Experience

Girl Scouts of Western New York

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Interim Chief Executive Officer

  • Aug 2023 - Present

• Chief Financial Officer

  • Dec 2021 - Present

  The Chief Financial Officer (CFO) serves as a member of the executive leadership team charged with managing and controlling all financial-related activities to improve and maintain the financial health of the council, and day-to-day responsibilities of developing and administering the Council’s strategic plan. The CFO supports the Chief Executive Officer (CEO) in ensuring that resource allocation and utilization reflects and facilitates the achievement of the Council strategic plan. This position oversees the Finance, Product Program, Retail and Customer Care departments to ensure these operate efficiently and effectively while supporting the mission of Girl Scouts and complying with appropriate federal and state guidelines. The CFO supports the work of the Board of Directors by serving as the Council lead responsible for preparing and presenting reports and analysis to support effective governance and decision-making of the Finance and Audit Committees. Show less



JWV Consulting Firm LLC

• Buffalo, New York, United States

• Owner

  • Apr 2022 - Present



International Institute of Buffalo

• United States
• Fundraising
• 1 - 100 Employee

• Director of Finance

  • Aug 2019 - Dec 2021

  Oversee government and private grants, drawdown requests, and reporting. Supervise finances of transaction-intensive interpreting and translation service and collabs with program directors to ensure maximum support and client impact. Prep budgets for grant applications and handle Accounts Payable and Receivable. Analyzes and reports financial performance to properly formulate monthly budget to actual reports and forecast for executive Board. Manage annual audit and grant audits by funders. Develop annual operating budget and directs payroll function. Operate organizational investments to assess and minimize risk.  Established an effective and efficient budgeting process and an effective federal, state, and local grant financial reporting/claim process.  Onboarded 5-7 Finance Department staff with two direct reports. Show less



Kaleida Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Accounting Manager

  • Jun 2018 - Mar 2019

  Supervised staff and processes in general accounting for accuracy and timeliness reporting of financial data. Facilitated miscellaneous accounts receivable billing, cash and investment reconciliations, accounting deposit, and special purpose fund reporting.  Foundation reporting, operating budget preparation, annual cost report data, payroll tax deposits and reporting and variance analysis.  Implemented 340B reporting and reconciliations, annual audit, and preparation of monthly financial statements, successfully transitioning the Accounting department from the Southern Tier to Buffalo NY. Show less



Ingersoll Rand

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • Aug 2017 - Jun 2018

  Partnered with professionals to ensure exact data and delivery of internal and external financial reporting, State and federal fillings and compliance /audit requirements. Organize in-depth analysis of actual results vs Prior year, AOP and Fcst for Fixed OH expenses, Engineering and NPD. Aided in process improvements to prevent integrity impacts. Found and fixed reporting issues by supplying insightful analysis and participation in special projects. Drove FOH, Capex and Depreciation and helped develop a transactional efficiency culture around the multiple ERP systems. Assisted with analyzing Engineering & NPD efforts vs planned.  Led a process improvement culture to improve and align internal controls to the IR and Sox expectations, FICAP & LOAs.  Coordinated with Shared Services, the proper treatment and reconciliations of AP & AR & Intercompany transactions (GRNI) and managed the Intercompany transactions and coordination of corporate expenses alignment. Show less



Sumitomo Rubber USA

• United States
• Manufacturing
• 200 - 300 Employee

• Financial Analyst

  • Nov 2015 - Aug 2017

  Established judgmental reserve balances and filed Sales and Use tax returns to State Taxation Offices. Ensures compliance with U.S. Generally Accepted Accounting Principles (GAAP) and Company Policy. Analyzed monthly financials and drove continuous improvement initiatives for processes and systems. Joined Plant finance and accounting teams and associates to implement effective financial analysis tools and processes. Participated annual operating plan, monthly/quarterly reporting, and special analyses. Worked with Plant leadership to find actionable cost reduction and cash flow generation opportunities. Contributed to the Standard Cost setting process of the plant and any special projects/assignments as applicable to the position.  Successfully transition the month end close process from OH to NY in less than 30 days.  Project Manager on two major process improvement projects resulting in time and cost savings over $100k. Show less



Edwards Vacuum

• United Kingdom
• Semiconductor Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Aug 2012 - Oct 2015

  Formed financial models to analyze various business opportunities and cost savings initiatives. Developed KPI’s and trend analyses with recommendations to improve cost efficiencies. Performed monthly financial close and approved correct and prompt ledger entries and reconciliations, bank account & credit card reconciliations. Supplied project and operational analysis for senior management. Partnered with operating unit heads and executed cost accounting activities. Reviewed inventory valuation, adjustments, and scrap reports. Budgeted and forecasted quarterly/3-year plan of operations cost and inventory. Resolved manufacturing job cost variances by comparing actual cost to projected costs.  Oversaw preparation and roll-up of the company budget and forecast and supply monthly variance analysis to identify areas of concern for this $1B annual sales organization.  Successfully transitioned the plant accounting functions from New England to Sanborn, NY. Show less



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Accounting/Financial Analyst II

  • Oct 2011 - Aug 2012

  Perform cost studies on service provider areas of the bank. Maintain and develop financial models such as over-under recovery and efficiency analysis. Analyze results of financial models to identify opportunities for expense controls. Develop expertise in mining various sources of information such as General Ledger, the cost information in support ad-hoc analysis and other bank initiatives. Identify and pursue opportunities for automation of increased efficiency within Management Accounting.  Facilitated in the purchasing of delinquent loans from another mortgage company with a corporate advance balance of over $1.5M, developing a process to minimize balance to $50k, and saving over $1.1M. Show less



NCUA

• United States
• Financial Services
• 700 & Above Employee

• Field Examiner

  • Jan 2010 - Feb 2011

  Monitored financial condition of assigned credit unions and reviewed internal and external reports. Identified credit unions having operation, and/or uncomplicated financial problems involving risk management problems. Verified completion of annual compliance trainings and advised credit unions on operational, management, and/or financial difficulties. Created administrative record of highlighting the results of examination or supervision contact. Conducted joint conferences with the board of directors and management of assigned credit unions.  Maintained field examiner district of 12 credit unions with an asset size below $10 million. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant

  • May 2007 - Jan 2010

  Resolved interest variances for stocks, bonds, equities, mortgages, trades, and securities transactions. Completed monthly/quarterly processes by settling differences in the General Ledger Control Accounts. Reported dividend payable and receivable balances to tax department for reporting purposes.  Investigated coupon/dividends variances kept in 14000 (Interest Receivable Account) Control Account.  Mentored 5 Accountant II associates on Interest Control Functions and functioned as Project Manager on all new processes brought to department.  Perform Sarbanes-Oxley audit functions quarterly via RCSA and created procedures for the Realty Corp Interest Control Function. Show less