Open to opportunities

Allie Greenberg

@alliegreenberg

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Detail-oriented finance professional specializing in bookkeeping and analysis.

United States

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What I'm looking for

I am looking for a role that allows me to leverage my financial expertise while fostering growth and innovation within a dynamic organization.

I am a detail-oriented and solutions-driven finance professional with extensive experience in full-cycle bookkeeping, accounts receivable and payable management, and financial planning and analysis. My career has been marked by a commitment to delivering accurate, timely financials while improving operational workflows for businesses across various industries. I am passionate about helping organizations make smarter financial decisions through clean books and strategic insights.

As the Founder and Fractional Leader at Proventure Solutions, I manage full-cycle bookkeeping for multiple clients, oversee AR and AP functions, and implement streamlined billing workflows that enhance cash flow visibility. My previous role as Director of Operations at Restless Labs allowed me to partner closely with executive leadership, driving growth through effective project management and operational processes. I have a proven track record of preparing financial statements, managing human resources, and utilizing technology to inform strategic decision-making.

With an MBA and certifications in financial services, I am equipped to provide strategic guidance and operational support to small and medium-sized businesses. I thrive in environments that challenge me to innovate and improve financial operations, ensuring compliance and clarity across all financial activities.

Experience

Work history, roles, and key accomplishments

Current

Founder, Fractional Leader

Current

Proventure Solutions

Jan 2024 - Present (1 year 8 months)

Managed full-cycle bookkeeping for multiple clients, including bank reconciliations, journal entries, and monthly financial reporting. Oversaw AR and AP functions, ensuring timely invoicing, payment collection, and vendor disbursements.

Bookkeeping Accounts Receivable Accounts Payable Financial Reporting Quickbooks Online Bill.com Expensify Financial Modeling Strategic Planning SOP Development

Director of Operations (Chief of Staff)

Restless Labs

Jan 2022 - Jan 2024 (2 years)

Responsible for project management, business operations, and operational processes to drive growth, working in close partnership with the CEO and COO. Implemented effective financial controller practices, including accurate accounts receivables and payables, resulting in improved cash flow, forecasting, and increased profitability.

Project Management Business Operations Financial Statements Accounts Receivable Accounts Payable Quickbooks Human Resources Payroll Administration Asana Slack Salesforce

Financial Advisor

Strategies for Wealth

Jan 2020 - Dec 2021 (1 year 11 months)

Prepared financial reports, personal wealth proposals, and investment recommendations. Deeply engaged in client management and client services functions.

FINRA Series 66 Financial Reporting Investment Recommendations Client Management CRM Management Marketing Strategies

Director of Client Solutions

Sago (formerly Schlesinger Group)

Jan 2019 - Dec 2020 (1 year 11 months)

Focused heavily on account management through in-person client meetings, virtual video calls, insights conferences, and email communication. Conducted sales meetings with prospective clients to showcase company capabilities.

Account Management Sales Salesforce CRM Sales Forecasting

Sr. Manager of Consumer Insights

PVH Corporation

Jan 2016 - Dec 2019 (3 years 11 months)

Hired and managed a team of analysts and project managers to perform all functions of primary and secondary consumer research for all internal research initiatives. Leveraged data and technology to create segmented customer journeys.

Team Management Consumer Research Data Analysis Customer Journey Mapping

Manager of Consumer Research

Edison Research

Jan 2015 - Dec 2016 (1 year 11 months)

Obtained RIVA certification as a qualitative moderator. Managed end-to-end quantitative and qualitative market research projects including client kick-off meetings, developing questionnaires and discussion guides, preparing analysis, and writing final reports.

Qualitative Moderation Quantitative Research Market Research Data Analysis Report Writing

Manager of Research Consulting Services

Kantar Health

Jan 2012 - Dec 2015 (3 years 11 months)

Managed end-to-end quantitative and qualitative research projects in the healthcare and pharmaceuticals. Responsible for client relationship management for pharmaceutical clients through in-person meetings, virtual video calls, conferences, and email communication.

Quantitative Research Qualitative Research Healthcare Research Pharmaceutical Client Relationship Management Project Management

Jr. Field Supervisor

Radius Global Research

Jan 2011 - Dec 2012 (1 year 11 months)

Managed data collection for quantitative and qualitative research projects. Reported on data collection efforts and flagged at-risk projects to senior staff.

Data Collection Quantitative Research Qualitative Research Reporting Risk Management