Sign in

Accounting Professional Experience

Old Bridge, New Jersey, 08857, United States
January 10, 2018

Contact this candidate



** ****** *** *** ******, NJ 08857 646-***-****


Analytical, results-focused finance professional offering more than 10 years of finance and accounting experience. Combine a unique blend of operational and financial acumen to develop and implement processes, systems, and tools that successfully align with regulatory criteria, strategic vision, and financial objectives. Adept at anticipating risks and inefficiencies and swiftly implementing controls that streamline operations and deliver positive results. Developed and operated a strong process and controls driven environment, with extensive exposure to subject matter experts, including Sr. Management and Board of Directors. CPA and pursuing PMP certifications. QuickBooks ProAdvisor & Expert.


Accounting/Financial Management

Continuous Process Improvements

Forecasting, Analysis & Budgeting

Account Reconciliations & Analysis

Financial Reporting/Tax Reporting

Regulatory Reporting/Due Diligence

Financial/Business Analysis

Change Control Management

Project Management Skills


CSTS CONSULTANTS Roselle, NJ 02/2017 – Present


Advise Sr. Management to achieve transformation, growth, and innovation by leveraging a proven tracking system, including change management and cash flow projections. Develop and prepare targets and KPI metrics, analyze and improve business processes by utilizing data analysis tools.

Assist with month end close functions, quarterly balance sheet review, track budgets vs actuals, prepare profit/loss projections. Maintains and open invoices (unbilled revenue account), G/L reconciliations & reconciling journal entries.

Instrumental in increasing operating profits by 15% over six months by creating various tools and initiatives to understand true profitability of the enterprise, using dashboards and financial metrics.

Drove continuous process improvement strategies and provided indicators to enable improved performance and management decisions.

Coordinate and serve as primary contact with company’s external tax accountants and auditors, ensuring accounting transactions are complete and accurate prior to external audits.

MORGAN STANLEY New York, NY 09/2016 – 01/2017

Consultant –Global Corp Controls, Governance and Planning – Finance

Served as liaison between multiple consultants and projects ensuring delivery objectives on assigned tasks and projects were met while continuously improving group communication channels.

Provided leadership in the development, documentation, and implementation of “Materiality Model for CFO Attestation” for CCAR; enhanced and improved the 14Q and 14M “Due Diligence” presentation deck.

Developed and ensured smooth transfer of FR Y14-A (Actuals) report preparation from Treasury Capital team to Regulatory Controllers team; streamlined the process, developed procedural manual, instituted variance analysis, and led attestation and due diligence process into submission flow while reducing processing time and adding accuracy checkpoints.

Collaborated with cross-functional teams and departments for the audit of Federal Reserve Bank “Horizontal Exam” for Regulatory Report; liaised with respective issue owners, acting as mediator and ensuring timely response while meeting and exceeding stringent audit deadlines.



CAPITAL STREET LLC Newark, NJ 07/2012 – 08/2016

Director, Finance/Managing Partner

Directed and oversaw all aspects of the Finance and Accounting functions of the organization. Conducted timely and accurate analysis of budgets, financial trends, and forecasts. Managed the P&L and all aspects of financial statements, including inventory, COGS, expenses, margins, cash flow, and variances. Provided thought leadership by recommending strategies to enhance financial performance and business opportunities.

Financial Reporting, Modeling, and Presentation

Prepared reports and presentations and conducted operational, regulatory, and financial due diligence.

Developed financial models used in budget planning and execution; maintained an accurate forecast of all planned spend and tracked actual vs. budgeted spend with variances documented.

Spearheaded development, implementation, and monitoring of a comprehensive job cost system.

Leadership, Due Diligence, and Project Management

Prepared cash flow models utilized to value investments through DCF analysis and other valuation techniques.

Conducted transaction due diligence, including review of operations and financial statements as well as analysis of market and competitive position; executed capital raising initiatives with private equity and strategic investors.

AMERICAN EXPRESS New York, NY 03/2005 – 08/2012

Manager – Transactions Advisory and Controllership, Global Network Services, 05/2010 – 08/2012

Transactions Advisory

Provided transaction advisory, financial control, and compliance support for co-branded cards across various American Express legal entities, specifically American Express Limited.

Researched and advised on technical accounting areas, including revenue recognition, proper expense treatment, impairment assessments, and impact documenting through Memo for Referendum (MFR).

Regulatory and External Reporting

Managed accounting functions, including end-to-end financial statement preparation, segment SEC reporting, FRB BHC reporting, and technical accounting application.

Prepared, filed, and analyzed FRB FR Y-9C reports, FFIEC 009, and TIC B-Form reports.

Leveraged SEC reporting experience with 10-K and 10-Q, SEC comment letters, and other accounting issues.

Interfaced with legal entity controllers to reconcile intercompany sub-ledgers with general ledger.

Financial Reporting and Presentation

Prepared and submitted monthly/quarterly SEC Legal Entity and Bank Holding Company reporting requirements.

Developed annual operating plans, supported quarterly earnings releases, and conducted ad-hoc strategic analyses.

Sr. Financial Analyst – Finance Planning and Analysis, Global Commercial Card (06/2009 – 05/2010)

Sr. Financial Analyst – Controllership, Global Consumer Card Services (03/2005 – 06/2009)


Advanced proficiency in MS Office, Global Reporting System, Essbase, Hyperion Essbase, HFM, QuickBooks Expert, Sage, and Oracle


B.Sc. in Accounting, University of Delaware (05/2004)

CPA Certificate, PMP Certificate (in progress), IFRS Training, Six Sigma Certified, CPE Credits

Contact this candidate