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Work Background
Newburg CPA, Public AccountingDirector of Operations and Administration
Jul. 2021 - Jun. 2024Waltham, Massachusetts, United States Senior Management, reporting to the managing partner - duties include defining, and creating greater efficiencies in all areas of Operations and Administration. This includes marketing, general finance, consistency and accountability, human resource functions, extensive recruiting, Administration, and day to day review of Operational procedures. This often entails translation of analytical data and highest and best use resource logic. Skilled in understanding diverse perspectives and adapting communication variables to connect with individuals across varied backgrounds and job functions. A motivational focus while promoting transparency applies as well.
Impeto Medical, SudoScan Inc.Branch Manager U.S. Operations, Medical Device Sales & Distribution
Oct. 2013 - Jun. 2021San Diego, California, United States Oversee daily operations of U.S. distribution and sales office including financial management, logistics, general process ownership, human capital, e-commerce recurring revenue piece and facilities management; provide direct support and report to the CEO at the corporate office in Paris, France
Perform ongoing business process improvement methodologies; identify procedural inefficiencies and provide suitable re-tooling solutions; solidify strong relationships with customers and 3PL providers while resolving disputes/ dissatisfaction or concerns
Reconcile all data with corporate, partner closely with the head of sales to support business development efforts, and spearhead development of monthly inventory reporting
Developed current SOP for Logistics and Distribution best practices resulting in the expedient and efficient handling of inventory. Escalate customer service requests when needed and led the overhaul of legacy Inventory Management Database
Ercolini & Company LLP, Public AccountingDirector of Operations and Administration
Sep. 2012 - May. 2013Greater Boston AreaCERTIFIED PUBLIC ACCOUNTANTS Prepared and monitored an operating budget of $11M, oversaw and reported cash flow and accrual financial statements monthly
Determined KPI’s and analyzed firm and personnel metrics monthly and oversaw the handling of all firm administration and corporate filings Performed comprehensive analysis and yearly comparison of billables to forecast potential earnings Recruited new talent, mentored and initiated conflict resolution when needed and managed training of new staff Identified operational inefficiencies and developed innovative polices to encourage and enhance consistency Managed the IT director and served as primary contact with technology vendors or consultants
Abrams, Little-Gill, Loberfeld, PC, Public AccountingDirector of Operations and Administration
Mar. 2006 - Aug. 2012Greater Boston AreaCPA & BUSINESS ADVISORY FIRM
Developed/streamlined operational and administrative polices in alliance with firm objectives and growth strategies; performed due diligence analysis for mergers and acquisitions Delegated and monitored $6M+ annual budget and prepared all financial statements and reporting; key contributor in streamlining the accounts receivable process Facilitated the implementation of new technology solution designed to automate workflow and sort client documents to assist in the company’s expansion Served as liaison between internal IT representative and technology vendors; oversaw new talent sourcing (finance and administrative staff) and revamped employee evaluation processes
Restructured manager bonus program, determined staffing needs and coordinated team scheduling Initiated an internship program within the firm to develop and identify future entry-level hires
Acted as primary contact for facilities management; organized and attended annual off-site partner retreat to determine ongoing and future firm strategy
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