Experience

New York School for the Deaf

• United States
• Education
• 1 - 100 Employee

• Purchasing Manager, Accounting Assistant

  • Nov 2015 - Present



Archdiocese of New York

• Religious Institutions
• 700 & Above Employee

• Manager of Parish Financial Review

  • Jan 2012 - Aug 2014

  • Conduct a comprehensive financial analysis of any parish requesting authorization for capital projects, including recommendations for approval and debt recovery plans, for review by the Director of Real Estate, the Chief Financial Officer and the Chancellor. • Prepared quarterly corporate financial packages for distribution to the Archdiocese Financial Board of Directors. • Produce a Summary Statistical Worksheet (“Sum Stat”) to the CFO or the Chancellor as needed. A Sum Stat is a five year financial snapshot detailing a select parish’s cash flow – including current debt, any financial assistance received, average Sunday Collections per parishioner and the parish’s fundraising activity. • Created detailed financial binders for use during the Making All Things New initiative. This was a pastoral planning program that sought to strengthen the pastoral needs of the Archdiocese through consolidating or closing parishes based on a combination of financial and pastoral strength. • Reviewed, approved, and facilitated the payment of construction invoices for capital projects financed through Archdiocese funds. • Responsible for the billing and collection of fees to the parishes for use of the Archdiocese Building Commission services.



Amelia Family Trust Company

• Staff Accountant

  • Jan 2007 - Aug 2011

  Family Office for Ziff Family• Prepare year-end financial statements and tax binders for all Family Office accounts (“FO”), including all pertinent backup, for review by the FO tax department.• Prepare quarterly investment activity report for distribution to Senior Partners at quarterly board meetings.• Write and update reports detailing the quarterly purchases and sales for art entities. • Prepare quarterly financial statements of family Subtrusts.• Consolidate reports listing quarterly foreign currency expenses for family and various entities for distribution to Senior Partners and board members.• Write and update Entity Ownership Report listing all entities under the care of the FO.• Prepare a Weekly Liquidity report tracking up-to-date liquid holdings for all FO accounts for distribution to senior partner and FO administrators.• Liaison for independent auditors with YE financial audits of family and non-family trusts.• Handle all Accounts Payable for AFTC and for 26 other family entities. Coordinate with Family Office staff to fund all accounts with capital contributions as needed. • Carry out general bookkeeping duties for family foundations, including entering general ledgers, creating transfer wires, and funding accounts.



Sound Federal Savings

• Staff Accountant

  • May 2000 - Oct 2006

  • Managed Investment Portfolio of 700+ securities for the bank. • Served as interim payroll administrator • Prepared quarterly regulatory reports. • Processed all invoices for the Holding Company of the Bank, and sent out dividend payments for stockholders• Processed Funds Transfer requests from customers and verified all wires processed by Accounting Dept• Prepared financial reports for the Real Estate Investment Trust.• Processed daily bank liquidity and branch cash flow reports• Backed up Asst. Controller, Payroll Administrator, and other accounting staff when they were unavailable.