Experience

Point Spring & Driveshaft Co.

• United States
• Transportation/Trucking/Railroad
• 1 - 100 Employee

• Controller

  • Jul 2020 - Present

  Pittsburgh, Pennsylvania, United States



PNC

• United States
• Financial Services
• 700 & Above Employee

• Accounting Specialist Senior - SEC Reporting

  • Jun 2019 - Jul 2020

  Greater Pittsburgh Area Compilation and review of financial statements, footnotes, management's discussion and analysis and all other components of SEC filings included in quarterly 10-Q's and annual 10-K's Review of external financial communications including news releases and investor presentations Work with external auditors, legal counsel and senior management to organize the overall external reporting process Assist in preparation and review of the company’s XBRL reporting… Show more Compilation and review of financial statements, footnotes, management's discussion and analysis and all other components of SEC filings included in quarterly 10-Q's and annual 10-K's Review of external financial communications including news releases and investor presentations Work with external auditors, legal counsel and senior management to organize the overall external reporting process Assist in preparation and review of the company’s XBRL reporting process Collaborate with employees from other departments and the company's independent auditors to ensure proper accounting for complicated transactions and implementation of new accounting pronouncements, including drafting accounting policy memos to document basis and conclusion Assist with the management of the Sarbanes-Oxley compliance, overseeing financial and accounting system controls Research accounting related issues in accordance with GAAP. Provide GAAP interpretation and document a conclusion in a clear, logical and comprehensive manner

• Sr. Business Analysis Consultant

  • Oct 2016 - Jun 2019

  Greater Pittsburgh Area Deliver profitability results to various lines of business to enable senior management decision-making strategy on products, pricing, markets and business lines throughout the duration of the monthly financial report cycle using Oracle Financial Systems Applications (OFSA) Reconcile production results on an FTP product, General Ledger and Cost Center basis to ensure accuracy of financial reporting Create ad-hoc SQL queries to retrieve sub-sets of business data from relational… Show more Deliver profitability results to various lines of business to enable senior management decision-making strategy on products, pricing, markets and business lines throughout the duration of the monthly financial report cycle using Oracle Financial Systems Applications (OFSA) Reconcile production results on an FTP product, General Ledger and Cost Center basis to ensure accuracy of financial reporting Create ad-hoc SQL queries to retrieve sub-sets of business data from relational databases Develop ad-hoc reporting in Oracle Essbase and SmartView to support enhancements to the reporting software and to address business requests Led a successful effort to correctly allocate funds transfer pricing for new railcar operating lease products Conduct functionality testing for major financial systems software upgrades Act as a liaison between business stakeholders and IT to facilitate requests and ensure data integrity on financial reporting Prepare for upcoming revenue recognition policy implementation



OneDigital - Pittsburgh

• United States
• Insurance
• 1 - 100 Employee

• Controller

  • Jan 2011 - Oct 2016

  Pittsburgh, PA Develop accounting processes and prepare financial statements Supervise finance staff Process daily payroll tax deposits, quarterly and annual payroll tax returns, annual W-2’s, 1099’s, 1095’s and business privilege tax returns Prepare year-end financial statements and workpapers for efficient and cost effective tax return preparation for seven companies Set agenda and run bi-weekly staff meetings to disseminate information discuss company policies and… Show more Develop accounting processes and prepare financial statements Supervise finance staff Process daily payroll tax deposits, quarterly and annual payroll tax returns, annual W-2’s, 1099’s, 1095’s and business privilege tax returns Prepare year-end financial statements and workpapers for efficient and cost effective tax return preparation for seven companies Set agenda and run bi-weekly staff meetings to disseminate information discuss company policies and initiatives Provide financial insight to executive board Accomplishments: Responsible for starting a payroll processing and professional employment organization business segment which has grown to processing $20M in payroll and tax deposits annually servicing over 40 corporate clients and 1000+ employees Implemented commissions management software system that successfully cut monthly data entry labor by 75% and eliminated manual commission allocation errors Recruitment of key financial and technological employees Negotiated contracts for fixed asset purchases for large IT and office equipment expenditures as well as many service vendors Assisted in the organic development of a company-wide database that manages over $3M monthly in client premium invoices, $2M in cash receipts and the is the primary client database for the company Served as Treasurer and a Recruitment officer in Premier Partner’s – BNI group for 3 years getting extensive networking, referral generation and public speaking experience Show less



Brunner, Blackstone & Associates, PC

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Sep 2009 - Sep 2010



Rea & Associates LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax & Audit Intern

  • Jan 2007 - Aug 2009