Experience

Retirement Planners & Administrators, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Vice President Finance

  • May 2014 - Present


Brooklyn Financial Analytics LLC

• Principal

  • Jan 2017 - Present

  Help small business owners and individuals create business plans, budgeting, financial statement creations, and Tax Preparation services as a Register IRS Tax Preparer. Help small business owners and individuals create business plans, budgeting, financial statement creations, and Tax Preparation services as a Register IRS Tax Preparer.



Retirement Planners & Administrators, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Director of Finance

  • May 2014 - Jan 2023

  Directed day-to-day financial operations, corporate financial planning, and regularly communicated with both internal and external customers. Staffed, trained, and managed all aspects of the onboarding process for new employees. Served as a direct report to the leadership including President, CEO, and Founder. Prepared short-term financial forecasts and long-term financial models. Conducted annual economic, market, and business unit analyses. Headed the complete lifecycle of recruitment, including onboarding new hires, setting up payroll, taxes, and benefits, annual performance review, and disciplinary enforcement. Analyzed financial data regarding product performance and customer performance and developed reports for management and ownership. • Developed and deployed new human resources administration systems, including a revised employee handbook, policy manual, and performance management system. • Verified compliance of financial policies and accounting procedures against all pertinent GAAP, SEC rules, and regulations including SOX compliance. • Served as the liaison between management and company officers, employees, and outside organizations, including the Internal Revenue Service (IRS), Workers' Compensation Insurance carriers, the Franchise Tax Board, and the Employment Development Department. • Developed current policy manual, review process, and education/training protocols. • Credited for developing, implementing, and maintaining robust accounting and administrative policies and procedures for finance, accounting, and human resources services Show less



Cobham

• United Kingdom
• Defense and Space Manufacturing
• 700 & Above Employee

• Accountant III

  • Jan 2012 - Apr 2014

  Produced timely and accurate financial and progress reports, including income/balance sheet statements and consolidated statements, and submitted for consideration during the key decision-making process. Executed month-end and year-end general ledger process and account reconciliations using double-entry accounting methods and check backs. Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems. Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses. Prepared income and balance sheet statements, consolidated statements, and other accounting statements and reports. Interfaced with corporate auditors and outside audit firms for inspecting effectiveness of various systems and subsystems, resulting in managing and reducing operational risks. • Utilized advanced tools and techniques such as ADP for efficient processing of payroll for 100+ employees. • Leveraged exceptional professionalism and field expertise to Instruct and assign work to accounting clerks. • Minimized losses and checked compliance with internal protocols by analyzing and preparing effective annual budgets. • Mitigated impacts on financial accounting operations by working proactively to identify and resolve strategic concerns. • Completed year-long consolidation of business units under one accounting system while implementing a new ERP system. • Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives, and non-standard transactions. Show less



VIDAR Systems Corporation

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • 2010 - 2012

  Worked with CFO and Corporate Controller to prepare month-end financial reports. Analyzed financial audit information and made recommendations to improve efficiencies. Wrote financial statements and consolidations after reconciling general ledger accounts. Aided in preparation of audit financials for international corporate sales from private to public. • Set up and improved accounting systems and processes to meet business needs and maximize operational success. • Served as local finance lead in the merger of financial data to new corporate entity. • Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts. • Reconciled balance sheets and streamlined best practices for balance sheet processes. Show less



Information and Planning Management Service, Inc

• Accounting Manager

  • 2007 - 2010

  Managed and processed accounts payable and accounts receivable. Provided financial reports to company president. Worked with accountants to ensure proper annual tax filings. Managed facilities and supported president with daily operational requirements. • Worked directly with a patent attorney on a unique database product, resulting in granting of a patent • Managed and assisted in several special development projects Managed and processed accounts payable and accounts receivable. Provided financial reports to company president. Worked with accountants to ensure proper annual tax filings. Managed facilities and supported president with daily operational requirements. • Worked directly with a patent attorney on a unique database product, resulting in granting of a patent • Managed and assisted in several special development projects



Comsearch, Andrew Corporation

• Customer Relationship Representative, Senior Accounting Specialist

  • 1997 - 2007

  Customer Relationship Representative 2004-2007 Managed Comsearch Business Unit billing using SAP, generating over 700 invoices per month. Assisted in collecting past-due accounts. Managed and audited time reporting for Geometrix Business Unit contractors. Supported Director of Accounting with revenue reporting. Prepared 1099 reporting and managed office petty cash. Senior Accounting Specialist (Comsearch Div of Andrew Corp) 1997-2004 Processed payroll for 200 employees worldwide on a bi-weekly schedule via ADP Windows system. Managed time reporting software and audited time reports. Processed and paid employee garnishments and 401k program deductions and loans. Completed month-end and year-end General Ledger process. Prepared journal entries and completed W-2 processing. Processed and audited company payables. Issued weekly vendor and employee expense payments. Prepared and issued annual 1099 forms. Prepared client billings and handled account collection calling. Managed corporate credit and phone calling card. Show less