Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation
Data Modeling
Data Visualization / Reports
Data Collection / Research
Communications
Regulatory Compliance

Software Skills

Microsoft Excel
Dropbox
Google Sheets
Quickbooks
Quickbooks Enterprise
Outlook
Microsoft Word
Microsoft PowerPoint
Microsoft Office
Remote Desktop Protocol

Certifications

CPACertified Public Accountant

Sector Experience

Agriculture
Financial Services
Healthcare
Manufacturing
Technology

Languages

English

Experience

Ghost Pepper Consulting, LLC Accounting
Accounting and Finance Consultant
3/2022 - Present
-Application of technical accounting standards with emphasis in lease accounting, complex debt and equity financings, business combinations, asset acquisitions, credit losses, and revenue recognition
-Development of training materials on new and existing accounting standards for public and private companies as well as accounting firms
-Chart of accounts revisions, conversion of accounting from cash to accrual, outsourced CFO responsibilities, and other project-based work in accounting and finance

D.C. Everest Area School District Finance
Director of Finance
2/2021 - 3/2022
-Supervised internal finance team consisting of accounts payable, payroll, and accounting manager
-Prepared and monitored annual budget with gross revenues and expenditures of ~$100M for D1 school district
-Ensured compliance with GASB accounting standards and external and internal accounting policies

Wipfli LLP Accounting
Audit Manager and Consultant
7/2015 - 2/2021
-Provided consulting services on lease accounting across all industries – 27 organizations serviced in FY2020
-Managed 2 to 6 audits ongoing simultaneously while working with staff remotely and in person
-Researched, understood, and applied new and forthcoming accounting guidance issued under FASB, GASB, and IASB
-Audited accounts receivable and settlements for hospitals, clinics, and various long-term care organizations in the states of Wisconsin, Minnesota, Michigan, and California
-Project manager for planning, fieldwork, and wrap up phases resulting in the preparation of audited financial statements and reports on agreed-upon procedures
-Assessed internal controls to identify weaknesses and provide suggestions for improvement
-Mentored staff accountants and interns by providing guidance on operations and hosting irregular training sessions on proper audit procedures, CPA exam preparation tips, and use of audit software and Microsoft Excel