Responsible for producing monthly income statements, balance sheets and cash forecast and availability.Preparing monthly consolidation and executive financial packages for month end presentation to CEO and CFO.Investigating key drivers of the financial results and explaining variance on a monthly basis.Develop financial business models for mergers and acquisition to determine the feasibility of such investments.Maintain, update budget and forecast information in the accounting system for all entities on a monthly basisResponsible treasury management for forecasting cash needs.Responsible for the borrowing entity financial covenants with the senior lender.Successfully automated the accounting and financial reporting system by implementing new ERP software on all entities.Designed special reports to track expenses and revenues vs. budget and forecast to analyze fluctuations for all entities each month to ensure the required targets are achieved which lead to improving overall gross margins.Developed proposed and approved by the board CFO / President (budgets FY’12-FY’16 for all entities owned by Verifier Capital including the consolidation of such; budget of ~25MM.)Pioneered the first pricing matrix at subsidiary which resulted in a more efficient way of quote the product, saving time, stabilizing the gross margin at 25% and better cost control of labor, materials and equipment.Key role in Verifier’s Joint Venture with Tinicum Incorporated by developing special financial 10 year models, valuations & cash flow projectionsCommunicating with all functional divisions to make sure proper immediate goals are achieved.Lead in the corporate expansion team for Envera Systems, with duties like due diligence, M&A prospects, financial models, etc.(Expansion occurred once I had moved on)Was an active contributor to the day to day operations by providing recommendations and suggestions approved by the President to the sub diaries Director’s and Managers.

A wholly owned subsidiary of Verifier Capitall LLC.Consolidated as Envera Systems LLC in 2015.

Analyzed performance reports, calculated variances, and created ad-hoc reportsEnsuring all the plan contracts were up to date and accurate.Developed and maintained spreadsheets for weekly, monthly and quarterly performance reportsRan monthly audits on all department transactions for Senior Executive ManagementAssisted upper Management on the addition of 10 investment funds by providing quality control all financial transactionsAssisted the Senior Executive Management with special projects, such Profit and Loss, Balance Statements, etc.Executed transfers and requests for Institutional Shareholders. i.e. 401k, 403b, 401aProcessed transfers and allocations of assets between employer’s defined benefits plansEmployee of the year 2 years in a row

Served as financial analyst providing supporting information to the PresidentResearched and analyzed reports provided by headquarters to extract necessary dataAnalyzed performance reports, variances, sales reports, and itemized reports, based on the monthly activityAnalyzed and reported on profitability of the various lines of different products sold which resulted in sales revenue increase for FY 2005 by half a million approx.Analyzed problems regarding the business, and expressing these findings orally and written to the PresidentDeveloped and maintained spreadsheets for monthly, quarterly, and annual reportingPrepared sales representatives’ commissions compensation projections as required or requestedImplemented various ways to minimized the budget and maximize sales by tightening inventory controls and cutting unnecessary expenses which lead to beating budgeted EBITDA by about 15%. Created new procedures to process sales order and track of inventorySupported the President in the preparation of the annual budget and quarterly forecastsAssisted with completing ad-hoc analysis for the president*** Company was sold and renamed as Arthomed***