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 hands-on professional driven by discipline, decision-making, and applying excellent organization and communication skills to drive results.
Company's expense leader(~$5.0b) responsible for annual and quarterly company-wide expense planning: developing guidelines, establishing timelines, advising budget owners, providing guidance, tools and templates to ensure accurate data collection, and preparing consolidated analysis.
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, quarterly forecasting, and audits. Compiled management analytics,business updates and recommendations for CEO, 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.
Assured proper recording of transactions for the full books of the company. Supported set-up for cost allocation process across all divisions and operational best practices for month-end close processes. Mitigated risk by documenting and implementing internal controls and safeguards for revenues and expenditures. Analyzed business risks and opportunities to make recommendations as they affect the financial results of the business.
Partnered with Senior Management on recommendations and assessments for financial decisions related to growth and investments. Managed daily financial functions and monthly close in collaboration with accounting personnel involved in General and Cost Accounting, Treasury, Sales Commission, AP, AR, Assets under Management (AUM) reporting & Management analytics.
Graduated Magna Cum Laude
American Institute of Certified Public Accountants
New York State Society of CPAs.
Microsoft Excel, Word, Access, PowerPoint, Hyperion, CODA General Ledger, MAS500, FRX, Quickbooks, SAP
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