Experience

Loeb.nyc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Accounting Supervisor

  • Feb 2022 - Present

  In this role, I am responsible for orchestrating the exceptional management and analysis of the general ledger within my role. I diligently produce precise financial statements for two venture collectives and over 20 investment holding companies, ensuring that they impeccably align with US Generally Accepted Accounting Principles (GAAP) standards. This involves meticulously reviewing and analyzing financial data to present accurate and reliable information to stakeholders.One of my key responsibilities is mentoring and guiding a high-performing team of four accountants. This team consists of a senior professional, two staff members, and an accounts payable specialist. I am dedicated to elevating their expertise in financial accounting processes tailored specifically to the unique requirements of venture capital organizations. Through ongoing training and guidance, I empower them to excel in their roles and contribute to the overall success of our financial operations.In my role, I hold a pivotal position as the direct liaison between the Vice President of Finance and outsourced tax accountants. This involves ensuring the meticulous recording of K-1 activity, which is crucial for tax filings related to our investment activities. By upholding unwavering financial statement accuracy, I contribute to compliance efforts and help mitigate potential risks associated with tax regulations.My important accomplishments in this role:☛ Worked closely with a Senior Accountant to develop a sophisticated Excel template tailored specifically for AMEX cardholders.Led the implementation of NetSuite's billable item feature, significantly transforming the representation of capital interests in portfolio companies. Show less

• Senior Accountant

  • Feb 2019 - Jan 2022

• Staff Accountant

  • Jan 2018 - Jan 2019



Intuit

• United States
• Software Development
• 700 & Above Employee

• Tax Associate

  • Jan 2022 - Present

  As a tax professional, my primary responsibility is to prepare and file tax returns for individuals and businesses. I approach this task with utmost diligence, aiming to ensure accuracy and timeliness in every step of the process. By staying up to date with the latest tax laws, regulations, and deadlines, I can effectively navigate the complex landscape of taxation. To provide reliable tax advice, I dedicate time to conducting thorough research and analysis. This helps me stay informed about any changes in tax laws and regulations, ensuring that my advice is always based on the most current information. By staying abreast of updates, I can guide my clients through the intricacies of the tax system and help them make informed decisions. Some of my notable achievements in this role are mentioned below: ☛ Collected and examined financial information, such as revenue, costs, deductions, and credits, to ensure precise tax computations and identify prospects for tax optimization. ☛ Engaged with clients to gather essential tax details, resolve inquiries, and offer clear and professional guidance on tax-related issues. Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Preparer

  • Jan 2018 - Apr 2021

  As a Tax Preparer, I have always prioritized accuracy and timeliness when it comes to filing tax returns. As a tax professional, my responsibility is to ensure that all tax returns are prepared accurately and filed on time, meeting all required deadlines. By doing so, I help my clients avoid any potential penalties or interest charges that may arise from late or inaccurate filings. To streamline the tax preparation process, I make effective use of tax preparation software. This software allows me to input and calculate tax-related information efficiently, minimizing the chances of errors. It also provides built-in validation checks to ensure the accuracy of the data entered. Here are my significant achievements in this role: ☛ Managed systematic and confidential storage of client information, tax records, and supporting documentation, adhering to professional standards and legal obligations. ☛ Performed comprehensive examinations of finalized tax returns, guaranteeing precision, comprehensiveness, and adherence to internal quality control protocols. ☛ Advanced tax expertise through ongoing training, seminars, and staying current with industry advancements, enabling the provision of up-to-date and precise tax services to clients. Show less



America Works of New York, Inc.

• Staffing and Recruiting
• 100 - 200 Employee

• Staff Accountant | Accounts Payable Clerk | Finance Clerk

  • Jul 2015 - Dec 2017

  In this organization, I have played a pivotal role in facilitating seamless monthly financial processes within my organization. Working within the dynamic Microsoft Dynamics GP platform, I actively contribute to various tasks such as journal entries, account reconciliations, and intercompany transactions. By effectively managing these financial activities, I ensure the accuracy and integrity of our company's financial records. Below is the list of my notable achievements in this position: ☛ Assumed responsibility for overseeing accounts receivable, ensuring efficient invoice processing and conducting detailed bank reconciliations. ☛ Managed payroll operations for a diverse workforce of over 75 temporary and permanent employees, leveraging the advanced functionalities of the ADP system. ☛ Showcased exceptional financial expertise by meticulously developing and monitoring budgets for 15 company grants, strategically allocating funds to maximize profits across multiple expense categories. ☛ Demonstrated remarkable efficiency in handling a substantial volume of approximately 300 invoices, maintaining impeccable accuracy in AP Trail Balance preparation, and coordinating weekly check runs to ensure seamless and punctual payment processes. Show less



New York Gypsum Floors, Inc

• Mount Vernon, NY

• Administrative/Estimating Assistant

  • Dec 2014 - Jul 2015

  During this tenure, I took pride in my ability to organize and maintain accurate records, documents, and files within my role. I understood the importance of having a well-organized system, both in physical and electronic formats, to ensure easy retrieval of information and compliance with recordkeeping protocols. I diligently managed these records, contributing to the smooth functioning of the organization and supporting efficient decision-making processes. As part of my responsibilities, I actively assisted in the preparation and review of estimates and bids. This involved gathering essential project information, such as plans, specifications, and vendor quotes, and meticulously inputting the data into estimating software and spreadsheets. My prominent accomplishments in this role: ☛ Ensured smooth communication among team members and external stakeholders by promptly addressing inquiries, drafting and reviewing documents, and coordinating meetings and appointments. ☛ Nurtured relationships with vendors and suppliers, including obtaining quotes, negotiating prices, and overseeing purchase orders and deliveries. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Bank Teller

  • Dec 2012 - Nov 2014

  As a Bank Teller, I was responsible for processing cash transactions within my role. This involved handling various types of transactions, including deposits, withdrawals, and exchanges. I meticulously counted and verified cash amounts to ensure accuracy, and I made sure that the transactions balanced with the customer's account. Attention to detail was crucial in maintaining the integrity of the financial transactions. Interacting with customers was a significant part of my daily responsibilities. I provided assistance with their banking needs, offering information about bank products and services. My outstanding accomplishments in this role: ☛ Managed various check transactions, including cashing checks, receiving check deposits, and issuing cashier's checks or money orders. ☛ Complied with stringent security and compliance measures to safeguard customer information and mitigate the risk of fraud. Show less