Steven Barris, CPA

Financial Controller at North American Bancard
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Plainview, New York, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Certified Public Accountant
    8450

Experience

    • Financial Services
    • 300 - 400 Employee
    • Financial Controller
      • Jul 2021 - Present

      • Manage and streamline the month end process end to end through submission of Financial Package to Board of Directors and CEO. • Create efficiencies and reporting to depict profit and variances by several key reporting metrics. • Manage team of 5 Accounting/Finance professionals from staff to manager levels • Partner with HR for payroll and compensation related matters. • Created model to be used for budgeting and forecasting in an efficient manner. • Created cross functional… Show more • Manage and streamline the month end process end to end through submission of Financial Package to Board of Directors and CEO. • Create efficiencies and reporting to depict profit and variances by several key reporting metrics. • Manage team of 5 Accounting/Finance professionals from staff to manager levels • Partner with HR for payroll and compensation related matters. • Created model to be used for budgeting and forecasting in an efficient manner. • Created cross functional team that all work together and understand their peer’s role. Show less • Manage and streamline the month end process end to end through submission of Financial Package to Board of Directors and CEO. • Create efficiencies and reporting to depict profit and variances by several key reporting metrics. • Manage team of 5 Accounting/Finance professionals from staff to manager levels • Partner with HR for payroll and compensation related matters. • Created model to be used for budgeting and forecasting in an efficient manner. • Created cross functional… Show more • Manage and streamline the month end process end to end through submission of Financial Package to Board of Directors and CEO. • Create efficiencies and reporting to depict profit and variances by several key reporting metrics. • Manage team of 5 Accounting/Finance professionals from staff to manager levels • Partner with HR for payroll and compensation related matters. • Created model to be used for budgeting and forecasting in an efficient manner. • Created cross functional team that all work together and understand their peer’s role. Show less

    • United States
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • Executive Director of Finance
      • 2020 - 2021

      • Lead all financial functions of multi-warehouse and multi-country company, including monthly, quarterly and annual financial closes. • Prepare and present financial planning and analysis, forecasting, cost accounting, cash management and metric analysis and reporting to President and CEO. • Executed price increase that increased profits $1M per annum. • Manage 12 accounting professionals including AR, AP, Accounting directors and managers. • Monitored sales forecasts and projected… Show more • Lead all financial functions of multi-warehouse and multi-country company, including monthly, quarterly and annual financial closes. • Prepare and present financial planning and analysis, forecasting, cost accounting, cash management and metric analysis and reporting to President and CEO. • Executed price increase that increased profits $1M per annum. • Manage 12 accounting professionals including AR, AP, Accounting directors and managers. • Monitored sales forecasts and projected financial planning for organization to achieve revenue goals. • Aligned department vision, goals and objectives with company strategy to achieve consistently high results. • Spearheaded successful business development initiatives aligned with company's strategy and core competencies. Show less • Lead all financial functions of multi-warehouse and multi-country company, including monthly, quarterly and annual financial closes. • Prepare and present financial planning and analysis, forecasting, cost accounting, cash management and metric analysis and reporting to President and CEO. • Executed price increase that increased profits $1M per annum. • Manage 12 accounting professionals including AR, AP, Accounting directors and managers. • Monitored sales forecasts and projected… Show more • Lead all financial functions of multi-warehouse and multi-country company, including monthly, quarterly and annual financial closes. • Prepare and present financial planning and analysis, forecasting, cost accounting, cash management and metric analysis and reporting to President and CEO. • Executed price increase that increased profits $1M per annum. • Manage 12 accounting professionals including AR, AP, Accounting directors and managers. • Monitored sales forecasts and projected financial planning for organization to achieve revenue goals. • Aligned department vision, goals and objectives with company strategy to achieve consistently high results. • Spearheaded successful business development initiatives aligned with company's strategy and core competencies. Show less

    • United States
    • Dentists
    • 1 - 100 Employee
    • Controller
      • 2019 - 2020

    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Senior Manager of Financial Accounting and Reporting
      • 2018 - 2019

      • Highly involved in the annual budgeting process to develop budget methodologies and worked with various departments to analyze reasonable expectations for the following year. • Prepare and analyze MD&A for senior management every month. • Analyze revenue and expenses from a company perspective, all the way to a client level to understand client profitability by client, line of business etc, and review with CFO. • Recipient of a prestigious award from the CEO for “Raising the Bar for… Show more • Highly involved in the annual budgeting process to develop budget methodologies and worked with various departments to analyze reasonable expectations for the following year. • Prepare and analyze MD&A for senior management every month. • Analyze revenue and expenses from a company perspective, all the way to a client level to understand client profitability by client, line of business etc, and review with CFO. • Recipient of a prestigious award from the CEO for “Raising the Bar for Accountability” in 2017. • Creating efficiencies and managing the month-end accounting process from the accounting staff through senior management. • Researching and drafting accounting memos for complex business operations. • Partnered with human resources to introduce a new goal/reward recognition platform.

    • Manager of Financial Accounting and Reporting
      • 2015 - 2018

    • Finance Manager
      • Jun 2009 - Jun 2015

    • Financial Services
    • 1 - 100 Employee
    • Staff Accountant
      • 2008 - 2009

    • United States
    • Accounting
    • 100 - 200 Employee
    • Auditor
      • 2005 - 2007

Education

  • Binghamton University - School of Management
    Bachelors of Science, Accounting
    2001 - 2005

Community

You need to have a working account to view this content. Click here to join now