Experience

Renegade, LLC
• United States
• Professional Training and Coaching
• 1 - 100 Employee
• Controller

  • Sep 2014 - Present


The Stella Group

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Financial Controller

  • 2012 - Present

  Established financial structure for this group of successful internet start-up companies. Organized & kept the books and records enabling due diligence reporting. Set up payroll, employee benefits, insurance. Processed all financial transactions. Established financial structure for this group of successful internet start-up companies. Organized & kept the books and records enabling due diligence reporting. Set up payroll, employee benefits, insurance. Processed all financial transactions.



The Spoken Hub

• United States
• Artists and Writers
• 1 - 100 Employee

• Controller

  • 2008 - Present

  Controller for high tech company offering voice-based software solutions for political, corporate and non-profit clients. Oversee, and streamlined process for, invoicing for company and its subsidiaries, enabling scaled effort during high-volume periods such as pre-election. Produce frequent and accurate Accounts Receivable and Customer statements. Create numerous management reports such as enhanced analysis of profitability by product, forecasting of year-end profits and anticipated use of proceeds, simplified calculation of commissions, and annual budget. Oversaw move to new offices and reviewed related office leases and architectural plans. Reviewed and replaced business insurance contracts for better coverage at more competitive rates. Review payroll processed by outside firm. Show less



Paris International

• United States
• Financial Services

• Full Charge Bookkeeper / Financial Manager

  • 2006 - Present

  Designed reports to summarize thousands of earned commissions by line of business, company and client. Created reports to calculate commission payments with accuracy and transparency – eliminating sources of ongoing conflict. Designed a streamlined cash flow report to keep owner aware of cash forecasts. Process all billing, invoicing, deposits, bank reconciliation, payroll and commission payments. Set up access to online banking and initiated computerized check writing. Used QuickBooks invoicing capabilities to schedule the customer invoicing. Show less



Douglaston Real Estate Management

• Consultant – Management Reporting

  • 2012 - 2014

  • Reformatted Profit and Loss statements for this business that manages about 30 different independent companies to easily see the income and expenses that they wanted to track. • Set up budgets for 15 companies and updated reports monthly to show budget vs. actual results revealing which ones were operating profitably or where they differed from expectations. • Reformatted Profit and Loss statements for this business that manages about 30 different independent companies to easily see the income and expenses that they wanted to track. • Set up budgets for 15 companies and updated reports monthly to show budget vs. actual results revealing which ones were operating profitably or where they differed from expectations.



High Net Worth Individuals (Confidential)

• Consultant – Investment Reporting

  • 2007 - 2014

  Consolidate reporting on private investments for high net worth clients. Provide portfolio level statistics for investments which are being reported individually in various formats. Consolidate reporting on private investments for high net worth clients. Provide portfolio level statistics for investments which are being reported individually in various formats.



Samson International (DBA: Nao Salon and Spa)

• Full Charge Bookkeeper / Financial Manager

  • 2006 - 2008

  Set up bookkeeping procedures and recordkeeping systems for this newly established high-end salon. Processed all financial transactions. Coordinated SpaSoft (booking and point of sale software) with QuickBooks online. Designed cash flow reports to keep senior management in Japan informed of the financial position of the company, and anticipate cash flow needs. Calculated commissions ($2m/yr) based on multiple compensation packages (30 people) and reviewed payroll company processing and accuracy. In constant communication with management in Japan, CPA’s, vendors, stylists, salon staff and clients - answering all financial questions. Followed through the entire process of shutting down the salon when the parent company’s management changed and decided they did not want a salon in NYC. Show less



Expedite Video Conferencing Svcs. Inc.

• Controller

  • 2004 - 2006

  Responsible for Purchasing, Accounts Payable, Accounts Receivable, Collections and other financial reporting for this $12m/yr VAR specializing in technical equipment, software and service. Created sales reports, calculated commissions, streamlined procedures, generated ad hoc reports. Created and analyzed cash flow projections. Updated and maintained pricing databases for sales force. Reported directly to president/owner, worked with outside accountant on quarterly closes and account reconciliations. Extensive contact with customers, vendors and all departments. Show less



Holy Trinity Church

• Netherlands
• Musicians
• 1 - 100 Employee

• Treasurer

  • 2000 - 2003

  Finance: Advised Rector in all financial decisions for the church. Streamlined bookkeeping procedures. Trained Bookkeeper in more advanced QuickBooks capabilities. Reviewed accounts for accuracy. Planning: Prepared annual budget – designed programs and recommended amounts. Presented monthly reports for governing board of the church. Presented annual report to entire congregation. Auditing: Coordinated annual audit. Assisted in creating and implementing controls for financial procedures for Nursery School, Thrift Shop, Sunday School and fund raising activities. Show less