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Accounting Sales

January 29, 2018

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A dedicated and reliable Financial Controller and Executive with extensive experience analyzing and managing the financial performance of major companies, supporting their growth and regulatory compliance along with driving them towards success. Carries a proven track record in managing all accounting and financial assessments across multiple companies at once and collaborating with managing partners to compile and report documentation.

Demonstrates excellence in identifying areas to expand and procure additional revenue, along with eliminating inefficiencies or streamlining processes to improve overall operations. Successfully secured major credit line expansions along with meeting compliance for national and international auditing and regulatory standards.


Accounting Controls & Oversight

Financial Performance Analysis

Thorough Vetting & Reporting

Regulatory Compliance

Business Development

Executive & Client Relations

Team Leadership

SAP Implementation

Process Improvements


Controller / CFO EMR Management LLC, part of the Milk Group Feb. 2014 - Current

Notable Responsibilities & Contributions

Assessed and managed the accounting administration and financial performance of all companies within the larger Milk Group, including Milk Studios, offering studio and photo equipment rental services for the fashion industry. Oversaw a team of over 11 personnel along with substantial growth during tenure, with revenues rising from $40M at start to $60M recently.

Analyzed, drafted, and processed necessary documentation for payroll, P&L, and rental fees and taxes, along with identifying additional areas to increase revenues through the expansions into new photoshoot locations and as an event space for major companies such as Apple and Amazon.

Additionally supported other companies within the Milk Group through effective collaboration with managing partners and overseeing P&L responsibilities for each. Supported the launch of a new make-up company within the group, establishing SAP Business One systems to closely track inventory and further organize logistics operations.

Directly responsible for all month end, quarter end, and year end journal entries for all companies within the group, including performing financial analysis to guide managing partners in use of financial reports. Liaised with external accounting firms for audits as well as international clients and tax authorities for returns and regulatory compliance.

Selected Achievements

Successfully secured major credit line expansions through the management of accounting reports and liaison duties with banking officials. Secured $7M credit line from Chase Bank and a $10M credit line from M&T Bank.

Identified over $80K in lost funds and non-paid sales taxes occurring during the employment of previous Controller. Supported the prosecution of the individual to retrieve a percentage of lost funds and collaborated with state officials in securing good standing for sales tax certification in the future.

Led the Due Diligence team in assessing the financials, operations, and forecasts for the sale of a major company within the group. Delegated duties among the team and reviewed all work performed to ensure it was accurate.

Accounting Manager Summit Stainless – North Brunswick, NJ Jul. 2012 – Feb. 2014

Notable Responsibilities & Contributions

Managed the entire accounting department in overseeing two direct reports as part of operations for accounts payable, efficiently processing over 2,000 invoices monthly. Developed reports for a major Japanese conglomerate and gained practical experience in Japanese accounting practices.

Successfully aided the Purchasing Department in developing new Purchase Order processing procedures, pricing, and surcharge analysis to streamline process and make it easier for Purchasing Managers to analyze what was occurring.


Managed all necessary journal entries along with extensive accruals. Performed tracking efforts for margin dollars and demonstrated which products were bringing in the most margin on the dollar and where additional revenue could be secured. Assessed and drafted any necessary state tax returns as needed.

Acted as a checker for material hedge, tracking and checking material hedge activity with an exposure of 80 tons per trade. Identified when to put in place Call and Put options or employing the floatswap method.

Previous Employment

Assistant Controller Todd Harris Co., Inc. – Edison, NJ Dec. 2008 – Jun. 2012

Oversaw the administration of accounts payable, payroll administration, benefits coordination, 401K administration, and cash coordination. Successfully researched and implemented contract for payroll processing, saving the company $13K annually.

Managed accounting responsibilities for subsidiaries Custom Pool Safety and Bonding & Grounding, including cash management, budgets, sales tax returns, and payroll administration. Drafted month end, quarter end, and year end journal entries, along with forecasting various items using Single Exponential Smoothing method.

Cash Coordinator Aerogroup Retail Holdings Inc. – Edison, NJ May 2006 – Oct. 2008

Tracked bank deposits for stores and corporate offices along with monthly bank reconciliations for 19 accounts. Tracked 125 sets of merchant numbers to analyze credit card payments. Researched and implemented contract to supply bank deposit slips and night drop bags to stores, saving time and $10K annually.

Staff Accountant Gillen and Johnson – Somerville, NJ Jun. 2004 – Jun. 2005

Managed 1040 tax returns for personal clients and basic financial statements for small business clients. Supported audit teams on audits of non-profit clients, including all aspects of audits such as 990 return preparation, cash analysis, inventory analysis, and accounts receivable/payable testing.


Certified Management Accountant IMA Ongoing

Bachelor’s Degree, Accounting Kean University – Union, NJ 2004

Associate’s Degree, Accounting and Liberal Arts Raritan Valley Community College 2003

Technical Proficiencies

MS Office Suite



Lacerte Tax Software


Total Reconciliations Solution

SAP Business One


Microsoft Dynamics Great Plains


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