Experience

3G Warehouse, Inc.

• United States
• Warehousing
• 1 - 100 Employee

• Financial Controller

  • Aug 2020 - Present



Freelance, self-employed

• Greater New York City Area

• Finance & Operations Consultant

  • Aug 2018 - Present

  Finance & Operations Consultant specializing in, but not limited to fashion and beauty start ups. Experience includes, finance, accounting, operations, human resources, supply chain, project management, strategy, process improvement, payroll, implementation, customer service and management. Main Role: Controller & CFO Finance & Operations Consultant specializing in, but not limited to fashion and beauty start ups. Experience includes, finance, accounting, operations, human resources, supply chain, project management, strategy, process improvement, payroll, implementation, customer service and management. Main Role: Controller & CFO



ONA

• Retail
• 1 - 100 Employee

• Director of Finance & Operations

  • Feb 2016 - Sep 2018

  PRIMARY ROLES: Finance, Operations, Human Resources, Supply Chain/Warehousing, Management, Leadership, Strategy HEAVILY INVOLVED: Product Development, Customer Service, Strategic Partnerships, Warehouse, Inventory FINANCE: Cash Management, Cash Flow, Budgeting, Credit Card Mgmt, Asset Based Loan Reporting, Borrowing Base Certificates, Month End Closes, Supporting Schedules, Reporting Packages, Sales Tax, Sales Incentives, Margins, Inventory Mgmt and Reconciliation, Accounts Payable, Accounts Receivable, Disbursements, Audit, Insurance Policy (implementation and management) OPERATIONS: Focused on Production, Assembly, Quality, and Supply Chain All Production Schedules and Factory Communication, Quality Control, Repairs and Replacements, Bills of Materials, Manufacturing Pricing, Budgeting, Margins, Costing, Shipping of Finished Goods, Factory Forecasting per Sku, Warehouse Management (including, audits, packaging, approval, and issue resolution), Raw Material Management (including, calculating need, ordering and tracking from multiple domestic and international vendors, as well as sourcing new, improved and alternative parts and materials), Purchase Orders (for new development, parts, accessories, manufacturing and packaging) HUMAN RESOURCES: Payroll, Expense Reimbursements, 401k Administrator, Offer Letters, New Hire Paper Work, Compliance, Recruiting, Interviewing, Verifications, On-boarding, Off-boarding, Employee Benefits and Renewals, Company Wide Communication, Policies and Procedures, Job Specs and Descriptions, Employee Files, Unemployment Claims, All HR Compliance Related Administration ADMINISTRATION: Office Management, Storage Unit, Sample Sales, Password Control, Filing and Software Management, Business Documentation, Software Upgrades and Migrations LIAISON: CPAs, Legal, IT, PEO, 401k, Factory, Raw Materials Vendors, Collections Agency, Insurance Brokers, Investors, Warehouse Reported to CEO and Chairman Show less



DREAMDRY

• United States
• Personal Care Product Manufacturing
• 1 - 100 Employee

• Director of Finance & Human Resources

  • Apr 2015 - Feb 2016

  PRIMARY ROLES: Finance and Human Resources HEAVILY INVOLVED: Retail, Inventory, Operations, Customer Experience, Management, Leadership, Events, Strategy, Management KEY ACCOMPLISHMENTS: Brought Finance and Accounting Function in-house, Implemented new processes, policies and procedures to streamline Company, Implemented new employee benefits, Company buy out FINANCE: Bookkeeping Management, Financial Reporting and Statements, Cash Management, Month - End Close, Compensation and Expense Reduction Analyses, Special Projects, Audit HUMAN RESOURCES: Payroll, Commissions, Bonuses, for approx. 100 hourly and salaried employees, Employee Benefits, Employee Relations, Insurance, Recruiting, Interviewing, On-boarding, Off-boarding, Performance and Development LIAISON: CPAs, Legal, Company buy out Reported to CEO/Co-Founder Show less



Berry Jewelry

• United States
• Retail
• 1 - 100 Employee

• Controller & Human Resources

  • Apr 2013 - Feb 2015

  PRIMARY ROLES: Controller and Human Resources HEAVILY INVOLVED: Facilities Management, Operations, Project Management, Legal, Administration KEY ACCOMPLISHMENTS: Building the HR department (incl. employee handbook, offers, employee benefits), Implementing company wide policies and procedures, Negotiating terms with overseas factories, Implementing accounting processes in China, and Creating new processes to streamline various departments FINANCE: Monthly Comparative Financials, Projections, Cash Flow, Variance, Cash Disbursements, Commissions, Reporting HUMAN RESOURCES: Recruiting, Interviewing, Compliance, On-boarding and Off-boarding, Benefits, Payroll, Unemployment LIAISON: CPAs, Legal, Trademarks, Collections, Credit Agencies, Bankers, Insurance Brokers STRATEGY: Gazelle’s training – to strategically grow the business (https://www.gazelles.com/home.html) Reported to the CEO/Owner Show less



CHI&Partners

• United Kingdom
• Advertising Services
• 1 - 100 Employee

• Finance & Human Resources

  • Nov 2011 - Apr 2013

  PRIMARY ROLES: Finance and Human Resources KEY ACCOMPLISHMENTS: Bringing the Accounting and HR functions in-house, Writing the Employee Handbook, and Implementing Employee Benefits. FINANCE: Financial Process (from start to close, bookkeeping to month end), Business Insurance, Cash Management, Reporting, Disbursements, Accounts Receivable, Accounts Payable, Client Contracts HUMAN RESOURCES: Payroll, Benefits, Insurance, Unemployment, On-boarding and Off-boarding LIAISON: CPAs, Legal, Clients Reported to CFO (in London) Show less



David Barton Gym

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Controller

  • Aug 2011 - Nov 2011

  PRIMARY ROLE: ControllerKEY ACCOMPLISHMENTS: Aiding in an expense reduction analysis resulting in $1.2M+ savings/year, Creating processes and systems resulting in significant discounts and savings across multiple departments, and Developing company-wide policies and procedures.FINANCE: Continued all Senior Accountant and Assistant Controller duties and added:Cash Management, Analysis and Variance Explanation, Strategy, Management, Leadership, Approving and Reviewing (all purchase orders, check requests, expense reimbursements, travel, etc.), Reporting for month end close, Audits, Taxes, Bankruptcy (Ch 11), Legal, Partnered with all department heads to increase revenue and decrease expenses.Reported to Chairman Show less

• Assistant Controller

  • Sep 2010 - Aug 2011

  PRIMARY ROLE: AccountingHEAVILY INVOLVED: Retail, Inventory, Club Management (Operations, Finance, Retail) FINANCE: All responsibilities of Senior Accountant plus: Monthly Financial Reporting and Supporting Schedules, Month End Journal Entries, Insurance Renewals, Legal Documentation, Sales Tax, Payment Plan Management, Cash Management and Reporting, Approval of invoices, check requests, expense reimbursements, etc.ADMINISTRATION: Legal and Official Documents, Company Contracts, File ManagementLIAISON: Investors, Vendors, Attorneys, CPAsReported to CFO Show less

• Senior Accountant

  • Jan 2010 - Sep 2010

  PRIMARY ROLE: AccountingI oversaw the accounting/finance department's reporting deadlines, provided support for internal / external audits and other projects as assigned, generated and managed invoicing, project management, and enforced petty cash & expense reimbursement policies.Reported to CFO



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Financial Services Audit Associate

  • Sep 2008 - Jan 2010

  Once I permanently transferred into the Financial Services group, I resumed duties of a Senior Associate, which included, participating in all stages of audits (planning, fieldwork, wrap up procedures), examining, investigating, and reviewing documents, reports, and financial statements inter-facing with client management, assessing client's internal controls, drafting management letters to clients outlining recommendations. One major accomplishment while in this group, was being selected to conduct new client outreach, resulting in 10+ clients for the firm. Show less

• Audit Associate

  • Sep 2006 - Sep 2008

  For my first two years at BDO I worked in the General Assurance group, while assisting in other departments such as Real Estate and IS. In September 2008, I permanently transferred to the Financial Services group. While at BDO, I successfully developed an on-campus recruiting program for Syracuse University students.My experience from BDO includes but is not limited to, auditing public and private clients in various industries (inc warehouse, media, and manufacturing), supervising and mentoring new employees/interns, performing substantive testing on balance sheet and income statement accounts, reviewing client Press Releases and Financial Statements & Disclosures, creating and maintained exceptional client relationships, documenting and testing Business and Environmental Controls, performing walkthroughs, documenting internal controls for SOX and 404 testing. Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Intern

  • Jun 2005 - Aug 2005

  Interned in the General Assurance and IT Assurance departments Interned in the General Assurance and IT Assurance departments