Functional Skills
Change Management / Org Design
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation
HR Transformation
Compensation Strategy
Software Skills
Quickbooks
Xero
Netsuite
Adobe Premier Pro
Microsoft Office
Asana
Smartsheet
Microsoft Excel
Trello
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Consumer Goods
Financial Services
Manufacturing
Technology
Languages
Spanish
Big 4 Accounting
Top Consulting Firms
Experience
A Business Collective LLC
Other
Founder/Advisor
8/2014 - Present
Solid experience in start-up business practices and models, carrying out leadership roles and establishing practices that promote long term profitability and efficiency. Exposure to a broad range of industries and management styles, understanding best practices in operations and thought leadership processes of successful ventures. Continuous research and training on latest accounting technology changing the landscape of growth business
Kobu Beverages LLC
Corporate Strategy & Development
Head of People & Strategic Initiatives
6/2018 - 7/2020
Partnered with CEO on national expansion strategy and advised on potential implications resulting on a successful expansion to 10 new markets nationwide with minimal impact to home location. Thought partner and executor on Change Management initiatives for compensation and relocation.
Kobu Beverages LLC
Finance
CFO
6/2016 - 6/2018
Built and owned all aspects of Finance and People functions including but not limited to: Financial tracking platforms, Revenue and Expenses monitoring, Investor & Performance Reporting, Financial Planning & Analysis, and vendor management.
PricewaterhouseCoopers (PwC)
Accounting
Senior Associate
12/2014 - 6/2015
• Successfully led teams new and experienced associates to perform audit plan and analyzing business processes and industry data.
• Continuous research of industry trends and applicable regulatory standards to design testing procedures that mitigate risk and add value.
• Examination of accounting records that support financial information to perform test of balance sheet and income statement, using knowledge of business cycles
• Continuous research of industry trends and applicable regulatory standards to design testing procedures that mitigate risk and add value.
• Examination of accounting records that support financial information to perform test of balance sheet and income statement, using knowledge of business cycles
Columbia University
Finance
Manager Financial Operations & Compliance
4/2013 - 12/2014
• Responsible for overseeing operations for the University’s endowment and facilitate training, accounting activities and communications with different faculties and programs, legal counsel and university’s donors
• Implemented expense monitoring and reporting processes on approximately 1300 “endowment funded” schools, departments and programs of the university to ensure that donor stipulations were followed and agreed with governmental requirements and University’s accounting policy
• Implemented expense monitoring and reporting processes on approximately 1300 “endowment funded” schools, departments and programs of the university to ensure that donor stipulations were followed and agreed with governmental requirements and University’s accounting policy
KPMG
Accounting
Senior Audit Associate
1/2008 - 4/2013
Over 5 years providing independent audit of financial statements for Fortune 500 and mid-market companies . Successfully participated in over 20 audit engagements for a range of companies. Evaluated and tested client’s internal control design and business processes over financial information and reporting. Supervised teams (ranging from 1-4 staff team members) carrying out audit plan, budget and resource management.