Director Of Finance & Accounting

• Oct 2017 - Present

Director of Accounting

• Feb 2015 - Oct 2017

-Provide timely and accurate analysis of budgets, financial reports and financial trends.-Oversee production of monthly and annual financial reporting materials and metrics, and coordinate proper filing of financial and tax paperwork.-Strategic planning, system analysis and system implementation. -Ensure legal and regulatory compliance regarding all financial functions.-Provide technical financial advice and knowledge to others within the organization.-Update and analyze results for internal monitoring and external track records.-Prepare fund and investment projections and analysis by applying corporate finance concepts, -Preparation, review and presentation of internal financial reporting and analysis, including asset management reports. -Perform monthly close reviews including but not limited to income analysis, interest accruals, & book value roll forwards.-Responsible for reconciling the general ledger for both GAAP and Statutory accounts on a monthly basis, between the mortgage loan servicing system and the GL, and other downstream reporting systems (e.g. escrows, reserves, premium/discount amortization, fee Income, interest income, etc.)-Maintain orderly and complete accounting records for audits or management inquiry.-Coordinate yearly audits and reviews.

Director of Finance

• Feb 2014 - Feb 2015

-Provide leadership and work in conjunction with the Supervisor in preparing the annual budget for submission to and approval of the Town Council.-Execute and monitor the town budget.-Develop financial policies for adoption by the Town Board and implements budgeting controls for appropriation accounts.-Maintain accounting of all town receipts and disbursements and audits claims to ensure that expenditures are within budget constraints.-Supervise the maintenance of records of town indebtedness. -Responsible for the issuance of monthly financial reports and any required federal or state financial reports.-Prepare and maintain short and long term financial projections for town.-Prepare and implementation of a Capital Projects Program.-Process monthly bank reconciliations. -Close financial records at the end of the year and assist with audit. -Assure that the town is in compliance with town, state and federal code.

Accounting Manager

• Nov 2012 - Feb 2014

-Provide leadership, coordination and performance in accounting department, including accounts receivable, accounts payable and payroll while facilitating workflow between company departments.-Facilitate month end and year end closing activities to ensure timely and accurate reporting.-Prepare financial statements.-Analyze spending and financial trends for savings and opportunities. -Develop controls and procedures to ensure timely and accurate financial reporting.-Ensure proper corporate tax compliance and reporting. -Assist in the design, establishment, and maintenance of the organization structure and staffing of the accounting department to effectively accomplish the department's goals and objectives.-Maintain Minitrac master files while expanding the use of the system.

Assurance Supervising Senior

• Feb 2007 - Nov 2012

-Plan audits, reviews, compilations along with performing fieldwork for various companies primarily in the manufacturing, medical and contracting industries-Perform audits of employee benefit plans for non public companies -Supervise staff personnel and review workpapers for corrections and improvements while ensuring financials are presented in accordance with required regulations-Coordinate work flow between clients, partners, managers and staff, while developing strong work relationships with key client personnel-Assist clients in the development of internal controls-Facilitate firm recruiting initiatives, social committee and mentor staff accountants