Bio
Credentials
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Xero Certified Advisor
Xero
Experience
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Sr. Financial Analyst
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Feb 2016 - Mar 2020
Prepared annual budgets for fuel distribution organizations using company financial data, industry benchmarks, and current fuel industry trends to set aggressive, yet realistic goals and increase overall profitability for the client.
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Back Office Strategies LLC
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West Hartford, CT
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President/Founder
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Oct 2013 - Feb 2016
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West Hartford, CT
As the President and a founder of Back Office Strategies LLC, my experience in accounting and financial services was put to the best use assisting solo lawyers, small law firms and other small businesses with their back office (bookkeeping) needs. Back Office Strategies allowed our clients to focus more on growing their businesses, therefore increasing their revenues. Our services would also afford them more personal time to spend with family and friends.My deep experience, industry insights, and personal touch have always been appreciated by both clients and colleagues.
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Jade Marketing Group LLC
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West Hartford, CT
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Inventory Accountant
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Jan 2014 - Apr 2015
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West Hartford, CT
Contractual assignment with a primary focus of supervising annual inventory event and establishing 2013 financial statement reconciliations in preparation of annual accounting audit.Under direction of the Controller and CFO, supervised team during annual warehouse-wide inventory event of merchandise totaling approximately $15 million.Organized financial statements and performed reconciliations for all 2013 costs, expenditures, inventory, cash-flows and income for all three Jade Marketing Group companies.
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Permasteelisa North America
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Windsor, CT
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Project Controller
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Jul 2012 - Sep 2013
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Windsor, CT
Responsible for the monitoring of all project reimbursable general conditions including budgeting, percentage of completion, work in process, cost/billing in excess, contract billing and accounts payable and receivable. Prevent sources of project losses and delays through constant review of project costs, revenues, billings and cash on hand.I would assist, support, and partner with the Project Management team and Management in all financial aspects of assigned projects by defining and updating project budgets.Coordinate the collection and analysis of actual data and the elaboration of preliminary data for the deviation analysis, the investigation of related causes and the definition of possible actions.Constant and ongoing financial planning and analysis to Senior Management.
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Tenova (I2S, LLC)
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Yalesville, CT
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Financial Reporting Accountant
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Nov 2011 - Jul 2012
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Yalesville, CT
Accurately prepared and analyzed consolidated monthly, quarterly and yearly financial statements in accordance with GAAP and company standards.Collaborated with CFO and Project Controller on yearly budget and forecasting preparation.Analyzed revenue recognition reports and performed job profit analysis for submission to CFO and company President.Reviewed cash inflows and outflows in order to compare the findings against the budget and forecastContinuously monitored cash accounts to ensure accuracy. Regularly studied 401(k) profit sharing reports and updated confidential employee informationAssisted Accounting Manager.
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Financial Analyst | General Accountant
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Apr 2009 - May 2011
Preparation and reconciliation of trustee statements, cash accounts, accounts payable/accounts receivable, accrued/prepaid expenses of assigned book of business for agency of the state of Connecticut.
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Financial Analyst | Staff Accountant
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Sep 2006 - Feb 2009
Preparation of monthly & standard journal entries, account reconciliations, constant review and analysis of financial statements.Performed customer outreach calls on delinquent accounts and established payment arrangements.Analyzed, rectified and reconciled billing related variances.
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Accounts Receivable Specialist
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Aug 2005 - Sep 2006
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Hartford, CT
Managed and controlled the invoicing, reconcilement and collections for all hotel event billing. Independently analyzed and resolved customer billing inquiries by handling them professionally and respectfully.Created, prepared and presented to management, accounts receivable aging reports.
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The Ritz-Carlton Hotel Company L.L.C.
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Boston, MA
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Paymaster | Accounts Receivable Specialist
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Aug 2000 - Jul 2005
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Boston, MA
Responsible for complete administration of hotel payroll.Managed all aspects of corporate and social event billing for two Boston properties. Researched and professionally resolved all customer billing disputes. Interviewed candidates for employment for all positions and levels within the organization.Talent Plus certified.
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Education
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Quincy College
Business Administration and Management Degree -
Northeastern University
Business Administration and Management, General
Suggested Services
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