Experience

Beacon Funding

• United States
• Financial Services
• 1 - 100 Employee

• Controller

  • Jan 2020 - Present

  - Oversee the processes and procedures of a lease accounting department - Manage a team of six accountants - Maintain and manage bank activity and balance on five accounts - Approve accounts payable - Approve AP ACHs and Wires (incl international wires) - Maintain and manage Borrowing Base on five line of credits - Oversee the processing of borrowing base fundings/pledges - Manage the pay-down and draw on line of credits - Review monthly General Ledger Account… Show more - Oversee the processes and procedures of a lease accounting department - Manage a team of six accountants - Maintain and manage bank activity and balance on five accounts - Approve accounts payable - Approve AP ACHs and Wires (incl international wires) - Maintain and manage Borrowing Base on five line of credits - Oversee the processing of borrowing base fundings/pledges - Manage the pay-down and draw on line of credits - Review monthly General Ledger Account Reconciliations - Review monthly General Ledger, Trial Balance, 13-Month Report and Financial Statements for final review by CEO - Journal Entry (Creative Solutions Accounting) - Manage bank audits - Manage annual professional outside financial audit - Generate and review reports for annual income tax reporting - Prepare and file Sales Tax Returns including verifying sales tax rate and state tax laws and regulations for proper collection of sales tax - Accounts Payable-Creative Solutions Accounting System - Accounts Receivable (check, credit card ACH and Wire) - Process Equipment Sales on Used Equipment - Process lease booking, terminations, discounting, assumption and amendments in LeasePlus-lease accounting system - UCC Filings-CT Lien Solutions - Prepare and file Personal Property Tax Returns - Manage bi-monthly customer invoice process - Manage, create and maintain accounting department procedures - Manage continual training of staff and new hires - Interview new hires

• Accounting Manager

  • Jan 2017 - Dec 2019

• Senior Lease Accountant

  • Jan 2007 - Dec 2016



Bell & Howell

• Portfolio Supervisor

  • 1987 - 2007

  - Process Lease Booking, Terminations, Assumption and Amendments in ALAS (Automated Lease Accounting System) - Accounts Receivable - Review vendor invoices for Account Payable - Verify Sales Tax rate and state tax laws and regulation - UCC Filings - Advise collections department of contract terms, balances and payment activity - Advise sales force with necessary information prior to lease contract expiration to support the marketing of new business - Computed monthly and… Show more - Process Lease Booking, Terminations, Assumption and Amendments in ALAS (Automated Lease Accounting System) - Accounts Receivable - Review vendor invoices for Account Payable - Verify Sales Tax rate and state tax laws and regulation - UCC Filings - Advise collections department of contract terms, balances and payment activity - Advise sales force with necessary information prior to lease contract expiration to support the marketing of new business - Computed monthly and annual sales totals, number of contracts booked, and commissions due to each sales representative - Manage processing and balancing of monthly annuity billings - Train and supervised new entry level hires. Show less - Process Lease Booking, Terminations, Assumption and Amendments in ALAS (Automated Lease Accounting System) - Accounts Receivable - Review vendor invoices for Account Payable - Verify Sales Tax rate and state tax laws and regulation - UCC Filings - Advise collections department of contract terms, balances and payment activity - Advise sales force with necessary information prior to lease contract expiration to support the marketing of new business - Computed monthly and… Show more - Process Lease Booking, Terminations, Assumption and Amendments in ALAS (Automated Lease Accounting System) - Accounts Receivable - Review vendor invoices for Account Payable - Verify Sales Tax rate and state tax laws and regulation - UCC Filings - Advise collections department of contract terms, balances and payment activity - Advise sales force with necessary information prior to lease contract expiration to support the marketing of new business - Computed monthly and annual sales totals, number of contracts booked, and commissions due to each sales representative - Manage processing and balancing of monthly annuity billings - Train and supervised new entry level hires. Show less