Associate

• Mar 2022 - Present

Controller

• Jul 2014 - Nov 2021

Manage department of 10 and all aspects of financial operations, including monthly & annual closing process, accounts receivable, credit & collections, accounts payable, payroll, budgeting, financial reporting, managing financial audit, 401k audit & administration, employee benefits planning, conversion to NetSuite ERP. Manage department of 10 and all aspects of financial operations, including monthly & annual closing process, accounts receivable, credit & collections, accounts payable, payroll, budgeting, financial reporting, managing financial audit, 401k audit & administration, employee benefits planning, conversion to NetSuite ERP.

Director of Finance

• Jan 2010 - Jul 2014

Direct all aspects of financial operations, payroll, reporting & planning, with heavy emphasis on revenue recognition for percent complete, time & materials and admin fee based arrangements. Transitioned financial organization from small privately held company to integrated subsidiary of international consulting company. Converted to ADP payroll & SAP ERP as result.

Director of Program Services

• Jan 2008 - Jan 2010

Managed all aspects of the PMO consisting of six project managers and 15 - 18 concurrent projects, developed Progam Management role & tools, managed stakeholder expectations.

Program Manager

• 2005 - 2007

Managed programs for several large financial services clients which included multiple, concurrent projects over the duration of the program. The program role responsiblities included managing stakeholder communications and expectations, risk identification and mitigation planning, monitoring and coordination with project managers on the respective projects, and facilitating executive-level escalation and problem resolution.

Senior IT Project Manager

• 1999 - 2005

Managed all aspects of IT projects for life insurance and retirement services clients. Managed full SDLC, including all project phases - project initiation, planning, executing, controlling and monitoring, and project close out. Managed matrixed project teams with proprietary platform implementations and migrations, large policy data conversions and new product development projects for BPO and SaaS delivery models.

Director of Commissions, Controller

• 1994 - 1999

Managed all components of 20 person, agent compensation department for major financial services marketing company, including design, implementation and testing of inhouse commission processing and disbursement system. Managed all components of 20 person, agent compensation department for major financial services marketing company, including design, implementation and testing of inhouse commission processing and disbursement system.

Manager of Financial Reporting/Financial Planning

• Jun 1989 - Jun 1994

Managed cost accounting, variance reporting, budgeting, planning & reporting process thru leveraged buy-out, IPO and four acquisitions, created centralized financial and managerial reporting process, developed tools for long-term, high-level and ad hoc planning, forecasting and "what-if" analysis for agriculture equipment manufacturer. Managed cost accounting, variance reporting, budgeting, planning & reporting process thru leveraged buy-out, IPO and four acquisitions, created centralized financial and managerial reporting process, developed tools for long-term, high-level and ad hoc planning, forecasting and "what-if" analysis for agriculture equipment manufacturer.

Staff Accountant

• 1984 - 1988

Responsible for general ledger entries, accounts payable and receivable for US subsidiary of Dutch manufacturer of industrial food processing equipment. Responsible for general ledger entries, accounts payable and receivable for US subsidiary of Dutch manufacturer of industrial food processing equipment.