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Aldis GroupSenior Business Consultant
Feb. 2024 - Mar. 2025 New Jersey & New York City Metropolitan Area Main objective was to do a full restructure of operations as Aldis Group transitioned away from another agency partnership.
• Full accounting/CRM build in Odoo giving staff new IT tools. Facilitated employee training within the platform. The build included research, department involvement, COA rebuilds, mapping, client/vendor, product/services auditing, sandbox testing, go live in Odoo SH database.
• Enhanced banking relationship and improved A/P process.
• Rolled out LastPass for agency robust passwords in a secure vault.
• Interim Controller executing all HR functions, operations and financials.
• Monthly, quarterly, auditing, closings, senior level reporting and the CPA liaison.
Lisa AppelLisa Appel Consultant
Jan. 2024 - Apr. 2025North Plainfield, New Jersey, United StatesSpecialize in senior level financial modeling, extensive monthly closings, quarterly, and annual reporting monitoring cash flow, budget lines over multiple complex entities. • Accounting department rebuilds incorporating new cloud-based accounting and H/R software for small businesses. • Senior level bookkeeping, reconciliations, and all payroll functions. • 3rd party billing Controller for Entrepreneurs with millions in venture capital investments in various industries.
Momentum SolarDivisional Accounting Manager
Mar. 2023 - Oct. 2023United StatesManaging the monthly close process for 3 subsidiaries. Analyzing and maintaining all Intercompany analysis, preparing financials for Controller. Accounting system auditor for system flaw and improvements.
Zebra StrategiesFinancial Controller
Nov. 2021 - Mar. 2022United StatesFinancial Controller, that undertook all aspects of financial management, including corporate accounting, financial reporting, budget, and forecasts preparation, as well as development of internal control policies and procedures. My Finance Controller responsibilities also included financial risk management and cost management.
C Systems Global / Now RSM US - Association Management SolutionsDirector of Finance
Nov. 2019 - May. 2021United States, Canada, United KingdomLead finance for 3 global technology firms specializing in database software, website, and technology support services to associations and non-profit organizations serving clients throughout North America, UK, Europe, and Australia. Company size was 28+ nationwide, 8+ international employees, 12+ sub-contractors. • Executed a 36 month “Cost Sharing Audit” of billable/non-billable shared labor and expenditures, which resulted in updated financial models and intercompany partner shares payouts. • Burn Rates Analysis decreased billable project resources with 15% project profit gains.
BOC PartnersController
Jun. 2017 - Nov. 2019Westfield, NJ Controller for a Digital Marketing & Advertising Agency with 2 NJ offices reporting to two Partners overseeing all aspects of finance for 3 entities specializing in automotive marketing. • Effectively managed an accounting team of 3- members, and 3-account managers with a 55-client list. • Client budget auditing against agency profit margins with client’s average spend of 20K -50K monthly on all marketing solutions increasing sales growth for agency based on our KPI’s. Agency financials successfully aligned with projected models.
Scratch Music Group, IncAssistant Controller/HR Manager
Sep. 2009 - Apr. 2017Greater New York City AreaFinance & HR Support to 75+ nationwide employees across brick-and-mortar locations across 7+ major US cities for our divisional service offering in all DJ Entertainment. • Managed a national accounting team located in our brick-motor locations overseeing all the senior level accounting, deferring revenue based on business model of the divisions and acquired companies. • Engineered a IIF & process that improved our A/P by 50%, improved to 100% with IT on DD for 1099 DJ contractor bi-weekly pay. • Implemented a virtual payment processing systems for each location so our employees could process payments from a virtual desktop application. • Slashed payroll/benefits administration costs 20% by negotiating pricing and fees, while ensuring the continuation and enhancements of services. • Spearheaded the Financial/HR quickfire rollout of 5 DJ company acquisitions in various states at the same time when we achieved our venture capital funding rounds. • Culture Guru for company staff, parties, and key administrative contact for all departments.
Agenda NYCBusiness Manager/Bookkeeper
Sep. 2006 - Sep. 2009Business Manager and Bookkeeper for a New York based strategy and design agency with 19+ employees that specialized in White Papers for major fortune 500 companies. •Oversaw client estimates, contractual obligations with compliance parameters, and all aspects of senior level bookkeeping working closely with the senior account management group.
• Played a key role in implementing new project management administrative software. Pro-active with in-house purchasing, vendor relationships, business development and office culture.
Angel Textiles Inc. Business Manager/Bookkeeper
Oct. 2005 - Sep. 2006Accounting liaison with overseas mill in China, client production, working with advanced accounting software platforms for a New York City based novelty print textile company. •Provided full office management, bookkeeping, billing, shipping, hiring, training and managing staff also giving support to the New York production team. •The client base consisted of very high-end fashion designer brands: Milly, Trina Turk, Alexander Wang, Anna Sui, Diane von Furstenberg and Lilly Pulitzer.
Winnitex America/ DBA Petex TextilesExecutive Assistant/Business Manager
May. 2003 - Aug. 2005Financial support to CEO and President in NY & Canada with all A/P and A/R. Personal assistant to a Partner who trained in growing fashion industry. •Assisted Production team with costing, pricing, PO’s, data-entry, sample yardage, lab dips and research bottom weight textiles. •Worked with shipping agents of textiles destination from mills to overseas productions. •Office IT technical support.
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