Experience

The TE Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Chief Financial Officer/ Managing Partner

  • Oct 2020 - Present

  United States Management of day to day operations to ensure consistent growth for our company and our valued employees.



Bottom Line Concepts, LLC

• United States
• Business Consulting and Services
• 500 - 600 Employee

• Profit Enhancement/ Business Development Partner

  • Jan 2021 - Apr 2023

  New York City Metropolitan Area Assisting fortune 500/1000 companies in expense analysis and reduction to support immediate and sustained profit enhancement. https://www.bottomlinesavings.com/company Assisting small business clients in understanding and qualifying for the government based Employee Retention Credit program. https://www.governmentaid.com/



PwC

• Professional Services
• 700 & Above Employee

• Alternative Investments Team Lead

  • Jul 2014 - Dec 2021

  300 Madison Avenue NY, NY 10017 / 401 Broadhollow Rd Melville, NY 11747 • Experience in working with leading organizations in a wide variety of industries, including public/private asset management investment funds, real estate investment firms, and consumer product companies • In depth experience in the management of all phases in the audit/accounting process including client planning strategy, execution of client financial data testing, analyzation of quarterly and yearly financial statements, and the presentation of audit findings and results to client… Show more • Experience in working with leading organizations in a wide variety of industries, including public/private asset management investment funds, real estate investment firms, and consumer product companies • In depth experience in the management of all phases in the audit/accounting process including client planning strategy, execution of client financial data testing, analyzation of quarterly and yearly financial statements, and the presentation of audit findings and results to client executives and investment partners • Analysis of monthly, quarterly and yearly financial data including actual vs budgeted income and expenses derived from portfolio investment strategies and general company operations. Additional industry insight and consultation services provided in relation to current and potential investments in the financial and real estate sectors. Identification and communication with management regarding trends in financial performance and business growth as compared to expectations • Adept in full scope coordination of audit/advisory engagements, including staff management, execution of client expectations, and the facilitation of communication between firm leaders and key client executives. Additional emphasis placed on the reassessment of previous client relationships, and the ability to assist PwC leadership in the procurement and growth of new client relationships Show less



McGladrey

• Financial Services Associate

  • Oct 2011 - Apr 2013

  Greater New York City Area -Experience in annual audit engagements for Hedge Fund and Private Equity entities ranging from $10 million to $2 billion in net assets. -Full scope audit detail responsibilities includes client arrangement documentation, analysis of key risk areas through proper risk assessment and planning procedures, full scope fieldwork, file wrap-up, financial report preparation and release



Tifco Associates

• Bookkeeper/Junior Accountant

  • Jun 2003 - Jul 2011

  Greater New York City Area -Financial statement preparation responsibilities for midsize wholesale agricultural organization averaging $2 million in annual revenue -Daily bookkeeping and general ledger responsibilities using Excel and QuickBooks