Experience

Ingka Investments

• Netherlands
• Investment Management
• 1 - 100 Employee

• US Country Manager

  • Aug 2023 - Present

  United States We are Ingka Investments, the investment arm of Ingka Group - the largest IKEA Retail operator. We invest to generate lasting financial returns, as we aim to strengthen Ingka Group’s financial resilience for generations to come. As we do so, it is also our mission to demonstrate positive impact on our retail business and the environment, by investing in innovation, supporting entrepreneurship, and positively contributing to Ingka Group’s ambitious sustainability strategy. With financial… Show more We are Ingka Investments, the investment arm of Ingka Group - the largest IKEA Retail operator. We invest to generate lasting financial returns, as we aim to strengthen Ingka Group’s financial resilience for generations to come. As we do so, it is also our mission to demonstrate positive impact on our retail business and the environment, by investing in innovation, supporting entrepreneurship, and positively contributing to Ingka Group’s ambitious sustainability strategy. With financial assets, wind- and solar parks and forestland under management, our roles vary from investment managers to sales and operations managers and from business navigators to forest rangers. We are connected through a passion for entrepreneurship and a love for our planet 🌎 🌍 🌏 Show less



Cirkul

• United States
• Food and Beverage Manufacturing
• 100 - 200 Employee

• VP of Finance

  • Aug 2021 - Mar 2023

  Tampa, Florida, United States - Built internal Finance Department from one Accountant to 11 Accounting and Finance professionals during a period of rapid growth - Established internal month-end close and reporting calendar, including complete trial balance reconciliation templates and newly implemented internal control policies - Led the company’s first external financial statement audit (PCAOB audit), including early adoption of ASC 842, and covering ASC 410, ASC 470, ASC 606, and ASC 740 disclosures - Provides… Show more - Built internal Finance Department from one Accountant to 11 Accounting and Finance professionals during a period of rapid growth - Established internal month-end close and reporting calendar, including complete trial balance reconciliation templates and newly implemented internal control policies - Led the company’s first external financial statement audit (PCAOB audit), including early adoption of ASC 842, and covering ASC 410, ASC 470, ASC 606, and ASC 740 disclosures - Provides oversight of tax matters including corporate income tax, property tax, and sales tax, including historical sales tax liability remediation and onboarding of Avalara for ongoing compliance - Actively manages company liquidity, including entering into an ABL credit facility, transitioning banks, and supporting a Series C funding, requiring completion of a QoE and 409A Valuation - Onboarded new wholesale sales channel with major customers such as QVC, Bed Bath & Beyond and Walmart - Completed ERP implementation including AP, AR, inventory and fixed asset sub-ledgers, plus additional development and customization to support operational efficiencies Show less



Choice Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 200 - 300 Employee

• Corporate Controller

  • Jun 2019 - Jul 2021

  - Oversaw monthly GL close, Accounts Payable, Accounts Receivable and Treasury, with a strong emphasis on harmony between departments and increasing efficiency in daily financial operations - Coordinated the annual external financial statement audit and tax return preparation - Actively managed company loan balance to cover ever-changing liquidity expectations, including through several corporate initiatives and COVID-19 uncertainty - Built-out a new Finance team during HQ relocation… Show more - Oversaw monthly GL close, Accounts Payable, Accounts Receivable and Treasury, with a strong emphasis on harmony between departments and increasing efficiency in daily financial operations - Coordinated the annual external financial statement audit and tax return preparation - Actively managed company loan balance to cover ever-changing liquidity expectations, including through several corporate initiatives and COVID-19 uncertainty - Built-out a new Finance team during HQ relocation to PA, with a focus on finding high-quality finance professionals with the right combination of self-motivation, curiosity, and teamwork in order to support a dynamic and productive working environment Show less



IKEA

• Netherlands
• Retail
• 700 & Above Employee

• Accounting & Reporting Manager

  • Feb 2016 - Jun 2019

  Conshohocken, PA • Responsible for managing IKEA’s US accounting and reporting operations and the financial close process to ensure relevant, complete, accurate and timely financial and management reporting • Provided financial leadership and guidance to management and operations, while driving the accounting and reporting group towards efficient and value-added processes • Developed effective working relationships with finance, tax, and legal and interacted effectively with all levels of the… Show more • Responsible for managing IKEA’s US accounting and reporting operations and the financial close process to ensure relevant, complete, accurate and timely financial and management reporting • Provided financial leadership and guidance to management and operations, while driving the accounting and reporting group towards efficient and value-added processes • Developed effective working relationships with finance, tax, and legal and interacted effectively with all levels of the organization • Contributed to an environment of trust by encouraging open, constructive, honest, two-way feedback with my team and other colleagues Show less



Everstory Partners

• United States
• Consumer Services
• 500 - 600 Employee

• Accounting Manager

  • Jun 2014 - Feb 2016

  Levittown, PA • Managed the monthly financial reporting close process to support internal reporting packages, as well as quarterly and annual financial reporting closes to support 10-Q and 10-K SEC filings • Reviewed 60+ journal entries and reconciliations per month, related to various aspects of balance sheet and income statement accounting • Successfully used previous external audit experience to improve controls and enact new processes related to cash, fixed assets, leases, inventory, various… Show more • Managed the monthly financial reporting close process to support internal reporting packages, as well as quarterly and annual financial reporting closes to support 10-Q and 10-K SEC filings • Reviewed 60+ journal entries and reconciliations per month, related to various aspects of balance sheet and income statement accounting • Successfully used previous external audit experience to improve controls and enact new processes related to cash, fixed assets, leases, inventory, various accruals, taxes and intercompany accounting Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior

  • Sep 2010 - Jun 2014

  Princeton, NJ • Earned high ratings as lead audit senior on the corporate segment of an international public company with $10B in revenues • Executed the planning and scoping of the integrated audit, demonstrating strong communication, organized planning and intense attention to detail, requiring heavy collaboration with tax team, ERS team, non-US component auditors and client management • Performed substantive and control testing, including the application of ASC 350, ASC 815 and ASC 820. Worked… Show more • Earned high ratings as lead audit senior on the corporate segment of an international public company with $10B in revenues • Executed the planning and scoping of the integrated audit, demonstrating strong communication, organized planning and intense attention to detail, requiring heavy collaboration with tax team, ERS team, non-US component auditors and client management • Performed substantive and control testing, including the application of ASC 350, ASC 815 and ASC 820. Worked closely with internal and external valuation specialists • Instructed and reviewed the work of several staff auditors simultaneously, on a variety of areas, ensuring quality work within budget and tight deadlines Show less



O'Malley & O'Malley, LLP

• Accounting Assistant

  • Dec 2004 - Aug 2010

  Cinnaminson, NJ • Maintained a heavy part-time to full-time schedule concurrent with college studies to progress from administrative duties to accounting and tax responsibilities • Prepared basic individual tax returns and assisted in the preparation of complex individual tax returns, as well as corporate, partnership and fiduciary tax returns using Lacerte Tax Software • Served as liaison between clients and federal and state taxing authorities to resolve issues • Utilized QuickBooks and Creative… Show more • Maintained a heavy part-time to full-time schedule concurrent with college studies to progress from administrative duties to accounting and tax responsibilities • Prepared basic individual tax returns and assisted in the preparation of complex individual tax returns, as well as corporate, partnership and fiduciary tax returns using Lacerte Tax Software • Served as liaison between clients and federal and state taxing authorities to resolve issues • Utilized QuickBooks and Creative Solutions software to generate client journals, general ledgers, bank reconciliations and other reports • Successfully formatted the firm’s Financial Statement Master File, including Income Statement, Balance Sheet, Product Analysis and several Supporting Schedules during the transition from Franklen Accounting Software to Creative Solutions Accounting Software Show less