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