Experience

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  ESIS, Inc.

  • Whitehouse Station, New Jersey, United States

  • Pricing Manager at ESIS, A Chubb Company

    • May 2022 - Present
    • Whitehouse Station, New Jersey, United States

• 

  Atlantic Home Loans, Inc.

  • Parsippany, New Jersey, United States

  • Accounting/Servicing Specialist

    • Sep 2016 - Present
    • Parsippany, New Jersey, United States

    • Chestnut Appraisal Management (sub-business): Handled daily accounting responsibilities which entailed processing of invoices and recording of Sales income. Prepared Quarterly Workpapers and Year End financial package, filing, and preparation of 1099 Vendor Form for required tax submission. Prepared and submitted the required State tax returns. Automated the import of daily invoices and sales using EXCEL templates and formulas import into QuickBooks. Margin pricing analysis based on pricing models for types of appraisals by state for Vendor invoices. Weekly check run, bank reconciliations, and client support for loan officers, vendors, and Appraisal Management Team. Reggora implementation team member - biweekly meetings to work through implementation reporting goals and test system.• Atlantic Home Loans Servicing: Run monthly payment letters, process payments, and post in the ledger. Monthly analysis of loans for uncollected Appraisal Fees distributed to Loan Officers. Support clients by responding and resolving requests for loan servicing and escrow disbursement for internal and external clients using Encompass. Research internal requests for payment histories and prepare monthly analysis of escrow and distribution of payments.

• 

  WAYNE BOARD OF EDUCATION

  • Substitute Teacher/Para Professional

    • 2016 - 2016

    • Substitute Teacher - follow teaching plans and support student participation in the classroom.• Substitute Paraprofessional - support student participation in classroom activities, instruction, and socialization by prompting and coaching. Communicate with teacher regarding managing student’s behavior in an effective manner.

• 

  Buchbinder Tunick & Co. LLC (formerly Demetrius & Co. LLC)

  • Little Falls, NJ

  • Associate

    • 2007 - 2014
    • Little Falls, NJ

    • Preparation of Individual, Partnership, Corporate, Non-Profit, Estate, Gift Tax, Trust, Report of Foreign Bank Account returns and extensions as well as amended returns.• Researched client’s IRS and State Tax Notices and draft response letters as well as spoke to agencies to resolve issues.• Managed mailing of tax organizers to clients, responsible for the organizing and tracking the timeline of client’s filings and submitted e-filing for tax returns through Go Tax System. • Performed bookkeeping, journal entries, and creation of Trial Balance in QuickBooks.

• 

  Tori's Treasures LLC

  • Wayne, NJ

  • Owner of Home Based Retail Company

    • 2005 - 2007
    • Wayne, NJ

    Created and maintained retail Website, sold products, and gift baskets, negotiated terms with manufacturers, and maintained financial financial records as well as filed quarterly Sales Tax.

• 

  NOKIA (formerly LUCENT TECHNOLOGIES/AT&T)

  • Northern NJ

  • FP&A Manager Mobility Business Unit

    • 2001 - 2005
    • Northern NJ

    • Coordinated Mobility Unit Expense Plan for R&D, M&S, and G&A worked with operational groups in attaining and analyzing plan information, distributed plan update reports to management and summary charts for Executive presentations.• Worked directly with corporate planning to ensure accurate communication in all aspects of Mobility expense planning including various funding agreements between Lucent Operational groups. Managed input to Corporate Planning System for Planning and Outlook.• Revised and maintained a planning database and enabled the group to successfully detail the plan information by expense category. Handled organizational and planning changes throughout the year, provided updated reports and analysis to management, and Executive distribution.• Managed Mobility headcount reporting and staff which included: Monthly processing, analysis, and results reports to management, management of Headcount staff, and coordination and analysis of monthly headcount outlook process for submission to corporate. Revised the headcount reporting database and reporting format using EXCEL to reduce support needed to maintain report without changing timing and quality of reports distributed.

• 

  NOKIA (formerly LUCENT TECHNOLOGIES/AT&T),

  • Business Planning Manager Wireless Unit

    • 1999 - 2001

    • Coordinator of Expense Planning: organized and led Work Program Planning Kickoff meeting which included scheduling, development, and presentation of key planning information.• Reported Product Group Income Statements and updates to management throughout the fiscal year and worked with Peers to develop a database to create the product group plan.• Expense Budgets: maintained query database that enabled the group to receive detailed information by expense category. Managed all changes and updates during the year and supplied and distributed summary of changes to all customers.• Created new processes which enabled the team to analyze corporate planning (Adaytum) and detail expense information in a timelier manner by creating a query-based database and revising expense

  • Contract Manager Wireless Business Unit MPC Analysis

    • 1998 - 1999

    • Satisfied contractual obligations by running pricing analysis studies on Most Preferred Customer by technology segment, sales volume, and code level detail with sales data from REX (Revenue Expense).• Prepared analysis and classification charts using updated business cases to ensure compliance with MPC guidelines and trained Customer Contract managers in using REX.• Worked with Internal Audit department to ensure compliance with GAAP and FASB.

  • Senior Financial Planning Manager

    • 1998 - 1999

    • Managed the plan submission process by attending weekly planning meetings, communicating objectives and deadlines to contacts, and transmitting plan file to corporate. Prepared financial reports for upper-level management for each plan view using The Budget System.• Coordinated monthly Outlook meetings for Wireless BLGs for submission to controller.• Assisted in SAP implementation acting as co-representative for Wireless for Cost Centers and profit Centers. Responsibilities included: weekly conference calls, disseminate information to BLG contacts, and coordinate deliverables.

• 

  NOKIA (formerly LUCENT TECHNOLOGIES/AT&T),

  • Whippany, NJ

  • SENIOR FINANCIAL PLANNING SPECIALIST WIRELESS UNIT

    • 1996 - 1997
    • Whippany, NJ

    • Coordinated monthly Outlook meetings for Wireless using outlook comparison reports, with input from the sales teams, customer team CFOs, the ledger, and Wins Fins. • Managed plan submission for Wireless cluster by attending Network Systems planning meetings, holding Wireless planning meetings to address new objectives and deadlines. Analyzed plan data for each submission and provided reports to upper management using TBS.• Performed book-close responsibilities that included: preparing journal entries, tracking accounts, and creating sit-down reports. Supported Wireless product CFO managers, financial planners, and upper-level management with monthly reports by customer and product. Provided subject matter expertise to Sales/ Cost of Sales Study Team to improve reporting.• Facilitated communication for Wireless CFO as SOS (Save Our Stress) team member which included: employee recognition, newsletters, teambuilding activities, and community service such as Food Bank volunteering, visits to nursing homes, and Easter basket distribution to children’s shelter.

• 

  NOKIA (formerly LUCENT TECHNOLOGIES/AT&T)

  • Morristown, NJ

  • FINANCIAL PLANNING SPECIALIST NETWORK WIRELESS SYSTEMS

    • 1994 - 1996
    • Morristown, NJ

    CFO Sales Analysis• Provided Weekly Sales analysis by customer to Wireless CFO, performed book close responsibilities, and prepared, analyzed, and distributed monthly product family reports.

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  NOKIA (formerly LUCENT TECHNOLOGIES/AT&T),

  • Morristown, NJ

  • ACCOUNTING ASSOCIATE NETWORK SYSTEMS

    • 1993 - 1994
    • Morristown, NJ

    Controller’s Organization Balance Sheet Analysis