Miami-Fort Lauderdale Area
Financial & Operations Executive with 20+ years of experience in accounting, financial management, and operational leadership within professional services and investment banking across the New York City and Miami markets. Proven track record of driving process improvements that enhance productivity, accuracy, and timeliness of financial reporting, planning, and analysis. Expertise in financial reporting, internal controls, process optimization, and cross-functional team leadership. Recognized as a collaborative, hands-on leader who partners closely with stakeholders to understand business operations, implement sustainable and effective procedures, and successfully execute mission-critical initiatives.
• Manage risks associated with cash, capital, and resource deployment to maximize value creation. • Oversee accounting, finance, and compliance functions at EverStream Capital Management.
Led the development and restructuring of the Sourcing & Procurement, Accounts Payable and Operation Accounting teams. Centralize Purchase Order Processing / A/P Process / Vendor Control / Job/Branch Cost Variance / Job/Branch Profitability Analysis / Revenue/Expenditure tracking/accruals / Monthly review of all P&L statements, Inter-company transactions • Continually drive process improvements within Managerial/Cost Accounting team to improve productivity, accuracy and timeliness of results, plans and analyses. • Built and manage the day to day supervision, training and development of the cost accounting team and led the implementation and development of accounting procedures • Assess financial risks and opportunities, present group’s KPIs to the executive team, suggest several low cost solutions to increase efficiency and increase profits. • Run the month end process ensuring all deadlines are met; prepare and review monthly closing entries and produce a monthly analyses related to variances; ensure the balance sheet accurately reflects current assets and liabilities of the relevant area of the business (i.e. accruals) • Perform Job/Branch Cost Variance Analysis, perform Job/Branch Profitability Analysis • Deliver commentary of costs against budget and latest forecast including the monthly review of income and sales trend reports for accuracy • Ensure spending is accurately recorded in the books, and invoices are coded to the correct job and General Ledger account ensuring the variances generated are a true reflection of current financial position • Partner with my team and develop all monthly financial close activities, planning, forecasting, and reporting models while overseeing their continuous innovation and communication to both operations & other business partners
Provide financial services and oversight of daily accounting functions, including the processing of accounts payable, accounts receivable, payroll, expense reporting, and maintaining accounting documents. Deliver high level of service such as budget development and cash flow planning, software implementation, audit support packages and writing financial and operational policy and procedures manuals.
2011 - 2015: Oversee day-to-day fund operations for proprietary hedge funds; includes managing service provider and operational relationships, processing of monthly trades and portfolio allocations and review of fund financial reports. Other accomplishments include the coordination of 15 hedge feeder fund launches that raised AUM to $20BN+, directed regulatory projects in collaboration with legal and compliance and streamlined platform's operational infastructure by consolidating supporting groups. 2008 - 2011: Coordinate and manage operational systems, client servicing and management reporting for Merrill Lynch’s extensive Alternative Investment product line, which included over 50 investment vehicles across hedge funds, private equity funds, private real estate and exchange funds. Resolve inquiries from internal Financial Advisors and high net worth clients. Efforts have resulted in more efficient communication between support businesses and achievement in operational excellence.