Adam Polverari Email & Phone Number

Fairfield County, Connecticut, United States

• Financial data management and reconciliation on monthly statements, summarizing financial activities and philanthropic standings.• Manage over 12,000 accounts with high volume data files regarding sensitive financial information.• Communicate with various departments and valued clients for financial discrepancies, tax preparation and more.

Responsible for all back-end bookkeeping operations and account management for clients. This includes reconciliations of accounts, producing reports and financial consulting for clients based on reporting.

Trumbull, Connecticut, United States

• Work with vendor companies and representatives to design, build, and maintain sales presentations for customers.• Manage significant weekly projects and responsibilities such as assembly reporting and paint departmentinventory management.• Set up, manage, and maintain seasonal/holiday sales floor projects, efficiently influencing customers to drive sales and exceed revenue projections.

Orange, Connecticut

•Served as frontline representative with private and state insurances for authorization on procedures.• Managed financial recording process for five doctors between two offices. Allowing the office to directly correlate the production of the doctors with the performance of the business.• Streamlined the billing process for data logging, reducing the average processing time of invoices from weekly to daily.

Fairfield County, Connecticut, United States

•Supervised the transformation of a wholly gutted structure to occupancy-ready status, resulting in an occupancy-ready, residential income-producing property.• Meticulously oversaw tracking of all financial expenses and careful budgeting for labor and materials.• To help streamline expenses, worked on the property by completing a wide variety of highly skilled finishing work including flooring, tiling, cabinetry, painting, and trim.• Project completed on time and well within budget parameters.

United States

• Performed quarterly updates on retirement savings, trusts and personal trading for clients.• Revamped data organization to optimize the entire performance reporting process.• Continuously analyzed low-risk investment vehicles including corporate bonds, trust funds and ETF’s in order to help diversify and scale managed portfolios for even greater risk tolerance.

Greater Philadelphia Area

• Reconciled and summarized reports on month-end sales data for medical textbook and eBook revenue of over $400 million annually.• Heavily trained in sophisticated Excel functions such as VLOOKUP and PivotTable.• Coordinated an independent sales performance for Washington University summarizing their revenue, expenses, and budget while carefully tracking to a 5-year forecast.

Greater Philadelphia Area

• Developed strong telecommunication skills improving outgoing calls from 45 families to an average of 65 calls per day• Exposed to challenging deadlines with government funding forms required to pay the schools associated with the Greater Philadelphia Area