Functional Skills
Business Analysis
Business Operations
Business Development
Financial Management
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Budgeting
Cost Reduction
Cost Accounting
Internal Auditing
M&A Support
Tax Advisory
Process Design / Re-engineering
Financial Due Diligence
Accounting
Software Skills
Microsoft Office
Salesforce
SAP CRM
Netsuite
Quickbooks
SAP Business One
Peoplesoft
Sage 300
Dynamics 365
Certifications
CPACertified Public Accountant
Sector Experience
Consumer Goods
Financial Services
Media & Entertainment
Retail
Technology
Languages
English
Greek
Countries Worked In
GB USExperience
Litrivis
Accounting
Owner
1/2021 - Present
• Leverage years of financial experience to help companies in all aspects of the business cycle with their financial operations and processes.
• Manage finance teams in all aspects of the organization across multiple companies & industries.
• Built Strategic model that has seen a client grow 20% over 3 years.
• Manage all aspects of finance/operations/IT/Data
• Streamline backend systems to CRM/ERP for enhanced user experience and internal synergies.
• Helped clients maintain EBITDA targets while navigating through challenging business conditions (COVID/Tech Sector Layoffs/Etc.)
• Successfully implemented and automated tracking systems for all KPIs across all job functions in organizations
• Support clients with various technical accounting tasks including debt restructuring, ERP enhancements, accounting system implementations and multi-year financial cleanup & support.
• Implement accounting processes & provide due diligence support for clients involved in acquisition & post-acquisition scenarios
• Manage finance teams in all aspects of the organization across multiple companies & industries.
• Built Strategic model that has seen a client grow 20% over 3 years.
• Manage all aspects of finance/operations/IT/Data
• Streamline backend systems to CRM/ERP for enhanced user experience and internal synergies.
• Helped clients maintain EBITDA targets while navigating through challenging business conditions (COVID/Tech Sector Layoffs/Etc.)
• Successfully implemented and automated tracking systems for all KPIs across all job functions in organizations
• Support clients with various technical accounting tasks including debt restructuring, ERP enhancements, accounting system implementations and multi-year financial cleanup & support.
• Implement accounting processes & provide due diligence support for clients involved in acquisition & post-acquisition scenarios
Argyle Executive Forum
Finance
COO/CFO Consultant
1/2021 - 4/2025
Key Achievements
• Restructure Argyle Organization from a live event to a digital event company including all aspects of finance and technology.
• Manage a team of 8 individuals in all aspects of the organization.
• Build Strategic model that has seen Argyle grow 20% over 3 years.
• Manage all aspects of finance/operations/IT/Data
• Streamline backend systems to CRM/ERP for enhanced user experience and internal synergies.
• Maintain 15% EBITDA target while navigating through challenging business conditions (COVID/Tech Sector Layoffs/Etc.)
• Successfully implemented and automated tracking systems for all KPIs across all job functions in the organization
• Restructure Argyle Organization from a live event to a digital event company including all aspects of finance and technology.
• Manage a team of 8 individuals in all aspects of the organization.
• Build Strategic model that has seen Argyle grow 20% over 3 years.
• Manage all aspects of finance/operations/IT/Data
• Streamline backend systems to CRM/ERP for enhanced user experience and internal synergies.
• Maintain 15% EBITDA target while navigating through challenging business conditions (COVID/Tech Sector Layoffs/Etc.)
• Successfully implemented and automated tracking systems for all KPIs across all job functions in the organization
Argyle Executive Forum
Finance
Head Of Finance
2/2016 - 12/2020
Key Achievements
• Complete two global acquisitions ($50M) as the company expanded into the global events/media world. All accounting/due diligence reporting was completed and audited for both acquisitions under my lead.
• Trained & currently manage a team of five accountants supporting all financial aspects of the organization including payroll (both U.S. & U.K.).
• Develop automated reporting package (P&L by subsidiary, balance sheet, cash flow, MD&A) including credit agreement adjustments/covenants for board of directors, lenders, and private equity firm.
• Create and maintain monthly executive dashboard including global analytics with actual, forecast, and budget commentaries that is currently a companywide tool used to support key decisions on various sales & budget items.
• Implement global NetSuite ERP system from QuickBooks/Great Plains including an automated order to cash, procure to pay and expense reimbursement process.
• Develop and currently manage $100M global budget in conjunction with all internal departments and board of directors.
• Responsible for $300k in cost savings in 2017 across various expense streams. Savings originated from a hands on analysis of all vendors contracts/duplicate vendor elimination/commercial rent tax abatement.
• Reduce monthly general ledger close from 12 days to 5 days through automation and development of a pre-close/monthly close checklist process.
• Develop internal daily cash management process & cash tracker to suppor
• Complete two global acquisitions ($50M) as the company expanded into the global events/media world. All accounting/due diligence reporting was completed and audited for both acquisitions under my lead.
• Trained & currently manage a team of five accountants supporting all financial aspects of the organization including payroll (both U.S. & U.K.).
• Develop automated reporting package (P&L by subsidiary, balance sheet, cash flow, MD&A) including credit agreement adjustments/covenants for board of directors, lenders, and private equity firm.
• Create and maintain monthly executive dashboard including global analytics with actual, forecast, and budget commentaries that is currently a companywide tool used to support key decisions on various sales & budget items.
• Implement global NetSuite ERP system from QuickBooks/Great Plains including an automated order to cash, procure to pay and expense reimbursement process.
• Develop and currently manage $100M global budget in conjunction with all internal departments and board of directors.
• Responsible for $300k in cost savings in 2017 across various expense streams. Savings originated from a hands on analysis of all vendors contracts/duplicate vendor elimination/commercial rent tax abatement.
• Reduce monthly general ledger close from 12 days to 5 days through automation and development of a pre-close/monthly close checklist process.
• Develop internal daily cash management process & cash tracker to suppor
Uno De 50
Finance
Finance Director
1/2015 - 2/2016
• Presented monthly financial statements in accordance with GAAP.
• Led monthly board of director's budget & finance meeting.
• Led successful conversion from QuickBooks to SAP Business One.
• Directed monthly forecasting, quarterly budget scenarios and 5 year plan for business.
• Managed $60M North American Budget encompassing 24 retail stores, Wholesale & E-Commerce business.
• Responsible for implementation and design of internal control policies surrounding all areas of retail and wholesale accounting including cash management, AP, AR, revenue recognition, etc.
• Developed monthly scorecards utilizing various KPIS to track boutique, region & company performance.
• Developed inventory/quality control process to maintain accurate inventory levels across all areas.
• Negotiated new leasing opportunities for retail locations & develop project budgets for each retail location to maintain EBIT targets within global expectations.
• Negotiated all insurance requirements for both retail & corporate office including premium savings of roughly 20% vs. 2014
• Controlled all state & local filings & quarterly and annual payroll filings for all locations in conjunction with external CPA.
• Monthly wholesale commission automation & monthly sales report automation.
• Created automated monthly reporting package for SVP.
• Developed automated monthly payroll process in SAP.
• Setup of Canadian subsidiary for both retail & wholesale operations.
• Led monthly board of director's budget & finance meeting.
• Led successful conversion from QuickBooks to SAP Business One.
• Directed monthly forecasting, quarterly budget scenarios and 5 year plan for business.
• Managed $60M North American Budget encompassing 24 retail stores, Wholesale & E-Commerce business.
• Responsible for implementation and design of internal control policies surrounding all areas of retail and wholesale accounting including cash management, AP, AR, revenue recognition, etc.
• Developed monthly scorecards utilizing various KPIS to track boutique, region & company performance.
• Developed inventory/quality control process to maintain accurate inventory levels across all areas.
• Negotiated new leasing opportunities for retail locations & develop project budgets for each retail location to maintain EBIT targets within global expectations.
• Negotiated all insurance requirements for both retail & corporate office including premium savings of roughly 20% vs. 2014
• Controlled all state & local filings & quarterly and annual payroll filings for all locations in conjunction with external CPA.
• Monthly wholesale commission automation & monthly sales report automation.
• Created automated monthly reporting package for SVP.
• Developed automated monthly payroll process in SAP.
• Setup of Canadian subsidiary for both retail & wholesale operations.
Uno De 50
Finance
Finance Manager
1/2014 - 1/2015
• Controller of $40M US Budget that delivered a 15.99% EBIT in 2014.
• Developed North American finance team & all accounting/finance procedures.
• Development and internalization of US monthly close process from previous CPA firm leading to cost savings of roughly $78,000 yearly.
• Creation of US monthly financial reporting package including P&L, Balance Sheet, Variance Analysis by Department, Cash Flows, AP & AR analysis.
• Checklist and completion of various business filings and sales & use tax for stores in 11 states and Puerto Rico. Legal savings of roughly $50,000 achieved based on self-filings.
• Development of internal control flowcharts and US processes for both store finance, AP & AR functions (cleanup and streamline of both AP & AR process).
• Implementation of new online payroll provider with significant cost savings of roughly 25% monthly.
• Developed North American finance team & all accounting/finance procedures.
• Development and internalization of US monthly close process from previous CPA firm leading to cost savings of roughly $78,000 yearly.
• Creation of US monthly financial reporting package including P&L, Balance Sheet, Variance Analysis by Department, Cash Flows, AP & AR analysis.
• Checklist and completion of various business filings and sales & use tax for stores in 11 states and Puerto Rico. Legal savings of roughly $50,000 achieved based on self-filings.
• Development of internal control flowcharts and US processes for both store finance, AP & AR functions (cleanup and streamline of both AP & AR process).
• Implementation of new online payroll provider with significant cost savings of roughly 25% monthly.
Canon
Accounting
Senior Accountant
7/2011 - 1/2014
• Managed monthly close of new $5M software affiliate that reports to the director of accounting.
• IT Project manager/window contact for accounting & finance division system enhancements and operational support.
• Completion of a 2-day monthly hard close for Canon USA Parent Company.
• Led internal audits & external independent audits on annual inventory count, yearly audit, and SOX 404 compliance.
• Oversaw accounting operations, procedures & system transition of $400M Latin American division.
• Managed CAPEX expenses of new $500M facility & monthly/annual reconciliation process.
• Monitored intercompany AR balances and developed reports to track and improve collection process.
• Approval of AP invoices for software affiliate and Latin American Subsidiary in Oracle.
• Developed and conducted new hire training for all staff accountants.
• Led monthly close and develop improved workflow and accounting procedures for company affiliates.
• Prepared monthly variance analysis and reporting package for VP of group accounting.
• IT Project manager/window contact for accounting & finance division system enhancements and operational support.
• Completion of a 2-day monthly hard close for Canon USA Parent Company.
• Led internal audits & external independent audits on annual inventory count, yearly audit, and SOX 404 compliance.
• Oversaw accounting operations, procedures & system transition of $400M Latin American division.
• Managed CAPEX expenses of new $500M facility & monthly/annual reconciliation process.
• Monitored intercompany AR balances and developed reports to track and improve collection process.
• Approval of AP invoices for software affiliate and Latin American Subsidiary in Oracle.
• Developed and conducted new hire training for all staff accountants.
• Led monthly close and develop improved workflow and accounting procedures for company affiliates.
• Prepared monthly variance analysis and reporting package for VP of group accounting.