Experience

DesignerAdvantage

• Accounting
• 1 - 100 Employee

• Senior Operations Manager

  • Aug 2016 - Present

  • Provide in depth financial analysis and accounting assistance alongside CEO/VPs to our clients• Conduct interviews for potential new-hires• Conduct new employee training to meet our company standards• Manage account managers work load and ensure excellent service quality for our clients • Implement new procedures to increase employee productivity, morale and efficiency• In house IT support contact for both clients and office employees• Perform balance sheet accounts reconciliations and analysis.• Answer tax accountant questions; explain and resolve variances in balance sheet/income statement as necessary• Onboard new clients

• Senior Financial Account Manager

  • Oct 2015 - Aug 2016

  • Work in conjunction with Operations Manager and CEO to provide in depth financial analysis to multiple Interior Designers around the U.S.• Supply Cash Flow reporting to clients and provide close monitoring to ensure proper cash flow level is maintained • Managed Payroll duties for multiple clients, Track Vacation, Send out year end payroll documents (W-2s, 1099s)• Assisted Junior Account Managers with daily tasks and reporting, as well as time sensitive projects and higher complexity issues (as needed).• Set up and transition new clients while still managing the finances and projects for 4 high profile clients• Provide IT support and training to clients using Quickbooks, Studio Webware, DesignManager and the DA Sales Force Software• Organized after work Team-Building activities (Softball Team, Basketball Team, Fantasy Football League, etc.)

• Financial Account Manager

  • Nov 2013 - Oct 2015

  • Manage the finances and projects for 5 high profile interior designers across the nation• Prepare billing packages and assist designer with payment collection on their client's accounts • Purchase order processing and processed vendor payments and office expenditure payments• Research and resolve accounts payable and accounts receivable issues with vendors and clients• Monitor bank and credit card online accounts, payments and reconciliations in a timely manner• Provide weekly, monthly, and year-end financial reporting



State Street

• United States
• Financial Services
• 700 & Above Employee

• Custody Specialist

  • Apr 2012 - Nov 2013

  • Support Client Operations teams with the research and resolution of exceptions related to the trades executed by the client. • Work in conjunction with individuals on the team, other shared services and Client operations to ensure seamless processing of cash and custody events in accordance with the fund’s policies. • Train coworkers and new employees on daily, weekly and monthly tasks related to the monitoring and processing of custody events. • Process client initiated trades accurately in a timely manner. • Communicate fail trade information to Client Operations team and reconcile aged exceptions and outstanding items as directed.



Charter Oak Financial

• United States
• Financial Services
• 100 - 200 Employee

• Financial Services Professional

  • Aug 2011 - Nov 2011



University of Connecticut

• United States
• Higher Education
• 700 & Above Employee

• Graduate

  • Sep 2007 - Sep 2011

  In May of 2011 I graduated from the University of Connecticut School of Business with a B.S. in Finance with the Cum Laude distinctionOverall GPA: 3.74

• Game Room Attendant

  • Sep 2009 - Jan 2011

  -Managing game room equipment-Overseeing all patrons activities-In charge of maintaining daily log of equipment use



City of Norwich Recreation Department

• Summer Camp Counselor

  • Jun 2007 - Jun 2010

  -Supervise recreational activities such as sports, arts and crafts, and talent shows for a group of about 20 kids ages 6-10. -Work with other counselors to maintain order and well-being of campers-Cleaning up and keeping fields and facilities clean after use by campers.

• Softball League Manager

  • May 2007 - May 2010

  -Overseeing and helping supervise a men's summer softball league. Other responsibilities included keeping score book, recording wins and losses for league, and cleaning up and securing park at night.