An experienced, strategic, dynamic financial executive of financial planning, process improvements, and corporate governance, eager to collaborate with smaller to mid-sized companies. Willing to adapt to complex environments and lead teams to be more sufficient, succinct, and successful. A firsthand professional of all things accounting, driven by discipline, decision-making, and development.
Chief Operating Officer (June 2015 - February 2018)
Spearheaded Executive Leadership Team with operational oversight of recruiting, technology, risk management, and marketing, reporting to the parent company CEO and responsible for strategic and operational oversight of the New York office. Member of the Company Board.
Chief Financial Officer (September 2014 - February 2018)
Oversaw accounting, planning and analysis, budgeting, forecasting, and audits. Compiled business updates and recommendations for Board of Managers, Audit Committee, and Compensation Committee. Coordinated staff to be more efficient by building timelines and procedures for finance functions. Pinpointed issues and constructed financial models for Senior Management.
Enabled staff involved in General and Cost Accounting, Treasury, Sales Commission, AP, Billing, Assets under Management reporting & analytics.
American Institute of Certified Public Accountants
New York State Society of CPAs.
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