Daniel Iesu

** ******* ****

Newtown, CT *****

917-***-****

ad00y5@r.postjobfree.com

SUMMARY

A results-oriented accounting professional with demonstrated experience in strategic financial planning, budgeting, forecasting, financial reporting, and internal controls implementation. My expertise extends to managing complex financial analyses, providing insightful recommendations to senior management, and ensuring regulatory compliance. Strengths include streamlining financial processes resulting in improved efficiency and cost savings; leading cross-functional teams; collaborating with key departments such as Sales, Operations, and Human Resources all while driving financial strategies and aligning business objectives.

EXPERIENCE:

American Integrated Group Inc May 2017 to Present

Controller

Reported to President and CEO:

• Monthly Quarterly and Year End Reporting

• Introduced Avalara software to automate sales tax

• Introduced Trust file software and created a workaround to automate cash-based sales tax

• Introduced QB rules to record 82 credit cards on a weekly basis

• Introduced Chase single user account to improve cash flow

• Introduced Break Even budget analysis

• Worked with ConnectWise software to analyze estimates vs actual job costs

• Worked on State Sales Tax, IRS audits, Year End Reviews, other audits

• Worked on securing credit lines with banking relationships

• Reviewed 2nd tier accounting platforms due to revenue growth Muriel Siebert & Co., Inc. July 1989 to Jan 2017

Siebert Financial Corp symbol (SIEB)

Controller & Financial Secretary

Reported to CFO and CEO:

• Designed and performed Sec (10k,10q, xbrl) reporting

• Designed and oversaw regulatory (focus) reporting

• Designed and performed financial statement reporting

• Oversaw year end, Sox and regulatory audits

• Designed micro and macro management reporting with cost centers

• Designed and oversaw overhead allocation and budgeting

• Designed and oversaw programs to monitor trading profitability

• Leased accounting services to affiliates

• Scaled the accounting dept. while revenue grew from 3 to 75 million

• Participated in M&A, S-1 offering, rights offering, spin offs

• Converted to Self-insured health insurance saving 500k a year for the last three years

• Supervised a staff of four overseeing five companies

• Oversaw Accounting, Human resources, Purchasing and Benefits

• Implemented 401k and Flex plans

• Implemented data bases for all aspects of Accounting EDUCATION:

Pace University, BBA Degree

Major: Accounting

Licenses: 27, 7, 55, 63

Software used includes Microsoft Dynamics, QuickBooks, Avalara, ConnectWise, Excel (V-look up, Pivot tables) Frx, database programming

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