Experience

Sellers Tile Inc

• Design Services
• 1 - 100 Employee

• Controller

  • Apr 2022 - Present

  Wilmington, North Carolina, United States



Best Deal Forklifts

• United States
• Warehousing and Storage

• Chief Financial Officer

  • May 2021 - Mar 2022

  California, United States



Kaplan & Associates, P.C.

• Accounting
• 1 - 100 Employee

• Independent Consultant

  • Mar 2020 - Sep 2021

  Mineola, New York, United States



National Payment Systems, LLC

• Chief Financial Officer

  • Nov 2015 - May 2019

  Portland, Oregon Area Accountable for all accounting and finance related functions for National Payment Systems, as well as 6 affiliated entities Developed and directly managed the accounting division responsible for all entity cash receipts, cash disbursements, payroll and benefits administration Reviewed and assisted with the purchase and sale of numerous asset acquisitions and note issuance Adopted treasury management and payroll systems thereby increasing productivity and ease of daily… Show more Accountable for all accounting and finance related functions for National Payment Systems, as well as 6 affiliated entities Developed and directly managed the accounting division responsible for all entity cash receipts, cash disbursements, payroll and benefits administration Reviewed and assisted with the purchase and sale of numerous asset acquisitions and note issuance Adopted treasury management and payroll systems thereby increasing productivity and ease of daily transactions Instituted several employee benefits improving retention rates Direct relationships with all banking, financing and investment partners Compiled all related tax documents specific to the entities, along with the owners’ trust and individual tax returns Show less



EDJE LLC

• Controller

  • Jan 2012 - Dec 2014

  Vancouver, WA Responsible for all accounting functions for EDJE,LLC, as well as the CEO’s 10 affiliated entities Supervise and overlook the daily operations accounting department including a payroll of over 200 employees Liaison for all legal and organizational functions of the entity including the implementation of internal control policy and procedures Prepare monthly, quarterly, and annual financial statements and budgets for all entities reviewed by management and third parties Create… Show more Responsible for all accounting functions for EDJE,LLC, as well as the CEO’s 10 affiliated entities Supervise and overlook the daily operations accounting department including a payroll of over 200 employees Liaison for all legal and organizational functions of the entity including the implementation of internal control policy and procedures Prepare monthly, quarterly, and annual financial statements and budgets for all entities reviewed by management and third parties Create budgets and cost-benefit analytics to assist the CEO in identifying company’s strengths and weaknesses Due to cost reductions and maximizing revenue, led to a 13% increase in gross sales after one calendar year Prepare and give presentations to senior management and the Board of Directors of the Company Initiate changes to business processes that increase profitability Principle responsible for the implementation and reporting of the spin off and merger activities of the Company Maintains a strong team by properly coaching, counseling, and motivating direct reports Show less



Hoffman Stewart & Schmidt P.C.

• United States
• Accounting
• 1 - 100 Employee

• Senior Staff Accountant

  • Jan 2008 - Jan 2012

  Portland, Oregon Area  Prepared annual and quarterly financial statements and supplementary information for several entities in accordance with GAAP, after analyzing field work performed on the engagement  Prepared multiple business entity and individual tax returns  Assisted several customers in obtaining financing and investment opportunities by providing financial statements  Managed individually led Audit and Tax engagements; performed tasks necessary for audits and reviews  Operated under… Show more  Prepared annual and quarterly financial statements and supplementary information for several entities in accordance with GAAP, after analyzing field work performed on the engagement  Prepared multiple business entity and individual tax returns  Assisted several customers in obtaining financing and investment opportunities by providing financial statements  Managed individually led Audit and Tax engagements; performed tasks necessary for audits and reviews  Operated under stringent budgets to meet time and financial constraints Show less



PEGG & PEGG LLP

• United States
• Accounting

• Staff Accountant

  • Apr 2005 - Jun 2008

  Greater New York City Area  Assisted in the multiple tasks necessary in conducting the field work for audits and reviews of several entities  Specifically assigned to an audit of an investment advisory firm with assets of over $8 billion  Compiled financial statements and reports based on results of extensive field work  Prepared federal and state tax returns for corporations, partnerships, fiduciaries, and individuals  Financial planning and budget forecasting for individuals with substantial net worth,… Show more  Assisted in the multiple tasks necessary in conducting the field work for audits and reviews of several entities  Specifically assigned to an audit of an investment advisory firm with assets of over $8 billion  Compiled financial statements and reports based on results of extensive field work  Prepared federal and state tax returns for corporations, partnerships, fiduciaries, and individuals  Financial planning and budget forecasting for individuals with substantial net worth, including the responsibility to manage all personal and credit accounts  Corresponded with clients and government authorities to resolve a multitude of inquiries and concerns Show less



Kimco Realty Corporation

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Tax Administrator

  • Jun 2000 - Apr 2005

  New Hyde Park, NY  Assisted in all matters relating to Commercial Real Estate Taxes  Designed custom spreadsheets for internal use, as well as for lessees, through the application of Microsoft Excel and IBM software CTI