Experience

Ivera Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer & Chief Information Officer

  • Jan 2022 - Present



FCNA Partners

• Chief Information Officer

  • Jan 2020 - Jan 2022

  Greater Philadelphia Area



CGM Forensic Accounting

• United States
• Accounting

• Business Operations Manager

  • Nov 2016 - Jan 2020

  Greater Philadelphia Area • Manage day-to-day operations. • Coordinate and manage employees, facilitate interdepartmental communication and allocate tasks and resources as needed. • Determine staffing requirements, interview, hire and train new employees. • Direct and coordinate organization’s financial and budget activities to fund operations, maximize investments, and increase efficiency. • Establish and implement departmental policies, goals, objectives, and procedures. Conferring with partners and staff… Show more • Manage day-to-day operations. • Coordinate and manage employees, facilitate interdepartmental communication and allocate tasks and resources as needed. • Determine staffing requirements, interview, hire and train new employees. • Direct and coordinate organization’s financial and budget activities to fund operations, maximize investments, and increase efficiency. • Establish and implement departmental policies, goals, objectives, and procedures. Conferring with partners and staff members as necessary. • Enhance the operational procedure, systems and principles in the areas of information flow management, business processes and enhanced management reporting. • Plan and direct activities such as marketing events and coordinate with others as required. • Perform a meaningful role in long-term planning and establishment initiatives aimed at growth and sustainability. • Review financial statements, sales, activity reports, and other performance data to measure productivity and goal achievement to determine areas that need cost reduction and process improvement. Show less



DDI System - ERP & eCommerce Software for Distributors

• United States
• Software Development
• 1 - 100 Employee

• Senior Business Analyst

  • Aug 2013 - Oct 2016

  Manalapan, New Jersey · Nationwide travel to client locations for implementation of our Enterprise Resource Planning (ERP) system. · Responsible for client facing interaction and complete client project lifecycle of Inform ERP software; including project initiation, requirements gathering, data conversion, training, installation, and project closure. Fully responsible for client satisfaction throughout the implementation process. · Assigned to multiple projects at one time. Managing project schedules, scopes… Show more · Nationwide travel to client locations for implementation of our Enterprise Resource Planning (ERP) system. · Responsible for client facing interaction and complete client project lifecycle of Inform ERP software; including project initiation, requirements gathering, data conversion, training, installation, and project closure. Fully responsible for client satisfaction throughout the implementation process. · Assigned to multiple projects at one time. Managing project schedules, scopes, requirements, expectations and milestones to produce results on time and within budget. · Negotiate with internal and external groups to set priorities and obtain required resources to ensure successful project completions. · Including data extraction, conversion, and validation from client's legacy system in our software. Requiring interfacing directly with the development team. · Provide consultation and redesign existing client workflows to improve performance and facilitate industry best practices. · Conduct on-site training on all aspects of distribution management within the software including Administration, Accounting, Sales, Purchasing, CRM, Ecommerce, Pivot Tables, Advanced Reporting Features, and Warehouse functions. For both small and large groups; including C-level executives. · Identify upsell opportunities throughout implementation cycle to increase profit. · Initiate continual efforts to improve the implementation by identifying opportunities to streamline the process. · Identify training needs and standard process workflow opportunities, resulting in time and labor savings. · Consistently delivered top performance within the department for key metrics such as successful Go-Lives, data migration speed, and client survey feedback. · Create and present in-depth webinars showing advanced features as well as generate e-Learning content for the client web portal. · Provide Level-2 support for all customer during normal business hours and critical support 24/7. Show less



CGM Forensic Accounting

• United States
• Accounting

• Forensic Accountant

  • May 2010 - Aug 2013

  Greater Philadelphia Area · Supervised employees, performing critical reviews and evaluations of their work during all phases of investigative activities. · Prepared multiple ad-hoc reports and schedules for use in the review, analysis, preparation, and submission. Presented to Supervisors, Managers, and Partners and provided detailed analysis to Insureds, Insurers, or other clients. · Utilized financial information and market environment to accurately value business income loss, product liability, fraud, and… Show more · Supervised employees, performing critical reviews and evaluations of their work during all phases of investigative activities. · Prepared multiple ad-hoc reports and schedules for use in the review, analysis, preparation, and submission. Presented to Supervisors, Managers, and Partners and provided detailed analysis to Insureds, Insurers, or other clients. · Utilized financial information and market environment to accurately value business income loss, product liability, fraud, and workers’ compensation cases and help clients reach a settlement. · Initiated and implemented audit system enhancements to reduce claim file review time. Reviewed internal controls; provided recommendations for changes when appropriate. · Actively participated in business development by attending industry events, engaging in face to face visits to current and potential clients. · Streamlined the workflow by implementing consistent technologies and processes across multiple locations.

• Junior Forensic Accountant

  • May 2008 - May 2010

  Greater Philadelphia Area Part-Time • Document all investigative activities. • Assist with the company’s investigative accounting and auditing. • Perform the tasks of handling issues related with forensic accounting and auditing • Handle responsibilities of analyzing accounting records and financial statements to identify irregularities. • Worked with Microsoft Word and Excel extensively.