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Work Background
RGPAssistant Controller
Jun. 2024San Francisco Bay Area• Improved quality performance and reliability metrics by implementing third-party software packages.
•Implemented Tableau financial dashboard which resulted on 30% decrease in report timing.
•Conducted financial risk analysis and identify potential areas of concern and reducing financial risk by 35%.
•Collaborated with cross-functional teams to implement Adaptive Insights for budgeting and forecast insights that lead to a 20% decrease in budget variances. •Managed a team of accountants, achieving a reduction of close time by 2 days through effective leadership and training.
•Introduced Floqast software, which provided insights to senior management on financial performance and key metrics.
PowerSchool Group LLC (formerly Interactive Achievement)Director, Assistant Controller
Oct. 2023 - Mar. 2024Folsom, California, United States•Oversaw the day-to-day operations of the accounting department, including accounts payable, accounts receivable, payroll, and general ledger functions.
•Prepared and analyzed financial statements, budgets, and forecasts to support decision-making processes and strategic planning initiatives.
•Developed and implemented internal controls to safeguard company assets and ensure compliance with GAAP and regulatory requirements.
•Collaborated with cross-functional teams to streamline processes, improve efficiency, and drive cost savings initiatives.
•Managed the month-end and year-end close processes, including reconciliation of accounts, accruals, and financial reporting.
•Conducted variance analysis and provided insights to senior management on financial performance and key metrics.
VindexAccounting Manager
Dec. 2020 - Sep. 2023New York, New York, United States• Participated in the development and integration of new accounting rules and processes in close collaboration with the executive team.
• Collaborated with cross-functional teams including finance, accounting, and legal departments to ensure compliance with ASC 350 standards.
• Held accountability for the monitoring and assessment of the overall financial health that included financial metrics and key performance indicators (KPIs).
• Dealt with improving responsibilities to effectively manage and minimize month-end and year-end financial closed procedures.
• Assessed necessary adjustments to internal accounting procedures to ensure procedures adhere to SOX policies.
• Coordinated the creation of the budget and forecast and provided financial projections by gathering, examining, and combining financial data.
• Provided expert oversight to senior, staff, and junior accountants' responsibilities.
ViacomCBSSenior Accountant
Nov. 2017 - Dec. 2020New York•Guided upper management regarding to strategic decision making and benchmarking.
•Served as a key person behind in initiation of new procedures for ASC 606.
•Contributed efforts in identifying future business trends through the development and utilization of forecast models using predictive analytics.
•Developed optimization methods for collecting financial data
•Conceptualized and implemented financial analytics to model financial data.
•Implemented Blackline software package to reduce time reconciling 88 Balance Sheet Accounts
HBOSenior Accountant
Nov. 2015 - Aug. 2016New York, NY, United States•Directed the preparation and submission of monthly, quarterly, and annual forecasting and budget reporting.
•Developed tools in order to quantify and measure financial data for upper management
•Coordinated with the operating group in preparing next year's budgets.
•Rendered financial support to the operating areas on a daily basis by leading journal entries, and expense tracking
•Efficiently reviewed key financial contract terms against HBO’s contract database.
•Facilitated quarterly discussion meetings with the operations team with regard to the scheduling of delivery dates
OQUITYSenior Accountant
Jun. 2014 - Oct. 2015Greater New York City Area• Eliminated workflow errors by streamlining policies and procedures for both Finance and Operations departments.
•Created weekly and monthly P&L and balance sheet analysis.
•Handled various accounting functions including, accounts payable, accounts receivable, expense accounting, accrual accounting, bank reconciliations, financial analyst and monthly end close.
•Supervised responsibilities of Staff and Junior Accountants.
•Systematically enhanced the accuracy of the Financial Statements by posting revenue with expenses at a specific time periods.
•Increased the quality of financial statements by reducing time in reconciling cash receipts.
•Designed and developed month-end closing schedules and procedures.
C. WonderStaff Accountant
Sep. 2013 - Jun. 2014Greater New York City Area•Enhanced the content of the financial statements by identifying and correcting common general ledger errors.
•Improved the quality of financial statements by creating and posting monthly accrual expenses.
•Ensured the integrity of the general ledger accounts by maintaining expense and balance sheet accounts.
•Increased the accuracy of the financial statements by creating depreciation and expense schedules.
•Reduced fraudulent checks through the use of Cash Pro online system.
•Minimized cash variances with POS system by enforcing strict cash management procedures.
•Refined cash management policies with the operations group.
Milbank LLPJunior Accountant
Aug. 2011 - Aug. 2013New York, NY, United States•Developed innovative solutions in reconciling 48 foreign and domestic bank accounts.
•Accurately assessed foreign and domestic offices cash needs through cash management.
•Interacted with external auditors in ensuring that the financial statements exceeded both US GAAP and IFRS accounting standards.
•Created and improved methods of calculating foreign exchange losses and gains.
•Calculated and projected foreign and domestic cash balance.
•Revamped and maintained monthly-prepaid accounts.
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