Experience

DebtX Software Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Controller

  • May 2023 - Present



DebtX

• Financial Services
• 1 - 100 Employee

• Assistant Controller

  • Dec 2021 - May 2023



AutomaTech, Inc.

• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Assistant Controller

  • Apr 2021 - Dec 2021



DebtX

• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Jan 2017 - Jan 2020

  Prepare all required materials for financial reporting including reconciliation of accounts, accuracy and quality review, trial balance using SAGE 300 ERP. • Review and analysis of over 2,000 diverse and complex sales contracts to identify key accounting connections and issues. • Develop, maintain and analyze budgets for syndication revenue stream ($3MM) including preparation and modeling of trend analysis to predict revenue stream. Present final results for … Show more Prepare all required materials for financial reporting including reconciliation of accounts, accuracy and quality review, trial balance using SAGE 300 ERP. • Review and analysis of over 2,000 diverse and complex sales contracts to identify key accounting connections and issues. • Develop, maintain and analyze budgets for syndication revenue stream ($3MM) including preparation and modeling of trend analysis to predict revenue stream. Present final results for approval to the CEO. • Prepare, examine and analyze accounting records, financial statements and other financial reports to ensure accuracy, completeness, and conformance to reporting and procedural standards. • Ongoing coordination with auditors; analyze all revenue streams, prepare DebtX perspective for auditors to support decisions, prepare all final annual auditing materials, packages and reports for final review and approval. • Led the initiative to convert the organization to ASC606 compliance.

• Senior Accountant

  • Jan 2009 - Jan 2017

  Manage accounts receivable and accounts payable, including supervision and mentoring of department staff, review of travel expense reports, preparation of invoicing, preparation of 1099s and flex spending accounts. • Streamlined invoicing process for a major government contract, reducing cycle time and improving efficiency. • Created master Excel workbook which revenue reports including gross profit, revenue versus budget, and ad-hoc reports for senior management, Board of Directors, and… Show more Manage accounts receivable and accounts payable, including supervision and mentoring of department staff, review of travel expense reports, preparation of invoicing, preparation of 1099s and flex spending accounts. • Streamlined invoicing process for a major government contract, reducing cycle time and improving efficiency. • Created master Excel workbook which revenue reports including gross profit, revenue versus budget, and ad-hoc reports for senior management, Board of Directors, and external auditors. • Championed paperless process to allow for a move to green environment and reduce costs associated with storage and paper.

• Staff Accountant

  • May 2006 - Jan 2009

  Manage accounts payable, including review of travel expense reports. Preparation of all invoices.