Functional Skills

Project Management
Business Planning
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Accounting Software Implementation
ERP Implementation
Business Analytics
Accounting
Private Equity Investing
Strategic Planning

Software Skills

Infor Cloudsuite
Infor
Quickbooks
Quickbooks Enterprise
Microsoft Visio
Microsoft Office
Microsoft Excel
Microsoft Excel Macros

Certifications

CFECertified Fraud Examiner
CPACertified Public Accountant

Sector Experience

Business Services
Consumer Goods
Manufacturing
Media & Entertainment
Retail

Languages

English

Experience

KFN Accounting & Financial, LLC Accounting
Founder
4/2020 - Present
Assist start-ups and small to medium-sized businesses with outsourced CFO services, business strategy, operations, finance, and accounting services. Accounting, bookkeeping, and tax planning services. Developed and maintained business plans focused on the overall business objectives. Defined problems, collected data, established facts, and validated conclusions. Implemented software solutions to streamline practices, improve security, and increase performance.
Global Dog, Inc. Start-Up
Finance & Accounting Business Manager
1/2018 - 4/2022
Provided financial management oversight on all business projects. Established business operations and key metrics to support planning, forecasting, and reporting. Routinely managed cost controls, reconciliations, budgets, forecasts, cash flow reporting, and internal rate of return. Provided accurate timely recommendations to management for planned value-added initiatives. Performed ad hoc financial and economic analysis on various business projects as directed by the CEO.
Snapwag, LLC Start-Up
Finance & Operations Manager
1/2017 - 1/2018
Managed and reported all corporate finance and accounting functions, execution of operational change plans, and acquired talented team members.
Meticulously tracked and reported key metrics to determine project efficiencies and discover new initiatives worth executing.
Reported findings to CEO, planned operational changes to achieve optimal performance and developed new company-wide strategic growth strategies.
Infor, Inc Information Technology
Financial Software Consultant
8/2014 - 1/2017
Specialized in designing, testing, training, and implementing Infor’s Cloud-Suite Financial & Supply Chain Management software.
RSM, US LLP Management Consulting
Senior Associate - Financial Advisory Services
1/2011 - 8/2014
Specialized in providing support for complex litigation, damage quantifications, fraud investigations, forensic accounting, bankruptcy reorganization, and restructuring consulting services for counsel, corporations, and individuals.