Developed Sales/Marketing Strategy for Startup

• Led a team of 25 IT professionals to develop Accounting Standards and Guidance, a GAAP/FASB, AICPA, IFRS and PCAOB referential application.• Collaborated with the sales team and developers to optimize Salesforce add-ons, resulting in a 20% increase in sales over six months by streamlining processes and enhancing functionality• Led a team of 25 IT professionals to develop Accounting Analytics, which isolates specific SEC accounting disclosures and provides analytics by company filer and auditor.• Designed Databricks notebooks and Chat GPT prompts to categorize topics into 125 universal and 30 industry specific Earnings Call Transcripts categories.• Designed API calls for transition from FactSet to EOD Historical financial data for Company Insights, a company financial summary application.• Use Jira to plan Sprints for ongoing and upcoming projects.• Use Miro, Sketch and Figma to coordinate with the UX team to bring my vision to life using mockups.• Use Jupyter Notebooks to create algorithms used in B2B software applications.• Set up and use queries to retrieve data from databases in SQL.• Liaison with CTO and Chief Strategy Officer to create new business applications.• Coordinate with Sales, Customers and Marketing to gauge interest in new products.

• Assisted in Consolidation of approximately 200 foreign and domestic business units.• Researched general ledger activity through Peoplesoft and Sharepoint.• Prepared, uploaded and posted journal entries via Peoplesoft and Excel templates.• Reconciled general ledger accounts via Peoplesoft and Excel.• Reviewed intercompany journal entries created by MSSI team in Peoplesoft.• Reviewed and released intercompany invoices created by MSSI team in Peoplesoft.

• Financial Statement Preparation and Reporting to various Dreyfus lines of business leaders.• Provided effective information to the LOB by utilizing customized MAQ reports.• Researched general ledger activity through Microstrategy, Peoplesoft and Catalyst.• Prepared, uploaded and posted journal entries via Peoplesoft and Excel templates.• Reconciled key and non-key general ledger accounts via Blackline and Excel.• Documented and created user manuals for transitioned employees.• Created billings for fees paid by corporation on behalf of the fund.

• Prepared Business Plans for a startup company.• Prepared Internal and External financial reports.

• Created Budgets for 8 Tax Sub Management Units (SMUs) on a Semi Annual basis using proprietary planning software.• Provided monthly variance analysis to 5 SMU leaders.• Prepared Monthly Income Statement, Balance Sheet and Cash Flow Statement for Donahue & Partners International Law• Presented weekly Excel reports to Desk Leaders and Management.• Supported Tax and Legal practices with ad hoc reporting requests by utilizing Business Objects Queries.• Assisted with Tax filings and yearly Review of D&P with External Auditors.• Assisted with conversion from Elite to PC Law.