Experience

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  PR Consulting

  • United States
  • Public Relations and Communications Services
  • 200 - 300 Employee

  • Chief Financial Officer

    • Jul 2019 - Present

  • Director of Finance

    • Feb 2017 - Jul 2019

• 

  Boffi USA

  • New York, New York

  • Financial and Operational Controller

    • Jul 2015 - Feb 2017
    • New York, New York

    Effectively maximized efficiency and profitability across four US showrooms by overseeing all financial and operational processes. Streamlined monthly financial reporting, enhancing accuracy and providing key insights for strategic decision-making. Achieved a 15% reduction in operating expenses through the creation and implementation of Company policies. Significantly improved operational efficiency by reducing payroll processing time through streamlined procedures and automated systems. Enhanced financial reporting capabilities with the successful rollout of new accounting software. Developed internal control procedures, achieving 100% compliance with regulatory standards. Collaboratively worked with a CPA firm to reduce tax liabilities, saving the company $50K annually while maintaining full compliance with tax laws.

• 

  Mark Cunningham Inc.

  • United States
  • Design Services
  • 1 - 100 Employee

  • Controller

    • Jul 2013 - Jun 2015

    Promoted to Controller based on exceptional performance as Finance Manager. Continued to build on previous successes by further optimizing financial processes and strategies. Played a pivotal role in reducing employee turnover through effective recruiting strategies and the implementation of timely performance reviews, enhancing overall operational efficiency and employee morale. Maintained and built upon improvements in revenue growth and cost management achieved during the tenure as Finance Manager.

  • Finance Manager

    • Mar 2011 - Jul 2013

    Played a crucial role in enhancing the company's financial health and operational efficiency. Successfully reduced accounts receivable delinquencies by 20% through the implementation of innovative collection procedures. Significantly improved annual forecasts and budgets, contributing to an increase in revenue and sustained company growth. Streamlined employee benefit packages, leading to cost reductions and heightened employee satisfaction.

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  JMP Securities

  • Greater New York City Area

  • Investment Banking Associate

    • Apr 2007 - Mar 2011
    • Greater New York City Area

    Successfully contributed to the management of over $1.6 billion in equity offerings and M&A transactions. Excelled in crafting SEC documents, internal memoranda, and effective investor roadshow presentations. Developed complex financial models, including DCF and accretion/dilution analysis, contributing significantly to the successful execution of multiple IPOs and key transactions. Recognized for exceptional performance with a promotion to Associate.

• 

  ThinkEquity Partners

  • Investment Banking Analyst

    • May 2005 - Apr 2007

    Instrumental in closing deals by preparing detailed offering memos and profiling buyers. Contributed to successful merger negotiations through comprehensive financial analysis and valuation modeling, and screened PIPE candidates using quantitative and qualitative methods.