinated and finalized quarterly and annual financial reporting packages.
Managed cash flows to optimize year-end tax benefits.
Controller
SPI
Hamden, CT
05.1997 - 01.2002
Monitored accounting, payroll, and financial reporting activities.
Maintained the general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation, and preparation of quarterly financial statements.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
Supervised month-end close processes and reconciled treasury transactions.
Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
Prepared monthly financial statements, coordinated annual audits, and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
Facilitated and completed annual financial statement audits, and reviewed results.
Managed cash flows to optimize year-end benefits.
Staff Accountant
L'Ecuyer and Company, CPA's
North Haven, CT
05.1994 - 05.1997
Assigned to individuals and small business clients.
Assisted clients with improving processes, developing accounting systems, and implementing policy and procedures.
Maintained accounting records for businesses and prepared payroll tax returns.
Clients included partnerships, C corps, S corps, tax-exempt organizations, service corporations, and LLCs.
Prepared individual tax returns and financial statements.
Provided consulting services to clients to improve financial reporting, cash flow management, and debt-to-equity ratios.
Parts Manager/Purchasing Manager/Project Manager at Gabrielli Truck Sales, Tri State KenworthParts Manager/Purchasing Manager/Project Manager at Gabrielli Truck Sales, Tri State Kenworth
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