Experience

Loeb.nyc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• BI Accountant

  • Sep 2021 - Present

  A truly versatile position, seamlessly blending the roles of a Senior Accountant and Data Analyst, while also serving as a trusted advisor to management, ensuring internal QA for devops teams, and taking the lead on cross-team and company-wide initiatives.

• Business Intelligence Analyst

  • Sep 2019 - Sep 2021

  New York City Metropolitan Area In this role, I centered on data, turning diverse raw data into actionable insights; creating visually appealing reports and dashboards for clients/partners, establishing benchmarks and KPIs, and promoting a self-serve analytics culture for teams and stakeholders.

• Senior Accountant

  • Feb 2018 - Sep 2019

  Greater New York City Area



Crohn's & Colitis Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Staff Accountant

  • Apr 2016 - Feb 2018

  Greater New York City Area Preparation of Monthly P&L and Balance Sheet account analyses. Analyze Leases and other documents in order to journalize transactions in accordance with US GAAP Principles; including Rent Expenses, Payroll & Taxes, Inventory, etc. Perform Bank Reconciliations and adjustments for more than 25 offices nation-wide Assist with preparation of multi-State Compliance and Registration. Aid in the annual Audit preparation. Variance reconciliations and other Ad-hoc… Show more Preparation of Monthly P&L and Balance Sheet account analyses. Analyze Leases and other documents in order to journalize transactions in accordance with US GAAP Principles; including Rent Expenses, Payroll & Taxes, Inventory, etc. Perform Bank Reconciliations and adjustments for more than 25 offices nation-wide Assist with preparation of multi-State Compliance and Registration. Aid in the annual Audit preparation. Variance reconciliations and other Ad-hoc projects, as requested by Management. Show less



RAPP

• United States
• Advertising Services
• 700 & Above Employee

• Corporate Finance Associate

  • Apr 2015 - Mar 2016

  Greater New York City Area Process daily Cash Receipts and perform account maintenance transactions. Coding, payment processing and expense check distributions. Travel and Entertainment Expense Auditing of various offices and over 200 employees. Preparing Journal entries and Assisting in month-end account reconciliations with treasury. Generating and distributing weekly Accounts Receivables reports for assigned units and offices. Billing and invoicing for inter-company Business Units… Show more Process daily Cash Receipts and perform account maintenance transactions. Coding, payment processing and expense check distributions. Travel and Entertainment Expense Auditing of various offices and over 200 employees. Preparing Journal entries and Assisting in month-end account reconciliations with treasury. Generating and distributing weekly Accounts Receivables reports for assigned units and offices. Billing and invoicing for inter-company Business Units and handling special ad hoc projects. Assisting team with gathering support for audits, including pulling documentation for Sarbanes Oxley audits and external auditors. Show less



Liberty Tax

• United States
• Accounting
• 700 & Above Employee

• Tax Preparer

  • Jan 2015 - Apr 2015

  New Rochelle, NY • Prepared small business and individual (1040) tax returns with corresponding schedules (itemized deductions, adjustments, schedule Cs, etc.) • Provided professional feedback and advice to clients regarding various tax situations. • Enhanced office workflow by supporting team members and handling customer relations. • Reviewed reports and documents of clients; conducted interviews to ascertain financial situation. • Actively conducted research and applied concepts from IRS tax… Show more • Prepared small business and individual (1040) tax returns with corresponding schedules (itemized deductions, adjustments, schedule Cs, etc.) • Provided professional feedback and advice to clients regarding various tax situations. • Enhanced office workflow by supporting team members and handling customer relations. • Reviewed reports and documents of clients; conducted interviews to ascertain financial situation. • Actively conducted research and applied concepts from IRS tax code. • Managed cash receipts and financial product options chosen by customers. Show less



Monroe College

• United States
• Higher Education
• 700 & Above Employee

• Accounting Tutor & Mentor

  • Apr 2012 - Oct 2014

  New Rochelle, NY • Lectured and mentor students in Advanced Accounting course areas, applying practical concepts and theories to mentoring sessions. • Administrative overseeing of Criminal Justice Department, aiding professional instructors and providing excellent customer service to staff and students with concerns. • Handled schedules of the Deans, setting up appointments and managing various special projects • Maintained relations of vendors and other third parties of the Business & Accounting… Show more • Lectured and mentor students in Advanced Accounting course areas, applying practical concepts and theories to mentoring sessions. • Administrative overseeing of Criminal Justice Department, aiding professional instructors and providing excellent customer service to staff and students with concerns. • Handled schedules of the Deans, setting up appointments and managing various special projects • Maintained relations of vendors and other third parties of the Business & Accounting Dept. Show less