• Key Achievements:Implemented and integrated NetSuite ERP, managed all areas on Finance and Operation as well as assisted in all training with item setup and workflow for the Operations and Finance team.Manage relationships with PWC and Grant Thornton for VDA and ensure that the company is in sales tax compliance for 45 states. Develop long-term and short-term financial strategies for the company and work with the equity partners to meet the company’s goals. Analyze and improve accounting and operating department procedures to meet and surpass current U.S. GAAP regulations and streamline day to day workflow. Manage all international and domestic tax compliance for (B2B Wholesale / B2B Major Retailer / 3rd Party Marketplace / B2C E-Commerce)Implemented new 401K plan and reduced companies business insurance by 46% • Senior/Executive Responsibilities:Review financials with executive team and equity partners group and board members to discuss key points and drivers in the MBR (Monthly meet companies Business Review) goals / budget forecast and ensure operations can meet the required deadlines.Managed (FP&A) and accounting department and provide and providing insight into current and future decisions on administration, infrastructure, automation, efficiency, and costs savings.Provide strategic financial direction over how the company makes major decisions and assist in making large budget decision, considering mergers and acquisitions Manage audit engagements including effective internal controls to ensure company files returns on time. • Finance Responsibilities:Lead in year-end audit and manage all state and Federal returns. Manage Finance team maintaining weekly cash flow reports and financial reports.Oversee the daily operations of the accounting / FP&A teams.Close month end/year end books and post general ledger corrections entries into NetSuite software Manage third-party accounting relationship that reconciles all bank and investment accounts.

The Tool Pro., Inc. (DBA Toolnut) E-Commerce 10/19 – PresentCFO / Controller Key Achievements:Reduced company’s health care expenses by 43% from 2019-2021. Improved accounting department procedures to meet current U.S. GAAP regulations Implemented new anti-fraud system reducing company loss by 56%Developed dashboards to report on monthly financial statements and cash flow Implemented new tax software to meet new government compliance regulations across 44 U.S. statesSenior/Executive Responsibilities:Work with executive management team to forecast revenue projections and operational decisionsEstablish new company wide KPIs and reviewed performance on a monthly and annual basis Perform Financial Planning and Analysis (FP&A) and report results quarterly providing insight into current and future decisions on administration, infrastructure, automation, efficiency and costs savingsManage audit engagements including effective internal controlsHandled state audits in 2020 and ensured the company met U.S. GAAP standardsProcess PA/NJ/NY/CT corporate sale taxes as well as all payroll, quarterly and annual taxFinance Responsibilities:Manage weekly check run and daily wires/transfer between bank and investment accountsOversee the daily operations of accounting and E-Com teamProcess weekly payroll and health care benefits and administer bonds for the company’s 401K and company’s business insurance Consolidate multiple corporate subdivisions financialsManage ongoing projects working with developers to increase efficiencies and eliminate output errors in a financial and operation capacityDirect and coordinate company financial planning and cash flow management functionsClose monthly and year end books and post general ledger corrections entries into Netsuite software Reconciliation of all bank and investment accountsMaintain monthly depreciation schedule and manage accruals

Key Achievements:Negotiated better rates for credit card processing resulting in $200K savings in the first yearReduced company’s health care expenses by 23% from 2016-2019 Developed custom dashboards to maintain and report on monthly financial statements and cash flow Analyzed and improved accounting and operations dept procedures to exceed current U.S. GAAP regulations Negotiated new accounts receivable contracts to protect the companies liability and reduce company lossImproved payment terms and ordering requirements for vendors reducing product delivery timesSenior/Executive Responsibilities:Worked with owners to establish new forecasting revenue projections and operational decisions Created new KPIs for the entire company to meet company goalsEnsured all accounting procedures and functions were in compliance with U.S. GAAP Prepared all documentation for internal audits on quarterly, annual and year-end basisCommunicated with 5 departmental heads daily to review company wide KPIs progress Created budgets for all departments and provide monthly, quarterly, and annual financial reportsPrepared monthly and present quarterly financial statements for review with owners Administered company’s business insurance Maintained employee compensations/benefits while working with vendors to maximize benefits/reduce costsAnalyzed profitability for all items sold to maximize gross profitFinance Responsibilities:Oversaw daily accounting tasks for 7 employees and managed daily wire and transfers between accountsAdministered compensation, benefits and performance management systemsDirected and coordinated company financial planning, budget forecasting and cash flow management functionsClosed month end and year end books and posted general ledger corrections entries into QuickbooksMaintained quarterly depreciation accruals scheduleOn-boarded new employees, updated payroll records and set up access to all systems necessary

Key Achievements: Worked with financial organizations to negotiate contracts for a 2 year long 20,000 sq ft facility expansion Reduced company’s health care expenses by 60% from 2014-2016 Improved accounting and operational procedures resulting in a 42% increase in productivity within 2 yearsDeveloped custom dashboards to maintain and report on monthly financial statements and cash flow Senior/Executive Responsibilities:Worked with senior management to develop and implement company wide operational strategiesEstablished and implemented short and long term goals, objectives, policies and operating proceduresPrepared and analyzed monthly, quarterly and annual financial reportsDirected and coordinated company financial planning, budget forecasting and cash flow managementCommunicated with 4 departmental heads daily to review company wide KPIs progress Maintained and discussed financial strategies with owners to improve operational efficiency Finance Responsibilities:Monitored and analyzed monthly operating performance against budgetProcessed NY/CT corporate sale taxes as well as all payroll, quarterly and annual taxesPrepared all documentation for year-end taxes as well as any audits Oversaw the daily accounting team operations of 9 employeesEnsured general ledger was correct, oversaw accounts payable and accounts receivablesProcessed and maintained payroll and health care benefits for 71 employeesAdministered compensation, benefits and performance management systems