Joe Greene, Cpa Email & Phone Number

Syracuse, New York, US

Rochester, New York, US

Rochester, New York, US

Rochester, New York, US

• Responsibilities include building, managing, reporting, and reforecasting against $500M+ Annual Plan for Centrally Managed Costs, inclusive of SG&A, Marketing and COGS. Deliverables include multiple discussions with.
• Enhanced current monthly spend vs forecast reporting packages for highest levels of organization by building new model and accompanying presentation to summarize key performance indicators in efficient manner.
• Improved transparency and reporting of delicate $300M allocation process of redistributingappropriate slice of shared costs from Corporate to two major reporting segments.
• Led conversion efforts for team from multiple legacy ERP systems to implementing a consolidatedSAP S/4HANA ERP solution, establishing variety of process improvements into new workstreams.
• Built suite of onboarding tools prior to new hires joining team; tools have subsequently beenleveraged for additional hires on separate teams throughout organization

Rochester, New York, US

• Financial Planning & Analysis - Corporate
• Developed $100M+ SG&A Annual Plan for Growth, HR and Legal organization through coordination with functional leadership teams and budget owners. Product included presentation and recommendations to respective EVPs.
• Collected and organized inputs from segments to provide regular company-wide forecast updates with objective of providing an all-encompassing level of transparency not previously available.
• Built automated monthly reporting process and deliverable for business units, freeing up team resources to focus on providing value-add analysis and insights.
• Manage cross-functional headcount planning team and established regular touchpoints to improve communication, allow for opportunistic planning and to ensure system accuracy.

Rochester, New York, US

• Led cross-department workflow process team, with stated purpose of evaluating and implementing technology-driven improvements. Enhancements include rollout of new software and soft copy referencing tools and policies..
• Trusted to serve as primary contact for both KPMG and EY (SOX) audit teams. Rebuilt request process to provide and store all documentation electronically, building efficiencies into process.
• Leveraging Corptax and Excel tools such as Power Query and Pivot Charts, built analytics and visualizations allowing superiors to rapidly gain insights and understanding of provision calculations.
• Day-to-day responsibilities included preparation of stock-based compensation and Section 162(m)adjustments, consolidated FIN 48 reports and journal entry, and “company owner” for domestic,international and elimination.

New York, NY, US

New York, NY, US

New York, NY, US

- Recognized by supervisors for preparing federal and state tax returns in an efficient manner for variety of clients including major regional banks.- Resolved client concerns through completion of research projects with topics such as international tax treaties.- Demonstrated ability to learn on the job by contributing to year-end audit of regional bank.

- Office coordinator of nation-wide project to procure thousands of client records, concluding in improved record-keeping and client relations.- Acknowledged by manager for reducing shipping expense in regards to relocation of years of client records.

- Efficiently reconciled monthly bank statements for wide variety of clients.- Built client relationships through various tasks such as preparing tax returns and executing state-issued forms.

Ms, Accountancy

Bs, Accounting