International Staffing Agency 8mo Project 7/2024 – 3/2025
● • Working with the tax team to manage the implementation of a new customized payroll tool, external tax management tools and integration in GP.
• Problem solving coding issues between ML's (Linux / Oracle) for Bullhorn, Green Shades and Avionte.
• Payroll tax report testing and coding from Avionte to Green Shades within Master Tax.
• Responsibilities: Project Management, Software implementation, workflow design, SOP builds, training, data validation requirements, payroll and tax liability management, documentation management.
• Tools: MS Office, Visio, Smart Sheets, ADP, Master Tax, Green Shades, Avionte, Bullhorn, MS Dynamics

High End Cowboy Boot Start Up 1 Year Project 2/2024 – 2/2025
● • Working with C-Suite to streamline financials.
• Assist the COO in the application of rebuild for NS and new tools with finance tie back.
• Brought in a team to manage the daily Controller tasks.
• Managed a Team of 5.
• Responsibilities: Project management, Software implementation, 3rd Party Audit, License Management, Inventory Management, Tax Management, Investment Management, Workflow Design, Warehouse Management, Aged AR Recons & Collections,
● KYC Implementation, Month End, Reporting Management, Payroll Management, Logistics Management, Factoring Management
• Tools: NetSuite, Shopify, QBO, Avalara, Tipalti, Slack, Google Suite, Smart Warehouse, Brex, Rippling, Bill.com

• Working with the new Corp Controller to improve the use of current systems in NetSuite.
• Train staff in new systems to include bringing in a new Offshore team for support.
• Partnering with the new Finance Director on systems improvements and optimization of key applications for cost efficiency.
• Working to restructure NS, as it was poorly implemented, and all new setups are required across all internal mapping, system access and tools.
• Responsibilities: Program Management, Multi Year Bank Rec, Software Use Management, Software Implementation, Training, SOP Build, Data Scrub, Document Management, 3rd Party Audit, Commission Management, Revenue Recognition, Deferred Revenue, MRR/ARR
• Tools: Oracle, NetSuite, Tiplati NetSuite Comms, MS Office, Visio, HubSpot, Concur

Working with the new CFO to streamline controls and accounting operations in QBO.
• Training offshore team on accounting SOPs for Day-to-Day activities in Ordway.
• Assisting in the close out of 2-year audit and Avalara clean up.
• Streamlining multiple API tools for the accounting and sales team.
o Responsibilities: API Integration, Software Integration, Data Scrub, Workflow Design, SOP Build, Training, 3rd party Audit, Document Management, Tax Management, Fixed Asset Management, Month End, Reporting Management, Revenue Recognition, Deferred Revenue, MRR/ ARR, Commission Management
o Tools: QBO, Ordway, Avalara, HubSpot, SQL, MS Office, SharePoint, Monday, Rippling, Bill.com

Managed the transition from 3rd Party Ops to In-House.
• 5 years of aged AR reconciliation and collection (1MM+) in Xero, QBO and DEAR.
• 3 years of foreign tax reconciliation.
• Developed new payment methods and portals to bring aged AR, both Foreign and Domestic current.
• Built out new accounting system in QBO for live data management and BI.
• Completed Inventory management in DEAR for prior years.
• Managed a Team of 10
o Responsibilities: Program Management, 3rd Party Audit, Inventory Management, Warehouse Management, Aged AR Recon & Collections, Foreign Tax Management, AR Restructuring, Workflow, Factoring Management, Sop Build, Software Implementation, Credit Management, KYC Implementation, Payroll Management, Logistics Management
o Tools: QBO, XERO, DEAR, Power Bi, Cin7, MS Office, Monday, QB Payroll, Bill.com

PM transition from acquisition QB Desktop to NetSuite.
• Trained existing team on new SOX processes.
• Trained new staff on existing processes in QB Desktop.
• Oversaw the acquisition and merger of 3 separate entities.
o Responsibilities: Program Manager, Software Implementation, Month End, Document Management, Workflow Design, Training, SOP Build, Reporting Management, Commission Management, Revenue Recognition, Deferred Revenue, MRR/ ARR, Fixed Asset Management, SOX Management, Interco Management, Payroll Management, M&A Management
o Tools: QB Enterprise, NetSuite, MS Office, SharePoint, Concur, Visio

100+ year Old Community Based Nonprofit 4 YR Term 2/2019-2/2023
● • PM restructured the accounting process and converted from QB Desktop to QBO
• PM implemented MIP integration for 2 locations, with additional modules to include: Procurement, GASB, Workflow, Forms, Grants
• Responsible for reconciling prior year taxes, audits, and state contracts.
• Manages the state contracts for admin and preschool programs in Procare and MIP.
• Manages 2 teams with over 15 individuals
• Responsibilities: Portfolio Manager, Software Implementation, Software Integration, 3rd Party Audit, Workflow Design, SOP Build, Fundraising Management, Non-Profit Accounting, Document Management, Data Scrub, Database Management, Training, Revenue Recognition, Deferred Revenue, Govt Funding Management, Reporting Management, Payroll Management, Tax Management, Educational Facilities Management
• Tools: QB Enterprise, QBO, QB Time, QB Payroll, Procare, MIP, Bill.com, MS Office, ADP, Square, Shopify

Petro-chemical Terminaling and Storage Company 3 YR Contract 1/2019-2/2022
● • Developed process and procedure for M&A of new entity with existing.
• Worked with the Data Room team to build internal and external data rooms.
• Mapped support for audit with decades old files.
• Brought more than 75 licenses and permits current through process with M&A. Worked directly with Federal, State and National organizations to provide documentation and reporting for mult-year cleanup.
• Prepared a 2-year payroll and benefit audit for the Union
• Managed a team of 8.
• Responsibilities: Program Management, M&A Management, Data Scrub, Data Room Management, Software Implementation, License Management, Tax Management, Interco Management, Fixed Asset Management, Workflow Design, SOP Build, Training, Document Management, Payroll Management, 3rd Party Audit, KYC Implementation, Security Clearance, Revenue Recognition, Deferred Revenue
• Tools: SAP, QBO, ADP, MS Office, Smart Sheet, Visio, MS Dyna

• Responsible for developing process and procedure guidelines through finalizing acquisition admin.
• PM conversion of software from MAS 90 to JD Edwards
• Managed 3 teams of 32 individuals
• Responsibilities: Project Manager, Commission Management, Inventory Management, 3rd Party Audit, M&A Audit, Software Implementation, Month End, Reporting Management, Cost Accounting
• Tools: MAS 90, JD Edwards, MS Office

Environmental Degassing and Water Treatment Co 15 MO Contract 6/2017-9/2018
● • Developed Engineering project costing process, analysis, accounting and procedure for New Tesla, Golden State Warrior, and Oklahoma Water resource facilities.
• Streamlined AR process to minimize month end close from 3 weeks to 5 days.
• Worked with Salesforce and IT personnel to establish norms for job and reporting tickets.
• Developed several reporting matrices to create transparency across divisions.
• Updated QB Enterprise to integrate with Salesforce, Concur, Expensify, ADP
• Managed 8 teams ofmore than 50 individuals
• Responsibilities: Project Management, Software Integration, Contract Management, Cost Accounting, Reporting Management, Month End, Tax Management, Foreign Tax Management, KYC Implementation, Security Clearance, Commission Management
• Tools: QB Enterprise, SalesForce, Concur, Expensify, ADP