Peter Lauria, Cpa Email & Phone Number

Boston, MA, US

New York, New York, US

• Collaborate with senior development management to manage $60-million global research and development budget and cost allocation across over 30 development teams and three business lines.
• Centralize global software capitalization and amortization processes according to SOP 98 and FAS 86 standards.
• Establish database globally for over 200 software developers for enterprise time tracking and project coordination.
• Worked closely with CFO to integrate two-year $40M strategic operating plan into financial reporting by segregating general ledger accounts and tracking incremental expenditures into technology trading solutions.
• Adapted accounting procedures after the acquisition of Investment Technology Group by Virtu Financial.
• Assist Controller and CFO by providing financial schedules for incorporation into 10-Q and 10-K.

New York, NY, US

• Manage subscription and commission share revenue recognition for Workflow Tech business, $100M annually.
• Charted complete financial budget based on management strategic planning and contract negotiations.
• Designed and built an interactive web-based client P&L to drive global business intelligence of buy-side and sell-side profitability for sales teams and senior management.
• Communicate with brokers and trade support to facilitate timely payment of broker commissions and SEC fees
• Demonstrate operational efficiency by working with internal teams to incorporate automation into legacy processes
• Analyze financial statements on a monthly basis and report on variances for business lines to senior management

New York, NY, US

• Perform revenue recognition responsibilities for ITG Analytic’s business, $45M annually, by working cross-functionally with Sales, Billing, Legal and Implementation teams.
• Complete general ledger entries and reconciliations for timely and accurate monthly, quarterly, and year-end close
• Assemble monthly revenue recognition package in compliance with U.S. GAAP and internal auditing standards.
• Prepare and file sales and use tax returns for seven companies in over 40 US states and Canadian jurisdictions while ensuring that the governing tax laws are adhered to.
• Managed interns booking accounts receivable entries. and the by-client subledger. Reviewing incoming wires/ACHs. Created monthly aging report highlighting overdue accounts.

Watertown, MA, US

• Process up to 300 customer transactions daily, including large business deposits, mortgage and equity line payments, bond issuance and redemption, and certificate of deposit renewals.
• Manage individual teller totals to ensure proving with branch balances at the close of business
• Facilitate the organized distribution of around $6,000 on a daily basis while providing quality customer service

Master Of Business Administration (Mba), Operations & Technology Management

Bachelor Of Science (B.S.), Dual Concentration: Finance; Law

Bachelor Of Engineering (B.E.), Coursework Towards Computer Engineering Degree

High School Diploma