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Work Background
Harvest Capital VenturesPrincipal
Mar. 2019Hartford, Connecticut Area
J & B MECHANICAL CONTRACTORS LLCChief Financial Officer
Mar. 2019As the CFO and Controller of J&B Mechanical, a leading commercial new construction contractor in Connecticut, I am responsible for overseeing the financial strategy, accounting, and operational efficiency of the business. I manage financial reporting, budgeting, cash flow, and tax compliance, ensuring that our financial planning aligns with the company's growth objectives. I lead the team in preparing financial statements and reports, oversee project budgeting and cost control for multimillion-dollar construction projects, and maintain strong cash flow and banking relationships to ensure financial stability. In addition to my financial oversight, I focus on implementing process improvements that enhance both financial accuracy and operational efficiency. Some of my key accomplishments include optimizing project cost structures to improve margins on major projects, leading financial planning during a period of significant company growth, and improving cash flow management by streamlining invoicing and payment systems, reducing the average collection period.
RMC Investment Advisors Chief Compliance Officer
Jan. 2018 - Mar. 2019West Hartford, Connecticut
RMC Investment Advisors Portfolio Analyst
Feb. 2017 - Dec. 2017West Hartford, CTResponsibilities include thorough analysis of economic and financial trends, evaluating portfolio performance and preparing client reports. In addition, I assist portfolio managers with the administration of client portfolios.
RMC Investment Advisors Portfolio Analyst Intern
Jun. 2016 - Aug. 2016West Hartford, CTMy prime responsibilities include preparing monthly, quarterly, and yearly client portfolio statements as well as reconciling statements with our managing software. I work directly with both the CEO and COO in the process of constructing multi-million dollar client portfolios by conducting and providing the most recent and useful market research using Thomson Reuters Software. In addition to this, I am also responsible for assisting in the management of an equities buy list which is used to monitor and adjust client portfolio holdings to meet objectives.
InsurBancCredit Analyst Intern
Jun. 2015 - Aug. 2015Farmington, CTAt InsurBanc I was responsible for underwriting commercial credit files, credit reports, compliance reports, spreading financial statements on Baker Hill software, excel analysis, and financial summary models, including cash flow analysis and loan-to-value analysis. My role also included both retaining and building relationships with borrowers and potential borrowers from different states and countries.
University of HartfordStudent Technician at Media Technology Services
Sep. 2013 - Dec. 2016My responsibilities range from assisting multiple classrooms and professors with technical computer issues such as malfunctioning PC hardware, to setting up for campus wide events such as symposia, lectures, and conferences while learning everyday from two Assistant Technology Directors.
J&B Mechanical ContractorsInventory Control & Co-Management
May. 2012 - Aug. 2014My role at J&B Mechanical was to keep inventory of all materials and items in warehouse, as well as expedite the process of material delivery to field mechanics on site. I was in charge of keeping inventory on all plumbing fittings, fixtures, and components of different sizes and composition, ranging from half-inch PVC and 8 inch cast iron, to emergency eye-wash stations. I also dealt face-to-face with material suppliers around the state of Connecticut, requiring some technical expertise and knowledge of fixtures and fittings, as well as knowledge of directions, procedures, and job site/ supplier location.
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