Steven Gordon Email & Phone Number

• Successfully oversee the accounts receivable and accounts payable functions for 3 large affiliates
• Review working capital and cash flow in order to present weekly updates to management outlining profits and losses
• Manage the in-house sales/use and property tax compliance function as well as liaise with third-party CPA firm to assist with income tax planning and annual audit preparation
• Perform analytics on various financial data to reduce Cost of Goods Sold and other expenses
• Work closely with vendors to ensure competitive pricing and terms within industry standards
• Carefully review the terms of subcontractor agreements to decrease the company’s risk exposure

Somerset, New Jersey, US

• Perform supervisory and direct purchasing functions such as product/service research, vendor selection, price and contract terms negotiation and purchase order completion
• Responsible for all accounts receivable and accounts payable procedures
• Effectively manage/reduce accounts receivable balances through rigorous collection efforts
• Responsible for supervising a team and ensuring that duties are completed within strict timeframes
• Present and Prepare monthly journal entries, including quarter end accruals and cost deferrals
• Perform monthly closing process

Reconcile, review, and research bond interest, dividends, and reorganization accountsMonitor all activity in and out of stock loan accountsConfirm that security payments and redemptions have been processed by DTCDetermine the root cause of aging balances in process control accountsResearch security information using Bloomberg terminalAct as the interface.

Expand business by using creative marketingHire and supervise staff with responsibilities for conducting normal business routinesOversee daily business operations including customer service, bookkeeping, inventory, and order fulfillmentPlace orders to restock merchandise and coordinate receiving of productsManage payroll, scheduling, reports.

Assisted senior staff in the management of investment accounts for institutional clientsSupported senior staff in the development of specialized portfolios for managed accountsInterviewed clients to obtain information on taxable income, deductible expenses, and allowancesReviewed financial records in order to determine forms needed to prepare tax.

Assisted senior staff in the management of investment accounts for institutional clientsHelped identify new investment ideas or opportunitiesSupported senior staff in the development of specialized portfolios for managed accountsResearched potential investment securities for managed clientsInterviewed clients to obtain information on taxable income.

New York, NY, US

New York, NY, US

Identified relevant 'key risks' per Key Risk Scenarios (KRS)Classified and scored specific risks on an inherent risk basisIdentified key controls mitigating high and moderate risks on an inherent basis (test of design) Assessed key controls and evaluated residual operational risks (test of operating effectiveness)Reviewed global Risk and Control.