Featured Talent

Accounting, Finance, Internal Audit, Tax

Senior Financial Operations Executive

Northeastern U.S.

15+ Years

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.


  • 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.


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


  • 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.

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