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Work Background
Chief Financial Officer
Site Solutions WorldwideChief Financial Officer
Feb. 2019Clifton Park, NY
Finance Manager
Site Solutions WorldwideFinance Manager
Apr. 2012Clifton Park, NYOversight of the daily financial operations of the company. Analyzing, interpreting and providing financial data Monitoring and interpreting cash flows and predicting future trends Researching and reporting on factors influencing business performance Managing the financial accounting, monitoring and reporting systems Producing accurate financial reports to specific deadlines Managing budgets & analyzing performance throughout the year Keeping informed of changes in financial regulations Ability to analyze change, pricing, and cost data. Liaison with outsourced IT department. Strong time management skills and demonstrated ability to multitask.
Tax & Audit Staff
Fecteau, PLLCTax & Audit Staff
Jan. 2012 - Apr. 2012Albany, NY• Generate financial statements from information provided by small clients • Perform research and analysis on various tax matters • Client industries include real estate and service companies
Tax Associate
PwCTax Associate
Oct. 2009 - Dec. 2011• Generate financial statements from information provided by small clients • Perform research and analysis on various tax matters • Client industries include manufacturers, real estate, and service companies • Preparation of both consolidated & separate company, federal & multi-state tax returns: o Partnerships, S – Corporations, Individuals, Non-Profits
Tax Intern
The Ayco Company, L.P.Tax Intern
Jan. 2008 - Jun. 2009Latham, NY• Reconcile brokerage account statements. • Generate financial statements from information provided by small clients • Prepare business tax returns: o Partnerships, Private Foundations, Corporations, S – Corporations
Accounting Intern
MVP Health CareAccounting Intern
Jun. 2007 - Dec. 2007Schenectady, NY• Assisted in preparation for the Heath Care Reform Act audit • Supported Treasury Department with accounts payable reconciliation and various tasks
Office Assistant
Northwestern MutualOffice Assistant
Jul. 2006 - Jun. 2007Albany, NY• Handled incoming calls and scheduled appointments • Assisted in the preparation of Personal Planning Analysis • Created rate quotes for Disability and Life Insurance • Coordinated underwriting requests
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