Featured Talent

Profile Date

February 12, 2024

Area of Expertise

Financial Analysis, Performance Accounting, Budget Forecasting, Tax Regulations, Audit Reports

Experience Duration

Over 25 years in diverse financial roles

Professional Profile:

A dynamic and results-oriented financial executive with a comprehensive background in financial operations, reporting, budgeting, forecasting, and compliance. This candidate is adept at leading cross-functional teams to achieve goals in both small and large organizations. With a strong acumen in technology, telecommunications, and media, they have successfully navigated complex IRS-regulated environments, converting data chaos into actionable insights and complex topics into simplified concepts.

Strengths

• Financial planning, analysis, and performance accounting
• Expertise in budget forecasting and audit reports
• Proficiency in tax IRS regulations and compliance
• Strong leadership in cross-functional team settings
• Exceptional at data analysis and converting insights into action

Career Highlights

• Managed financial operations, including preparation, review, and filing of federal and state taxes for individuals and small businesses, ensuring compliance with tax regulations.
• Researched and monitored emerging accounting and tax regulations, delivering best advice to clients.
• Compiled, reconciled, and analyzed financial data in QuickBooks, advising clients on financial analysis, budgeting, and accounting issues.
• Led financial analysis, budgeting, and forecasting support at major media and beverage companies, managing significant budgets and advising on spending levels.

Education

• MBA in Finance, New York University
• BS in Accounting, Rutgers University, cum laude

Certifications

• Certified Public Accountant (CPA) in Maryland and New Jersey
• Certified QuickBooks ProAdvisor

Open To

Leadership roles in financial operations, analysis, and strategy, leveraging extensive expertise to drive organizational growth and efficiency.