Experience

Diamond Freight Distribution Inc

• United States
• Freight and Package Transportation
• 1 - 100 Employee

• Financial Controller

  • Apr 2023 - Present



Pure Power Engineering

• United States
• Services for Renewable Energy
• 1 - 100 Employee

• Corporate Controller

  • Oct 2022 - Apr 2023

• Controller

  • Jan 2022 - Oct 2022



PV Pros, Inc. (Acquired by Pure Power Engineering)

• United States
• Services for Renewable Energy
• 1 - 100 Employee

• Controller

  • Jan 2022 - Dec 2022

  ACQUIRED BY PURE POWER ENGINEERING AS OF 1/1/23. ACQUIRED BY PURE POWER ENGINEERING AS OF 1/1/23.



ERB - Financial Group

• Israel
• Accounting
• 1 - 100 Employee

• Controller

  • May 2021 - Jan 2022

  Controller Services with Focus on Start-Ups Handles a portfolio of 35+ companies including, but not limited to, renewable energy, construction, yield estimation, manufacturing AI, insurance technology, e-learning, factoring, marketing, sales tools, online advertising, social network, gaming, health technology, SaaS, law firm and vertical farming systems. Owns all of the accounting and financial close process, included revenue recognition, GL, AR, AP, commissions, payroll, etc Performs financial budgets and forecasting when requested. Reviews internal controls. Provides consultation and business strategy. Internal audits where applicable. Sales tax where applicable. Works with external auditors. Supervises and mentors finance staff. Accomplishments: 1. Contract management for a renewable energy company with over 100 contracts all over the USA 2. Restructuring the financial reports for a factoring income company 3. Created a WIP schedule for a construction company to accurately track the finances 4. Collected outstanding AR that had been outstanding for over a year 5. Discovered terms on invoicing did not agree with the MSA so was able to get payment from Net 120 to Net 60 Show less



Fast Track Construction Systems, Inc.

• Construction
• 1 - 100 Employee

• Controller

  • 2020 - 2021

  Commercial Construction and Millwork Financial Statements Analysis. Evaluated current and historical financial information to identify opportunities for improvement and development. WIP Schedules. AIA Billing. Monthly and Year-End Close. Handled intercompany transactions between multiple entities. Created the Prequalification Package to secure a $25 million project. Created an interactive project cashflow projection schedule for forecasting. Created and implemented a monthly project AIA billing schedule for timely reporting. Internal auditing of previous accounts for up-to-date-reporting. Reconciled client and subcontractor contracts and change orders for proper reporting. Worker's Comp and GL Audits. Worked directly with office manager to create efficient office processes and ensure smooth transitions while bringing on new projects. Worked directly with the office manager for new staff on-boading, as well as training new accounting staff. Used professional connections from multi-states to broaden the company's audience. Personally visited work sites to keep track of work in progress and to develop and strengthen relationships with subcontractors, clients and potential clients. Guest speaker on a webinar to market the company for potential new strategic partners. Interviewed potential companies to eventually update our website. Researched R&D companies to bring on board for future tax credits. Researched new financial platforms for more efficient reporting and better project management. Show less



MHS Architecture

• United States
• Architecture and Planning
• 1 - 100 Employee

• Controller

  • 2018 - 2019

  Architectural Firm focused on Mixed-Use Properties Managed approximately 150 running projects per month. Established new financial system for improved contract tracking. Established a percentage-of-completion schedule on all projects for projections. Profit and Loss by Job Statements. Financial statement analysis and reclassifications. Internal audit of long-standing contracts to locate unbilled revenue. Establish a financial reporting system on both cash and accrual methods. Managed time and expense change orders. Oversaw meetings with consultants to discuss project funding. Supervised the production of monthly, quarterly and yearly financial statements, forecasts and activity reports for senior leadership and regulatory agencies. Stayed current on regulatory requirements, accounting standards and business plans to offer the best possible advice and control strategies. Directed the accounting and budgeting policies and controls for each organizational unit. Reviewed expenses and authorized disbursements to meet business objectives for materials, services and labor. Filed records to keep system efficient and information organized. Reviewed activities regularly to identify opportunities for improvement. Show less



Emilcott, a Triumvirate company

• United States
• Environmental Services
• 1 - 100 Employee

• Finance Manager

  • Mar 2017 - Sep 2018

  Environmental, Health & Safety CompanyManaged the finance team that was responsible for five divisions within the company.Supervised the financials of approximately 300 running projects per month.Developed action plans for delinquent accounts by contacting customers, making collections, and negotiating loan extensions.Reviewed operational data to forecast trends and prepare reports for use in strategic business decision-making.Developed policies and procedures for project managers to improve efficiency of invoicing.Developed policies and procedures for expense management on a multi-division level.Provided internal audit to locate discrepancies having financial impact.Established cost saving arrangement with highest revenue client, which decreased accounts receivable turnover by 50%.Performed month-end, quarter-end, and year-end financial reporting.Prepared and managed monthly and year-end journal entries for accuracy and ensures GAAP compliance.Responsible for financial statement variance analysis and reporting.Supported annual budgets and financial strategy and planning.Performed trend analysis of top line revenue to assist Sales Department for business development.Oversaw and managed multi-state sales tax and ensured compliance.Liaised with Directors, Project Managers, Consultants and clients to ensure communication and accuracy with information. Show less

• Financial Analyst

  • Jan 2017 - Mar 2017

• Senior Accountant

  • Jan 2016 - Dec 2016



The Roche Miseo Group, LLC. (NOW RMG CPA, LLC)

• Accountant

  • Sep 2001 - Jun 2015

  Public accounting firm with focus on construction and real estate clients. Prepared financial statements (balance sheet, profit and loss, cash flow, equity). Performed quarterly and year-end audit and tax procedures. Created and updated depreciation and amortization schedules. Maintained short- and long-term payable schedules. Enforced GAAP regulations. Prepared tax forms for clients: 1040, 1120, 1065, 1041, and RPIE. Processed client payroll through ADP and PayChex. Maintained accounts receivables/payables. Assembled and reconciled purchase orders, change orders, and invoices. Performed month / year-end reconciliations that included bank reconciliations, balance sheet adjustments, updating and maintenance of general ledgers for various clients. Analyzed accounts for discrepancies and facilitated resolutions. Assisted with various ad-hoc projects related to internal and external audit. Trained new junior bookkeeping staff. Created and reviewed WIP and fixed asset schedules. Show less