Gary is an innovative finance and accounting professional with experience primarily in business, accounting, financial systems, planning, business planning systems, IT process integration, team building, and extensive cross-functional collaboration with internal and external resources.

Skills: Revenue Recognition , Data Analysis, Audit Remediation, FP&A, SAP

Work Experience

 Consulting                                                                                 April 2017 – Present

• Led finance organization as Director of Finance and Transformation at a FinTech company leading initiatives to enhance financial processes, technology, and strategies.   Enhanced utilization of existing finance and accounting technology stack, optimizing workflows, and driving efficiencies to the support the company’s growth.
• Served as controller for a dual use AI SaaS startup leading the controllership function, playing a crucial role in financial management in handling the budgeting, financial reporting, and ensuring compliance with accounting standards.   Additionally, contributing to building out the FP&A function and strategic decision-making by providing valuable financial insights to support the company’s growth.
• Assisted a Fortune 100 company in audit remediation by implementing corrective actions, improving internal controls, and ensuring compliance with regulations.  Strengthened the company’s financial processes ensuring accurate and transparent financial reporting, and mitigated risks identified through the audit.
• Led the controller and FP&A functions at family office overseeing budgeting and financial reporting.  Optimized the Finance and Accounting functions for the family’s portfolio companies.

 KPMG                                                                                          May 1991 – April 2017

 Associate Director, Finance and Accounting

• Led the Northeast Engagement Management Coordinator(EMC) team (Audit, TAX, and Advisory). Team consisted of 40 team members and 6 direct reports.
• Served as a key subject matter resource in the firm’s engagement accounting and risk management systems, within SAP (CRM, Engagement, Management and Billing) and CLEAS (Client/Engagement Acceptance and Set-up).
• Served as a key liaison between senior leadership and the EMC organization to address engagement accounting issues. Met regularly with business leaders, including area practice leaders and area risk leaders.
• Developed the strategies for our finance team through active involvement in the roll out of National Firm wide initiatives. Played a key role in the design and implementation of new procedures, special projects and strategies.
• Developed and implemented standard operating procedures and processes for engagement, quality, and risk management within the Finance and Accounting organization.
• Managed, planned and forecasted the team’s budget and yearly compensation packages.
• Oversaw the recruiting, hiring, learning, development, mentoring and counseling of EMC staff and ensuring compliance with the Firm’s goal setting and performance management programs. Motivating the team to excellence and operational efficiency.
• Participated in the Global Risk Compliance review. Led the Northeast Engagement Management Coordinator(EMC) team (Audit, TAX, and Advisory). Team consisted of 40 team members and 6 direct reports. Served as a key subject matter resource in the firm’s engagement accounting and risk management systems, within SAP (CRM, Engagement, Management and Billing) and CLEAS (Client/Engagement Acceptance and Set-up).
• Served as a key liaison between senior leadership and the EMC organization to address engagement accounting issues Developed the strategies for our finance team through active involvement in the roll out of National Firm wide initiatives.
• Played a key role in the design and implementation of new procedures, special projects and strategies. Developed and implemented standard operating procedures and processes for engagement, quality, and risk management within the Finance and Accounting organization. Managed, planned and forecasted the team’s budget and yearly compensation packages.
• Oversaw the recruiting, hiring, learning, development, mentoring and counseling of EMC staff and ensuring compliance with the Firm’s goal setting and performance management programs. Motivating the team to excellence and operational efficiency. Developed Project Management Engagement setup template to facilitate the implementation of Sabrix.
• Drove vision and strategy benchmarking for the existing roles within EMC organization. Supported the growth and career development of junior resources by serving as an informal mentor and, as assigned, a formal Counselor to my direct reports, providing them with regular career and professional development guidance. Member of the SAP testing team for the deployment and implementation of the new firm ERP system. Participated in the Global Risk Compliance review,

Manager, Finance and Accounting

• Supported and assisted the NE Audit practice in exceeding their plans and cash goals.
• Developed best practices for NYC Metro Audit and NY FS Audit reporting i.e. G/L reporting.

Senior Associate, Finance and Accounting

• Performed and managed department project management office (PMO) functional tasks and performed day-to-day contract management activities

EDUCATION

Bachelor’s degree, Accounting, Fordham University, 1996