Experience

EAST HARTFORD PUBLIC SCHOOLS

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Assistant Finance Director

  • Jan 2022 - Present

• Controller

  • May 2021 - Jan 2022

  - Developed comprehensive, substantially automated budget tracking tools that are utilized to project account expenditures against the budget and provide other key financial analysis data, while implementing them in collaboration with other departments - Recorded journal entries, ensuring accuracy and compliance with US GAAP and GASB regulations - Collaborated with the grants staff to effectively manage cash flows by ensuring accurate and sufficient state & federal funding drawdowns and… Show more - Developed comprehensive, substantially automated budget tracking tools that are utilized to project account expenditures against the budget and provide other key financial analysis data, while implementing them in collaboration with other departments - Recorded journal entries, ensuring accuracy and compliance with US GAAP and GASB regulations - Collaborated with the grants staff to effectively manage cash flows by ensuring accurate and sufficient state & federal funding drawdowns and grant fund reimbursement requests for allowable expenditures and monitored grant application submissions and deadlines to ensure the district’s students were receiving all valuable funding opportunities while complying with legal and contractual requirements - Performed/reviewed monthly bank reconciliation procedures for the accounts payable, education fee-based, and scholarship bank accounts (including researching, resolving, and explaining reconciling items) - Facilitated and supervised procurement (requisitions, requests for proposals, invitations to bid) and contract management processes to maintain compliance with district policies and state & federal regulations while efficiently expending funds in the best interests of the district and accurately recording expenditures to the correct accounts - Worked directly with the independent accounting firm to provide supporting documentation, inquiry responses, etc. - Prepared and distributed payroll by performing procedures in the Munis financial software to ensure accuracy and completeness, including building and submitting reports to financial institutions for retirement plans and to the Town's Finance department - Identified the needs for internal controls in certain financial processes, including payroll and accounts payable, and recommended internal controls to implement in order to limit the potential for errors - Facilitated budget transfers, ensuring compliance with the district’s policies, regulations, and bylaws



PKF O'Connor Davies

• United States
• Accounting
• 700 & Above Employee

• Audit Manager - Public Sector Practice

  • Jan 2021 - Apr 2021

  - Specialized in performing and managing audits and budget reviews for Public Sector clients, serving as the primary contact - Clients comprised of New York school districts, villages, towns, cities, and counties, specifically in Westchester County - Prepared and issued annual comprehensive financial reports in accordance with GASB requirements - Presented audit reports, summaries, and findings to audit committees, as required by the Office of the New York State Comptroller -… Show more - Specialized in performing and managing audits and budget reviews for Public Sector clients, serving as the primary contact - Clients comprised of New York school districts, villages, towns, cities, and counties, specifically in Westchester County - Prepared and issued annual comprehensive financial reports in accordance with GASB requirements - Presented audit reports, summaries, and findings to audit committees, as required by the Office of the New York State Comptroller - Facilitated local Yellow Book CPE trainings Show less - Specialized in performing and managing audits and budget reviews for Public Sector clients, serving as the primary contact - Clients comprised of New York school districts, villages, towns, cities, and counties, specifically in Westchester County - Prepared and issued annual comprehensive financial reports in accordance with GASB requirements - Presented audit reports, summaries, and findings to audit committees, as required by the Office of the New York State Comptroller -… Show more - Specialized in performing and managing audits and budget reviews for Public Sector clients, serving as the primary contact - Clients comprised of New York school districts, villages, towns, cities, and counties, specifically in Westchester County - Prepared and issued annual comprehensive financial reports in accordance with GASB requirements - Presented audit reports, summaries, and findings to audit committees, as required by the Office of the New York State Comptroller - Facilitated local Yellow Book CPE trainings Show less



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Assurance Manager

  • Aug 2019 - Dec 2020

  - Managed audit and other assurance engagements for a variety of clients in different industries, including municipalities (largest cities, towns, boards of education, and other governmental entities in the State of Connecticut), commercial/manufacturing companies (aerospace and biomedical, including multinational corporations), SEC-registered entities, broker dealers, healthcare organizations, insurance companies, and financial institutions - Served as the lead contact between… Show more - Managed audit and other assurance engagements for a variety of clients in different industries, including municipalities (largest cities, towns, boards of education, and other governmental entities in the State of Connecticut), commercial/manufacturing companies (aerospace and biomedical, including multinational corporations), SEC-registered entities, broker dealers, healthcare organizations, insurance companies, and financial institutions - Served as the lead contact between audit/assurance teams and the clients during planning, interim, and year-end field work - Performed audit procedures (i.e., tests of details, tests of controls, and analytical procedures) in accordance with GAAS over US GAAP financial statements and various areas of audits (e.g., cash, investments, accounts receivable, inventory, intangible assets, goodwill, prepaid assets, PP&E, accounts payable, debt, accrued expenses, equity, revenues (including FASB ASC 606 implementation), expenses, etc.) - Performed detail audit testing over highly subjective and technical audit areas, including inventory valuations, share-based compensation, opening balance sheet procedures, EPS dilution, judgmental accrued expenses, goodwill, and pensions - Communicated audit progress, adjusting and reclassification journal entries, internal control recommendations, and audit results to clients’ upper financial management - Worked extensively with SAP, Oracle, Epicor, Sage, Munis, and Netsuite ERP systems to extract supporting documentation from the general ledger and sub ledgers - Developed professional relationships with clients by identifying and recommending process improvements to result in more efficient audits and promote firm growth - Supervised and coached interns, staff, and seniors by reviewing their work and providing timely performance feedback - Accompanied firm partners to various audit proposals - Conducted interviews to recruit new talent into the firm - Facilitated local and national CPE trainings

• Assurance Supervisor

  • Aug 2018 - Jul 2019

  - Led audit/assurance engagements for a variety of clients in different industries and was the main point of contact between the audit/assurance teams and the clients - Conducted on-campus and office interviews to recruit new talent into the firm

• Senior Assurance Associate

  • Oct 2016 - Jul 2018

  - Led audit/assurance engagements for a variety of clients in different industries and was the main point of contact between the audit/assurance team and the client

• Assurance Associate

  • Oct 2014 - Sep 2016

  - Audited and provided other assurance services for a variety of clients in different industries, including municipalities (largest cities, towns, boards of education, and other governmental entities in the State of Connecticut), commercial/manufacturing companies (aerospace and biomedical companies, including multinational corporations), SEC-registered entities, healthcare organizations, insurance companies, broker dealers, and financial institutions



US Foods

• United States
• Food and Beverage Services
• 700 & Above Employee

• Credit Coordinator

  • Nov 2013 - Aug 2014

  - Managed two sales districts, consisting of over 500 accounts - Communicated with customers and salespersons while collecting payments and decreasing bad debt reserve - Ran new customers' credit applications to set appropriate terms of sales - Through analysis, approved/denied sales - Managed two sales districts, consisting of over 500 accounts - Communicated with customers and salespersons while collecting payments and decreasing bad debt reserve - Ran new customers' credit applications to set appropriate terms of sales - Through analysis, approved/denied sales



Carousel Industries

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

• Finance Intern

  • Feb 2013 - Nov 2013

  - Prepared monthly and year-end working papers for staff accountants - Aided the Director of Finance and CFO with research and schedules for sales tax, workers’ compensation, and accounts payable vendor audits - Cut checks and issued electronic payments to vendors for invoices and employees for reimbursable expenses - Responded and reached out to vendors regarding invoice payment inquiries - Completed receipt of invoice entry in Sage MAS 200 - Reviewed and approved/denied… Show more - Prepared monthly and year-end working papers for staff accountants - Aided the Director of Finance and CFO with research and schedules for sales tax, workers’ compensation, and accounts payable vendor audits - Cut checks and issued electronic payments to vendors for invoices and employees for reimbursable expenses - Responded and reached out to vendors regarding invoice payment inquiries - Completed receipt of invoice entry in Sage MAS 200 - Reviewed and approved/denied employees' expense reports Show less - Prepared monthly and year-end working papers for staff accountants - Aided the Director of Finance and CFO with research and schedules for sales tax, workers’ compensation, and accounts payable vendor audits - Cut checks and issued electronic payments to vendors for invoices and employees for reimbursable expenses - Responded and reached out to vendors regarding invoice payment inquiries - Completed receipt of invoice entry in Sage MAS 200 - Reviewed and approved/denied… Show more - Prepared monthly and year-end working papers for staff accountants - Aided the Director of Finance and CFO with research and schedules for sales tax, workers’ compensation, and accounts payable vendor audits - Cut checks and issued electronic payments to vendors for invoices and employees for reimbursable expenses - Responded and reached out to vendors regarding invoice payment inquiries - Completed receipt of invoice entry in Sage MAS 200 - Reviewed and approved/denied employees' expense reports Show less



Norwich Recreation Department

• Norwich, CT

• Basketball Referee

  • Jan 2013 - Apr 2013

  - Enforced the rules of basketball - Directed different age divisions, from eight- to eighteen-year-olds - Made important decisions on the spot - Enforced the rules of basketball - Directed different age divisions, from eight- to eighteen-year-olds - Made important decisions on the spot