Experience

Fulfill

• United States
• Community Services
• 1 - 100 Employee

• Vice President of Finance and Administration

  • Sep 2022 - Present

  Neptune, New Jersey, United States Financial leadership in support of Fulfill's mission. Provide financial reporting and analysis for organizational decision-making. Business partner for the senior leadership team and program managers. Oversee Finance and Accounting, Information Technology, and Risk Management.



Brand K Partners

• Accounting
• 1 - 100 Employee

• Vice President Of Client Services

  • Sep 2021 - Jan 2022

  Haledon, New Jersey, United States Provide clients with strategic and fiscal guidance to improve financial health; Coordinate key financial reporting to client Executive Teams and Boards of Directors; Lead and direct multiple client accounting teams



Community FoodBank of New Jersey

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Director of Finance

  • Nov 2017 - Aug 2021

  Hillside, New Jersey Operational leadership in Finance and Accounting (~$97 M budget, 150 FTE); Produce monthly financial reports, annual audited financial statements, and operating statements and reports for grants and contracts; Monitor financial controls, cash flow, revenues, expenses, and vouchers for State and Federal contracts; Orchestrate system and process improvements for accounting operations; Business partner for program and service delivery teams; Lead annual budget process.



Your Bottom Line CFO

• Contract/Interim CFO

  • Sep 2010 - Nov 2017

  Greater New York City Area Strategic and hands-on financial consultant to small businesses and non-profits. Produced budgets to support expansion of “the Takeaway” at WNYC. Established and managed first-time audit operations for Unemployment Insurance Tax Advisory service at VWG Associates. Leveraged Net-Forum and Peachtree capabilities to improve accounting operations at Commercial Finance Association. Advise CEO of Assessment Learning and Technology Solutions on strategic and operational matters; assess profitability… Show more Strategic and hands-on financial consultant to small businesses and non-profits. Produced budgets to support expansion of “the Takeaway” at WNYC. Established and managed first-time audit operations for Unemployment Insurance Tax Advisory service at VWG Associates. Leveraged Net-Forum and Peachtree capabilities to improve accounting operations at Commercial Finance Association. Advise CEO of Assessment Learning and Technology Solutions on strategic and operational matters; assess profitability of new contracts and prepare proposals. Show less



Commercial Finance Association

• Director of Finance and Administration

  • Oct 2013 - Sep 2016

  Greater New York City Area Strategic leadership in planning, budgeting and reporting (~$5 M budget, 15 FTE); Operational leadership in Finance and Accounting, Information Technology, Human Resources and Office Operations; Business partner for Programs, including Membership, Conferences, Education, and Publications Teams. Produce monthly and annual audited financial reports; Establish policies and procedures to monitor financial controls, cash flow, revenues, expenses, billings and collections.



Talley

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2007 - Dec 2009

  Mt Royal, New Jersey Advised President on evolving strategic matters; Led a team of 10 in Finance and Accounting, IT, and Human Resources Divisions to support 20+ non-profit clients. Produced monthly and annual audited financial reports; Managed budget processes. Established policies and procedures to monitor financial controls, cash flow, revenues, expenses, billings and collections. Directed legal, compliance and employee relations efforts. Led installation of Web 2.0 platform for clients and migration to… Show more Advised President on evolving strategic matters; Led a team of 10 in Finance and Accounting, IT, and Human Resources Divisions to support 20+ non-profit clients. Produced monthly and annual audited financial reports; Managed budget processes. Established policies and procedures to monitor financial controls, cash flow, revenues, expenses, billings and collections. Directed legal, compliance and employee relations efforts. Led installation of Web 2.0 platform for clients and migration to electronic expense reports. Show less



NetAid

• Non-profit Organization Management
• 1 - 100 Employee

• Director of Finance and Administration

  • Nov 2005 - May 2006

  Greater New York City Area Managed accounting, budgeting, financial reporting, forecasting, financial analysis, cashflow, investment portfolio, annual audit, staffing, benefits administration, facilities management and IT.



Alpha North America

• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance

  • May 2001 - May 2005

  Greater New York City Area Led a team of 5 in inventory accounting, bookkeeping, budgeting, financial reporting, forecasting, financial analysis, cashflow, securities transactions, annual audit, banking relationships and vendor payments.



Andre Solomon & Partners, LTD

• Managing Partner

  • May 1999 - May 2001

  Freelance consultant managing all aspects of strategic planning projects for five organizations.



Dynamicweb Enterprises

• Director of Finance and Administration

  • Jun 1997 - Mar 1999

  Fairfield, New Jersey Led a team of 4 in financial planning and analysis, financial reporting, investor relations, executing equity sales, cash management, banking relationships, staffing, and benefits administration.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Jul 1993 - Mar 1997

  Greater New York City Area Identified, analyzed and evaluated financing needs of tax-exempt issuers and developed, valued and presented appropriate solutions. Structured transactions, executed pricings and evaluated market conditions.



Financial Services Corporation of New York City

• Director of Governmental Affairs

  • Aug 1989 - Aug 1991

  Coordinated strategies for legislative issues affecting 2 NYC agencies.



Mayor's Office of Management and Budget, City of New York

• Senior Budget Analyst

  • Dec 1985 - Aug 1989

  Greater New York City Area Analyzed budgetary and policy impacts of federal, state and local legislation on City services.