Senior Manager, Operations · Hybrid / New York, NY
Directed financial governance, multi-entity accounting architecture, global HR and payroll compliance, and enterprise systems for a global climate and sustainability syndicate across US 501(c)(3) and UK subsidiary entities.
- 4D Ledger Architecture: Diagnosed missing grant-level reporting in Week 1 and architected a decoupled 4-dimensional QuickBooks Online model (Natural GL, Location, Class, Project), replacing 400+ legacy accounts.
- Global HR & Payroll Scaling: Supported a 64% headcount expansion (to 42 global staff) as interim HR, administering payroll and statutory workplace pension compliance across ADP TotalSource (US), Cintra People (UK), and Multiplier EOR.
- Procurement & 1099 Governance: Overhauled the Payables Log across 172 vendors and 44 active SOWs, validating W-9/W-8BEN documentation and enforcing IRS 1099-NEC statutes.
- 13-Firm Accounting RFP: Spearheaded a 13-firm accounting RFP replacing the incumbent provider, presenting 3 finalists to the COO across 2-year TCO models and reference audits (saving $21.8K in Year 1 while securing dedicated COA cleanup, capped $10.2K audit/990 preparation, and a parallel-run FY25 audit transition).
- Grant Tracking & Enterprise IT: Designed CREO's first grant-tracking pilot across 14 active FASB ASC 958-605 awards, synchronized QBO Donors and Pledge Receivables with Salesforce Opportunities, and hardened corporate data governance as M365 Global Admin (Entra ID, Intune, SAML/SSO).
QBO 4D Architecture
ASC 958-605 & ASC 606
Global Payroll (US/UK/EOR)
13-Firm Accounting RFP
Salesforce & M365 Admin
Director of Business Operations · Remote / San Carlos, CA
Paired via NYU Stern's Endless Frontier Labs (EFL) 9-month deep-tech accelerator and joined as first business hire after championing in the Life Sciences cohort for an early-stage precision medicine startup.
- Federal Grant Compliance: Appointed as NIH Financial Conflict of Interest (FCOI) Official, developing internal controls and protocol submissions while overseeing $1M+ in federal award billing.
- Cash-to-GAAP Conversion: Transitioned the company from cash-basis to GAAP-compliant financial statements, redesigning the Chart of Accounts across 200 new accounts and building 12-month rolling cash flow and clinical sample unit-cost models for board reviews.
- Tax Credits & International Expansion: Spearheaded corporate tax negotiations that cut CPA R&D study costs by 31% while securing $1.2M in IRC 41 and 174 tax credits and launching a German GmbH subsidiary.
- Clinical Sample Schema: Engineered the startup's first sample tracking schema using a 3-stage Kanban with validation lists and unique sample identifiers.
NIH FCOI Official ($1M+)
Cash-to-GAAP Conversion
$1.2M IRC 41/174 Credits
German GmbH Launch
Board Cash Flow Modeling
Senior Staff Accountant · New York, NY
Functioned as controller for EYSA USA Holdings' North American parking and urban mobility subsidiary, supporting schedules and project assets grossing over $7M.
- Activity-Based Costing: Petitioned the organization's transition to Activity-Based Costing across 37+ municipal and commercial projects, illustrating Normal Absorption Costing fallacies and loss-leader pricing dynamics for senior management.
- Subsidiary Dissolutions & PPP Forgiveness: Finalized multi-entity subsidiary dissolutions and audit schedules, concluding with $250K (100%) direct forgiveness from the SBA CARES Act PPP Loan.
Subsidiary Controller ($7M+)
Activity-Based Costing (37 Projects)
$250K PPP Forgiveness
Multi-Entity Consolidation
Staff Accountant · New York, NY
Reported directly to the Assistant Controller for a fast-casual hospitality holding firm, leading monthly inter-team close meetings across 8 corporate departments and enforcing matching expense principles across consolidated 4-4-5 period overhead recognition.
4-4-5 Period Close
8-Department Consolidation
GAAP Matching Controls
Junior Accountant to Staff Accountant · New York, NY
Inherited full-cycle financial reporting processes and procedures following a management restructuring that reduced headcount by 40%, accelerating month-end close by 30% while reporting directly to the Directors of Finance and Operations.
Month-End Close (-30% Time)
Full-Cycle Reporting
Smart-City Infrastructure