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Leonia, NJ
... •Directed many meetings with senior staff including the CMO and CFO. •Served as lead programmer and project lead charged with creating “custom” desktop applications. •Designed “what-if” analysis software to enable agents and sales managers to ...
- 2023 Aug 01
New York, NY
... company wide events Sherry-Lehmann Wines and Spirits Executive Assistant to CEO and CFO and Events - March 2021 - August 2022 Manage several calendars including but not limited to the CEO, CFO, General Manager, Recruitment, and Events Calendar. ...
- 2023 Jul 29
Brooklyn, NY
... Composed monthly narratives for CEO, CFO, Comptroller, Corporate Tax Accountants, and other senior officers, which provide an overview for productivity/staffing, transactions, and cash deposits. Client/Department Reconciliation and Maintenance ...
- 2023 Jul 11
Manhattan, NY, 10001
... • Work with CFO to process monthly Accounts Receivable closing entries. CITIGROUP, INC. New York, NY June 2004 - September 2011 Derivative Confirmation Specialist • Prepared and reviewed paper confirmations of ISDA documentation for new and proposed ...
- 2023 Jul 06
New York, NY
... executed accounting practices for portfolio companies ●Found $50,000 fraudulent expenses within portfolio company ●Assisted CFO with valuation presentations and portfolio company projects ●Performed due diligence on portfolio companies that would be ...
- 2023 Jul 05
Brooklyn, NY
... Worked with 3rd parties to resolve difficult accounts Worked with CFO on specific projects - dealt with planning and coordination activities. Responsible for training new team members/temps – standard work and ad hoc projects Project/Contract ...
- 2023 Jun 20
New York, NY
... oPlan and forecast – Consolidation of results across CIB including presentations to CFO and CEO. Review of weekly forecast submitted to the Corporate FP&A team and CEO. Set up quarterly expense reviews with the Firm CFO oEarnings – Perform ...
- 2023 Jun 18
Brooklyn, NY
... to make compensation recommendations, ensuring salaries were competitive at various levels, and within budget, by influencing the CFO to approach compensation planning in a different way • Increased quality of hire and nearly eliminated all external ...
- 2023 Jun 10
New York, NY
... Review of A/R postings/ deposits/ Paypal donations Reconciled various bank accounts on a monthly basis worked closely with CFO, A/P Clerk, & Office Manager. Generation of vouchers and posting to A/P as well as validation against receipts. 10/2018-6 ...
- 2023 Jun 08
Parsippany, NJ, 07054
... Wealth Management Company, Boonton Twp., NJ 2007 - 2013 Executive Assistant to CEO/CFO & Office Manager Planned & managed meeting events for families, individuals & financial investors group. Processed & tracked endowment/philanthropic transactions, ...
- 2023 Jun 07