Credit Union Senior Account

EDUCATION

Boston University Boston MA

Bachelor of Science in Communications

SKILLS

Accounting - auditing and bookkeeping. Financial Analysis - Analytical skills including valuation, financial modeling, and forecasting/projections. Advanced Microsoft Office Suite (Excel, PowerPoint, Word, and Outlook, NetSuites, ERP), Sage, QuickBooks. Databases: Pitchbook and Hoovers.

WORK EXPERIENCE

Mutual Security Credit Union Norwalk, CT

Accountant January 2023 – January 2025

Prepare journal entries, reconcile accounts and maintain the general ledger for all departments in the credit union to ensure data accuracy.

Post journal entries from Eascorp to balance daily balances for the credit union.

Post venders’ payments on time through checks, ACH, & wires

Post prepaid and accrual expenses

Servpro Norwalk, CT

Senior Account Payables Accountant June 2021 – July 2022

Processed financial transactions including daily bookkeeping, record keeping, and weekly financial reporting for 11 franchises

Conducted preparations of tax records for financial & insurance audits

Posted venders’ payments on time through checks, ACH, & wires

Audited workers compensation and general liability certificates of insurance, W-9s, and 1099s

Processed AP reconciles

Reconciled 142 credit card expenses

Maintained relationships with over 500 vendor accounts to clarify invoice questions

O’Neill Enterprises Fairfield, CT

Manager – Accounting and Bookkeeping Oct 2019 – Jun 2021

Handled all aspects of bookkeeping for 4 different entities on a weekly, monthly, and quarterly basis

Processed accounts receivables

Maintained bank reconciliations

Improved the process for developing financial reports annually, quarterly, monthly comparisons

Processed invoices, payroll, and handled cash and credit deposits

Prepared payroll tax, property tax, and sales & use tax for the company

Gottesman Company Westport, CT

Research Associate Jan 2016 – Oct 2019

Utilized various databases such as PitchBook and Hoovers to conduct research for mergers and acquisitions

Wrote business plans for both aspects of strategic management, corporate finance, and management

Formulated a database in Excel of private equity firms and investors by industry and SIC code for brokers

Researched and signed seller agreements as introductions for investors

The Axcess Group, LLC Westport, CT

Senior Financial Analyst Sept 2008 – Sept 2019

Appraised businesses by generating financial models comparing company financials to the economy and key industry factors

Wrote business plans to evaluate the company’s financial position for closely held businesses, conflict resolution & litigation support, plus strategic planning & industry benchmarking.

SEGAL & Co. Incorporated New York, NY

Director Sept 1997 – Aug 2007

Performed industry, market, and comparable research and due diligence for M&A transaction and business consulting clients

Prepared valuation analyses, including private and public company comparable

Wrote offering documents for capital raises

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