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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Driven, focused, and knowledgeable Strategic Executive Leader with several years of experience in leadership roles along with an exceptional background in overseeing daily operations within a variety of environments. Experienced in leading cross-functional teams, creating comprehensive financial reports, completing detailed internal audits, and reviewing complex operational situations. Highly adept in improving operational efficiency levels in addition to maintaining strong communication with others.


Key Competencies

Accounting/Financial Operations Staff Management Risk Management Training/Coaching

Internal Audits Project Management Cost Reduction Strategies Customer Service/Support

Process Improvement Developing Sales Presentations Team Leadership Negotiation/Decision Making


Professional Experience

JMGC Forensic Consulting 2016-2018

Chief Financial Officer/Director of Financial Operations & Data Infrastructure

  Direct day to day financial operations within a fast-paced environment with a focus on increasing productivity and efficiency levels

  Design and implement strategies related to the corporate data infrastructure, identify potential operational risk, and perform in depth data analytics

  Provide support and guidance to members of executive leadership, complete detailed audits of internal accounting processes, and maintain compliance with GAAP, IFRS, and STAT

  Play a lead role in analyzing M&A risks and leading due diligence initiatives along with generating annual sales forecasts and evaluating unrestricted/restricted capital


UJA/FOJP Service Corporation, New York, NY 2005-2015

Vice President, Finance and Administration

  Oversaw daily operations within a corporation valued at over $4B which included accounting, credit, collections, customer service, AP, disbursements, and internal controls

  Generated comprehensive financial statements, compiled weekly inventory/cash forecasts, led annual CPA audits, and implementing innovative accounting programs

  Successfully saved over $10MM in potential tax liability, eliminated over $15M in M&G costs, and accelerated cash flows by $20M through completing revenue planning


Additional Professional Experience Includes: Corporate Controller, Yale New Haven Health System and Accounting Manager, Stamford Health System

Education & Professional Affiliations


MBA, Finance & Operations Management, College of New Hampshire, Manchester, NH

BBA, Managerial Accounting, Pace University, Pleasantville, NY (Summa Cum Laude)


Member, Institute of Management Accountants, Association of Certified Fraud Examiners, and The National Society of Leadership and Success


Technical Skills

Proficient in: Microsoft Office Suite, Lawson-Infor Business Information Systems, SunGard Enterprise Accounting & Insurance, MS Solomon/Dynamics/Great Plains, Timberline Gold Cost Accounting, Meditech, Oracle, Peoplesoft, EPIC, McKesson, ADP, SAP, CATS, SQL, QuickBooks, Strata Cap, Yardi, and Cognos

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