EDUCATION
BARUCH COLLEGE, Zicklin School of Business New York, NY
Master of Science, Taxation
EXPERIENCE
Accenture Chicago, IL
Business Architecture Specialist October 2023 – May 2025
● Guide Workday implementations, test phases, & post-production support for Accenture Workday Education & Government
● Prepare meeting materials (i.e. agenda, meeting notes, powerpoint decks, recordings) to lead workshops for client education on Workday functionality
● Identify business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures, custom reports
● Ensure that all work streams are cohesive and cross functional impacts are considered and mitigated.
TopBloc Chicago, IL
Workday Financials Consultant December 2022 – September 2023
● Guide Workday implementations, test phases, & post-production support for various industries (finance, media & telecommunications, hospitality, healthcare, construction, life sciences, e-commerce, nonprofit)
● Review Statement of Work and align functionality requirements
● Lead client discovery sessions, gather requirements, design, demo, and user-acceptance testing of functional business areas (customers, customer contracts, expenses, projects/psa, project billing, suppliers)
● Prepare meeting materials (i.e. agenda, meeting notes, powerpoint decks, recordings) to lead workshops for client education on Workday functionality
● Identify business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures, custom reports
● Ensure that all work streams are cohesive and cross functional impacts are considered and mitigated.
● Provide the Project Manager with status updates and keep them apprised of overall project status.
● Demonstrate strong client and stakeholder management to achieve project objectives.
● Support staff members at all levels through knowledge share sessions.
● Support change management team with production of training materials to be shared with clients.
Deloitte New York, NY
Workday Solution Analyst (Higher Ed) March 2022 – November 2022
● Banking & Settlement Functional Lead, gather requirements, design, and test banking & settlement business processes in scope with C-Suite
● Document banking & settlement configuration workbook through development phases
● Map banking structure and cash flow - configuring banking hierarchy, account usage rules, bank routing rules, payment types, intercompany profiles, and account posting rules
● Provide solution design around banking reconciliation with Matching Rule Sets, First Notice Rules, Ad Hoc Bank Transaction Templates, managing 100+ Bank Accounts
● Configure reconciliation banking accounts to accommodate integrations to settle intercompany due to/from with state source systems
● Provide support to integration resources on creating new integrations to bring electronic bank statements into Workday
● Prepare and execute one-time cash conversion process from legacy to workday via EIB
● Prepare powerpoint decks to support repeat conversion procedures from legacy systems to Workday for future Higher Education clients
● Take notes for NextGen Finance Meetings to discuss critical finance implementation topics, i.e., FDM structure, Project Status, Stakeholder concerns
● Demo Workday functionality for C-Suite, i.e., auto bank reconciliations, import accounting journals via EIB
● Record to Report and Banking & Settlement certification
HCMPoint New York, NY
Workday Payroll Analyst (Telecommunications & Media, E-Commerce, Nonprofits) August 2021 – March 2022
● Assist clients with solutioning Workday implementations, test phases, & post-production support
● Getting clients comfortable with Workday Payroll/Time/Absence modules while studying their current payroll processing steps and building upon that to include best practices for Workday
● Loading EIB’s, processing payroll, reviewing results, and troubleshooting during implementations
● Writing custom reports in Workday for client’s day to day activities
● Keeping up to date with IRS rules and regulation changes for assisting clients with tax questions
EDIBLE SCHOOLYARD NYC New York, NY
Finance & Operations Manager January 2021 – August 2021
● Partner with executive director & program managers to prepare and implement the annual organizational budget.
● Maintain budget spreadsheet and controls; prepare monthly financial reports including budget to actual reports, statement of cash flow, and other ad-hoc reports as required
● Process semi-monthly payroll with payroll administrators
● Meet with the Executive Director and Vice President of Development monthly to review financials and cash flow analysis
● Regularly review internal finance/HR/IT controls and ensure all policies and procedures are clearly documented and communicated
● Prepare documentation for annual audit and manage timeline
● Serve as staff designee to the Audit & Finance Committee and work with the Executive Director and Board Treasurer to prepare materials for quarterly committee and board meetings
● Support the Development team with securing PPP Loan, grant budget preparation, grant reporting and tracking of restricted funding
SIMONS FOUNDATION New York, NY
Accounting Associate January 2019 – December 2020
● Maintain and analyze the general ledger accounting records, prepare and post routine general journal entries, and assist in preparation of the monthly close
● Prepare month-end bank reconciliations as well as additional balance sheet account reconciliation, including, but not limited to, accounts payable, accounts receivable, and other asset and liability accounts
● Organize chart of accounts and maintain account maintenance templates to be published for external use
● Manage, organize, and record investment valuation adjustments based on monthly, quarterly, or annual statements
● Prepare variance analysis and related commentary on the statement of activities
● Prepare schedules and analyses to be incorporated into the monthly and annual reporting packages for both internal and external use
● Daily processing of calls and distributions for private funds for approval by CFO
● Respond to periodic requests for accounting analyses and take on special projects as needed
● Assist ongoing efforts to improve processes and create efficiencies in operations
● Maintain monthly accounting files and ensure documents are properly organized
● Provide support during annual audit and assist the team in responding to requests from external auditors
● Understand workflows between teams and coordinate follow-ups as appropriate
● Perform any other duties or tasks as assigned or required
KIWI PARTNERS, INC New York, NY
Accounting Associate April 2018 – December 2018
● Prepare and maintain financial records for multiple nonprofit clients in accordance with GAAP including AP/AR, bank reconciliations, cash receipts, monthly journal entries, payroll
● Ensure client accounting records are reconciled and complete
● Provide accurate schedules for budget analyses, audits, monthly financials, finance/audit/board meetings
MARKS PANETH LLP New York, NY
Semi-Senior Auditor - Nonprofit, Government & Healthcare Group January 2015 – December 2017
● Perform financial statement audits, reviews, and compilations for various tax-exempt organizations, 401(k) and 403(b) plans, foundations, endowments, pensions, and municipalities effectively and efficiently in compliance with regulations
● Prepare audited financial statements, with the accompanying notes and disclosures, to provide a reliable and relevant representation of the client in accordance with GAAP
● Communicate with partners, managers, and seniors throughout audits from planning to completion
● Perform Uniform Guidance – Single Audit testing
● Coordinate with management personnel to review and improve their internal controls by suggesting new policies & procedures and how to effectively implement them
● Perform comprehensive audit tests on cash, accounts receivable, investments, fixed assets, prepaid expenses, accounts payable, long-term debt, and numerous income statement accounts
● Perform in depth research on tax and audit pronouncements to support accounting stances
● Accumulate information from client’s management to plan and prepare Form 990 Tax Return
FRANK, RIMERMAN + CO LLP New York, NY
Tax Associate November 2013 – December 2014
● Utilized tax preparation software to prepare and process individual (1040, 1040-NR), fiduciary (1041), family limited partnership, partnership (1065), C-Corp (1120), S-Corp (1120-S), and Private Foundation (990-PF) returns
● Partnered with all levels of staff on planning and preparation of accurate and timely tax returns
● Performed quarterly tax planning for high-net-worth individuals including preparing projections and estimated tax vouchers
● Created and implemented new tax packages and spreadsheets to improve efficiency in data collection and tax analysis
● Prepared foreign disclosure filings (FinCEN Report 114, Form 926, Form 8938, Form 8865, Form 8621, and Forms 1042(S))
● Researched tax rulings and regulations in support of positions taken on tax matters
● Communicated with federal, state, and local tax jurisdictions to answer tax notices to resolve and settle all outstanding matters
SKILLS
● BIO Analytics, Bill.com, Concur Expense, Expensify, JIRA, Microsoft Great Plains, MS Office (Word, Excel, PowerPoint, Outlook), Prosystem fx Tax, Prosystem fx Engagement, Quickbooks, RIA Checkpoint, Salesforce, Shopify, Smartsheets, Stripe, Tableau, WinSCP, Workday