Experience

Project Weber/RENEW

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

• Finance Director

  • Oct 2022 - Present



Damiano, Burk & Nuttall, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Manager

  • Jan 2020 - Oct 2022

  • Assumed full responsibility for completion of all phases of financial statement engagement and tax return assignments such as budgeting, planning, staff supervision, and maintaining year-round contact with clients• Reviewed and offered constructive feedback on workpaper documentation and financial statements prepared by peers• Exhibited appropriate prioritization of assignments under the constraints of multiple on-going client deadlines• Designed, proposed, and implemented initiatives to improve workflow and efficiency: overseer of project to help firm go paperless, compiled comprehensive list of all client-related deliverables to better track delegation and completion of jobs, and organized monthly team meetings to foster improved communication and rollout of future firm initiativesAreas of focus: benefit plans, hospitality, manufacturing, not-for-profit, prof. services, real estate, and subsidized housing

• In Charge Accountant

  • Jul 2016 - Jan 2020

  • Served as client point of contact and communicated directly with firm partners on the preparation and completion of various state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth personal tax returns• Planned and assumed majority of responsibility for completion of audit, review, and compilation financial statement engagements• Assisted in on-the-job training and direct supervision of staff accountants• Evaluated staff accountants and offered direct feedback for year-end performance reviews



Katz, Nannis + Solomon, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Semi Senior

  • Sep 2014 - Jul 2016

  • Served as direct point of client contact on the completion of state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth personal tax returns assignments• Worked independently and communicated directly with superiors to guide various assignments closer to completion• Assisted in the preparation of financial statements on audit, review, and compilation engagements• Contributed as a resource in the development of entry-level staff on basic tax and audit related questionsAreas of focus: benefit plans, high-technology, hospitality, manufacturing, prof. services, and real estate

• Staff Accountant

  • Jan 2013 - Sep 2014

  • Prepared state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth personal tax returns• Completed testing and workpaper documentation on various financial statement audits• Special projects as assigned: developed training reference materials for new hires, implemented CCH ProSystem fx Scan with AutoFlow Technology to improve workflow and profitability on personal tax returns, and assisted with design and roll-out of company branding refresh and webpage redesign



King McNamara Moriarty LLP

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Sep 2011 - Aug 2012



Lasell University

• United States
• Higher Education
• 300 - 400 Employee

• Station Manager

  • Mar 2010 - May 2012