Corporate finance executive offering more than ** years of experience in the accounting industry. Accomplished in structuring and negotiating transactions. Excellent leader with a track record of documented contributions leading to improved financial performance, heightened productivity and enhanced internal controls.
Rhode Island Housing Providence, RI
Controller April 2014 – Present
Responsible for the management of Rhode Island Housing’s accounting, budgeting, financial reporting and external audit relationships.
Responsible for managing the daily operations of the accounting department through supervision and training of two assistant controllers.
Responsible for managing the workflow of employees and establishing and maintaining performance standards.
Responsible for the development and implementation of policies, procedures and systems that accurately account for all of Rhode Island Housing’s funds.
Responsible for managing the preparation and distribution of quarterly and annual financial statements.
Responsible for quarterly actual to budget review as well as managing the annual budget process.
Responsible for managing the external financial and single audit process and maintaining a working relationship with the external auditors throughout the year.
Responsible for assisting the Chief Financial Officer with complex financial analysis projects.
Responsible for a variety of management and regulatory reporting.
Atrion Networking Corporation Warwick, RI
Director of Finance June 2010 – April 2014
Responsible for managing the daily financial operations of Atrion Networking Corporation including Accounts Payable, Accounts Receivables, Billing and Financial Statement Preparation.
Responsible for developing, documenting and maintaining internal controls within the financial organization.
Responsible for all financial reporting requirements of the organization both internally and externally.
Responsible for overseeing the month end close and financial statement workpaper preparation process.
Responsible for financial reporting to executive leadership and external entities, i.e. banking, flooring company.
Responsible for cash flow management, adherence to and preparation of covenant calculations.
Responsible for reviewing and authorizing requisitions against budget.
Responsible for oversight of year end review performed by external auditing firm.
Responsible for managing requests for audits by all external agencies; including sales tax, corporate tax, external financing agency etc.
Responsible for maintaining and overseeing physical inventory counts on a biannual basis.
Responsible for managing a finance team of 10 employees.
Manage all supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsible for all department functions including interviewing, hiring, and training employees; planning, assigning, and directing work; performance appraisals, bonus and incentive programs.
Responsible for financial reporting for majority owned company.
Responsible for departmental budget.
Support annual budget process.
Finance Team Lead January 2010 – May 2010
Responsible for all duties listed under the Senior and Staff Accountant roles.
Responsible for technical oversight of the Finance Team.
Served as point of contact for department when interfacing with external agencies.
Responsible for coordinating work and serving as mentor for junior accounting staff.
Senior Accountant January 2009 – December 2009
Responsible for all duties listed under the Staff Accountant Role.
Responsible for oversight of accounts receivable function.
Served as escalation point and technical advisor for the finance team.
Responsible for review and approval of month end schedules.
Staff Accountant December 2006 – December 2008
Responsible for accounts receivable function of the organization.
Responsible for bank reconciliations.
Prepared and booked standard monthly journal entries related to balance sheet accounts.
Analyzed balance sheet accounts and prepared monthly schedules to include deferred revenue and deferred commission accounts.
Prepared sales and use tax returns.
Assisted with compiling data for the company year-end review as well as auditing requests from external agencies.
American Power Source, Inc. Fall River, MA
Accounting Manager/Human Resources Specialist February 2006 – December 2006
Designed and maintained accounting processes, including journal entries and general ledger, payroll, billing, collections, accounts payable, and accounts receivable.
Supervised bank reconciliation’s and closing processes, supported annual budget processes, developed and maintained forecasts and models, ensured compliance with Generally Accepted Accounting Practices (GAAP) and various financial analysis projects.
Prepared and booked standard monthly journal entries related to routine accounts.
Monitored and implemented programs and policies designed to maximize internal controls for inventories, cash and equipment.
Ensured that compliance of accounting standards and corporate policies and procedures were adhered to.
Assisted with other duties as requested to accomplish organizational goals.
Responsible for human resources administration functions, including: provided general human resources support and policy administration.
Maintained all employee files and records to insure accurate and current info.
Processed new hires, rehires and terminations by completing all relevant paperwork.
Assisted in benefit administration including processing employee enrollments and terminations from benefit plans.
Consulted on all employment related matters including policy interpretations.
RD Arcudi and Associates Vineyard Haven, MA
Accounting Associate July 2001 – January 2006
Performed all aspects of financial transactions for various clients including accounts receivable, accounts payable, bank deposits, verification of deposits, and account reconciliations.
Posted charges to accounts on electronic spreadsheets and databases.
Processed payroll, FICA, worker’s compensation, unemployment insurance and benefits. Processed payroll tax filing requirements.
Processed sales and use tax as required.
Summarized details of separate ledgers, and prepared reports for clients and CPA.
Recorded debits and credits and prepared comparative financial statements.
Reconciled multiple client accounts and prepared financial reports as needed by individual client.
Prepared comparative and projective budgets.
Assisted CPA in preparation of financial statements for completion of corporate tax returns.
Johnson and Wales University Providence, RI
Master of Business Administration, Accounting
Johnson and Wales University Providence, RI Bachelor of Science, Accounting, Summa Cum Laude
MAS200, Great Plains, Quickbooks Pro, Microsoft Office Suite 2010, MITAS
Awards & Certifications
Certificate of Exceptional Academic Achievement, Johnson and Wales University
Recipient of 1st Annual Atrion Achievement Award, Atrion Networking Corporation, 2011
4 Disciplines of Execution Manager Certification, Franklin Covey, 2013
Leadership Development Program, Atrion Networking Corporation, 2013
Time Management and Personal Leadership Certification, Alleer Training/Consulting, 2010
Fluent in spoken Portuguese
References available upon request