Experience

ACES WASTE SERVICES INC
• United States
• Environmental Services
• 1 - 100 Employee
• Finance Manager

  • Oct 2020 - Present

Refrigerated Mechanical Solutions
• United States
• Office Manager

  • Aug 2018 - Oct 2020


Hitachi Vantara

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

• Senior Finance Manager

  • Sep 2017 - Jun 2018

  Same description as below. The company changed names in Sep 2017 from Hitachi Data Systems to Hitachi Vantara.

• Senior Finance Manager

  • Sep 2006 - Sep 2017

  Manage and develop staff of financial analysts.Responsible for development of Annual Operating Plan (AOP) for $20M captive leasing business.Coordinate monthly forecast, revenue reporting and provide variance analysis between results, forecasts, AOP.Manage and oversee month-end close process of global captive leasing company, including approval of all journal entries and balance sheet account reconciliations for multiple legal entities.Administration of leasing portfolio (1,400 active leases and 180 global customers) including assistance with contractual documentation, guidance related to re-financing, pricing support, lease status and miscellaneous research. Ensure accuracy of Financial Accounting Standards Board ruling (FASB 13 testing), as well as overseeing structuring, accounting set-up, invoicing, and collection of financing transactions.Support internal / external customers, including acting as liaison with Tax Department, Accounts Receivables, Regional Leasing Managers, Sales leads and teams, Business Coordinators, Lessees, and internal / external auditors.Review and submit tax reports, including sales and use tax, as well as property tax reports.Perform ad hoc reporting for Finance, Sales and Operations. Show less

• Leasing Operations Manager / Portfolio Manager

  • Mar 2001 - Sep 2006

  esponsible for portfolio management, including Hitachi Data Systems Credit Corporation (HDSCC) financial performance results, and data on lease portfolio assets. Handled HDSCC portfolio matters and coordinated HDSCC remarketing, finance, investors, field colleagues, and customers to ensure smooth resolution between the customer and HDSCC. Responsible for managing credit approval process for lease customers to ensure marketable credit and appropriate pricing to support leasing; reviewed active lease customer credit ratings. Monitored and managed “end of lease” process including lessor notices, assisting sales leads and business coordinators with equipment returns, month-to-month invoicing, and lease to purchase invoicing.Managed remarketing of non-current product, including pricing, inventory control, managing orders, and coordination of HDSCC off-lease products. Collaborated with outside brokers to supply equipment.Monitored all new contract documentation and distributed to the appropriate Regional Leasing Manager for term sheet submissions.Developed methods to increase profitability of HDSCC; provided technical support to sales and accounting personnel. Show less

• Revenue Analyst/Portfolio Analyst

  • Sep 1999 - Mar 2001

  Reviewed all documents associated with transactions for accuracy (contracts, purchase orders, term sheets, installation certificates, etc.).Performed FASB 13 test for financing transactions.Structured all lease contracts in InfoLease for accounting, reporting and invoicing purposes.Responsible for accurate contract structuring in Oracle for Maintenance amortization and invoicing.Created Outright Sale invoices for purchase transactions in Oracle.Performed customer account reconciliation; processed invoices and credit memos.Created journal entries for accounting adjustments.Reconciled various general ledger balance sheet accounts. Show less



A & B Painting

• United States
• Construction
• 1 - 100 Employee

• Payroll Department Manager

  • 1996 - 1999

  Responsible for verifying and processing weekly multi-state payroll for 250+ employees. Prepared weekly, monthly, quarterly, and annual reports; including certified payroll and union reports, government, and custom customer required reports. Assisted controller as necessary on special projects, including job costing analytics. Calculated and processed weekly electronic tax deposits. Filed all quarterly and annual tax returns. Reported and maintained workers' compensation claims and files. Responsible for reviewing contracts and processing change orders. esponsible for verifying and processing weekly multi-state payroll for 250+ employees. Prepared weekly, monthly, quarterly, and annual reports; including certified payroll and union reports, government, and custom customer required reports. Assisted controller as necessary on special projects, including job costing analytics. Calculated and processed weekly electronic tax deposits. Filed all quarterly and annual tax returns. Reported and maintained workers' compensation claims and files. Responsible for reviewing contracts and processing change orders. Show less



Star Elevator Inc.

• United States
• Specialty Trade Contractors
• 1 - 100 Employee

• Bookkeeper / Office Administrator

  • 1989 - 1996

  Responsible for Accounts Receivable, Accounts Payable, and Payroll duties. Performed month-end general ledger entries, as well as month-end closing of accounting records. Responsible for preparation of monthly and annual financial statements. Handled customer service issues and past-due collections. Maintained employee safety and training programs. Responsible for Accounts Receivable, Accounts Payable, and Payroll duties. Performed month-end general ledger entries, as well as month-end closing of accounting records. Responsible for preparation of monthly and annual financial statements. Handled customer service issues and past-due collections. Maintained employee safety and training programs.