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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLELinkedIn Centereach, NY Street Address
Financial Management ExecutivePerformance-driven and accomplished professional with extensive experience in overseeing complex financial operations, consolidating close procedures, providing advisory and financial services, and achieving set organizational objectives.Proven success in directing projects, identifying leading opportunities, delivering effectual financial analysis, forecasting budget, assessing quantitative data to prepare reports, and leading finance & accounting continuous improvement. Skilled in managing accounts and budgets, devising innovative financial strategies, and suggesting need-based recommendations. Expert at managing high-performing teams, recognizing improvement areas, and interpreting financial information for effective decision-making. Possess strong knowledge of ERP systems and demonstrate strong financial acumen with capability to leverage excellent interpersonal communication skills and establish professional relationships with stakeholders and clients.Areas of ExpertiseFinancial Operational ExcellenceStrategic Business DevelopmentSales & Strategy PlanningFinancial ManagementCompliance & Audit ManagementInternal Control EnhancementProfit & Revenue GenerationEnterprise Resource PlanningSales & Budget ForecastTeambuilding & LeadershipSales and Use TaxProcess ImprovementCareer ExperienceInformed System, Inc., Blue Belle, PAComputer Consultant September 2023-PresentHandle multiple tasks/projects ranging in priorities. Provide support and troubleshoot Microsoft Dynamics and all 3rd party products for multiple customers. Strong analytical skills and attention to detail. Successfully formed strong relationships with customers that included CEO/CFO/Controllers.Effectively managed projects and meeting deadlines on multiple Microsoft Dynamics accounting software.Installed and updated software.Technical support for customers.Qosina Corp., Ronkonkoma, NY 2010 2023Director of Finance (2020 2023)Generated informative analyses by presenting financial transparency on a weekly and monthly basis to aid in strategic decision-making processes by offering crucial support to leadership. Managed cash flow and projected financing aspects of significant projects encompassing implementation of ERP software. Administered all external audits including year-end audit process. Ensured strict adherence to GAAP standards and procedures within Finance department. Provided support for the application of Microsoft Dynamics GP ERP software and other third-party products. Conducted financial statement analysis monthly, quarterly, and yearly and analyzed performance against budget to identify trends affecting profitability. Presented outcomes directly to CEO and Board of Directors.Played key role in the process to choose new ERP software by employing exemplary field knowledge and experience.Integrated new annual budget and quarterly forecasting process and organizing training sessions for business leaders.Spearheaded finance division of ten individuals to oversee business operations and financial controls by fostering strong relationships with team.Addressed short-term and long-term borrowing requirements by supervising treasury functions, including marketable securities, and having excellent relationships with our banks.Collaborated with Senior Financial Analyst by presenting financial transparency and developing detailed monthly reporting package and sent to CEO and Board of Directors, covering thorough financial statements by directing capital analysis, KPIs, and interpretation of results.Enhanced accuracy and efficiency of month-, quarter-, and year-end closing procedures to reduce monthly closing time from fifteen to eight days by employing process improvements in collaboration with staff.Established customer credit limit policies working with the credit manager and the sales team that controlled the companys bad debt.Controller (2010 2020)Oversaw daily operations within Finance department by leveraging exemplary managerial abilities. Supervised Accounts Receivable and Payable functions, along with steering accounting staff. Utilized Excel to develop annual budget for effective financial planning. Crafted detailed reports for simplifying cost analysis and increasing profitability to facilitate informed decision-making. Engaged in various projects and conducted analyses to deliver essential insights to CFO and senior management.Created margin reports for daily monitoring of item margins, while providing insights into profitability.Generated weekly flash report to senior management to provide snapshot of key operational and financial data.Formulated and reviewed all monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.Implemented sales tax software Avalara to ensure compliance with state sales tax regulations and streamlining financial operations at Qosina Corp.Performed multiple tasks, including maintaining, supporting, and upgrading ERP software Microsoft Dynamics GP and other related third-party products to enable smooth system operations.Additional ExperienceAssistant Controller, Qosina Corp., Ronkonkoma, NYComputer Consultant/Project Manager, Paradigm Shift, Inc. Commack, NYEducationMaster of Business Administration in FinanceDowling College, Oakdale, NYBachelor of Arts in Political ScienceState University, Stony Brook, NYCertificationsProject Management CertificationState University, Stony Brook, NYLean Certification, Continuous Process ImprovementState University, Stony Brook, NYTechnical ProficienciesMS Suite Microsoft Dynamics GP Accounting Software Centage Planning Maestro Budgeting Software Management Reporter Avalara Sales Tax Software PaperSave Qlik Sense Business Objects Crystal Reports ADP Payroll Microsoft SQL |
