Functional Skills
Financial Modeling
Forecasting / Projections
Accounting Software Implementation
Sales Force Effectiveness
Process Design / Re-engineering
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Netsuite
Certifications
CPACertified Public Accountant
Sector Experience
Consumer Goods
Financial Services
Industrials
Media & Entertainment
Retail
Experience
Financial Services
Accounting
Fractional Controller/Interim Controller
2/2020 - Present
Worked with small business start-up clients to develop their accounting policies and procedures, produce monthly financial statements, and develop budget and forecast models. Industries include: cryptocurrency, real estate, food and beverage, manufacturing.
Advertising
Accounting
Controller
2/2018 - 9/2022
Implemented the structure of the accounting and finance team within the organization, executed company wide policies and procedures, streamlined month end reporting, developed budget and forecast models, as well as cash management. Responsible for sales tax reporting, and working directly with an outsourced tax firm to estimate state and federal income tax. Direct management of three employees. Key Responsibilities:
●Maximizes return on assets by establishing financial policies and procedures
●Guides financial decisions by monitoring and enforcing policies and procedures
●Maximizes return and limits risk on cash by reviewing bank balances and making investments
●Prepares budgets by analyzing financial data; recommending plans
●Provides status of financial condition by reporting financial data
●Complies with federal, state, and local legal requirements by studying existing and new legislation, anticipating future legislation, enforcing adherence to requirements, filing financial r
●Maximizes return on assets by establishing financial policies and procedures
●Guides financial decisions by monitoring and enforcing policies and procedures
●Maximizes return and limits risk on cash by reviewing bank balances and making investments
●Prepares budgets by analyzing financial data; recommending plans
●Provides status of financial condition by reporting financial data
●Complies with federal, state, and local legal requirements by studying existing and new legislation, anticipating future legislation, enforcing adherence to requirements, filing financial r
Aerospace
Accounting
Assistant Controller
1/2015 - 1/2018
Responsible for month end close at the plant level, monthly reporting at the plant level, and consolidating at the corporate/parent company. Budget analysis, quarterly forecasting, and assisting in yearly budget preparation. Responsible for internal and external audit. Treasury & risk management functions as needed. Direct management of two employees, indirect management of four employees. Key Responsibilities:
●Review, approve, and post monthly, quarterly, and yearly journal entries, accounts payable and receivable transactions
●Review and analyze overall cost and labor for internal service orders as well as customer orders, as needed
●Prepare monthly trial balance and financial statements; review results and report to corporate/parent company
●Assist with internal and external audits
●Review and analyze inventory purchases and levels; provide explanations for variances to management
●Prepare quarterly forecast and annual budgets, including adopting a review of fixed assets acro
●Review, approve, and post monthly, quarterly, and yearly journal entries, accounts payable and receivable transactions
●Review and analyze overall cost and labor for internal service orders as well as customer orders, as needed
●Prepare monthly trial balance and financial statements; review results and report to corporate/parent company
●Assist with internal and external audits
●Review and analyze inventory purchases and levels; provide explanations for variances to management
●Prepare quarterly forecast and annual budgets, including adopting a review of fixed assets acro
Catering
Accounting
Lead Senior Accountant
4/2013 - 1/2015
Responsible for month end close procedures and reporting for several different entities, including Solutions and Retail. Assist with internal and external audit, working capital trending reporting, consolidated financial reporting, and other responsibilities as needed. Direct management of three employees. Key Responsibilities:
●Perform financial accounting and analysis support for various entries
●Post monthly, quarterly, and yearly journal entries and adjustments
●Assist with internal and external audits
●Analyze, reconcile, and review balance sheet accounts for multiple entities
●Prepare intercompany reconciliation and any necessary entries monthly
●Assist with monthly forecast and annual budgets for multiple entities
●Document process flow and accounting policies and procedures for growing entities
●Perform financial accounting and analysis support for various entries
●Post monthly, quarterly, and yearly journal entries and adjustments
●Assist with internal and external audits
●Analyze, reconcile, and review balance sheet accounts for multiple entities
●Prepare intercompany reconciliation and any necessary entries monthly
●Assist with monthly forecast and annual budgets for multiple entities
●Document process flow and accounting policies and procedures for growing entities
MANUFACTURING
Accounting
Accountant II
1/2012 - 4/2013
Assist in financial audits for the A/R team, G/L, and A/R accounting in accordance with GAAP standards. Manage external relationships with customers as well as foreign entities within the Weir brand. Key Responsibilities:
●Maintain customer accounts for the top 10 Weir SPM customers. Coordinate with sales staff and other departments to ensure invoicing is correct.
●Prepare sales tax reports for the state. Serve as the point of contact for all sales tax related questions within the organization.
●Assist with annual audit with external auditors, conduct various audit procedures
●Various accounting functions as needed for Weir Mesa, a subsidiary of Weir Group, including payroll, G/L, A/R, and assisting with A/P as needed.
●Analyze information in order to prepare monthly G/L entries.
●Reconcile key cash accounts, A/R accounts, and intercompany accounts monthly.
●Review and analyze cost (labor and materials) for many of the products manufactured by the company. Involved in process im
●Maintain customer accounts for the top 10 Weir SPM customers. Coordinate with sales staff and other departments to ensure invoicing is correct.
●Prepare sales tax reports for the state. Serve as the point of contact for all sales tax related questions within the organization.
●Assist with annual audit with external auditors, conduct various audit procedures
●Various accounting functions as needed for Weir Mesa, a subsidiary of Weir Group, including payroll, G/L, A/R, and assisting with A/P as needed.
●Analyze information in order to prepare monthly G/L entries.
●Reconcile key cash accounts, A/R accounts, and intercompany accounts monthly.
●Review and analyze cost (labor and materials) for many of the products manufactured by the company. Involved in process im