Professional Documents
Culture Documents
Progressive experience in corporate and financial accounting management in manufacturing, distribution, consumer,
financial securities, and state government.
Proficient in general ledger accounting, accounts receivable and accounts payable, payroll, cash
management, GAAP, and regulatory compliance.
Superior research and analytical skills; expertise in financial reporting, consolidated financial statement
preparation, budgeting, forecasting and variance reporting.
A strong leader who identifies and manages talent well, cultivates a strong team, and mentors’ staff to
provide continuous opportunity for growth.
Solid business acumen combined with an Intuitive understanding of executive level reporting needs.
History of success in managing projects and process improvement initiatives using advanced computer skills
to drive technological changes that improve reporting functionality.
PROFESSIONAL EXPERIENCE
Responsible for analyzing Sales, Purchases, Operating results and Accounts Payable using historical data,
trends, and forecasts.
Identify areas of efficiency/inefficiency and communicate findings to the Director of Finance and Accounting
Manager
Assist in updating and improving financial models, asset management, fixed assets scheduling, Fixed
Income spreadsheets, forecasts, data collection and financial analysis.
Support the month-end close through reconciliation and maintenance of subsidiary ledgers for assigned
accounts.
Maintain construction in progress projects including approved amounts, timing, and subsidiary ledgers.
Serve as a backup for the finance team performing cash application, expense report reviews and check
distribution when team members are out of the office.
Special side projects
Learning all new aspects of the manufacturing industry
Recently worked with SAP for over three years
Senior Financial / Budget Analyst (Contractor)– Department of Community Affairs, Hurricane Sandy Relief
Division
Administered a $3.4B post-disaster reconstruction budget funded through the US Department of Housing &
Urban Development’s Community Development Block Grant (CDBG) Disaster Recovery programs.
Reviewed, approved, processed, and allocated $1.7B in funding requests to homeowners, tenants,
landlords, developers, and local governments based on parameters of 15 separate funding programs.
Executed daily, weekly, monthly, semi-annual, and annual financial reporting to funding authorities.
Created Excel spreadsheet programs using pivot tables and advanced functionality to compile budge and
perform forecasting.
State Street US Investor Services / State Street Corporation – Princeton, NJ 2000 – 2014
Managed a team of up to seven Accountants; hired, trained, mentored, and motivated personnel to
execute daily fund accounting work with strict reporting standards and processing deadlines.
Directed daily valuation and reporting of assigned municipal bond mutual funds in accordance with GAAP
and industry standards, internal controls, and applicable securities reporting requirements.
Prepared and booked journal entries for monthly, quarterly, semi-annual, and year-end closings.
Analyzed and responded to variance inquiries in security calculations from the client (BlackRock) and
provided customer service support to clients in the banking industry on a daily basis.
Performed financial analysis of mortgage-backed securities on Bloomberg. Responded to SEC inquiries and
facilitated internal and external audit proceedings.
Drove successful data migration initiative to convert from PAS to MCH system.
Provided operational support to 300+ accounting personnel processing mutual fund transactions.
Identified, researched, and resolved discrepancies resulting from accounting processing errors and assisted
Trade Processing Unit with trade entry problems.
Worked on Aladdin and Hyperion systems on a daily and month-end basis.
Mentored, trained, and supervised Staff Accountants in the execution of daily / monthly transaction
processing and all reporting functions associated with mutual fund accounting.
Reconciled transaction processing and resolved discrepancies with transfer agents and bank
EDUCATION
COMPUTER PROFICIENCY
Bloomberg Financial System, Microsoft Office Suite (Advanced Excel, Word), Outlook, Microsoft Access,
QuickBooks, PeopleSoft, Portfolio Accounting System (PAS), Multi Currency Horizon (MCH), SAP.