Functional Skills
Financial Planning & Analysis (FP&A)
Languages
English
Spanish
Big 4 Accounting
Top Consulting Firms
Experience
EMS Consulting Services LLC
Accounting
Owner
3/2015 - Present
Outsourced CFO for startups and small businesses. Assist companies with financial reporting, bookkeeping, budgeting, , technical advisory (see above), accounting system implementation (primarily Quickbooks) and improvements to accounting operations. Also perform financial modeling, i.e. creating pro forma financial statements used in fundraising. Lastly, assist with other financial analyses for investor or management reporting.
CFGI LLC
Accounting
Senior Manager
3/2015 - 10/2018
Accounting consultant for small to midsize companies. Jobs include audit readiness, IPO readiness, accounting advisory (debt, equity, revenue recognition, leases, stock compensation, software, R&D, etc.), management reporting, and accounting operations
RBSM LLP
Accounting
Audit Manager
1/2013 - 3/2015
Mid-size audit firm focused on auditing OTC traded small companies and startups/small companies looking to be public one day. Large focus on business acquisitions, debt and equity financing. Industries including broker-dealers, consumer goods and professional services
PricewaterhouseCoopers (PwC)
Accounting
Senior
10/2008 - 1/2013
Auditing - primarily complex hedge funds and registered investment companies
From 2011 - 2013, senior accountant in M&A advisory group, specializing in financial due diligence across varying industries
From 2011 - 2013, senior accountant in M&A advisory group, specializing in financial due diligence across varying industries