Experience

G-Form

• United States
• Sporting Goods Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2016 - Present

  Providence, Rhode Island Area Global distributor of industry leading sports protection equipment and apparel o Responsible for monthly close, financial statements and board presentations o Oversee annual budget and quarterly rolling forecast updates o Responsible for short term weekly cash forecasts & Ad-Hoc Analysis o Oversee financial accounting system (SAP) and associated business utilities o Responsible for all global HR and Legal functions of the organization



Provant

• E-Learning Providers

• Controller

  • Nov 2014 - Jul 2016

  East Greenwich, RI As Controller for a multi national provider of workplace wellness and healthcare services, I was responsible for all accounting and finance functions. Specific duties included delivering a timely monthly close, financial statements and board presentations. In addition, I oversaw the annual budget and quarterly rolling forecast process. Treasury functions were the critical areas of my daily and weekly responsibilities, with a focus on the short term and long term cash planning process. Finally… Show more As Controller for a multi national provider of workplace wellness and healthcare services, I was responsible for all accounting and finance functions. Specific duties included delivering a timely monthly close, financial statements and board presentations. In addition, I oversaw the annual budget and quarterly rolling forecast process. Treasury functions were the critical areas of my daily and weekly responsibilities, with a focus on the short term and long term cash planning process. Finally all external reporting and compliance requirements, such as the annual financial and benefit audit, and debt compliance responsibilities were part of my job duties while at Provant. I oversaw a staff of 6-9 people, who were performing treasury, accounting, and FP&A functions. Show less



Alex and Ani

• United States
• Retail
• 300 - 400 Employee

• Vice President of Finance

  • May 2012 - Oct 2014

  Cranston, RI Served as Vice President of FP&A and oversaw entire budgeting and forecasting process for organization. Consolidated 20+ different cost centers to produce both short term and long term financial plans. Produced short term rolling cash models and translated assumptions to long term cash planning assumption based forecast. Produced channel and segmented reporting for senior management. Provided service window function for ad-hoc analysis to all departments within the… Show more Served as Vice President of FP&A and oversaw entire budgeting and forecasting process for organization. Consolidated 20+ different cost centers to produce both short term and long term financial plans. Produced short term rolling cash models and translated assumptions to long term cash planning assumption based forecast. Produced channel and segmented reporting for senior management. Provided service window function for ad-hoc analysis to all departments within the organization. Oversaw the inventory demand planning function for the entire organization. Executive sponsor and project lead for QuickBooks to Sage MAS 500 conversion. Inside due diligence lead for private equity transaction (September 2012) Oversaw 1st annual inventory count process Prepared weekly sales and operating flash reports for senior management Show less



Cardiff Holdings Corp.

• United States
• Financial Services

• Vice President of Finance

  • Jan 2007 - May 2012

  Quonset, RI Responsible for all functions and personnel of multi-site accounting department Three division corporation with $50M in revenue Worked directly with CEO and advised on strategic business decisions Preparation and review of consolidated monthly internal financial statements. Consolidated three subsidiaries in timely fashion for submission to board of directors, lenders, and management Responsible for all communication of finances, operations, and strategy to board of… Show more Responsible for all functions and personnel of multi-site accounting department Three division corporation with $50M in revenue Worked directly with CEO and advised on strategic business decisions Preparation and review of consolidated monthly internal financial statements. Consolidated three subsidiaries in timely fashion for submission to board of directors, lenders, and management Responsible for all communication of finances, operations, and strategy to board of directors Presented financial results and projections at quarterly board meetings Responsible for all investor relations including interest payments, equity distributions, stock issuances and corporate incentives Prepared annual/quarterly short-term and long-term forecasts and budgets Responsible for annual financial audit and preparation of audited financial statements Responsible for timely and efficient audit process Drafting of financial statements and footnotes Technical knowledge of GAAP and Tax disclosures and accounting changes Worked with investment bankers and private equity groups on due diligence requests for potential sale and acquisition targets Company lead for restructuring of senior secured debt ($45M) with new lenders. Worked with legal counsel on new credit agreement for favorable terms and covenant requirements Responsible for supervision, security, and administration of company’s accounting software – Microsoft Dynamics (Great Plains) Worked on team to successfully rollover accounting software from QuickBooks to GP in 2007 Supervised and administered successful upgrade from GP 9 to GP 2010 in September 2010 As project leader, the ability to leverage IT resources while still maintaining productivity between both departments during upgrade process proved highly valuable and successful Administrator of company’s 401(k) retirement plan. Responsible for 401(k) audit and footnote disclosures Show less



Piccerelli & Gilstein, & Co.

• Senior Accountant

  • Jul 2004 - Dec 2006

  Member of audit department. Worked on audit team for company’s in the manufacturing, financial services, technology, and non-profit sectors. Audited areas included inventory, cash, A/R, A/P, prepaid/accrued expenses, deferred taxes, and equity. Prepared financial statements and footnote disclosures using technical knowledge of GAAP accounting rules and regulations. Corporate tax provisions Prepared work papers and financial statements for clients requiring reviews… Show more Member of audit department. Worked on audit team for company’s in the manufacturing, financial services, technology, and non-profit sectors. Audited areas included inventory, cash, A/R, A/P, prepaid/accrued expenses, deferred taxes, and equity. Prepared financial statements and footnote disclosures using technical knowledge of GAAP accounting rules and regulations. Corporate tax provisions Prepared work papers and financial statements for clients requiring reviews and compilations Personal tax preparation and review (1040’s) Show less