Financial Comfort Inc.
Description
Address: 90 Broad St Suite 1904, New York, NY 10004 Hours: Closes soon: 5PM ⋅ Opens 9AM Wed Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 638-4700 Appointments: financialcomfort.comWebsite: : : : : : Category: Place name: : Website: http://www.financialcomfort.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Financial Comfort Inc. Employees
Employee
Years
Job
Industry
Racquel Arjun Racquel Arjun's Financial Comfort Inc. Experience October 2009 - December 2011
Job Office Manager At YMCA of Greater New York
Industry Nonprofit Organization Management
Experience
YMCA of Greater New York November 2013 - Present
YMCA of Greater New York December 2011 - November 2013
Financial Comfort Inc. October 2009 - December 2011
Dodge YMCA 2008 - 2008
Skills
QuickBooks, Microsoft Office, Nonprofits, Fundraising, AS400 system, Oracle E-Business Suite, ADP Payroll, Paychex, Accounts Payable, Accounts Receivable, Account Reconciliation, Accruals, Payroll, Invoicing, Outlook, Youth Development, Quicken, Volunteer Management, Office Management, Recruiting, Financial Reporting
Education
City University of New York-Baruch College 2007 — 2013
Kingsborough Community College 2004 — 2006
AAS, Business Administration
YMCA of Greater New York November 2013 - Present
YMCA of Greater New York December 2011 - November 2013
Financial Comfort Inc. October 2009 - December 2011
Dodge YMCA 2008 - 2008
Skills
QuickBooks, Microsoft Office, Nonprofits, Fundraising, AS400 system, Oracle E-Business Suite, ADP Payroll, Paychex, Accounts Payable, Accounts Receivable, Account Reconciliation, Accruals, Payroll, Invoicing, Outlook, Youth Development, Quicken, Volunteer Management, Office Management, Recruiting, Financial Reporting
Education
City University of New York-Baruch College 2007 — 2013
Kingsborough Community College 2004 — 2006
AAS, Business Administration
Sarita Ram Sarita Ram's Financial Comfort Inc. Experience June 2007 - December 2008
Job Senior Epic Application Analyst at Montefiore Information Technology
Industry Hospital & Health Care
Experience
Montefiore Information Technology December 2013 - Present
Montefiore Medical Center August 2012 - December 2013
Students for the Progressive Awareness of Autoimmune Diseases Everywhere May 2010 - May 2012
Startup Weekend Syracuse September 2011 - November 2011
Montefiore Medical Center May 2011 - August 2011
Syracuse Biomaterials Institute January 2011 - May 2011
Montefiore Medical Center May 2010 - August 2010
Montefiore Medical Center May 2009 - August 2009
Financial Comfort Inc. June 2007 - December 2008
Skills
Healthcare Information..., Healthcare, Patient Safety, Hospitals, Medical Devices, Biomedical Engineering, Clinical Research, Medical Imaging, Medicine, EMR, Epic Systems, Informatics, Research, Microsoft Excel, Healthcare Management, Inpatient, Data Analysis, Public Speaking, Microsoft Word, EHR, Nursing, Surgery
Education
Syracuse University 2008 — 2012
B.S., Biomedical Engineering
Montefiore Information Technology December 2013 - Present
Montefiore Medical Center August 2012 - December 2013
Students for the Progressive Awareness of Autoimmune Diseases Everywhere May 2010 - May 2012
Startup Weekend Syracuse September 2011 - November 2011
Montefiore Medical Center May 2011 - August 2011
Syracuse Biomaterials Institute January 2011 - May 2011
Montefiore Medical Center May 2010 - August 2010
Montefiore Medical Center May 2009 - August 2009
Financial Comfort Inc. June 2007 - December 2008
Skills
Healthcare Information..., Healthcare, Patient Safety, Hospitals, Medical Devices, Biomedical Engineering, Clinical Research, Medical Imaging, Medicine, EMR, Epic Systems, Informatics, Research, Microsoft Excel, Healthcare Management, Inpatient, Data Analysis, Public Speaking, Microsoft Word, EHR, Nursing, Surgery
Education
Syracuse University 2008 — 2012
B.S., Biomedical Engineering
Wioletta Puchalski's Financial Comfort Inc. Experience September 2006 - May 2008
Job Director of Finance and Administration at Keep A Child Alive
Industry Nonprofit Organization Management
Experience
Keep A Child Alive January 2013 - Present
Keep A Child Alive October 2011 - January 2013
Keep A Child Alive February 2007 - October 2011
H&R Block January 2006 - April 2010
Financial Comfort Inc. September 2006 - May 2008
Adriana Associates October 2004 - September 2006
Skills
Nonprofits, Public Speaking, Event Planning, Microsoft Excel, Community Outreach, Social Media, Grants, Microsoft Office, Fundraising, Program Development
Education
Baruch College 2000 — 2003
Bachelor, Finance and Investments
Intuit Inc.
Certified QuickBooks Pro Advisor
Keep A Child Alive January 2013 - Present
Keep A Child Alive October 2011 - January 2013
Keep A Child Alive February 2007 - October 2011
H&R Block January 2006 - April 2010
Financial Comfort Inc. September 2006 - May 2008
Adriana Associates October 2004 - September 2006
Skills
Nonprofits, Public Speaking, Event Planning, Microsoft Excel, Community Outreach, Social Media, Grants, Microsoft Office, Fundraising, Program Development
Education
Baruch College 2000 — 2003
Bachelor, Finance and Investments
Intuit Inc.
Certified QuickBooks Pro Advisor
Regina Lian Iulo Regina Lian Iulo's Financial Comfort Inc. Experience February 2006 - Present
Job CEO, Financial Comfort Inc., Financial Leader, Accounting Systems Designer, Certified NonProfit Accounting Professional
Industry Accounting
Experience
Financial Comfort Inc. February 2006 - Present
Intuit Trainer/Writer Network January 2006 - Present
Financial Comfort Inc. July 1997 - Present
NetSuite October 2009 - January 2011
Catholic Big Sisters and Big Brothers 2011 - 2011
Baruch College July 2005 - July 2009
New York University 1997 - 2007
Financial Comfort Inc. 1997 - January 2006
Fashion Institute of Technology 2000 - 2002
Lusignan Design, Inc. 1999 - 2002
Skills
Accounting, Budgets, Management Accounting, Bookkeeping, Restaurants, QuickBooks, Small Business, Financial Reporting, Strategic Planning, Tax, Financial Analysis, Non-profits, Payroll, Nonprofits, Leadership, Finance, Start-ups, Internal Controls, Public Speaking, Account Reconciliation, Business Planning, Managerial Finance, General Ledger
Education
Intuit Inc. Certified QuickBooks Pro Advisor 1999 — 2009
Certification, QuickBooks Software
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Accounting
St. Saviour High School
Regents Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Financial Comfort Inc. February 2006 - Present
Intuit Trainer/Writer Network January 2006 - Present
Financial Comfort Inc. July 1997 - Present
NetSuite October 2009 - January 2011
Catholic Big Sisters and Big Brothers 2011 - 2011
Baruch College July 2005 - July 2009
New York University 1997 - 2007
Financial Comfort Inc. 1997 - January 2006
Fashion Institute of Technology 2000 - 2002
Lusignan Design, Inc. 1999 - 2002
Skills
Accounting, Budgets, Management Accounting, Bookkeeping, Restaurants, QuickBooks, Small Business, Financial Reporting, Strategic Planning, Tax, Financial Analysis, Non-profits, Payroll, Nonprofits, Leadership, Finance, Start-ups, Internal Controls, Public Speaking, Account Reconciliation, Business Planning, Managerial Finance, General Ledger
Education
Intuit Inc. Certified QuickBooks Pro Advisor 1999 — 2009
Certification, QuickBooks Software
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Accounting
St. Saviour High School
Regents Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Stephanie Angeles Stephanie Angeles's Financial Comfort Inc. Experience September 2014 - Present
Job Human Resources Manager at Financial Comfort Inc.
Industry Human Resources
Experience
Financial Comfort Inc. September 2014 - Present
Theatre Refreshment Company March 2014 - November 2014
P.I. Art Center September 2013 - March 2014
Cooper Square Realty October 2010 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Microsoft Office, Customer Service, Research, Public Speaking, Event Planning, Social Media, Leadership, Teaching, Project Management, Outlook
Education
City University of New York-Hunter College 2010 — 2013
Bachelor's Degree, Psychology, 3.4 GPA
LIU Post 2009 — 2010
None, Liberal Arts and Sciences/Liberal Studies
Financial Comfort Inc. September 2014 - Present
Theatre Refreshment Company March 2014 - November 2014
P.I. Art Center September 2013 - March 2014
Cooper Square Realty October 2010 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Microsoft Office, Customer Service, Research, Public Speaking, Event Planning, Social Media, Leadership, Teaching, Project Management, Outlook
Education
City University of New York-Hunter College 2010 — 2013
Bachelor's Degree, Psychology, 3.4 GPA
LIU Post 2009 — 2010
None, Liberal Arts and Sciences/Liberal Studies
Raja Ram's Financial Comfort Inc. Experience June 2011 - January 2013
Job Analyst, Inventory & Yield at Condé Nast
Industry Media Production
Experience
Condé Nast June 2015 - Present
ZenithOptimedia Group I The ROI Agency June 2014 - May 2015
Entertainment One January 2013 - August 2013
Financial Comfort Inc. June 2011 - January 2013
Gashouse Films June 2011 - August 2011
Avesta Capital Advisors June 2010 - December 2010
Skills
Quickbooks, Bloomberg, Microsoft Office, Celtx, Final Cut Pro, Accounting, Analysis, Leadership, Event Planning, Facebook, Film Production, Finance, Microsoft Excel, Payroll, PowerPoint, QuickBooks, Research, Teamwork, Video
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance, GPA: 3.646
Syracuse University - S.I Newhouse School of Public Communications 2010 — 2014
Television, Radio & Film, GPA: 3.646
Bronx High School of Science 2006 — 2010
Condé Nast June 2015 - Present
ZenithOptimedia Group I The ROI Agency June 2014 - May 2015
Entertainment One January 2013 - August 2013
Financial Comfort Inc. June 2011 - January 2013
Gashouse Films June 2011 - August 2011
Avesta Capital Advisors June 2010 - December 2010
Skills
Quickbooks, Bloomberg, Microsoft Office, Celtx, Final Cut Pro, Accounting, Analysis, Leadership, Event Planning, Facebook, Film Production, Finance, Microsoft Excel, Payroll, PowerPoint, QuickBooks, Research, Teamwork, Video
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance, GPA: 3.646
Syracuse University - S.I Newhouse School of Public Communications 2010 — 2014
Television, Radio & Film, GPA: 3.646
Bronx High School of Science 2006 — 2010
Arif Choudhury Arif Choudhury's Financial Comfort Inc. Experience January 2015 - Present
Job Staff Accountant at Financial Comfort Inc.
Industry Accounting
Experience
Financial Comfort Inc. January 2015 - Present
Endeavor Financial Services/Liberty Tax Service April 2003 - December 2014
Jackson Hewitt Tax Service/Nuzzo Financial Services January 2002 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Tax Preparation, Income Tax, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, QuickBooks, Budgets, Financial Accounting, Nonprofits, Bookkeeping, Management, Small Business, Creative Writing, Finance, Strategic Planning, Strategic Financial..., Teaching, Tax, Customer Service, Leadership Development, Leadership, Project Management, Mergers & Acquisitions, Accounts Payable, Payroll
Education
University of Illinois at Urbana-Champaign
Bachelor of Business Administration (B.B.A.)
Passed the Certified Public Accountant's Exam
Passed the Enrolled Agent's Exam
Bachelor of Business Administration (B.B.A.)
Financial Comfort Inc. January 2015 - Present
Endeavor Financial Services/Liberty Tax Service April 2003 - December 2014
Jackson Hewitt Tax Service/Nuzzo Financial Services January 2002 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Tax Preparation, Income Tax, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, QuickBooks, Budgets, Financial Accounting, Nonprofits, Bookkeeping, Management, Small Business, Creative Writing, Finance, Strategic Planning, Strategic Financial..., Teaching, Tax, Customer Service, Leadership Development, Leadership, Project Management, Mergers & Acquisitions, Accounts Payable, Payroll
Education
University of Illinois at Urbana-Champaign
Bachelor of Business Administration (B.B.A.)
Passed the Certified Public Accountant's Exam
Passed the Enrolled Agent's Exam
Bachelor of Business Administration (B.B.A.)
Elise Spellen's Financial Comfort Inc. Experience July 2013 - December 2013
Job Fixed Income RMBS and Structured Product Administration and Surveillance
Industry Financial Services
Experience
FINANCIAL COMFORT INC. July 2013 - December 2013
SOLOMON EDWARDS GROUP November 2012 - January 2013
FANNIE MAE January 2011 - December 2011
STATE FARM INSURANCE AGENCY February 2010 - December 2010
EVS ENTERPRISES July 2008 - December 2009
DELOITTE November 2005 - June 2008
ASSURED GUARANTY (Formerly FINANCIAL SECURITY ASSURANCE INC.) January 1995 - October 2005
Skills
Bloomberg, Securitization, Due Diligence, Risk Management, Structured Finance, Operational Due..., Operational Risk..., Modeling Skills, Risk Monitoring, Loss Reserving, Mortgage Banking, Mortgage Servicing, Risk Assessment, Internal Controls, Loss Mitigation, Management Due Diligence, Superior Client Service, Financial Analysis, Microsoft Excel, Lotus, SharePoint, Financial Risk, Client Services, Portfolio Management, Asset Management, Capital Markets, Banking
Education
NYU 2009 — 2009
Non-degree
Pace University 2009 — 2009
Non-degree program
Wheaton College (MA)
Bachelor of Arts
FINANCIAL COMFORT INC. July 2013 - December 2013
SOLOMON EDWARDS GROUP November 2012 - January 2013
FANNIE MAE January 2011 - December 2011
STATE FARM INSURANCE AGENCY February 2010 - December 2010
EVS ENTERPRISES July 2008 - December 2009
DELOITTE November 2005 - June 2008
ASSURED GUARANTY (Formerly FINANCIAL SECURITY ASSURANCE INC.) January 1995 - October 2005
Skills
Bloomberg, Securitization, Due Diligence, Risk Management, Structured Finance, Operational Due..., Operational Risk..., Modeling Skills, Risk Monitoring, Loss Reserving, Mortgage Banking, Mortgage Servicing, Risk Assessment, Internal Controls, Loss Mitigation, Management Due Diligence, Superior Client Service, Financial Analysis, Microsoft Excel, Lotus, SharePoint, Financial Risk, Client Services, Portfolio Management, Asset Management, Capital Markets, Banking
Education
NYU 2009 — 2009
Non-degree
Pace University 2009 — 2009
Non-degree program
Wheaton College (MA)
Bachelor of Arts
Reham Farid's Financial Comfort Inc. Experience March 2009 - May 2010
Job HR Manager at Daggerwing Group Inc
Industry Media Production
Experience
Daggerwing Group Inc September 2015 - Present
Lowe Profero August 2014 - July 2015
The Economist Group September 2011 - August 2014
CFO Publishing August 2010 - September 2011
Financial Comfort Inc. March 2009 - May 2010
Concepts In Staffing July 2008 - October 2008
Napier Partners January 2008 - July 2008
Skills
Recruiting, Onboarding, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Interviews, Internet Recruiting, Human Resources, Human Resource..., Temporary Placement, CRM, HR Policies, Screening Resumes, Executive Search, Contract Recruitment, HRIS, Screening, Talent Management, Recruitment Advertising, Employee Engagement, Personnel Management, Benefits Negotiation, Sourcing, Performance Management
Education
City University of New York-Brooklyn College 2003 — 2007
Business Management & Finance
Daggerwing Group Inc September 2015 - Present
Lowe Profero August 2014 - July 2015
The Economist Group September 2011 - August 2014
CFO Publishing August 2010 - September 2011
Financial Comfort Inc. March 2009 - May 2010
Concepts In Staffing July 2008 - October 2008
Napier Partners January 2008 - July 2008
Skills
Recruiting, Onboarding, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Interviews, Internet Recruiting, Human Resources, Human Resource..., Temporary Placement, CRM, HR Policies, Screening Resumes, Executive Search, Contract Recruitment, HRIS, Screening, Talent Management, Recruitment Advertising, Employee Engagement, Personnel Management, Benefits Negotiation, Sourcing, Performance Management
Education
City University of New York-Brooklyn College 2003 — 2007
Business Management & Finance
Sheddean Mullings, MS's Financial Comfort Inc. Experience April 2009 - July 2009
Job Accounts Payable Specialist at Five Points Partners
Industry Accounting
Experience
A&E Television January 2014 - January 2014
Five Points Partners February 2013 - October 2013
Robert A.M. Stern Architects January 2013 - January 2013
BFG Communications February 2011 - January 2012
Empire State Development 2012 - 2012
Elmhurst Dairy January 2010 - February 2010
George Smith Furniture Store November 2009 - December 2009
Financial Comfort Inc. April 2009 - July 2009
IGA Worldwide Inc October 2008 - December 2008
Century 21 Department Stores LLC November 2007 - October 2008
Skills
Accounts Payable, QuickBooks, Accounts Receivable, General Ledger, Invoicing, Bank Reconciliation, Journal Entries, Accruals, Microsoft Excel, Budgets, Microsoft Word, Great Plains Software, Sage, Expenses, PowerPoint, Account Reconciliation, Auditing, Vlookup, Pivot Tables
Education
Long Island University 2009 — 2011
Masters of Science, Accounting
Johnson & Wales University 2004 — 2007
Bachelors of Science, Accounting
A&E Television January 2014 - January 2014
Five Points Partners February 2013 - October 2013
Robert A.M. Stern Architects January 2013 - January 2013
BFG Communications February 2011 - January 2012
Empire State Development 2012 - 2012
Elmhurst Dairy January 2010 - February 2010
George Smith Furniture Store November 2009 - December 2009
Financial Comfort Inc. April 2009 - July 2009
IGA Worldwide Inc October 2008 - December 2008
Century 21 Department Stores LLC November 2007 - October 2008
Skills
Accounts Payable, QuickBooks, Accounts Receivable, General Ledger, Invoicing, Bank Reconciliation, Journal Entries, Accruals, Microsoft Excel, Budgets, Microsoft Word, Great Plains Software, Sage, Expenses, PowerPoint, Account Reconciliation, Auditing, Vlookup, Pivot Tables
Education
Long Island University 2009 — 2011
Masters of Science, Accounting
Johnson & Wales University 2004 — 2007
Bachelors of Science, Accounting
Ivette Olivo's Financial Comfort Inc. Experience February 2002 - September 2005
Job Office Manager/Bookeeper at Russell Friedman & Associates, LLP
Industry Law Practice
Experience
Russell Friedman & Associates, LLP April 2014 - Present
Friedman Harfenist Kraut & Perlstein January 2010 - Present
Randi and Randi, DDS January 2006 - December 2009
Financial Comfort Inc. February 2002 - September 2005
Skills
PowerPoint, Direct Mail, Outlook, Public Speaking, Event Planning, Contract Negotiation, Research, Microsoft Office, Leadership, Fundraising, Blogging, Higher Education, Sales Management, Marketing, Microsoft Word, Facebook, Social Media, Microsoft Excel, Nonprofits, Market Research, Community Outreach
Education
Adelphi University 2002 — 2003
Queens College 1973 — 1977
BA, Accounting and Finance
Russell Friedman & Associates, LLP April 2014 - Present
Friedman Harfenist Kraut & Perlstein January 2010 - Present
Randi and Randi, DDS January 2006 - December 2009
Financial Comfort Inc. February 2002 - September 2005
Skills
PowerPoint, Direct Mail, Outlook, Public Speaking, Event Planning, Contract Negotiation, Research, Microsoft Office, Leadership, Fundraising, Blogging, Higher Education, Sales Management, Marketing, Microsoft Word, Facebook, Social Media, Microsoft Excel, Nonprofits, Market Research, Community Outreach
Education
Adelphi University 2002 — 2003
Queens College 1973 — 1977
BA, Accounting and Finance