New York, New York, United States
Financial manager with over ten years of accounting experience working primarily with private/startup media and live event organizations. I've developed an extensive range of responsibilities focused on general ledger accounting, financial operations, and FP&A. I've accumulated advanced industry knowledge relating to project accounting, event marketing, live event sales & ticketing, production budgeting & forecasting, and sports management. I thrive in collaborative environments, bridging operational teams and needs with financial priorities and long-term goals. At John Gore Organization, I lead full-cycle accounting and planning processes for Broadway touring seasons in five national markets and one live theatre venue. Additionally, I review internal corporate marketing profitability reports and staff. Based in New York, I provide financial management and assistance to national operations and marketing Directors across markets. I provide monthly reporting for P&L analysis, B/S reconciliation, forecasting, and Capex projects. On a annual basis I lead budget planning and review with my respective markets and venues. I provide supporting documentation and communicate with external auditors regularly for annual audit.
• Full-cycle general ledger accounting & FP&A responsibilities for all Boston touring & venue business lines. Additional market reporting and analysis for seasonal touring to Salt Lake City, Fresno, Boise, and Albuquerque. • Monthly review of JGO internal marketing and ticket lottery department journal entries, monthly close, and financial reports. • Direct management of a senior accountant and indirect staff accounts in other departments. • Leading annual budgeting process in collaboration with Boston Operations directors and financial executives. • Reviewing legal engagement contract terms, confirming calculated partner payments, and initiating show company wire payments (guarantees, royalties, overages, 4-Wall agreements) promptly upon event fulfillment. • Communicating financial status and requested materials for on-site Boston and Salt Lake management teams. • Oversight of third-party commission payments, intercompany allocations, and coding of vendor payables. • CAPEX schedule maintenance for renovations and cash flow planning.
• Maintained books and records for five independent ERP based entities under U.S. umbrella. • Management of the finance team members (Direct – 2 GL Staff Accountants, Indirect - AP & AR Analyst) • Overseeing financial reporting functions - including month end, weekly sales, cash flow and AR/AP reports. • Full-cycle accounting responsibilities for acquired off-system entities and relationship management. • Ongoing reconciliation of Salesforce weekly sales activity to accounting system revenue. • Management of the finance team members (Direct – 2 GL Staff Accountants, Indirect - AP & AR Analyst) • Weekly preparation for event budget tracker meetings with Marketing/Operations teams. • Attending events for financial settlement, physical audit, and oversight of sales rebook. • Managing on-site revenue rebook, contract collection, and financial system processing. • Working with CEO & VP of Finance to review and evaluate budgets and forecasts. • Supporting acquisition activity and system integration plans.
• Overseeing all accounting activity including monthly and annual closes, A/P, A/R, payroll, bank account management, and general ledger entries and supporting schedules. • Leading daily morning financial rundowns with CEO and Directors covering previous day’s sales metrics, pressing financial obligations, department requests, and vendor/employee issues. • Monthly preparation and presentation of variance analysis, upcoming monthly forecast, and department review with directors. • Partnering with our external accounting firm to complete required filings, compliance, tax returns and background requests. • Updating multi-year P/L and cash forecasts for potential investor distribution, board review, and internal planning. • Analyzing and refining key metrics and KPI goals featured in live tableau data reports. • Researching and integrating new accounting, banking, and forecasting systems, platforms, and providers. • Periodic review of employee/vendor/consultant contracts and incentive deals. • Maintaining Investor Equity Cap tables and share/series breakdown summaries.
• Responsible for full cycle accounting for all Broadway in Boston performances and operating expenses. • Managing the annual budget process, monthly forecasting updates, and Adaptive FP&A system uploads. • Reconciling performance ticket revenue, ancillary, and group sales activity with ticketing reports and performance settlements. • Review third-party billing, collections, inter-company activity, and full cycle accounting for the internal BAA marketing team. • Monthly cash, revenue, and expense variance analysis for all responsible accounting units (Boston & Marketing teams). • Weekly Ticketmaster reconciliation and booking of all accrued rebate revenue across 20+ markets. • Reviewing legal contract terms and initiate show company payments (guarantees, royalties, overages, 4-Wall agreements) promptly upon event fulfillment. • Oversight of third party commission payments, intercompany transactions, manual checks, and payables. • Communicates financial status and prepare requested materials for Boston management team. • Reviewing invoice vouchers and journal entries submitted by staff accountants and ticketing/marketing/operations managers. • Prepares annual audit materials and provide assistance to audit staff in resolving questions and discrepancies.
• Manage full cycle monthly accounting duties including general ledger entries and adjustments, reconciliation of bank, investment, and credit card accounts, as well as monthly financial statement analysis and investigation. • Project management of the monthly client billing process in adherence with project contracts and company standards. • Verification of outstanding A/P obligations for accuracy and proper coding with related teams and subsequent processing. • Coordination and communication of A/R collections efforts and analysis of aging accounts on a weekly basis. • Process bi-monthly payrolls after implementing updates to staff and compensation agreements. • Participation in weekly financial condition meeting with Principal Owners and Controller. • Preparation of project costing, software subscription materials, and various reports for Project Managers as needed. • Document weekly receipt of payments and prepare bank deposits.