Experience

Welded Tubes, Inc

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Director of Finance (Formerly Chief Financial Officer)

  • Jan 2017 - Present



Vallourec - North America

• United States
• Oil and Gas
• 300 - 400 Employee

• Industrial Analyst

  • Apr 2014 - Jan 2017

  o Capital project business case preparations, budget tracking, and post-check analysis. o Preparation of industrial plans, including manufacturing flows. o Implement and lead process for monthly review of current and future capex programs within each operating department. o Organize and facilitate one successful continuous improvement team, with close assistance from area performance analysts. o Execution of controlling initiatives and processes as they relate to business… Show more o Capital project business case preparations, budget tracking, and post-check analysis. o Preparation of industrial plans, including manufacturing flows. o Implement and lead process for monthly review of current and future capex programs within each operating department. o Organize and facilitate one successful continuous improvement team, with close assistance from area performance analysts. o Execution of controlling initiatives and processes as they relate to business planning, capex and/or operational reporting, and continuous improvement. Show less o Capital project business case preparations, budget tracking, and post-check analysis. o Preparation of industrial plans, including manufacturing flows. o Implement and lead process for monthly review of current and future capex programs within each operating department. o Organize and facilitate one successful continuous improvement team, with close assistance from area performance analysts. o Execution of controlling initiatives and processes as they relate to business… Show more o Capital project business case preparations, budget tracking, and post-check analysis. o Preparation of industrial plans, including manufacturing flows. o Implement and lead process for monthly review of current and future capex programs within each operating department. o Organize and facilitate one successful continuous improvement team, with close assistance from area performance analysts. o Execution of controlling initiatives and processes as they relate to business planning, capex and/or operational reporting, and continuous improvement. Show less



Nuverra Environmental Solutions

• greater pittsburgh area

• Financial Analyst

  • Jan 2013 - Apr 2014

  Created and implemented operational reports for District Managers in the Marcellus/Utica region including weekly truck and driver revenue, monthly profit and loss statements and monthly expense detail. •Update and make changes to the structure and content to the weekly Marcellus/Utica Summary report for Corporate office as well as explain variances from the prior week. •Weekly and monthly updates and explanations to Corporate office regarding current Marcellus activity and any… Show more Created and implemented operational reports for District Managers in the Marcellus/Utica region including weekly truck and driver revenue, monthly profit and loss statements and monthly expense detail. •Update and make changes to the structure and content to the weekly Marcellus/Utica Summary report for Corporate office as well as explain variances from the prior week. •Weekly and monthly updates and explanations to Corporate office regarding current Marcellus activity and any changes to the activity throughout the month. •Educate and train Operation Managers on how revenues and expense’s roll up on to their P&L and investigate/answer any of questions the Manager have. •Support Corporate in the analysis of the monthly variances and respond to queries from management and Sox Compliance team as required. •Create and monitor a monthly asset count as well as weekly and monthly revenue projections. •Complete Capital Appropriation Requests for all capital expenditures greater than $10,000, including qualitative and financial analysis/economics on the purchase. •Month end analysis and reporting on accounts receivable aging and equipment, driver and truck utilizations. Show less Created and implemented operational reports for District Managers in the Marcellus/Utica region including weekly truck and driver revenue, monthly profit and loss statements and monthly expense detail. •Update and make changes to the structure and content to the weekly Marcellus/Utica Summary report for Corporate office as well as explain variances from the prior week. •Weekly and monthly updates and explanations to Corporate office regarding current Marcellus activity and any… Show more Created and implemented operational reports for District Managers in the Marcellus/Utica region including weekly truck and driver revenue, monthly profit and loss statements and monthly expense detail. •Update and make changes to the structure and content to the weekly Marcellus/Utica Summary report for Corporate office as well as explain variances from the prior week. •Weekly and monthly updates and explanations to Corporate office regarding current Marcellus activity and any changes to the activity throughout the month. •Educate and train Operation Managers on how revenues and expense’s roll up on to their P&L and investigate/answer any of questions the Manager have. •Support Corporate in the analysis of the monthly variances and respond to queries from management and Sox Compliance team as required. •Create and monitor a monthly asset count as well as weekly and monthly revenue projections. •Complete Capital Appropriation Requests for all capital expenditures greater than $10,000, including qualitative and financial analysis/economics on the purchase. •Month end analysis and reporting on accounts receivable aging and equipment, driver and truck utilizations. Show less



Marucci & Gaffney Excavating

• Financial Controller

  • Mar 2012 - Dec 2012

  • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives • Prepare and review quarterly financial statements for lender requirements, bonding company and internally. • Prepare monthly job costing reports for job profitability. • Review and analysis of the general ledger monthly. • Prepare and review quarterly Work in Progress reports based on percentage of completion. •… Show more • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives • Prepare and review quarterly financial statements for lender requirements, bonding company and internally. • Prepare monthly job costing reports for job profitability. • Review and analysis of the general ledger monthly. • Prepare and review quarterly Work in Progress reports based on percentage of completion. • Month end review of AR, AP, Job Status and all other necessary accounts. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Record and track capital assets and calculate GAAP and tax depreciation. • Coordinate the provision of information to external auditors for the annual audit • Monitor debt levels and compliance with debt covenants • Comply with local, state, and federal government reporting requirements and tax filings Show less • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives • Prepare and review quarterly financial statements for lender requirements, bonding company and internally. • Prepare monthly job costing reports for job profitability. • Review and analysis of the general ledger monthly. • Prepare and review quarterly Work in Progress reports based on percentage of completion. •… Show more • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives • Prepare and review quarterly financial statements for lender requirements, bonding company and internally. • Prepare monthly job costing reports for job profitability. • Review and analysis of the general ledger monthly. • Prepare and review quarterly Work in Progress reports based on percentage of completion. • Month end review of AR, AP, Job Status and all other necessary accounts. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Record and track capital assets and calculate GAAP and tax depreciation. • Coordinate the provision of information to external auditors for the annual audit • Monitor debt levels and compliance with debt covenants • Comply with local, state, and federal government reporting requirements and tax filings Show less



Tishman Speyer

• United States
• Real Estate
• 700 & Above Employee

• Property Controller

  • Dec 2009 - Feb 2012

  • Prepare and review quarterly consolidating financial statements for investors and lender requirements. • Record daily and monthly transactions related to month, quarter and year end closing. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Analyze and forecast future cash flows using Argus Models. • Record and track capital assets… Show more • Prepare and review quarterly consolidating financial statements for investors and lender requirements. • Record daily and monthly transactions related to month, quarter and year end closing. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Analyze and forecast future cash flows using Argus Models. • Record and track capital assets and calculate GAAP and tax depreciation. • Review leases for accuracy for billing and calculate recoveries for real estate taxes and operating expenses. • Prepare annual budgets and quarterly reforecasts. • Ensure that all accounting transactions are performed and controls are maintained by providing financial management, analysis, and support to the business units. • Prepare GAAP to tax entries for quarter end projections and yearend tax return. • Establish full understanding of all partnerships, management agreements and loan agreements. • Supervise, train and coach project accountants to attain highest level of efficiency and effectiveness possible. Serve as a mentor, encouraging staff involvement in office activities. • Efficient in the following software’s: Prosystem FX Engagement, MRI, Argus, FAS, Microsoft Office, Epicor, XL Connect. Show less • Prepare and review quarterly consolidating financial statements for investors and lender requirements. • Record daily and monthly transactions related to month, quarter and year end closing. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Analyze and forecast future cash flows using Argus Models. • Record and track capital assets… Show more • Prepare and review quarterly consolidating financial statements for investors and lender requirements. • Record daily and monthly transactions related to month, quarter and year end closing. • Consolidate multiply entities, analyze and investigate discrepancies, on a monthly, quarterly and annual basis. • Prepare eliminating journal entries and reconcile intercompany accounts. • Analyze and forecast future cash flows using Argus Models. • Record and track capital assets and calculate GAAP and tax depreciation. • Review leases for accuracy for billing and calculate recoveries for real estate taxes and operating expenses. • Prepare annual budgets and quarterly reforecasts. • Ensure that all accounting transactions are performed and controls are maintained by providing financial management, analysis, and support to the business units. • Prepare GAAP to tax entries for quarter end projections and yearend tax return. • Establish full understanding of all partnerships, management agreements and loan agreements. • Supervise, train and coach project accountants to attain highest level of efficiency and effectiveness possible. Serve as a mentor, encouraging staff involvement in office activities. • Efficient in the following software’s: Prosystem FX Engagement, MRI, Argus, FAS, Microsoft Office, Epicor, XL Connect. Show less



Cotter & Kavanaugh LLP

• Greater New York City Area

• Senior Auditor

  • Jan 2007 - Dec 2009

  • Plan, supervise and review audits of residential, commercial, and mixed-use real estate properties under development and in operation that have received funding from various government entities. • Review and participate in preparation of financial statements and related disclosures, including US GAAP and Income Tax Bases for single properties and consolidated entities. • Prepared and filed CDLAC and TCAC applications in the state of California to obtain tax exempt bond financing and… Show more • Plan, supervise and review audits of residential, commercial, and mixed-use real estate properties under development and in operation that have received funding from various government entities. • Review and participate in preparation of financial statements and related disclosures, including US GAAP and Income Tax Bases for single properties and consolidated entities. • Prepared and filed CDLAC and TCAC applications in the state of California to obtain tax exempt bond financing and annual tax credits in regards to 80-20 real estate developments • Prepared annual TC 201 forms for properties located in New York City. • Assisted in the preparation of 95-5 applications, 421-A cost certifications, and Cost Segregations. Show less • Plan, supervise and review audits of residential, commercial, and mixed-use real estate properties under development and in operation that have received funding from various government entities. • Review and participate in preparation of financial statements and related disclosures, including US GAAP and Income Tax Bases for single properties and consolidated entities. • Prepared and filed CDLAC and TCAC applications in the state of California to obtain tax exempt bond financing and… Show more • Plan, supervise and review audits of residential, commercial, and mixed-use real estate properties under development and in operation that have received funding from various government entities. • Review and participate in preparation of financial statements and related disclosures, including US GAAP and Income Tax Bases for single properties and consolidated entities. • Prepared and filed CDLAC and TCAC applications in the state of California to obtain tax exempt bond financing and annual tax credits in regards to 80-20 real estate developments • Prepared annual TC 201 forms for properties located in New York City. • Assisted in the preparation of 95-5 applications, 421-A cost certifications, and Cost Segregations. Show less



Friedman LLP

• United States
• Accounting
• 200 - 300 Employee

• Semi-Senior Auditor

  • Oct 2004 - Dec 2006

  • Assisted in the planning, supervising and participated in audit and review engagements. • Reviewed and participated in preparation of financial statements and related disclosures. • Prepared tax returns, including: corporation, partnership, fiduciary, and individual. • Conducted internal controls audits of publicly traded companies in compliance with the Sarbanes Oxley Act. • Industry exposure included: Real estate, apparel, manufacturing, gaming, hedge funds, retail, and… Show more • Assisted in the planning, supervising and participated in audit and review engagements. • Reviewed and participated in preparation of financial statements and related disclosures. • Prepared tax returns, including: corporation, partnership, fiduciary, and individual. • Conducted internal controls audits of publicly traded companies in compliance with the Sarbanes Oxley Act. • Industry exposure included: Real estate, apparel, manufacturing, gaming, hedge funds, retail, and marketing Show less • Assisted in the planning, supervising and participated in audit and review engagements. • Reviewed and participated in preparation of financial statements and related disclosures. • Prepared tax returns, including: corporation, partnership, fiduciary, and individual. • Conducted internal controls audits of publicly traded companies in compliance with the Sarbanes Oxley Act. • Industry exposure included: Real estate, apparel, manufacturing, gaming, hedge funds, retail, and… Show more • Assisted in the planning, supervising and participated in audit and review engagements. • Reviewed and participated in preparation of financial statements and related disclosures. • Prepared tax returns, including: corporation, partnership, fiduciary, and individual. • Conducted internal controls audits of publicly traded companies in compliance with the Sarbanes Oxley Act. • Industry exposure included: Real estate, apparel, manufacturing, gaming, hedge funds, retail, and marketing Show less