Experience

WizeHive

• United States
• Software Development
• 1 - 100 Employee

• Controller

  • Jul 2022 - Present

  Conshohocken, Pennsylvania, United States



EVERSANA

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director Finance

  • Jan 2019 - Jun 2022

  Yardley, PA • Direct all aspects of financial planning and analysis (FP&A) for the $130M MMA Group, with a focus on building robust operational and technology infrastructure for the FP&A function to provide effective support for business-critical decision-making. • Deliver strategic advisory/consultancy and ongoing financial reporting/analysis to the President and the General Managers of the 9 divisions of MMA. • Develop, implement, continuously improve, monitor, and report performance-based… Show more • Direct all aspects of financial planning and analysis (FP&A) for the $130M MMA Group, with a focus on building robust operational and technology infrastructure for the FP&A function to provide effective support for business-critical decision-making. • Deliver strategic advisory/consultancy and ongoing financial reporting/analysis to the President and the General Managers of the 9 divisions of MMA. • Develop, implement, continuously improve, monitor, and report performance-based metrics and Key Performance Indicators for each operational division with the MMA group. Show less



Health Strategies Group

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Controller

  • Jul 2014 - Dec 2018

  Yardley, Pennsylvania • Played a critical leadership role spanning all finance and accounting functions, including strategic financial planning, financial analytics/reporting, treasury/cash management, budgeting and forecasting, payroll, and tax compliance. • Drove the end-to-end redesign of all financial policies, processes, and controls to improve the quality of financial operations in preparation for a successful buyout in November 2017, in addition to leading financial due diligence for the… Show more • Played a critical leadership role spanning all finance and accounting functions, including strategic financial planning, financial analytics/reporting, treasury/cash management, budgeting and forecasting, payroll, and tax compliance. • Drove the end-to-end redesign of all financial policies, processes, and controls to improve the quality of financial operations in preparation for a successful buyout in November 2017, in addition to leading financial due diligence for the acquisition, • Advised executive leadership (including the CEO) on complex organizational change initiatives that included finance team development, management restructuring, and resource optimization to prepare for the buyout by Eversana. • Managed and streamlined the company’s business plans, key performance indicators (KPIs), annual budget process, tax planning strategies, 401k program, cash planning activities, and insurance policies. Show less



American Water

• United States
• Utilities
• 700 & Above Employee

• Accounting Supervisor

  • Oct 2012 - Jun 2014

  Cherry Hill, NJ Oversaw general accounting and compliance activities for multiple regulated enterprises, in addition to developing and implementing a new financial reporting tool to streamline reporting activities in line with GAAP standards.



Wolters Kluwer

• Media Production
• 1 - 100 Employee

• Health Division Accounting Manager

  • Jul 2009 - Sep 2012

  Greater Philadelphia Area • Spearheaded strategic change initiatives to restructure and optimize finance and accounting procedures within the Health Division, leading to greater operational efficiencies, enhanced compliance, and lower risk exposure. • Built and led teams across 4 US locations in executing process improvements, new technology implementations/system upgrades, changes to accounting policies, and the integration of multiple entities into a divisional accounting model. • Planned, implemented,… Show more • Spearheaded strategic change initiatives to restructure and optimize finance and accounting procedures within the Health Division, leading to greater operational efficiencies, enhanced compliance, and lower risk exposure. • Built and led teams across 4 US locations in executing process improvements, new technology implementations/system upgrades, changes to accounting policies, and the integration of multiple entities into a divisional accounting model. • Planned, implemented, and managed monthly close for key cost components (including unit cost management for thousands of book titles) as well as annual audits for the inventory and cost of sales areas. Show less



AC Lordi Consulting

• United States
• Accounting

• Accounting Manager

  • Jun 2008 - Jun 2009

  West Chester, PA Provided finance, accounting, tax, and SEC reporting consultancy for a wide range of clients, including GE Water and Wolters Kluwer Health.



VWR

• Financial Services Consultant

  • May 2008 - Jun 2008

  West Chester, PA Assisted Director of financial reporting with financial statement preparation, SEC reporting and supporting functions of filing requirements.



LEAF Financial Corporation

• Financial Services Consultant

  • Jan 2008 - May 2008

  Greater Philadelphia Area * Provide general accounting services for several operating companies. * SEC filing (K's and Q's) * Financial Statement preparation * Implement best practices for reconciliations and processes * Prepare SEC S-1 for new financing fund being launched



Health Products Research

• Director, Finance

  • Feb 2005 - Jan 2008

  Somerset, New Jersey • Strategized and executed financial planning, financial operations (including budgeting, forecasting, reporting, treasury, and corporate accounting), and special projects to streamline financial infrastructure and strengthen compliance. • Developed the annual budget, monthly forecasts, and a monthly reporting package that provided entity-level financial reporting while leveraging new technology to improve information sharing with executive leadership. • Performed detailed… Show more • Strategized and executed financial planning, financial operations (including budgeting, forecasting, reporting, treasury, and corporate accounting), and special projects to streamline financial infrastructure and strengthen compliance. • Developed the annual budget, monthly forecasts, and a monthly reporting package that provided entity-level financial reporting while leveraging new technology to improve information sharing with executive leadership. • Performed detailed analysis of strategic projects in collaboration with management to determine their profitability and operational impact and adjust project plans, scope, and budgets accordingly. • Devised and implemented standard operating procedures (SOPs) to improve operational performance across the finance and accounting departments (including accounts payable, accounts receivable, and general ledger teams). • Designed, implemented, and drove continuous improvement in internal controls and risk management frameworks to ensure compliance with regulatory requirements (including SOX and sales tax regulations) and US GAAP standards. Show less



The Siegfried Group

• United States
• Accounting
• 700 & Above Employee

• Senior Associate

  • May 2004 - Feb 2005

  Wilmington, delaware Provided various financial support in the resourcing arm of TSG for clients in the Philadelphia area

• Consultant

  • Jan 2004 - May 2004

  Greater Philadelphia Area * Provide general accounting services for several operating companies. * Participate in initial K filing for it's first publicly traded fund * Financial Statement preparation * Implement best practices for reconciliations and processes



MediMedia USA

• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Business Controller

  • Mar 2002 - Jan 2004

  Greater Philadelphia Area Managed budgeting, forecasting, monthly close and financial reporting processes, in addition to implementing companywide financial policies/procedures and transitioning the finance team and function from California.



Quintiles Informatics/Scott-levin

• Associate Director, Finance

  • Oct 1995 - Mar 2002

  Greater Philadelphia Area Directed all aspects of finance operations (including budgeting, forecasting, financial reporting, accounts receivable, payroll, GAAP financials preparation, and tax compliance/audits). Planned and executed multiple special projects that optimized financial operations and delivered $300K in savings, in addition to implementing reporting processes for sister companies and leading a transition into a shared services organization.



BDO Seidman, LLP

• Senior Associate

  • Nov 1991 - Oct 1995

  Greater Philadelphia Area



Halbert, Katz & Co., P.C.

• Staff Accountant

  • May 1988 - Oct 1991

  Greater Philadelphia Area