Assistant Controller Business Operations

Joseph Steven gomez

609-***-**** *******************@*****.***

Finance and accounting professional with 10+ years of accounting experience, having overseen financial processing for companies within a wide range of industries. Offering an extensive background based on advanced formal training and experience in diverse corporate and professional service accounting environments and demonstrating proven leadership initiative. Various SEC reporting for new acquisitions and Insurance requirements such as Schedule Q. Accustomed to extensive daily interfacing with owners and senior management to provide consultative input and exchange in the engineering of business operations. Keen analytical perspective for improving processes, policies and systems.

Areas of Strength & Expertise

ª Risk Management ª Financial Analysis & Leadership ª Financial Reporting

ª Process Improvement ª Operational Analysis & Improvement ª Root Cause Analysis

ª Effective Communication ª Cash Flow Management ª SEC Reporting

Professional Overview

ASSISTANT CONTROLLER / DIRECTOR 06/2023 – Present

Basilica REIT

Dynamic Director, driving strategic financial planning, reporting, and internal controls. Known for effectively leading cross-functional teams, solving complex financial challenges, and aligning financial operations with business objectives.

Lead high-level financial analysis team to reach actionable insights to senior leadership, including Directors & Controllers

Answered variances to budget on a month to month and quarterly basis.

Worked in junctions with internal IT team to create standardized reports and developed check points within Staff’s reconciliations to note actionable Q&A prior to the monthly close.

ASSISTANT CONTROLLER / DIRECTOR 01/2023 – 5/2023

The Gate Worldwide

Performed client reconciliations to ensure the accuracy of all financial information and researched discrepancies, providing explanation for any variance. Various ad hoc reconciliations to senior management in regards to WIP and Deferred Revenue for trend and potential bad debt analysis.

Conducted detailed analysis of client accounts to ensure accurate audited figures for year-end.

Eliminated aged balances and developed reconciliations that were leveraged month over month.

Lead the monthly revenue and accrual review process, reviewing detailed work papers, and providing constructive feedback to enhance reporting quality and accuracy

ASSISTANT CONTROLLER / CONSULTANT 09/2022 – 12/2022

Fed Nat Insurance/ Robert Half – Remote

Premium account reconciliations and supporting documentation for SOX and the monthly close process. Worked with external reporting and reinsurers to ensure timely reporting.

Produced and presented detailed financial reports to senior management, providing insights on trends and guiding strategic business and product decisions.

Reviewed staff’s journal entries balance sheet reconciliations for potential errors and discrepancies

Prepared presentations and analytics for CEO review, to inform about critical business initiatives and optimize product profitability as aged products were whining down and newer initiatives were transpiring

SENIOR CONSULTANT 06/2022 – 9/2022

McGladrey / DLC Group – Remote

Prepare various accruals and work papers for clients upon request. Prepare and analyze the P&L and Balance Sheet for external audit review. Worked with international units to ensure subsidiary reports were in line with expectation.

Prepared and review financial statements and corresponding analytics for management review.

Develop and deliver management reporting and ad-hoc financial analysis, ensuring data accuracy and actionable insights to support operational and strategic decisions.

Act as the Accounting lead for new initiatives and long-term contracts, assessing accounting implications and supporting forecasting and reporting requirements to management

ACCOUNTING MANAGER / SENIOR CONSULTANT 03/2022 – 06/2022

DLC / Takeda – Exton, PA

Review staff’s account reconciliations and supporting documentation for SOX and monthly close process. Ensure account reconciliations are in accordance with firm’s best practices and update procedures where necessary.

Assisted in the Close Calendar automated tracking system to allow management to track the 12 International branches in the close process. Worked with various internal units to determine best practices and gaps in close to reduce the close to 5 days

Trained Latin American and U.S staff on the updated sign-off process and its impact on the monthly and quarterly closes to ensure SOX compliance.

Developed and maintained relationships with various business areas and stake holders, influencing decision-making and ensuring alignment with financial goals through report automation and strategic guidance.

ACCOUNTING MANAGER / SENIOR CONSULTANT 2019 – 2021

Unisys – Blue Bell, PA

Played a key role in the conversion from FCCS to Oracle Cloud, accounting functions. for the organization, including monthly close, financial statement production, and reconciliations.

Interacted directly with all levels and areas including FP&A, External Reporting and International Unis of the organization to create Hyperion ad-hoc reports that would gone to become standardize reports for SOX 606 revenue reporting.

Helped manage the organization’s transfer pricing models, including the proper recording of newly created entities

Supported quarterly business closes by identifying critical business drivers and trends, enabling data-driven decision-making and contributing to the successful execution of the company’s annual operating plan and forecasts.

ACCOUNTING MANAGER / CONSULTANT 04/2018 – 11/2018

INC. Research/Syneos Health – New Brunswick, NJ

Led a team of three consultants in the compilation of financial information and delivered regular reporting and support to client acquisition financials, balance sheets, and A/R accounts prior to merger.

Ensured all general ledger accounts were reconciled to support detail on a monthly and quarterly basis and any unreconciled items cleared on a timely basis for assigned operations and functional accounting processes.

Reviewed account balances, transactions and reconciliations prepared by staff to ensure compliance with purchase agreement

SENIOR ACCOUNTANT 2016 – 2018

Farm Journal Media – Philadelphia, PA

Delivered monthly management reporting packs, providing detailed interpretation and explanation of variances to budget holders and senior management. Mentored and coached newly hired accountants to guide them on appropriate processes.

Work with business unit controllers on yearly budgets and a multiyear rolling forecast models for upper management and co-owners for liquidity and banking requirements

Collaborated with accounting, business unit leaders and executives to identify relevant metrics and KPI’s to support the A/R and A/P functions as well as reforecasts and adjustments to various initiatives

SENIOR ACCOUNTANT / CONSULTANT 2014 – 2016

NRG Energy – Princeton, NJ

Responsible for the preparation of general ledger account analysis and reconciliations relating to both balance sheet and income statement accounts. Also, prepared various SEC statements relating to stock purchases and cash acquisitions.

Trained staff to transition various accounts that resulted from various attrition and reorganization.

SEC reporting for various acquisitions via combinations of cash and stock options.

SENIOR ACCOUNTANT / CONSULTANT 2011 – 2013

CIT – Livingston, NJ

Directed the analysis and reporting of revenue fluctuation for the Rail Transportation portfolio and delivered comprehensive review of income accounts. Led an independent internal team of accounts on an Internal Mexico audit.

Assessed the daily trade-finance activities including cash transactions and resolved month-over-month revenue variance for each contract while collaborating with business units to determine the appropriate course of action.

Performed SOX testing and review of various account reconciliations for the Mexico office per external audit requests.

Additional Experience

SENIOR ACCOUNTANT (2008– 2010) RAIT, Philadelphia, PA,

AUDITOR (2006 – 2008) – Cornerstone Accounting Group, Roseland, NJ

Education Bachelor of Science, Accounting – Rutgers University, New Jersey

Bachelor of Arts, Economics – Rutgers University, New Jersey

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