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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEPROFILEKnowledgeable, results-oriented finance professional with demonstrated leadership and accomplishments including developing growth, positive financial performance and stability. Broad-based understanding of the financial and management needs of businesses in todays economic climate.PROFESSIONAL EXPERIENCEAccountantForward Management, Pittsburgh, PA 2003 2009 and 2010-2024Manage the overall financial operations of a residential real estate management and with a $30 million real estate portfolio and over 700 residential units.Point of contact for all banking, financing and insurance relationshipsPrepare and analyze the monthly and year end financial reports, including cash flow, income statements, balance sheet statements, budget projections and general ledgers.Oversee audits and tax preparations.Responsible for preparation of all account payables via check, ACH, or wire transfer.Review vendor invoices for accuracy and maintain vendor relationships.Oversight and review of account receivableClosing of monthly bank reconciliations.Assist in hiring, training and management of a seven-person department.Coordinate ad-hoc projects including bidding and negotiating of contracts for insurance and other vendors resulting in significant savings for the firm.Accounting ManagerPNC Global Investment Servicing, Pittsburgh, PA January 2009 October 2009Managed a team of mutual fund client accounts; oversee the teams daily, weekly and monthly investment accounting functions.Lead the preparation and review of semi-annual and annual shareholders reports.Set team priorities, meet multiple daily deadlines and handle multiple projects.Assist in the general training and development; guide the accounting practices and procedures.MBA InternshipGamut International, Pittsburgh, PA 2002Managed projects for a diversified trade and consulting company specializing in East Africa.Coordinated with the U.S. Export-Import Bank and the World Bank to finance third world projects, including an off-grid solar energy system; traveled to Uganda and Kenya on a trade mission as a member a multi-company U.S. delegation.Oversaw the exportation of vehicles and equipment to various African nations and assisted in providing consulting services for U.S. companies wishing to do business in Africa.Senior Financial AnalystConvergent Wealth Advisors, Rockville, MD 1996 2000Managed Performance Measurement Reporting for investment consultant and wealth management firm specializing in high net-worth individuals.Analyzed 150+ high net-worth client accounts on a monthly and quarterly basis; client net worth ranged from $5-$110 million.Lead financial analyst in the design, development and growth of the Reporting Department from one to ten professionals.Created, wrote and implemented in-house instructional finance manuals for the Reporting department and company use.Designed financial review systems for account reconciliation and performance reporting and created financial tracking systems that simplified monthly and quarterly reconciliation processes.Account AdministratorRushmore Trust & Savings, Bethesda, MD 1994 1995Administered individual, institutional and mutual fund accounts on behalf of a $1 billion mutual fund holding company.Managed weekly $433,000 pension payroll, which included transmitting to ADP, reconciling and transmitting to Federal Reserve Automatic Clearing House.Supervised and managed accounts, advised clients of timely financial information, ensuring customer retention, satisfaction and reinvestment of assets.Financial AnalystThomson Financial, Rockville, MD 1992 1994Provided performance measurement and portfolio services for large institutional portfolio managers, investment consultants and bank trust departments.Effectively managed 23 client relationships containing 1,000 individual accounts and resulting in 100% client base retention.EDUCATIONM.B.A. Management and StrategyUniversity of PittsburghB.S. FinancePennsylvania State UniversityCOMPUTER SKILLSExcel, PowerPoint, Word, Appfolio, Buildium, Quickbooks |
