Experience

Your Part-Time Controller, LLC

• United States
• Accounting
• 400 - 500 Employee

• Associate (CFO/Controller)

  • Nov 2020 - Present

  Serve as senior level financial support for numerous not-for-profit clients. This support includes assessing routine financial and operational needs as well as providing broader strategic analysis. Assist with month-end close processing and reporting, board presentations, annual budgets, cash flow forecasts and audit/tax preparation. Prepared government and private grant budgets and associated financial reports. Manage pandemic relief filings and claims, including PPP and ERC. Serve as senior level financial support for numerous not-for-profit clients. This support includes assessing routine financial and operational needs as well as providing broader strategic analysis. Assist with month-end close processing and reporting, board presentations, annual budgets, cash flow forecasts and audit/tax preparation. Prepared government and private grant budgets and associated financial reports. Manage pandemic relief filings and claims, including PPP and ERC.



Media Advisory Partners

• United States
• Financial Services
• 1 - 100 Employee

• Advisory Director

  • Nov 2019 - Nov 2020

  Helped clients prepare for M&A transactions and maximize potential returns by providing strategic guidance and advice to owners throughout the sales process. Analyzed and prepared financial statements and management presentations as well as assistance with due diligence and post-transaction inquiries. Helped clients prepare for M&A transactions and maximize potential returns by providing strategic guidance and advice to owners throughout the sales process. Analyzed and prepared financial statements and management presentations as well as assistance with due diligence and post-transaction inquiries.



Vendome Group

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2012 - Sep 2019

  Directed all corporate finance activities, including monthly/quarterly financial statement preparation and forecasts & budgets. Administered the annual financial audit, tax filings, and compliance audits for the company. Managed all technology and Human Resource functions including hardware/software support and major projects (Salesforce implementation and cloud migration). Responsible for due diligence and financial integration for three acquisitions and five divestitures. Managed the final shutdown of the organization after all of the operating divisions were divested. Show less

• Operations Controller

  • Oct 2007 - Sep 2012

  Managed team of three, oversee development of company's annual operating and capital expenditure budgets. Served as the interim Human Resource Director overseeing all human resource responsibilities as well as the implementation of the PEO platform. Integrated a new circulation and fulfillment system that consolidated all subscriber and advertiser data onto one platform, which led to improved accuracy of monthly financial reporting and reduced monthly closing cycles by approximately three days.



Wolters Kluwer

• Netherlands
• Information Services
• 700 & Above Employee

• Senior Financial Analyst

  • Mar 2004 - Oct 2007

  Supported multiple business leaders in Chicago, Boston and New York; included providing detailed information about the financial performance of each business line, creating annual budgets, quarterly reforecasts and monthly variance analyses. Worked directly with a third party vendor to design and configure Hyperion Essbase system to combine financial and non-financial data into one integrated reporting tool. Maintained the database and monitored data integrity post-migration. Supported multiple business leaders in Chicago, Boston and New York; included providing detailed information about the financial performance of each business line, creating annual budgets, quarterly reforecasts and monthly variance analyses. Worked directly with a third party vendor to design and configure Hyperion Essbase system to combine financial and non-financial data into one integrated reporting tool. Maintained the database and monitored data integrity post-migration.



Northstar Travel Group

• United States
• Information Services
• 200 - 300 Employee

• Finance Manager

  • Sep 2001 - Mar 2004

  Creating annual budgets, quarterly forecasts and monthly variance analysis. Prepared and closed monthly financial statements and managed sales commission plans. Primary business partner for conversion and implementation of PeopleSoft general ledger system; served as PeopleSoft system administrator post-implementation Creating annual budgets, quarterly forecasts and monthly variance analysis. Prepared and closed monthly financial statements and managed sales commission plans. Primary business partner for conversion and implementation of PeopleSoft general ledger system; served as PeopleSoft system administrator post-implementation



Newsweek

• Internet News
• 300 - 400 Employee

• Business Manager

  • Apr 2000 - Aug 2001

  Managed all financial operations for Newsweek Budget Travel magazine; created annual operating and capital expenditure budgets and three-year plans; supervised office manager and temp staff.

• Senior Financial Analyst

  • Jun 1997 - Apr 2000

  Responsible for preparation of financial reports and forecasts for Domestic and International subsidiaries.