Experience

Happi Foodi

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Director of Finance

  • Jul 2022 - Present

• Finance Manager

  • Jul 2021 - Jul 2022

  Reporting directly to the CFO and CEO. Manage financial relationships and data from all departments across the company. A Hypergrowth Company specializing in Breakfast, Snack & Frozen Meals, Private labels, and brand. Licensing of Breakfast/ Cakes/ Snacks line with a major brands, such as Barstool Sports. Helped raise over 12M in Common Stock.



Russell Reynolds Associates

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Financial Analyst

  • May 2016 - May 2021

  Performed and compiled monthly variance analysis for multiple corporate departments with a total 65m+ annual budget. Generated yearly departmental budgets and monthly full-year forecasts as well as provided monthly variance analysis commentary to CFO, senior leadership, and individual department heads. Supervised and onboarded a staff of two, who focused on consolidating and allocating costs globally and analyzing monthly results. Performed and compiled monthly variance analysis for multiple corporate departments with a total 65m+ annual budget. Generated yearly departmental budgets and monthly full-year forecasts as well as provided monthly variance analysis commentary to CFO, senior leadership, and individual department heads. Supervised and onboarded a staff of two, who focused on consolidating and allocating costs globally and analyzing monthly results.



Yodle

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• Senior Accountant

  • Aug 2014 - May 2016

  •Prepare detail monthly and 13 week Cash Forecast for presentation to C-suite and FP&A •Daily Cash tracking and management to ensure month-end debt compliance and daily balance minimums •Prepare and compile monthly and quarterly debt covenants compliance certificates for external presentation and dispersal •Research technical Accounting topics •Prepare and review balance sheet, income statement, and supporting schedules for the monthly and quarterly comparative financial statements… Show more •Prepare detail monthly and 13 week Cash Forecast for presentation to C-suite and FP&A •Daily Cash tracking and management to ensure month-end debt compliance and daily balance minimums •Prepare and compile monthly and quarterly debt covenants compliance certificates for external presentation and dispersal •Research technical Accounting topics •Prepare and review balance sheet, income statement, and supporting schedules for the monthly and quarterly comparative financial statements •Compile 10-Q/K GAAP financial footnote preparation (Income Tax, Fixed Assets, Business Combination and Commitments and Contingencies) •Complete the 10-Q/K GAAP and SEC disclosure Checklists on a quarterly basis •Analyze and interpret vendor contracts for proper accounting treatment •Compile monthly internal non-GAAP Financials for presentation to C-suite and FP&A •Significant contributor to month end closing procedures, including accrual and reversal entries and account analysis •Acting Sales, Local and Federal Tax Accountant responsible for maintaining both tax compliance and processing and filing return •Prepare federal and state estimated quarterly property and sales tax returns, ensuring maintenance of proper tax records •Review and journalized federal and state estimated quarterly income tax provisions •Conduct tax research for both local and federal tax issues •Responsible for monthly Cost of Sales expenses close process and respective Income Statement and Balance Sheet account analysis •Calculate allocation of cost of sales expenses across revenue channels monthly •Reconcile vendor provided invoices vs. internal system generated reports •Responsible for tracking and recording Fixed Assets throughout the company’s various locations in accordance with company policy and US GAAP •Prepare monthly bank reconciliations •Compile and compute quarterly provider rebate bonus on a monthly basis •Assist with on-boarding and training of new staff Show less •Prepare detail monthly and 13 week Cash Forecast for presentation to C-suite and FP&A •Daily Cash tracking and management to ensure month-end debt compliance and daily balance minimums •Prepare and compile monthly and quarterly debt covenants compliance certificates for external presentation and dispersal •Research technical Accounting topics •Prepare and review balance sheet, income statement, and supporting schedules for the monthly and quarterly comparative financial statements… Show more •Prepare detail monthly and 13 week Cash Forecast for presentation to C-suite and FP&A •Daily Cash tracking and management to ensure month-end debt compliance and daily balance minimums •Prepare and compile monthly and quarterly debt covenants compliance certificates for external presentation and dispersal •Research technical Accounting topics •Prepare and review balance sheet, income statement, and supporting schedules for the monthly and quarterly comparative financial statements •Compile 10-Q/K GAAP financial footnote preparation (Income Tax, Fixed Assets, Business Combination and Commitments and Contingencies) •Complete the 10-Q/K GAAP and SEC disclosure Checklists on a quarterly basis •Analyze and interpret vendor contracts for proper accounting treatment •Compile monthly internal non-GAAP Financials for presentation to C-suite and FP&A •Significant contributor to month end closing procedures, including accrual and reversal entries and account analysis •Acting Sales, Local and Federal Tax Accountant responsible for maintaining both tax compliance and processing and filing return •Prepare federal and state estimated quarterly property and sales tax returns, ensuring maintenance of proper tax records •Review and journalized federal and state estimated quarterly income tax provisions •Conduct tax research for both local and federal tax issues •Responsible for monthly Cost of Sales expenses close process and respective Income Statement and Balance Sheet account analysis •Calculate allocation of cost of sales expenses across revenue channels monthly •Reconcile vendor provided invoices vs. internal system generated reports •Responsible for tracking and recording Fixed Assets throughout the company’s various locations in accordance with company policy and US GAAP •Prepare monthly bank reconciliations •Compile and compute quarterly provider rebate bonus on a monthly basis •Assist with on-boarding and training of new staff Show less



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Associate

  • Nov 2011 - Jul 2014

  Planned, executed, and led annual audit engagements acting in a senior associate capacity focusing on all aspects of the audit. Engaged with clients in the real estate, hospitality, and manufacturing industries. Performed extensive analytical procedures to ensure an efficient audit approach that sufficiently addressed relevant risks. Assessed the existence and effectiveness of internal controls by identifying significant accounts, control deficiencies, and risks of material misstatements to the… Show more Planned, executed, and led annual audit engagements acting in a senior associate capacity focusing on all aspects of the audit. Engaged with clients in the real estate, hospitality, and manufacturing industries. Performed extensive analytical procedures to ensure an efficient audit approach that sufficiently addressed relevant risks. Assessed the existence and effectiveness of internal controls by identifying significant accounts, control deficiencies, and risks of material misstatements to the financial statements. Performed extensive financial statement analysis, including substantive testing and analytical procedures to determine areas of significant reporting risk Show less Planned, executed, and led annual audit engagements acting in a senior associate capacity focusing on all aspects of the audit. Engaged with clients in the real estate, hospitality, and manufacturing industries. Performed extensive analytical procedures to ensure an efficient audit approach that sufficiently addressed relevant risks. Assessed the existence and effectiveness of internal controls by identifying significant accounts, control deficiencies, and risks of material misstatements to the… Show more Planned, executed, and led annual audit engagements acting in a senior associate capacity focusing on all aspects of the audit. Engaged with clients in the real estate, hospitality, and manufacturing industries. Performed extensive analytical procedures to ensure an efficient audit approach that sufficiently addressed relevant risks. Assessed the existence and effectiveness of internal controls by identifying significant accounts, control deficiencies, and risks of material misstatements to the financial statements. Performed extensive financial statement analysis, including substantive testing and analytical procedures to determine areas of significant reporting risk Show less



University of Massachusetts Amherst

• United States
• Higher Education
• 700 & Above Employee

• Student Athlete Tutor

  • 2008 - 2011



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jun 2010 - Aug 2010

  Gained experience in several different lines of service, such as Commercial, Financial Services, and SEC. Participated in numerous in-office and community development programs. Assisted audit teams of varying size in the completion of audits Gained experience in several different lines of service, such as Commercial, Financial Services, and SEC. Participated in numerous in-office and community development programs. Assisted audit teams of varying size in the completion of audits