Responsibilities include managing the Professional Employment Organization (PEO) business, Property and Casualty (P&C) Insurance Brokerage business and other various consulting businesses, as well as growing the current client base and providing exceptional customer service to our clients.

Responsibilities include generating new Professional Employment Organization (PEO) sales, providing quality customer service for current clients, managing day-to-day commercial and financial operations.

Responsibilities include creation and management of the $185 million annual budget. Developing the Board of Directors’ financial packages on a quarterly basis. Reporting the financial position of the Archdiocese of New York on a monthly basis. Supported the CFO on various financial analysis projects.

Responsibilities include managing the financial operations of six stations, supporting over ten cost centers including the commercial sales and airport operations lines of service while adhering to corporate policy. I support multiple lines of service through creating yearly budgets, holding monthly budget meetings to discuss the current financial position of the station and determining opportunities for revenue generating activities. I support the U.S. finance practice through implementation of various projects and cost saving ideas. For example, I implemented a new payroll system that saved the company over 40 hours a month of manpower hours and I changed the tax return methodology to result in a refund in excess of $2 million. I support the Abu Dhabi Head Office through assisting with month end closing and managing the cash position of Etihad Airways in the U.S. I also support all lines of service by completing random station audits to confirm all 12 stations are adhering to financial corporate policy.Other various responsibilities include process improvement, project management, station startups, business registrations, tax compliance, government audits, payroll and benefits administration, and Information Technology. I was responsible for starting three U.S. Stations financial operations. This includes facilitating and managing business registrations, implementing cash handling, accounts payable, and payment acceptance procedures. I manage the U.S. payroll and benefits for over 200 employees and international assignees. Through station startups, station audits and financial reporting, I have reengineered many processes for the company. I look at the inefficient processes/procedure/issues and determine a cost effective solution, all of which save the business time, money, and resources, while reducing the company’s overall risk.

Responsibilities included consulting a large bank in implementation of the Foreign Account Compliance Tax Act (FATCA). My role included interpreting government regulations that were used to create business processes and procedures which resulted in the creation of a computer system. This process and computer system allowed the company to correctly implement, comply, and maintain compliance with the FATCA regulations.I was responsible for managing teams that audited public Fortune 500 Investment Banks, as well as multiple other financial institution’s, year-end and quarterly provision. , I was also responsible for providing tax consulting to Fortune 500 Banks, private equity firms, real estate companies, hedge funds and private equity firm’s regarding their federal and state corporate and partnership tax returns, while managing the engagement team of up to 6 people. Additionally, this including consulting multinational corporations on international tax deal structure through presentations outlining the tax consequences of certain international tax structuring deals.Other various responsibilities included preparing and presenting company analysis for potential PwC clients (public and private), developing staff that worked under my direction, as well as performing interviews for potential candidates.

Responsibilities included assisting the senior trader in researching various companies in order to help the team make decisions on new investments. I also assisted the senior trader in preparing technical analysis for each stock investment.

Responsibilities included preparing federal and state tax returns for real estate companies and private equity firms, while documenting my work through detailed work papers. I also was responsible for assisting the Mergers & Acquisition team in the preparation of a tax due diligence report.

Responsibilities included preparing corporate, individual, partnership, and estate federal and state taxreturns while documenting my work through detailed work papers.

Responsibilities included creating a fixed asset system. The creation of the fixed asset system included organizing and tagging all fixed assets, purchasing the correct fixed asset program, creating, implementing and documenting the fixed asset system. I was also responsible for training the employee who would maintain the fixed asset system in my absence.