Wendi Mistretta
About Wendi Mistretta
Wendi Mistretta is a Senior Financial Analyst with extensive experience in financial management and analysis, currently working at AccuVein Inc. since 2015. She has held similar roles at companies such as SYMBOL TECHNOLOGIES, INC., Orbital ATK, and Cushman & Wakefield, and holds an MBA from Long Island University and a BBA from Dowling College.
Work at AccuVein
Wendi Mistretta has been employed at AccuVein Inc. as a Senior Financial Analyst since 2015. In this role, she is responsible for analyzing operating results and identifying key financial issues that require attention. She prepares monthly financial packages for board members, the CEO, and the CFO, ensuring that critical financial information is communicated effectively. Additionally, she supports the preparation and review of the company's operating plan, annual budget, and financial forecasting. Mistretta also initiates daily bank transfers to vendors and reviews requests for purchase orders.
Previous Experience in Financial Analysis
Prior to her current position, Wendi Mistretta worked as a Senior Financial Analyst at Orbital ATK from 2005 to 2007. Before that, she held the same title at SYMBOL TECHNOLOGIES, INC. from 1998 to 2005. In these roles, she developed her expertise in financial analysis and management, contributing to the financial operations of both companies. Her experience spans over a decade in senior financial analyst positions, where she honed her skills in financial reporting and analysis.
Education and Expertise
Wendi Mistretta earned her Master of Business Administration (MBA) in Management from Long Island University, completing her studies from 2000 to 2003. She also holds a Bachelor of Business Administration (BBA) in Accounting from Dowling College, which she completed from 1987 to 1991. Her educational background provides a solid foundation for her work in financial analysis and accounting. Mistretta possesses advanced skills in Excel, including pivot tables and v-lookups, which are essential for her analytical tasks.
Background in Accounting
Before transitioning to financial analysis, Wendi Mistretta worked as a Senior Accountant at Cushman & Wakefield from 1994 to 1998. This role allowed her to gain valuable experience in accounting practices and financial reporting. Her background in accounting complements her financial analysis skills, enabling her to reconcile monthly bank statements and manage daily receivables effectively.
Sales Tax Compliance Responsibilities
In her current role at AccuVein, Wendi Mistretta acts as the primary liaison for sales tax compliance. This responsibility involves ensuring that the company adheres to all relevant sales tax regulations and requirements. Mistretta's expertise in this area is crucial for maintaining the company's financial integrity and compliance with tax laws.