2003 – 2023 Proprietor Unclaimed Profits
o QuickBooks set up and accounting for small businesses
o Software Implementation/ Data Analysis
o Auditing and data analysis for small businesses
o Payroll and tax filings
2005 – 2009 Full Charge Bookkeeper
o Full Charge Bookkeeper for Hospital Guild Fundraisers and Gift Atrium
o Prepare all Financials via QuickBooks for Board
o Prepare budget and cost analysis
o Advise Board of financial decisions and profit margins
1992 – 2003 Director of IS
o Designed and implemented new business processes and practices, saving money and developed performance improvements
o National Project Leader for Year 2000 compliance
o Led Audit/Cost Analysis netting over 1.85 million in savings
o Project Leader for Year End Close for four unique data bases, five locations and over 75,000 W2’s
o Led and successfully converted four (4) software systems
o Drove analysis & key activities required to integrate acquisition of another PEO financially and operationally
o Performed forensic accounting analysis required to rebuild db after IS outsourced vendor failure
o Led cross-functional projects for IS, accounting, benefits, LP and operations
o Performed duties and led projects for national remote locations
1985 – 1992 Controller/Corporate Secretary
o Operations Manager for staff of 20 employees
o Classification and evaluation of financial data for five (5) marinas
o Financial Statements/Prepare and implement annual budget
o Develop new accounting system /audit operational performance/ recommend/take corrective action
o Accounts Receivable analysis and collections
Professional activities: * Paralegal Certificate *NYS Notary Public *QuickBooks Intermediate Certificate * Volunteer