Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Financial Statement Preparation
Benchmarking
Compensation Strategy
Accounting
Accounting Software Implementation
Operations Management
Organizational Behavior

Software Skills

Quickbooks
Sage Business Cloud X3
Xero
Sage 300
Sage Intacct
ADP
Microsoft Excel

Sector Experience

Business Services
Industrials
Manufacturing
Real Estate
Retail

Languages

English

Experience

Upsourced Accounting Finance
CFO
9/2021 - Present
I am an outsourced CFO for marketing & design agencies and PR firms. This includes budgeting and forecasting, converting books to true GAAP accounting, and owning the accounting process. I oversee a team of accountants that reconcile accounts, prepare financial statements, and monthly closes for our clients.
Public Accounting Accounting
Outsourced CFO
6/2017 - 9/2021
I worked as an outsourced CFO and controller for companies in the industries of real estate, manufacturing, construction, and professional services.