Experience

John Hancock Investment Management

• United States
• Investment Management
• 300 - 400 Employee

• Corporate Controller

  • Jul 2018 - Present

• Assistant Controller

  • Jul 2016 - Jun 2018



Wagner Forest Management

• Greater Boston Area

• Assistant Controller

  • Sep 2009 - May 2016

  One of the biggest timberland and wind energy producing companies in Northeastern U.S. managing 3 million acres of forest land and wind projects with the latest technology in alternative energy Oversee the annual financial statements, year-end audit reports, workpapers, and outstanding issues of clients’ investments with total capital of $500M; Review and manage the timely filing of tax returns and maintain valuation analysis of the deferred tax asset for U.S. and Canadian entities; Collaborate with the CFO and control the audit preparation for over 10 entities; Provide auditors with updates on company’s internal control procedures • Close the general ledgers of multiple clients and ensure adherence of the consolidated financial statements to GAAP requirements • Implemented cash analysis automated procedures to support the CFO in evaluating cash positions for future distributions, payment disbursements, and capital calls • Streamlined existing work-paper structure to support year-end audit of clients’ investments • Improved the consolidated financial statements report by including currency conversion calculation and variance analysis • Awarded over $100K in bonuses for excellent performance Show less



Tecnica Group

• Italy
• Sporting Goods Manufacturing
• 300 - 400 Employee

• Controller

  • May 2007 - Jul 2009

  One of the top 5 manufacturers of ski equipment in the world with 6 divisions in the U.S. and multiple product lines Responsible for the consolidation of the financial statements; Managed year-end audit and tax schedules required for tax return preparation and quarterly estimates of tax payments; Collaborated with the CFO (Executive VP), the President, and auditing partners • Provided the Board of Directors with crucial reports and analysis to support decisions on resource allocation • Led a dedicated team of AP and staff accountants with no turnover • Optimized spending of resources by improving the company revenue and expense fluctuation analysis • Collaborated with payroll department senior managers and designed workers’ compensation matrix • Along with the CFO (Executive VP) improved internal control procedures • Significantly improved divisional fixed assets and TE accounting policies by implementing control mechanisms and strengthening the related narratives • Thoroughly researched and analyzed the sporting goods industry and delivered market share reports to all divisional presidents and sales managers • Awarded $20K in bonuses Show less



Dartmouth College

• United States
• Higher Education
• 700 & Above Employee

• Financial Analyst

  • Mar 2006 - May 2007

  Oversaw the annual financial statements, quarterly management reports, and regulatory reporting while working with KPMG auditing staff; Monitored various payroll accounts and grants • Along with the Controller improved the quarterly reporting to the Trustees by presenting internal control related matters identified during the reporting period • Provided top executives with variance analysis, risk analysis, and projections of divisional operating revenues and expenditures which were used to approve budgets and increase efficiency of operations • Completed extensive training in SAS 112 and successfully collaborated with other Ivy League schools’ senior managers to implement SAS 112 at higher education institutions • Initiated and developed internal control procedures while directing payroll department senior managers to identify and implement key controls in accordance with SAS 112 • Provided ongoing support for the fiscal and risk identification practices, partnering with executives, fiscal officers, and other financial managers • Uncovered control deficiencies and initiated specific controls to safeguard the College assets • Ensured compliance with new regulatory requirements, including FASB, by administering key internal controls and establishing guidelines for the related narratives and matrixes • Collaborated with Tuck School of Business at Dartmouth faculty on research investigating behavioral aspects of decision making Show less



Meritage Homes

• United States
• Construction
• 700 & Above Employee

• Corporate Assistant Controller

  • Jul 2002 - Feb 2006

  One of the ten biggest homebuilders in the U.S. with over 1,300 employees and over $2B revenue Responsible for all consolidated financial reports while consistently meeting SEC driven deadlines; Furnished the financial backbone information for the 10Q and 10K while working with Deloitte senior managers; Managed the tax provision and delivered the year-end tax return information • Controlled and coordinated the consolidation of the income statement and the balance sheet for 6 states and over 20 subdivisions • Played a key role in the coordination of the budget and press release information • Ensured the accuracy of internal control procedures related to consolidation and reporting of financial statements, working with internal auditors and external consultants (Jefferson Wells); Wrote related narratives and implemented control matrix • Led a highly performing team of senior corporate accountants • Provided the Board of Directors with crucial reports, including analysis of actual to budget data and analysis of revenues, average sales price of closings, net earnings, gross and operating margins, new orders, cancelations, backlogs, and community count to support decisions on resource allocation, new acquisitions and loan securitizations • Collaborated in a team that successfully implemented company-wide conversion to a new general ledger system (People Soft) • Recognized with several awards for outstanding performance • The only employee awarded full MBA sponsorship Show less



U-Haul

• United States
• Retail
• 700 & Above Employee

• Manager of External Reporting

  • Aug 1999 - Jul 2002

  The biggest self-moving leasing company in the U.S. with over 11,000 employees and $3B revenue In charge of all SEC external reporting including 10Q, 10K, and annual report; Controlled and coordinated the timely preparation of all financial reports including Consolidated income statements, balance sheets, and cash flows, Earnings per share, Segment and geographic reports; Prepared tax provisions and annual tax projections • Led a team of eight staff accountants in a high paced environment of deadline oriented projects including filing of 10Q, 10K, and the annual report, as well as preparation of the financial statements and analyses for loan securitizations • Collaborated with the Director of Financial Reporting, the Treasurer, and Price Waterhouse Coopers while analyzing and presenting year-end audited financial statements • Provided the Board of Directors with fluctuation analyses to support decisions on investments, resource allocation, and contingency plans Performed financial analysis for U-Haul’s $120M self-storage division with over 380 properties in the U.S. and Canada • Furnished senior management with financial statements for purposes of securitizations and acquisitions • Collaborated with Ernst & Young while preparing and analyzing year-end financial statements • Promoted to Manager of External Reporting within a year Show less



Etac - US

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • Oct 1997 - Jul 1999

  One of the leading wheelchair manufacturers in California Assisted the Controller in preparation and analysis of financial statements • Trained and supervised accounting personnel in a filial company consistently meeting division goals • Maintained bank reconciliation, general ledgers, and journals • Prepared weekly payroll for over 70 employees; Setup Medicaid and SS deductions • Controlled billing of all invoices in AR Show less