Experience

Altius Institute for Biomedical Sciences

• United States
• Research Services
• 1 - 100 Employee

• Financial Controller

  • Oct 2021 - Present



LEVERAGE Information Systems

• Information Technology & Services
• 1 - 100 Employee

• Financial Controller

  • Mar 2020 - Oct 2021



Bio-Therapeutic

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

• Financial Controller

  • Jun 2019 - Mar 2020



State Farm

• United States
• Insurance
• 700 & Above Employee

• Finance Manager, Financial & Accounting Operations

  • Mar 2018 - Jun 2019

  • Manage financial planning and analysis function, producing and explaining performance insights in monthly, quarterly, annual financial reports and long-term budgeting plans. • Prepare accurate, timely views of business’ current financial position and forward-looking forecasts to ensure meaningful discussion on key decisions over short and long term. • Restructured premium billing process, which has led to reduced cancellation due to non-payment by 17%. • Manage financial planning and analysis function, producing and explaining performance insights in monthly, quarterly, annual financial reports and long-term budgeting plans. • Prepare accurate, timely views of business’ current financial position and forward-looking forecasts to ensure meaningful discussion on key decisions over short and long term. • Restructured premium billing process, which has led to reduced cancellation due to non-payment by 17%.



FESCO Ocean Management Ltd

• Cyprus

• Financial Director

  • Sep 2015 - Nov 2017

  • Led transition of FESCO’s regional finance function from Hong Kong to Cyprus by hiring, training, and managing team of 40+ finance professionals, thus enabling annual operational expense savings of $1.5MM. • Spearheaded strategic analysis of FESCO’s global network of subsidiaries to meet shipping clients’ evolving needs. Presented the case to management to implement these findings, which resulted in firm’s annual profit increase of $2MM. • Managed business restructure, which reduced… Show more • Led transition of FESCO’s regional finance function from Hong Kong to Cyprus by hiring, training, and managing team of 40+ finance professionals, thus enabling annual operational expense savings of $1.5MM. • Spearheaded strategic analysis of FESCO’s global network of subsidiaries to meet shipping clients’ evolving needs. Presented the case to management to implement these findings, which resulted in firm’s annual profit increase of $2MM. • Managed business restructure, which reduced operational expenses in core markets, propelling FESCO to the industry’s lowest unit costs in the China, Korea, and Russia trade corridors, while improving service and schedule reliability and enabling market share growth. • Worked directly with C-level company management to oversee accurate and timely forecasting, reporting, and analysis of a dynamic transformational program. • Oversaw monthly reporting to various FESCO accounting functions, including analysis of results vs. plan and forecasts. Show less • Led transition of FESCO’s regional finance function from Hong Kong to Cyprus by hiring, training, and managing team of 40+ finance professionals, thus enabling annual operational expense savings of $1.5MM. • Spearheaded strategic analysis of FESCO’s global network of subsidiaries to meet shipping clients’ evolving needs. Presented the case to management to implement these findings, which resulted in firm’s annual profit increase of $2MM. • Managed business restructure, which reduced… Show more • Led transition of FESCO’s regional finance function from Hong Kong to Cyprus by hiring, training, and managing team of 40+ finance professionals, thus enabling annual operational expense savings of $1.5MM. • Spearheaded strategic analysis of FESCO’s global network of subsidiaries to meet shipping clients’ evolving needs. Presented the case to management to implement these findings, which resulted in firm’s annual profit increase of $2MM. • Managed business restructure, which reduced operational expenses in core markets, propelling FESCO to the industry’s lowest unit costs in the China, Korea, and Russia trade corridors, while improving service and schedule reliability and enabling market share growth. • Worked directly with C-level company management to oversee accurate and timely forecasting, reporting, and analysis of a dynamic transformational program. • Oversaw monthly reporting to various FESCO accounting functions, including analysis of results vs. plan and forecasts. Show less



FESCO Lines Management

• Hong Kong

• Financial Controller

  • Jan 2012 - Sep 2015

  •• Supervised accounting department operations – a team of 50+ accountants and financial analysts – including design of an organizational structure adequate for achieving the management’s goals and objectives. • Supervised all finance activities of FESCO’s foreign trade lines business, generating combined annual revenue of $300MM – working across offices in Russia, China, Korea, Europe, and N America. • Ensured compliance with local, national, and international regulatory reporting… Show more •• Supervised accounting department operations – a team of 50+ accountants and financial analysts – including design of an organizational structure adequate for achieving the management’s goals and objectives. • Supervised all finance activities of FESCO’s foreign trade lines business, generating combined annual revenue of $300MM – working across offices in Russia, China, Korea, Europe, and N America. • Ensured compliance with local, national, and international regulatory reporting requirements and tax filings. • Oversaw accounting ops of subsidiary corporations – their control systems, transaction-processing ops, policies, procedures. • Restructured accounting ops of subsidiary corporations, which generated savings of over $500K in annual admin expenses. Show less •• Supervised accounting department operations – a team of 50+ accountants and financial analysts – including design of an organizational structure adequate for achieving the management’s goals and objectives. • Supervised all finance activities of FESCO’s foreign trade lines business, generating combined annual revenue of $300MM – working across offices in Russia, China, Korea, Europe, and N America. • Ensured compliance with local, national, and international regulatory reporting… Show more •• Supervised accounting department operations – a team of 50+ accountants and financial analysts – including design of an organizational structure adequate for achieving the management’s goals and objectives. • Supervised all finance activities of FESCO’s foreign trade lines business, generating combined annual revenue of $300MM – working across offices in Russia, China, Korea, Europe, and N America. • Ensured compliance with local, national, and international regulatory reporting requirements and tax filings. • Oversaw accounting ops of subsidiary corporations – their control systems, transaction-processing ops, policies, procedures. • Restructured accounting ops of subsidiary corporations, which generated savings of over $500K in annual admin expenses. Show less



FESCO Agencies North America

• United States

• Financial Controller

  • Jan 2001 - Dec 2011

  •• Managed financial budgeting, forecasting, and reporting for 5 agencies with combined annual revenues of $260MM. • Recruited and trained in internal processes team of 20 finance professionals. • Provided analytical support for presenting subsidiary’s financial performance reports to senior management and board of directors of parent company. •• Managed financial budgeting, forecasting, and reporting for 5 agencies with combined annual revenues of $260MM. • Recruited and trained in internal processes team of 20 finance professionals. • Provided analytical support for presenting subsidiary’s financial performance reports to senior management and board of directors of parent company.