Steven Barris, CPA
Financial Controller at North American Bancard- Claim this Profile
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Topline Score
Bio
Credentials
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Certified Public Accountant
8450
Experience
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North American Bancard
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Financial Services
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300 - 400 Employee
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Financial Controller
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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
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NaturesPlus
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Executive Director of Finance
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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
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Dental365
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United States
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Dentists
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1 - 100 Employee
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Controller
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2019 - 2020
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Brighton Health Plan Solutions
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Senior Manager of Financial Accounting and Reporting
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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.
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Manager of Financial Accounting and Reporting
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2015 - 2018
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Finance Manager
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Jun 2009 - Jun 2015
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Ziff Brothers Investments
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Financial Services
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1 - 100 Employee
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Staff Accountant
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2008 - 2009
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Berdon
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United States
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Accounting
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100 - 200 Employee
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Auditor
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2005 - 2007
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Education
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Binghamton University - School of Management
Bachelors of Science, Accounting