Experience

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  Leo burnett

  Apr 1999 - Mar 2003

  Review/coordinate month-end close, review/approve journal entries, prepare internal management and regulatory reporting, reconcile inter-company, fixed asset accounting, prepare various reconciliations, prepare forecast, prepare quarterly A/R and A/P confirmations, quarterly reporting and consolidation for assigned balance sheet and income statement accounts. Month-end close, prepare various journal entries, prepare internal management and regulatory reporting, reconcile inter-company, prepare various reconciliations, prepare forecast, and prepare quarterly A/R and A/P confirmations.

  • Associate Manager, Corporate Finance

    May 2001 - Mar 2003

  • Staff Accountant, Corporate Finance

    Apr 1999 - Apr 2001
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  Interpublic group

  Mar 2003 - Dec 2006

  Dual role financial consolidations and financial system administrator. Responsible for the consolidated financial reporting for advertising agencies within The Partnership business unit at IPG, including supporting schedules and variance analysis. Advise local Finance Directors/Controllers on various issues/questions. Point of contact on team for all system related issues/questions, and assistance with creating customized system reporting. Responsible for consolidating all financial reporting for advertising agencies within The Partnership business unit at IPG including supporting schedules and variance analysis. Advised local Finance Directors/Controllers on various issues and questions. Responsible for consolidating all financial reporting for advertising agencies within The Partnership business unit at IPG including supporting schedules and variance analysis. Advised local Finance Directors/Controllers on various issues and questions.

  • Manager, Corporate Finance - Consolidations

    Jun 2006 - Dec 2006

  • Senior Staff Accountant, Corporate Finance - Consolidations

    Mar 2005 - May 2006

  • Staff Accountant, Corporate Finance - Consolidations

    Mar 2003 - Feb 2005
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  Bank of america

  Dec 2006 - Nov 2019

  Manage the following for the total corporate equity investment portfolio and the GPI business; Financial Reporting (Regulatory/SEC/Management), FP&A, Stress Testing, P&L Flash, and various reporting for support partners. Point of contact on team for forecasting, reporting, stress testing, BASEL/Capital, Volcker and audit requests. Preparation and presentation to executive management various board committee decks, financial results and forecast packages, and stress testing decks. Review relevant sections of 10K, 10Q and Earnings Release. Show less Manage the following for the total corporate equity investment portfolio and the GPI business; Financial Reporting (Regulatory/SEC/Management), FP&A, Stress Testing, P&L Flash, and various reporting for support partners. Point of contact on team for forecasting, reporting, stress testing, BASEL/Capital, Volcker and audit requests. Preparation and presentation to executive management various board committee decks, financial results and forecast packages, and stress testing decks. Review relevant sections of 10K, 10Q and Earnings Release. Show less Advising GPI and executive management on accounting guidance/impacts regarding potential sales/liquidations/monetization activities/events. Financial responsibilities for specific equity investment portfolios. Review/sign off on monthly journal entries and reconciliations. Preparation and presentation to executive management various board committee decks. Review relevant sections of 10K, 10Q and Earnings Release. Accounting areas of focus include FAS 157, FAS 115, FAS 166/167, FIN 46R, and ASC 321. Show less

  • Director; Global Principal Investments Finance (FP&A / Reporting)

    Feb 2014 - Nov 2019

  • VP; Manager Global Principal Investments Finance (FP&A / Reporting)

    Jul 2010 - Jan 2014

  • VP; Manager Global Principal Investments Finance (Accounting/Finance Support Various PE Portfolios)

    Dec 2006 - Jun 2010
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  Sigue corporation

  Jan 2020 - Apr 2020

  Finance director (interim consultant)

  Responsible for preparing and reviewing consolidated monthly/quarterly financial statements (including variance analysis, variance commentary, and EBITDA calculation); Preparing monthly board of directors financial package in collaboration with CFO; Preparing and reviewing covenant calculations and financial reporting for external lenders; Preparing weekly cash flow forecast for executive management and external lenders; Provided direct support to CFO; Preparing and reviewing due diligence requests from external pay partners; Various ad-hoc requests for CFO. Show less

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  Prosper marketplace

  Jun 2021 - Nov 2021

  Senior manager sec reporting & technical accounting (interim consultant)

  Responsible for preparing 10-Q and supporting schedules; Preparing and submitting 424B3 SEC filings; Preparing internal controls self-attestation; Preparing covenant reporting; Preparing various accounting memos; Preparing and reviewing monthly stock-based compensation/options exercised/new options granted journal entries; Various month-end and quarter-end reporting.

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  Redis

  Dec 2021 - May 2022

  Senior manager financial reporting (interim consultant)

  Responsible for supporting the preparation of all external financial reporting; Preparation of quarterly reporting binders and supporting documents; Technical accounting matters (research, document, record & communicate); Assist with stock-based compensation and awards; Various month-end and quarter-end reporting.

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  Entertainment partners

  May 2022 - now

  Treasury manager

  Global leader in entertainment payroll, workforce management, residuals, tax incentives, finance, and other integrated production management solutions with offices in the US, Canada, and the UK.