• Provide independent consulting services to small and mid-sized businesses on accounting, treasury, and financial reporting matters.
• Advise clients on complex GAAP accounting issues including foreign currency transactions, derivatives, revenue recognition, and lease accounting.
• Assist companies with month-end close processes, financial statement preparation, reconciliations, audit readiness, and fractional & interim controller services.
• Support internal control assessments and process improvements to enhance financial reporting accuracy and operational efficiency.
• Prepare technical accounting memos and documentation for external auditors and regulatory compliance.

• Managed all accounting and financial reporting for the company's global currency risk management and hedging program.
• Monitored daily foreign exchange trading activities, ensuring GAAP-compliant hedge accounting treatment.
• Prepared 10Q/10K footnote disclosures, monthly reconciliations, journal entries, and FX exposure analyses.
• Partnered with Treasury Finance and Trading teams to deliver monthly/quarterly hedging results and strategic projections.
• Strengthened compliance and control documentation, supporting successful external audits and internal reviews.

• Directed daily financial operations and supervised a team of 4 accounting staff.
• Presented financial reports to executive leadership, supporting data-driven strategic decisions.
• Led month-end close and analyzed monthly variances, enhancing forecasting accuracy.
• Reviewed customer contracts for revenue recognition compliance under ASC 606.

• Planned and executed audits and reviews for large and mid-sized private companies.
• Acted as primary engagement liaison, managing client communications and project timelines.
• Drafted technical accounting memos on revenue recognition (ASC 606), lease accounting (ASC 842), and PPP loan forgiveness.
• Mentored associates and ensured high-quality deliverables in accordance with GAAP and firm standards.

• Performed audits and reviews for privately held companies, focusing on risk-based auditing and internal control assessments.
• Developed tailored audit strategies based on risk profiles, resulting in more efficient engagements.
• Researched technical accounting matters and contributed to internal professional education initiatives.

• Evaluated internal controls and provided actionable recommendations to enhance operational efficiency and regulatory compliance.
• Conducted financial analyses to ensure covenant compliance and assess liquidity risk.