Experience

Loeb.nyc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Controller

  • Jul 2019 - Present

  Greater New York City Area •Establish cost-saving initiatives that resulted in a 35% diminution in operating expenses over 12 months •Implement new financial software, improving efficiency and reducing the month-end closing time by 55% •Spearhead financial analysis projects that identify 4+ growth opportunities, boosting annual revenue •Collaborate with the CFO to devise financial strategy that supports the company's growth objectives •Champion a team of 12+ accountants to ensure accurate financial reporting… Show more •Establish cost-saving initiatives that resulted in a 35% diminution in operating expenses over 12 months •Implement new financial software, improving efficiency and reducing the month-end closing time by 55% •Spearhead financial analysis projects that identify 4+ growth opportunities, boosting annual revenue •Collaborate with the CFO to devise financial strategy that supports the company's growth objectives •Champion a team of 12+ accountants to ensure accurate financial reporting and compliance with standards Show less



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Manager

  • Jul 2002 - Jul 2019

  Moorestown, New Jersey, United States •Implemented Microsoft Dynamics GP, including integration solutions, utilizing Integration Manager & SmartConnect •Oversaw the development of 5+ projects, ensuring on-time delivery, satisfaction, & adherence to budgets •Partnered with clients to identify & resolve software-related issues, achieving high client satisfaction ratings •Devised best practices & process improvements, resulting in a 50% increase in project delivery efficiency



SWK Technologies, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Consultant

  • Jun 2000 - Jul 2002

  Livingston, New Jersey, United States •Supported products, including MAS90/200 (90W, Client Server, & SQL) & Best Enterprise Suite •Conducted MAS90/200 assessments in Applications & Data File Structures, identifying areas for improvement •Provided training & support for Crystal & FRx, creating reports tailored to clients' specific needs •Performed business analysis & process flow assessments, improved operational efficiencies •Led company booth at trade shows, increasing visibility, lead generation & growth in new… Show more •Supported products, including MAS90/200 (90W, Client Server, & SQL) & Best Enterprise Suite •Conducted MAS90/200 assessments in Applications & Data File Structures, identifying areas for improvement •Provided training & support for Crystal & FRx, creating reports tailored to clients' specific needs •Performed business analysis & process flow assessments, improved operational efficiencies •Led company booth at trade shows, increasing visibility, lead generation & growth in new client acquisitions •Partnered with clients to identify pain points, customize solutions, & successful software implementation Show less



J.H COHN, LLC

• Senior Accountant

  • Mar 1998 - May 2000

  Roseland, New Jersey, United States •Spearheaded the financial close process, reducing the month-end closing time by 59% •Implemented cost-saving initiatives that resulted in 70% reduction in operating expenses •Managed & reconciled accounts payable & receivable, a 45% diminution in outstanding invoices •Aided in the implementation of a new accounting software system, improving efficiency/accuracy by 25% •Trained & mentored junior accounting staff, boosting team efficiency & productivity by 76%



Bert Katz, CPA

• Senior Accountant

  • Feb 1996 - Mar 1998

  Bedminster, New Jersey, United States



Beval Saddlery Ltd.

• United States
• Retail
• 1 - 100 Employee

• Bookkeeper

  • Apr 1996 - Feb 1997

  Peapack - Gladstone, New Jersey, United States



Foster Wheeler Corporation

• Credit & Collections Analyst

  • Sep 1995 - Apr 1996



The Quandel Group, Inc.

• Assistant Controller

  • Mar 1995 - Sep 1995

  Harrisburg, Pennsylvania, United States