Functional Skills
Project Management
Budgeting
Accounting
Communications
Financial Modeling
Financial Management
Real Estate Investing
Internal Auditing
Contract Pricing / Negotiation
Forecasting / Projections
Software Skills
Microsoft Excel
Quickbooks
Quickbooks Enterprise
Microsoft Office
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Real Estate
Social & Public Sector
Technology
Experience
Paro
Finance
CFO consultant
1/2021 - Present
• Consult on the financial situation of a variety of companies and nonprofits from numerous industries including, but not limited to, real estate, retail, manufacturing, import and export businesses.
• Some of my consultations includes strategic procedure and policy development, functional financial modeling, budgeting and forecasting. Analyzing and advising on new accounting policies and integrations, internal control review and recommended improvements for long term strategic growth.
• Some of my consultations includes strategic procedure and policy development, functional financial modeling, budgeting and forecasting. Analyzing and advising on new accounting policies and integrations, internal control review and recommended improvements for long term strategic growth.
Rawlings Foundation
Corporate Strategy & Development
Director of Audit and Risk
11/2021 - Present
• Consult on financial, and internal controls of multinational entities to improve oversight and grow financial team functions.
• Analyzing risk profiles of organizations international entities and providing an actionable response to these risks.
• Lead 10 financial directors and their local teams to incorporate strong policies, and procedures and establish financial functions to ensure accountability of funding provided.
• Establishing new accounting systems at locations where none is present. Walking teams through these integrations.
• Consulting on the establishment of new cashless systems of payment.
• Analyzing and engaging construction projects to ensure accurate accounting.
• Reporting all findings to the board of directors to ensure appropriate stewardship of finances is being maintained.
• Analyzing risk profiles of organizations international entities and providing an actionable response to these risks.
• Lead 10 financial directors and their local teams to incorporate strong policies, and procedures and establish financial functions to ensure accountability of funding provided.
• Establishing new accounting systems at locations where none is present. Walking teams through these integrations.
• Consulting on the establishment of new cashless systems of payment.
• Analyzing and engaging construction projects to ensure accurate accounting.
• Reporting all findings to the board of directors to ensure appropriate stewardship of finances is being maintained.
Sheldon Reder CPAs
Finance
Audit Manager and Tax Consultant
9/2020 - 11/2021
• I help small business owners and non-profit CEO's daily; from a variety of industries; to get a better understanding of how their businesses operate and help them understand what is driving their entity and how they could grow it
• Responsible for managing multi-week Audit projects for small businesses and nonprofits to churning out high volumes of Tax Return work for individuals and businesses, where the demand was present.
• Forecasted and projected out financial statement models as well as tax models for high-net-worth individuals and businesses
• Financial statement preparation and bookkeeping
• Analyzing financial statements, recommending controls and ensuring companies whether not for profit or for profit are compliant with all regulations
• Multi-year Financial Modeling for clients in Excel projecting out future Financial statements for the purposes of applying for SBA Loans
• Multi-year Financial Analyses of multiple investment alternatives and their detailed tax conseq
• Responsible for managing multi-week Audit projects for small businesses and nonprofits to churning out high volumes of Tax Return work for individuals and businesses, where the demand was present.
• Forecasted and projected out financial statement models as well as tax models for high-net-worth individuals and businesses
• Financial statement preparation and bookkeeping
• Analyzing financial statements, recommending controls and ensuring companies whether not for profit or for profit are compliant with all regulations
• Multi-year Financial Modeling for clients in Excel projecting out future Financial statements for the purposes of applying for SBA Loans
• Multi-year Financial Analyses of multiple investment alternatives and their detailed tax conseq
BDO UK
Accounting
Audit Senior
1/2019 - 11/2019
• Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports
• Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement
• Organized information by studying, analyzing, interpreting and classifying data
• Analyzed, forecasted, and modeled various areas of financial statements of companies
• Reviewed statistical information to determine financial trends for use in going concern analysis
• Audit M&A transactions and Consolidated financials, analyzing and interpreting transactions to ensure accurate reporting
• Clients were from the technology and Media industry, both in the UK and Global groups.
• Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement
• Organized information by studying, analyzing, interpreting and classifying data
• Analyzed, forecasted, and modeled various areas of financial statements of companies
• Reviewed statistical information to determine financial trends for use in going concern analysis
• Audit M&A transactions and Consolidated financials, analyzing and interpreting transactions to ensure accurate reporting
• Clients were from the technology and Media industry, both in the UK and Global groups.