Joe Siegel Email & Phone Number

Fractional CFO and business coach to companies seeking guidance and clarity around their numbers in order to make informed decisions that help their business.

Annapolis, Md, Us

- Directed a team of six to assure delivery of full-service accounting to online based clients using QuickBooks, Slack, Zoom, Asana, Avoma, Evernote, and Google Drive- Advised an average of 60 clients bi-weekly/monthly on cost saving initiatives and productivity tools, including streamlined use of different ERP platforms through analyzing financial statements and sales metrics- Rebuilt finance functions, implemented specialized budgeting, forecasting, and reporting systems exclusive to each client’s business model to measure and communicate performance results internally, to owners and executive teams- Presented weekly, monthly, quarterly, and yearly financial reports to owners utilizing an integrated CFO dashboard on google sheets- Engineered key financial tools instrumental in examining acquisition costs of all revenue streams to grow top line revenue by over 200% - Monitored trends within the DWY industry and external business environment to adequately anticipate risks and enable courses of action

Columbia, Maryland, Us

- Formulated and oversaw weekly, monthly, quarterly, and annual financial reports for both company operations- Established and improved Excel reporting for financials, marketing reports, budget analysis, and general ledger journal entries reducing human working hours by over 50% for accounting department under GAAP- Reconciled over 25 general ledger accounts within both organizations to manage available cash balances for decision purposes and to prevent recording errors- Facilitated monthly journal entries in QuickBooks for WIP allocations, inter-company allocations, bi-weekly payroll, payroll accruals, cash recognition, and payroll related incentives using accrual accounting methods under GAAP- Optimized sales, marketing, and production departments reporting and analysis per request of owners/controller to meet with managers to ensure informative strategic planning and decision making- Negotiated expenses with vendors after creating budget analysis reports saving both companies over $2,000 a month- Built and maintained depreciation schedules for fixed assets and prepaid expenses and recorded monthly entries- Assisted with two year-end tax preparations and information gathering of supporting documentation

Columbia, Maryland, Us

Formulated and oversaw weekly, monthly, quarterly, and annual financial reports for both company operations- Established and improved Excel reporting for financials, marketing reports, budget analysis, and general ledger journal entries reducing human working hours by over 50% for accounting department under GAAP- Reconciled over 25 general ledger accounts within both organizations to manage available cash balances for decision purposes and to prevent recording errors- Facilitated monthly journal entries in QuickBooks for inter-company allocations, bi-weekly payroll, payroll accruals, cash recognition, and payroll related incentives using accrual accounting methods under GAAP- Optimized sales, marketing, and production departments reporting and analysis per request of owners/controller to meet with managers to ensure informative strategic planning and decision making- Negotiated expenses with vendors after creating budget analysis reports saving both companies over $2,000 a month- Built and maintained depreciation schedules for fixed assets and prepaid expenses and recorded monthly entries- Assisted with two year-end tax preparations and information gathering of supporting documentation

College Park, Md, Us

- Developed monthly financial reports using Excel, Oracle, and ADP that helped track pay, benefits, and leave for member society employees- Prepared payroll for five societies bi-weekly for over 600 employees using ADP Workforce Now- Collaborated with treasurer to prepare cashflow statements, P & L’s, balance sheets, and 990’s for member societies using GAAP- Reviewed bank/money market statements for deficiencies to reconcile bank and general ledger accounts to ensure accurate records- Generated monthly journal entries in Oracle for benefit allocations, intercompany allocations, grant and service allocations, cash recognition, and payroll related incentives using accrual accounting methods under GAAP- Committed to helping CFO and Controller during annual audit to ensure that accurate and reliable information was supplied to BDO

Fulton, Maryland, Us

− Organized and recorded payments received using Salesforce and QuickBooks for reconciliation − Guided interns on data entry processes for Excel record keeping of sales receipts and transactions− Headed payroll for approximately 300 employees bi-weekly, verifying timecards, generating Excel summary spreadsheets and entering data into ADP− Reconciled six bank accounts for locations in Ohio, Philadelphia, Maryland, Virginia, and Pittsburgh − Analyzed monthly reports to ensure accuracy of sales transactions using the revenue recognition principle

Washington, Dc, Us

− Managed and posted journal entries for Lockbox, credit card, and PayPal accounts for several clients using Solomon− Executed daily operational accounts payables and receivables using GridPoint, Solomon, QuickBooks, and Intact to approve spending, print checks, and record income− Reviewed bank statements for deficiencies to reconcile bank and general ledger accounts to ensure accurate records− Mentored and trained new hires at end of internship on operational tasks with assigned clients− Refined document recording processes for audits in different systems to increase efficiency

− Performed product quality control procedures to maintain a safe work environment − Demonstrated problem resolution and conflict management skills recognized by managers− Recommended strategic changes on work place efficiency to enhance business growth by 10%

− Developed reporting dashboards to analyze and present sales data in Salesforce and expense reports through ExpensAbles for senior decision making− Collaborated with a team of three to meet team end of month competitive goals− Achieved a successful sales percentage with a 50% closure rate with 100% retention rate− Prepared and presented company at marketing events, networking groups, and speaking arrangements− Met with at least five new possible clients a day seeking motivation and exercise guidance

Undergraduate, Accounting

Associate Of Science (A.S.), Business Administration