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Sep 2009Present


Saint Joseph's University

Master's degree specializing in Financial Services.  Career interests include Financial Planning, Financial Analysis and Corporate Finance.  Obtaining this second advanced degree will enable me to meet the needs of growing financial institutions or any organization with financial portfolio management needs.

Jan 2007Jan 2009


Saint Joseph's University

The program at Saint Joseph's University for Master of Business Administration teaches teamwork, management skills, time management and presentation skills, global and organizational strategies, investment return, cost analysis and drivers, knowledge management and decisionmaking strategies. 

Studies focused in business goals, project return and management, cost analysis, teamwork and productivity, financial analysis and global strategies.



Degree specializing in team interaction with processing for optimum productivity; maximizing resources for maximum results.Developing team, personnel motivation and training are core program requirements.Aligning organizational structure with long-term strategic goals and business strategies.

Work experience

Jun 2007Present

Payroll Supervisor and Co-Project Manager

SEI Investments
  • Streamline processes for maximum efficiency for 7 International payrolls while reducing staff levels.
  • Revise SOX and 404 documentation for audit standards, write procedures and training manual.Provide assistance to US Payroll Manager.
  • Project Manager for collaborating on design and implementation to setup new comprehensive payroll and human resources ADP package. 
  • Includes testing, documentation and integrating processes seamlessly. Designed all financial interfaces to and from payroll.
  • Transitioned and integrated Accounts Payable for the Funds under Corporate Accounting organizational structure.
  • Increase productivity by implementing key components of a modern Accounts Payable department: streamlined payment processing, ACH and scheduling.
  • Utilize software to provide better customer service, reporting and improved functionality.Reduced staff by 60%.
Apr 2006Jun 2007

Accounts Payable Supervisor

  • Worked with VP, Finance and Accounting on design and implementation of new digital imaging software for document management.Included documented test process and controls for audit.
  • Trained and hired staff for new process, outlined procedures and setup training.Implemented imaging for General Accounting and wrote training procedures for general use in organization.
  • Provided backup assistance on day to day Accounts Payable operations for AP Manager.
  • Managed team of 8; primary duties included journal entries to general ledger, W-9 and OFAC compliance, document management for 20,000 invoices per month and all corporate travel reimbursement for 12,000 employees.
Sep 1998Nov 2003

Accounts Payable Supervisor/Mgr

  • Managed staff of 7-9 for both corporate payables and vendor funding for leasing and financing. Average of 8-10k invoices per month, $60mil per month or $175mil per quarter.
  • Implemented unclaimed check project to clear 8 years of unclaimed checks totaling over 1 mil.
  • Worked on design of new software for companywide integrated customer, general ledger and cash operations.
  • Implemented several processes for maximum efficiency and productivity; reduced staff by 2 in 3 years.
  • Wrote procedures and training manual for department; implemented controls for Sarbanes-Oxley and internal audit.
  • Trained staff, daily management and vendor relations of corporate payables. Managed vendor funding process and relations with other key areas.
  • Managed processes, improvements and implemented companywide procedures to streamline funding.
  • Implemented several customer service options for lease and internal customers; general email box, check lookup and overnight check package locating process.
  • Worked in Treasury to setup new procedures and trained staff on software; integrate position into Accounts Payable, while maintaining controls.
Apr 1994Sep 1998

Accounts Payable Specialist

Softmart Inc
  • Data entry for all corporate Accounts Payable processing.
  • Processed expense reports, entered coding and maintained general ledger codes for Accounts Payable..
  • Reconciled prepaid accounts, 7 corporate purchasing credit cards totaling over $150k per month.
  • Verified invoices for correct sales tax, vendor relations and maintained two manual checkbooks.
  • Assisted in general ledger close.


Microsoft Office, Windows
Proficient in using Access, Word, Outlook and Windows.  Able to create linked documents, customize work environment, technically savvy in using windows systems and databases.  At ease in learning new systems, providing system administration skills and data integrity.
Excel, Microsoft
Advanced skills in Microsoft Excel.  Formulas and formatting used often include vlookup, copy and paste in special value, macros, subtotals, filters, len, left, right, mean, problem solving, scenarios, database, sumif, nested sumif statements and hlookup.

MBA Educational Experience


Performance Appraisal Excerpt's

2002 - 'Exceeded expectations of management and peers and external departments by transistioning the group to a fully functioning and contribution part of DLL"

Professional Work Samples

Documents are wholly owned by their owners, are not for reproduction, or for use by any other person or entity.  They are only for example only.


A recent MBA graduate from Saint Joseph's University and over 10 years combined experience of Accounting, Accounts Payable, Payroll and Accounts Receivable seeking a position in business or finance management.  Knowledge, skills and abilities encompass both organizational structure and accounting to maximize departmental productivity.

ADP Training

§Enterprise HR

§ADP General Ledger

§Enterprise Payroll 


§Enterprise Payroll 


§Enterprise HR Setup

§Enterprise HR

      Benefits Setup

§Enterprise HR          Processing

§ADP Reporting

§ADP Adjustmate

§ADP Self-Service

§Managing E-Time

§E-Time Processing

Professional Associations

§Financial Management Association

§Association of Financial Professionals

§Paralegal Certificate, Pennsylvania State University

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