Leon Shaw Email & Phone Number

New York, Ny, Us

Managed preparing, reviewing, and generating financial forecasts, income statements, balance sheets, cash flow statements, and other financial data for multiple clients. Coordinated monthly and quarterly closing processes, including bank reconciliations, journal entries, and revenue verification. Oversaw financial systems, ensured technical accounting compliance, and served as the primary point of contact for client service and issue resolution. Led compliance efforts for federal and other grant reporting requirements and monitored financial compliance for reportable donors.• Developed and managed $20M+ in grant budgets, tracked accounting and financials using multiple software systems, and ensured 100% compliance with GAAP and grant guidelines.• Directed financial reporting and analysis, overseeing budgets and delivering actionable insights. Optimized processes, cutting reporting time by 15% while maintaining accuracy.• Enhanced monthly reporting on volume statistics, grant revenue, expenses, staffing, and capital expenditures, using data analysis to inform decision-making.• Managed monthly closing for 6 clients, achieving a 5- to 10-day closing, and analyzing revenue and expenses for accurate financial insights.• Supervised accounting team, managing daily operations in payroll, financial analysis, audits, and accounting. Assigned tasks and provided training to improve performance.• Advised client leadership on financial management strategies and presented insights at board meetings to demonstrate results.

Managed Cash, Accounts Receivable, Revenue, and Bad Debt processes. Evaluated and recorded monthly patient-related revenue and accounts receivable. Developed analytic techniques to assess the financial impact of new payment methodologies, bundled services, and case rates. Prepared month-end journal entries for revenue recognition and bad debt. Produced monthly and quarterly management analysis packages on revenue trends and improvement opportunities. Performed variance analysis of actual vs. budgeted results and analyzed historical revenue for forecasting.• Managed $1B in annual revenue bookings and monthly adjustments across 100+ sites, ensuring precise revenue tracking.• Spearheaded revenue budgeting and forecasting, driving strategic decisions and achieving a 15% reduction in budget shortfalls.• Utilized data analysis to identify key revenue trends and drive strategic recommendations for revenue optimization and alignment with organizational goals.• Lead the development of advanced revenue models, improving forecasting accuracy.

Chelmsford, England, Gb

Directed monthly reporting, financial analysis, cost maintenance, and fixed asset management using standard accounting methods. Categorized department codes for clear financial tracking. Implemented internal controls to enhance efficiency and accuracy in financial reporting. Prepared financial statements and managed intercompany charges and accruals. Directed accounts receivable/payable and audit preparation, ensuring smooth reporting to senior management. • Introduced reporting solutions to support strategic planning for new branch launches. • Partnered with Controller to streamline reporting, reducing month-end closing by 7 days. • Developed cost-center-aligned ledger codes, optimizing systems for accurate reporting.

Managed retail costs, monitored expenses, and maintained balance sheets, income statements, and sales reports. Analyzed cash flow, reconciled bank statements, and processed POS sales tax returns. Established sales goals aligned with events and promotions. Collaborated with management on budgeting and inventory. Managed HR tasks, including onboarding, payroll, and handbook updates.• Effectively managed and allocated resources, achieving a $1M reduction in excess inventory.• Developed comprehensive reporting analyzing online sales data, pivotal in uncovering $1 million of unsellable inventory.• Partnered with vendors to automate inventory replenishment, increasing order efficiency.• Enhanced data accuracy through reviews and corrections, ensuring reliable reporting.

Woodbury, New York, Us

Managed financial operations, including balance sheets, income statements, fixed asset management, and POS sales processing. Oversaw sales tax returns, reconciled cash balances, and ensured accurate commission allocations.• Executed month-end and year-end closing with precision and accuracy. • Streamlined POS system utilization to generate comprehensive sales data reports.• Performed precise material cost calculations.

Woodbury, Ny, Us

Managed daily accounting operations, including financial statement preparation, budget analysis, and bank reconciliations. Produced P&L variance reports, managed sales accruals, and documented accounts receivable and payable. Oversaw foreign exchange rates, prepaid expenses, insurance, inventory, loans, and accrued expenses. • Reduced the month-end closing process by 2 days through process improvements.• Collaborated with IT to enhance the accounting system, increasing processing efficiency. • Formatted sales reports to include relevant information and identified system issues.

Managed cash flow analysis, financial reporting, and month-end close processes for multiple entities, ensuring accurate reconciliations and compliance. Collaborated with international offices, banks, and auditors to optimize financial operations and reporting.• Oversaw cash flow analysis, reconciled 16 bank accounts monthly, and managed AR collections, AP processing, and tax filings.• Prepared P&L analyses, journal entries, and financial reports coordinating with international offices and auditors to ensure accurate month-end and year-end closes.

Master Of Business Administration - Mba, Accounting And Business/Management

Graduate Certificate In Business Foundations, Accounting And Business/Management

Bachelor'S Degree, Accounting And Economics