Career
Career and experience
Accounting and finance leadership. More than ten years across asset management, healthcare, a global public company, and multichannel consumer products. Based in Long Island, New York.
Professional summary
Strategic, detail-oriented, and highly driven accounting leader with over 10 years of progressive experience in corporate finance, GAAP accounting, inventory management, and audit preparation. Adept at leading financial operations across multiple entities, implementing SOX-compliant internal controls, optimizing processes, and leveraging accounting systems including NetSuite, QuickBooks, SAP Concur, Bill.com, ADP, Gusto, and Xero. Builds AI-powered dashboards and automations that streamline month-end close, bank reconciliations, and AP workflows. Proven ability to thrive in fast-paced environments, support business scalability, and communicate effectively with C-level executives.
Key systems expertise
Professional experience
Manager of Accounting
Dec 2022 to PresentStoreBound, LLC · New York, NY
Consumer products company operating across manufacturing, e-commerce, retail, wholesale, and direct to consumer (DTC) channels.
- Leadership and oversight: Manage daily accounting operations, including A/P, A/R, GL, and inventory control, for a fast-paced consumer products company spanning manufacturing, e-commerce, retail, wholesale, and direct to consumer channels. Supervise and mentor a team of four accountants, fostering a high-performing, collaborative environment.
- Financial reporting and compliance: Oversee month-end and year-end close processes, ensuring accurate and timely financial statements in accordance with US GAAP. Review and implement internal controls to maintain compliance and mitigate financial and operational risks.
- ASC 606 revenue recognition: Review and manage all customer contracts in NetSuite to ensure compliance with ASC 606, proper revenue recognition, discount application, and term validation, eliminating billing discrepancies and supporting audit readiness.
- Cost accounting and inventory: Lead cost accounting functions including standard costing, margin analysis, and inventory reconciliations. Maintain accurate inventory valuation and reporting by partnering with operations and supply chain to ensure data integrity across systems.
- Inventory control: Actively monitor inventory transactions, cycle counts, and adjustments to ensure accuracy between physical and system counts. Support operational planning with real-time inventory insights.
- Annual budgets and forecasting: Lead the development and management of annual budgets and rolling forecasts by integrating historical trends, seasonal drivers, and strategic goals. Collaborate cross-functionally to monitor budget versus actuals and provide variance analysis.
- Annual audit management: Serve as the primary point of contact for external auditors during the annual financial statement audit. Own audit preparation, documentation, walkthroughs, and resolution of all audit inquiries, resulting in zero findings.
- SOX compliance and internal controls: Apply in-depth knowledge of Sarbanes-Oxley (SOX) requirements to design, document, and maintain compliant internal controls over financial reporting, ensuring controls are audit-ready and risks are properly mitigated.
- Process optimization and systems: Introduced new SOPs and internal control measures that improved departmental efficiency by roughly 20%. Spearheaded financial workflow enhancements in NetSuite ERP, increasing reporting speed and accuracy.
- KPI development and dashboards: Designed and implemented key performance indicators across AP, AR, and inventory, and built AI-powered dashboards to track them, measure team performance, and identify areas for improvement.
- Month-end close dashboard: Built an interactive month-end close checklist dashboard with a direct link to the SOP for every task, allowing any team member to pick up an unfamiliar close task and complete it by following the documented procedure, which strengthens cross-training, coverage, and close continuity.
- AI automation: Developed AI automations for bank reconciliations and accounts payable management, reducing manual effort and improving accuracy and turnaround.
- AI and automation tools: Advanced expertise in Claude (Chat, Cowork, and Code), ChatGPT, and Codex for building finance tools, n8n for automating workflows, and Supabase for storing and accessing large datasets via API.
Accounting Manager
Apr 2021 to Dec 2022Island Premium Medical Equipment, Inc. · Bohemia, NY
Healthcare startup providing durable medical equipment.
- Financial management: Oversaw the full spectrum of finance and accounting for a healthcare startup. Prepared and reviewed monthly financial statements (P&L, balance sheet, cash flows) with variance analysis, presenting insights to senior management to drive informed decision-making.
- Controls and compliance: Established company financial policies and procedures from the ground up, ensuring compliance with Medicare standards and GAAP. Implemented strict internal controls and audit-ready processes, enabling the company to pass regulatory audits and maintain its accreditation.
- Operational improvements: Analyzed profit and loss trends to identify cost-saving opportunities, uncovering and implementing expense reductions that improved operating margin by 15%. Streamlined accounts payable and billing processes, including diligent follow-up on receivables, accelerating cash collections and reducing Days Sales Outstanding by 20%.
- Team and growth: Hired and trained accounting and administrative staff, instilling best practices in bookkeeping and customer service. Collaborated with the sales team to expand the physician referral network, contributing to 25% growth in new business.
Founder
Mar 2021 to Jan 2025Sunny Day Bookkeeping, Inc. · Ronkonkoma, NY
Remote accounting and bookkeeping consultancy.
- Entrepreneurial leadership: Founded and grew a remote accounting and bookkeeping consultancy serving 20+ small business clients across various industries. Managed a distributed team of bookkeepers and payroll specialists, ensuring high-quality service and client satisfaction across all engagements.
- Client advisory: Reviewed each client’s monthly financial statements and key metrics, delivering 1:1 consulting sessions to explain results and identify opportunities for cost savings and efficiency. Implemented customized budgets and financial plans, helping many clients reduce expenses by more than 10% through better controls and planning.
- Operational excellence: Implemented cloud-based accounting systems, QuickBooks Online and Bill.com, for clients to automate invoicing, payments, and reconciliations. Ensured all bookkeeping and payroll processes met deadlines and compliance requirements, including sales tax filings, payroll tax submissions, and 1099 and 1095 filings.
- Business growth: Drove a marketing strategy including online outreach and referrals that onboarded new clients consistently, achieving roughly 30% annual growth in the client base. Trained and mentored the onboarding and client relations team to uphold service standards.
Senior Accountant
Oct 2019 to Apr 2021Weight Watchers International, Inc. · New York, NY
- Managed month-end close activities for the Marketing and Licensing divisions of a global organization. Ensured accurate accruals of expenses by liaising with department heads to capture all outstanding invoices, preventing understatement of liabilities.
- Performed complex journal entries for prepaid expenses and revenue recognition, including creating amortization schedules for multi-million dollar endorsement deals in accordance with GAAP.
- Prepared and maintained detailed schedules for prepaid expenses and accrued liabilities, improving the accuracy of financial reports and facilitating smooth quarterly and year-end closes.
- Analyzed budget versus actual variances and provided explanations to senior finance management, enabling data-driven adjustments to forecasts. Stepped into a newly created role and quickly achieved proficiency in the company’s Oracle-based financial systems and SAP Concur.
Staff Accountant (Remote, Per Diem)
May 2018 to Sep 2019Patient Care Network · Boca Raton, FL
- Performed remote full-cycle bookkeeping for a healthcare services provider, maintaining QuickBooks Online records for accuracy and compliance. Completed monthly bank reconciliations for multiple accounts, ensuring 100% reconciliation and timely identification of discrepancies.
- Managed accounts payable and vendor relations, entering and processing all vendor invoices and coordinating payments, leveraging Bill.com and QuickBooks to streamline workflows.
- Processed bi-weekly payroll for 50+ employees through QuickBooks Online, and prepared year-end tax forms, 1099s and 1095s, for contractors and staff, ensuring on-time distribution and filing.
- Collaborated with insurance companies to follow up on outstanding claims and reimbursements, accelerating cash receipts and reducing outstanding receivables by roughly 15%.
Fund Accountant
Dec 2015 to May 2018NorthStar Financial Services Group, LLC · Hauppauge, NY
- Managed accounting for a portfolio of 15+ mutual funds, domestic and international, including daily net asset value computations and preparation of detailed financial schedules. Ensured all fund transactions, subscriptions, redemptions, and transfers, were recorded in line with compliance policies, maintaining accurate shareholder registers.
- Multi-currency expertise: Performed foreign exchange conversions and accounting for multi-currency investment products, ensuring accurate valuation and reporting for international funds. Monitored global market news via Bloomberg and reconciled security price movements across equities, bonds, and derivatives to validate portfolio valuations.
- Acted as subject matter expert in resolving complex fund accounting issues and audit inquiries. Liaised with external auditors, investment advisors, and legal counsel to support annual audits and regulatory filings, contributing to clean audit results.
- Improved operational workflows by reprioritizing tasks and introducing process optimizations under tight deadlines, increasing the timeliness of report delivery and reducing errors. Maintained strict confidentiality and data security throughout.
Education
- 2021
- Master of Science in Accounting
Southern New Hampshire University - 2015
- Bachelor of Business Administration, Management & Leadership
Dowling College, Oakdale, NY
Advanced coursework in financial reporting, auditing, and international accounting standards, with continuing professional development including staying current with FASB updates and industry best practices.
Technical proficiencies
- ERP and accounting systems
- Expense and payroll tools
- Business intelligence
- AI and automation
- Communication and collaboration
Resume
This page carries the full history. A downloadable version is not published here, because the resume document contains a phone number and personal email that are deliberately kept off this site. For anything more specific, please get in touch.
More detail
What I do inside these roles is broken out by subject: accounting operations and reporting, and the automation built around them.