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Work experience

Jul 2008Present

Accounting Manager

Interactive Brokers LLC

Leading securities firm with over $4 billion in equity capital and approximately 850 employees globally.Regulated by the SEC, FINRA, NYSE, SFA, IB provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds and funds worldwide.

Responsible for maintaining financial accounting and controls for retail broker dealer, managing internal financial reporting for 6 companies and managing daily activity of 5 accounting staff

§General Accounting

oPrepare daily journal entries, monthly balance sheet reconciliations and monthly bank reconciliations

oPrepare and review monthly financial statement, analysis and related notes to the financial statements for multiple entities

oAssist in the preparation of financial statements, tables and schedules submitted in SEC reporting of 10-K and 10-Q

oReview Daily P&L estimate prepared for management

§Due Diligence

oDocument and implement new and additional control procedures to ensure greater accuracy of both internal and external reporting

oPrepare monthly schedules and sign-offs to support the Sarbanes Oxley 404 requirements

oPrepare and review intercompany checks to ensure no differences for consolidation

oResearch transitioning steps for IFRS implementation


oUtilize advanced excel skills (vlookups, pivot tables, linking workbooks) for ad hoc projects and additional analytics

oProficient in Oracle Accounting database

§Regulatory Reporting

oReviewed weekly Customer Reserve Calculation, Rule 15c3-3

oAssisted in monthly Net Capital Requirement Calculation, Rule15c3-1

oReviewed daily Domestic and Foreign Commodity Seg Calculations

Jan 2004Jul 2008

Co-President / CFO

Acomp Bookkeeping Corporation

Provider of tax, bookkeeping, controller, and outsourced CFO services to small and mid-market firms.

Responsible for conducting financial planning and analysis for the Board of Directors, managing internal financial reporting, treasury functions, and financial modeling, performing monthly, quarterly, and annual business reviews, and mentoring financial staff

§General Accounting

oPerformed bookkeeping and outsourced CFO services for clients in the healthcare, legal, middle market manufacturing and IT sectors

oSupervised internal financial reporting, treasury functions and financial modeling

oManaged monthly, quarterly and annual business reviews

§Due Diligence

oResearched critical accounting issues and implemented process and productivity improvements

oPropelled the company from start-up to significant growth in revenues

oHandled process improvements and productivity enhancements

oCollaborated with equity investors to ensure strategic growth goals were met

Sep 2001Jun 2004

Senior Accountant

Northeast Utilities

Operator of New England’s largest utility system serving more than two million electric and natural gas customers in Connecticut, Western Massachusetts and New Hampshire. 

Responsible for preparation of financial data for the NU system companies including all functions associated with the monthly close process, while completing a two year rotation in the NU Management Accounting Development Program featuring work in:Financial Performance & Information, Corporate Accounting Services, Management Information & Budgeting and SEC Reporting

§General Accounting

oPlanned, coordinated and prepared monthly and quarterly financial analysis and executive management reports including financial projections, corporate budgets and Management’s Discussion & Analysis

oPrepared and maintained day-to-day general ledger accounting activities, including role-ups of subsidiaries within Corporate Accounting

oAssisted in write-up of quarterly and annual 10-Q and 10-K reports

§Due Diligence

oWorked with executive committees to provide advice on best practices for numerous value-added areas

oAnalyzed and input all Corporate budgets into mainframe

oPerformed edit checks to assist in correcting all errors throughout system

oPerformed monthly analysis of budget vs. actual for all sectors of company


oProficient in SAP accounting platform

Jun 2000Sep 2001

Financial Analyst

Pratt & Whitney

A world leader in the design, manufacture and service of aircraft engines, industrial gas turbines and space propulsion systems.

Responsible for the financial reporting and collaboration of the PW4000 Commercial Engine Program with multiple equity partners throughout the world

§General Accounting

oPerformed all aspects of internal/external financial reporting, accounting, business planning and revenue & expense sharing

§Due Diligence

oAssisted in Achieving Competitive Excellence (ACE) silver statusreducing I/C imbalances by 90%

Aug 1997Aug 2000

Senior Accountant

Kostin, Ruffkess & Co., LLC

A leading accounting firm that offered audit, tax, and consulting services to mid and large-sized firms.

Responsible for overseeing, coordinating and executing audit and best practice engagements for assigned customer base

§General Accounting

oProvided auditing, review, compilation and financial reporting services to corporations and partnerships in real estate, construction, manufacturing and not-for-profit entities

oConducted financial planning and analysis for assigned clients

§Due Diligence

oProvided valuable business consulting solutions to audit and tax engagement clients

oCommunicated with client management to maintain strong relationships, address major issues, and meet critical audit engagement deadlines


May 2001May 2003


University of Connecticut
Sep 2002Mar 1997


Central Connecticut State University


Microsoft Office
Business Planning
Financial Control
Financial Modeling
Financial Analysis


Results oriented accounting, finance and operations executive with extensive experience improving performance, driving growth and obtaining results that exceed expectations.


To utilize my MBA, Six Sigma and accounting credentials to enhance value at the highest level for a dynamic company with my experience in general accounting, analysis and advanced technological skills.


First Degree Black Belt

United Martial Arts Alliance

Six Sigma - Lean DFSS

Aveta Business Institute