Chief Financial Officer

Joseph Reich

Tel:718-***-****; Tel:646-***-****; *********@*****.***

PROFESSIONAL PROFILE

Highly accomplished and results-oriented professional with a proven track record of driving strategic growth, maximizing profitability, and enhancing shareholder value in dynamic and complex business environments. Expertise in developing and executing financial strategies, managing all aspects of financial operations, and leading high-performing finance teams. Proven ability to navigate complex financial landscapes, mitigate risks, and ensure compliance with all relevant regulations. Seeking a challenging role as a Chief Financial Officer with a forward-thinking organization to leverage my financial acumen and leadership skills to contribute significantly to organizational success.

WORK EXPERIENCE

BOOKKEEEPING/ADMINISTRATION

Managed all aspects of accounts receivable, payable, and payroll processing using QuickBooks, ensuring accurate and timely financial reporting

Conducted bank reconciliations using both QuickBooks and Peachtree software, maintaining accurate financial records

Developed and implemented Excel-based backup schedules to track open invoices and generate insightful reports, improving financial tracking and reporting efficiency

Proactively communicated with customers and accounts payable departments to ensure timely payments and minimize outstanding receivables

Prepared an estate tax return using Tedec software, accurately evaluating merchandise values and ensuring compliance with all relevant regulations

Provided comprehensive client support throughout the estate tax preparation process, ensuring a smooth and efficient experience for clients

Collaborated effectively with insurance carriers to gather necessary information and support the estate tax preparation process

AUDIT MANAGEMENT

Conducted comprehensive Workmen's Compensation and Liability insurance audits to accurately determine appropriate premiums for clients

Provided clients with clear and concise guidance on the necessary documentation to facilitate efficient and accurate audit completion

Liaised with insurance agents and retail brokers to educate clients on audit requirements and facilitate compliance

RELEVANT WORK HISTORY

EXL Service, Brooklyn, New York – Premium Auditor 2015 – 2025

York Services, Brooklyn, New York – Premium Auditor 2014 – 2015

Seapod Pawnbrokers, Brooklyn, New York – Bookkeeper 2013 – 2014

Jesco Footwear, New York, New York – Bookkeeper 2012 – 2013

Richard Lipsman, Attorney-at-Law, New York, New York – Accountant 2011 – 2012

New York State Insurance Fund, New York, New York – Premium Auditor 2000 – 2011

EDUCATION

Touro College, Brooklyn, New York – BS in Accounting

RELEVANT SKILLS: Basic Microsoft Excel and Word; Basic QuickBooks; Language: Basic: Hebrew

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