Experience

HABCO Industries LLC

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Vice President Finance

  • Apr 2022 - Present

• Controller

  • Aug 2020 - Apr 2022



Farids & Co LLC

• Wallingford, CT

• VP of Finance

  • Sep 2014 - May 2020



Coburn Technologies, Inc.

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Nov 2013 - Sep 2014

• Controller

  • Jan 2012 - Nov 2013

• Financial Planning & Analysis Manager

  • Aug 2011 - Feb 2012



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Manager of Financial Reporting

  • Jan 2008 - Aug 2011

  Financial Reporting Provided leadership and direction to the financial reporting team responsible for delivering 275 US GAAP and IFRS financial statements for various fiscal year ends. Supervised 7 employees in performing at optimal levels. Filed Fund Annual Returns for offshore accounts as well as prepared 10-Qs and 10-Ks. Trained and mentored the team on GAAP and IFRS pronouncements/standards as well as technical updates. Played a key role in identifying and implementing… Show more Financial Reporting Provided leadership and direction to the financial reporting team responsible for delivering 275 US GAAP and IFRS financial statements for various fiscal year ends. Supervised 7 employees in performing at optimal levels. Filed Fund Annual Returns for offshore accounts as well as prepared 10-Qs and 10-Ks. Trained and mentored the team on GAAP and IFRS pronouncements/standards as well as technical updates. Played a key role in identifying and implementing process enhancements to ensure the financial reporting services were continually enhanced to achieve efficiencies and high quality deliverables. Created and tested accounting system enhancements for financial reporting. Communicated with clients and auditors concerning the preparation and issuance of financial statements. Show less Financial Reporting Provided leadership and direction to the financial reporting team responsible for delivering 275 US GAAP and IFRS financial statements for various fiscal year ends. Supervised 7 employees in performing at optimal levels. Filed Fund Annual Returns for offshore accounts as well as prepared 10-Qs and 10-Ks. Trained and mentored the team on GAAP and IFRS pronouncements/standards as well as technical updates. Played a key role in identifying and implementing… Show more Financial Reporting Provided leadership and direction to the financial reporting team responsible for delivering 275 US GAAP and IFRS financial statements for various fiscal year ends. Supervised 7 employees in performing at optimal levels. Filed Fund Annual Returns for offshore accounts as well as prepared 10-Qs and 10-Ks. Trained and mentored the team on GAAP and IFRS pronouncements/standards as well as technical updates. Played a key role in identifying and implementing process enhancements to ensure the financial reporting services were continually enhanced to achieve efficiencies and high quality deliverables. Created and tested accounting system enhancements for financial reporting. Communicated with clients and auditors concerning the preparation and issuance of financial statements. Show less



Moriarty & Primack PC

• Senior Accountant

  • Feb 2006 - Feb 2008

  Facilitated audits and prepared audited financial statements across manufacturing and non-profit organizations. Prepared and reviewed personal and business tax returns. Provided guidance to clients in reducing tax liability with effective tax planning strategies. Assisted clients in estate planning and fiduciary tax return preparation. Delivered monthly and quarterly accounting services. Facilitated audits and prepared audited financial statements across manufacturing and non-profit organizations. Prepared and reviewed personal and business tax returns. Provided guidance to clients in reducing tax liability with effective tax planning strategies. Assisted clients in estate planning and fiduciary tax return preparation. Delivered monthly and quarterly accounting services.



Lenox Corporation

• United States
• Retail
• 200 - 300 Employee

• Manager, Sales and Marketing Financial Analyst

  • Feb 2004 - Feb 2006

  Sales Played a key role in managing monthly, quarterly, and annual forecasting, financial reporting, and budgeting. Partnered with the Vice President of Sales to manage monthly financial metrics, tools, and key performance indicators, which aided in business decision-making processes. Streamlined business activities, enhanced efficiency, and introduced process improvements. Participated in strategic planning, budgeting, and forecasting processes of the sales organization. Sales Played a key role in managing monthly, quarterly, and annual forecasting, financial reporting, and budgeting. Partnered with the Vice President of Sales to manage monthly financial metrics, tools, and key performance indicators, which aided in business decision-making processes. Streamlined business activities, enhanced efficiency, and introduced process improvements. Participated in strategic planning, budgeting, and forecasting processes of the sales organization.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jan 2003 - Feb 2004

  Spearheaded efforts to analyze client data and provide needs-based recommendations. Formulated strategies for growing and protecting assets for retirement, education, tax, and estate planning purposes. Gained specialized expertise in life insurance, annuities, investments, and small business retirement plans. Spearheaded efforts to analyze client data and provide needs-based recommendations. Formulated strategies for growing and protecting assets for retirement, education, tax, and estate planning purposes. Gained specialized expertise in life insurance, annuities, investments, and small business retirement plans.



BARDAGLIO, HART & SHUMAN, CPA

• Staff Accountant

  • Jan 2000 - Jan 2003

  Prepared compiled, reviewed, and audited financial statements for a diverse clientele. Completed personal and business tax returns as well as contributed to tax planning initiatives. Ensured the accuracy and integrity of all financial transactions. Prepared compiled, reviewed, and audited financial statements for a diverse clientele. Completed personal and business tax returns as well as contributed to tax planning initiatives. Ensured the accuracy and integrity of all financial transactions.