● Advised global investment firm on Intuit Enterprise Suite capabilities from Intuit’s AI assist to
managing intercompany transactions for subsidiaries in the real estate & construction industries.
● Advised UK-based Private Equity firm on accounting software brand positioning; identified key
differentiators in target markets with accounting firms from solo to enterprise, increasing lead
generation by 15%.

● Optimized a multi-channel e-commerce client’s books in 5 business days by adding Shopify specific clearing accounts to track changes in customer receivables resulting in gross revenue of over $15,000 a month and $3,500 net profit.
● Guided a $50M pet food manufacturer on ASC 606 implementation as a 3rd party seller via Walmart Fulfillment Services, introducing new cost of goods metrics, and providing a software solution to integrate platform fees with NetSuite resulting in decreased manual accounting entries by over 80%.
● Served as a subject matter expert regarding economic nexus and sales tax reporting thresholds for pre-revenue and scaling e-commerce sellers resulting in over $10,000 in future business compliance and legal cost savings.

I founded a medical goods company selling medical cast protectors exclusively on Amazon.com. Responsible for all accounting, FP&A, supply chain, compliance and vendor relations for the company.

● Directed due diligence efforts using a proprietary methodology on potential e-commerce acquisitions valued at over $100,000 covering compliance, tax, internal controls and financial reporting.
● Pioneered new intercompany lending program for loan repayments to conserve company cash flow leading to $5,000 in interest cost savings and $10,000 in additional receivables income.
● Utilized targeted pay per click advertising to skyrocket companywide revenue via Amazon.com, Shopify, Facebook Marketplace and Walmart over 20-fold to $125,000 in gross sales covering the medical, arts and crafts and beauty care niches generating over $225,000 in lifetime sales.

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● Tested new fraud risk assessment methodology concerning compliance with various financial legislation concerning internal controls guidelines for the Managers Internal Control Program resulting in the fewest material misstatements across all agency component units.
● Produced quarterly financial statements involving over $10M of reconciled transactions each quarter, facilitating accurate financial reporting in accordance with ASC 606.
● Reconciled separately over $300,000 in accounts receivable transactions for quarterly financial statement elimination entries with reportable applicable disclosures, ensuring accurate reporting of monthly A/R aging reports.

● Created complimentary user entity control report in accordance with SSAE 18 documenting gaps in control testing concerning information assurance, root cause analysis, transaction reports and risk management systems leading to improved operations compliance.
● Crafted new standard operating procedures guide on travel for client personnel sponsored by 3rd parties ensuring compliance with client ethics guidelines.
● Drafted 3 footnotes concerning related party transactions in accordance with government accounting standards thereby preventing client from violating conflicts of interest statutes.

● Managed the entire invoicing and auditing processes for a $23M agency from payment processing and vendor engagement to internal controls and e-invoicing compliance.
● Reconciled $50,000 in monthly credit card statements for users based in 3 different regions.
● Led the Smart Pay 3 data integration project from Citibank to US Bank ensuring the seamless transition of personally identifiable information for over 125 users with travel and government purchase cards.

● Decreased lead time for contract deliverables from 25 days to 15 days ensuring expedited ACH payment by simplifying the compliance process between the program manager and the Prompt Payment Act.
● Resolved discrepancies in A/P resulting in a 25% reduction in reporting of non-sufficient funds entries on the monthly A/P aging statement by determining root causes of payments in arrears with management.
● Reconciled daily large invoice batches valued at over $500,000 for the Inspector General and other components of the United States Department of Health and Human Services for various clients.