Functional Skills
Project Management
Data Analysis
Investor Relations
Budgeting
Tax Preparation
Enterprise Report Management (ERM)
Strategic Planning
Accounting
Business Development
Communications
Performance Management
Risk Management
Regulatory Compliance
E-commerce Implementation
Accounting Software Implementation
Software Skills
SAP
SAP Business One
Salesforce Service Cloud
Salesforce Sales Cloud
Salesforce Marketing Cloud
Sage Intacct
Sage 300
Quickbooks
Quickbooks Enterprise
Project44
Outlook
Oracle SCM Cloud
Oracle Database
Oracle Financials Cloud
Oracle CRM
Sector Experience
Business Services
Healthcare
Manufacturing
Transportation & Logistics
Travel & Hospitality
Languages
English
Notable Clients
Honda Motors
Honeywell International
Otis Worldwide
Experience
Go Virtual Executive LLC (GVE)
Accounting
CFO Advisor
10/2022 - 7/2024
Collaborated with small, medium, and large domestic and international enterprises, encompassing non-profit and ecommerce establishments, as well as large corporations with cold/dry warehouses and distribution centers. Collaborated with CFOs, senior leaders, finance teams, and investors
Go Virtual Executive, LLC (GVE)
Accounting
Forensic Accountant
11/2015 - 7/2024
Involved in a wide array of cases, covering corporate, institutional, healthcare, mortgage, securities, and commodities fraud. Additionally, my expertise extends to counterintelligence, counterterrorism, cybercrime, organized crime, public corruption, and investigations pertaining to violent crime. Investigate -Examine financial records and documents to ascertain
• potential illicit activities, such as fraud, embezzlement, or misappropriation, that may pose financial risk to the company. Analyze - Assessing transactions and accounting records to uncover
• potential illicit activities, such as fraud, embezzlement, or misappropriation, that may pose financial risk to the company. Analyze - Assessing transactions and accounting records to uncover
Go Virtual Executive, LLC (GVE)
Accounting
Cost Accountant
11/2015 - 7/2024
Responsible for evaluating business expenses and creating efficient budget plans for their employer, their responsibilities include reviewing financial records, researching market rates for key business costs, and adjusting the company ledger to accurately reflect balance sheets.
• -Advising executives and upper management on appropriate costing based on financial data. Assisting other company accountants with invoicing and capital expenditure. Conducting cost-volume-profit (CVP) analysis, including for small businesses. Recommending changes to the company's processes and policies to reduce costs and maximize profit. Collecting and analyzing data on a company's operational costs Determining costs of business processes such as administration, labor, shipping, etc. Perform account reconciliations.
• -Advising executives and upper management on appropriate costing based on financial data. Assisting other company accountants with invoicing and capital expenditure. Conducting cost-volume-profit (CVP) analysis, including for small businesses. Recommending changes to the company's processes and policies to reduce costs and maximize profit. Collecting and analyzing data on a company's operational costs Determining costs of business processes such as administration, labor, shipping, etc. Perform account reconciliations.
Go Virtual Executive, LLC (GVE)
Data Science / Analytics
Economist
1/2005 - 7/2024
Examine historical trends and utilize specialized software to generate forecasts through thorough analysis of data. The specific focus of the research may vary according to the employer's industry. Investigate the correlation between a society's resources and its productivity, applying these insights to influence policies and offer financial guidance. Research and Monitor Economic Trends - Analyze large amounts of
• data and statistics, including market trends, to identify patterns and predict future developments. Create Models - Use statistical models and other indicators to forecast economic and financial conditions. Evaluate Issues - Evaluate issues related to monetary and fiscal policy and may design company policies to solve problems. Prepare Reports - Create economic reports for executives and professional presentations. Advise Businesses - Present research results in reports, tables, and charts; interpret and forecast market trends; and advise businesses.
• data and statistics, including market trends, to identify patterns and predict future developments. Create Models - Use statistical models and other indicators to forecast economic and financial conditions. Evaluate Issues - Evaluate issues related to monetary and fiscal policy and may design company policies to solve problems. Prepare Reports - Create economic reports for executives and professional presentations. Advise Businesses - Present research results in reports, tables, and charts; interpret and forecast market trends; and advise businesses.
Go Virtual Executive, LLC (GVE)
Accounting
Investment Consultant
1/2005 - 7/2024
Empowering investors with tailored investment products, strategic advice, and comprehensive planning. Investment consultants conduct thorough analysis to craft personalized investment strategies, guiding clients towards fulfilling their aspirations and realizing their financial ambitions. Collaborating with clients to discern their unique investment
Go Virtual Executive, LLC (GVE)
Accounting
Senior Tax Accountant
1/2005 - 7/2024
Responsible for the review of individual, trust, partnership, and corporate tax returns, as well as the development and supervision of staff, preparation of more complex tax returns, and management of client relationships. Review tax returns prepared by staff, providing recommendations
Randstad USA - Americold Logistics
Accounting
Senior Sales & Use Tax Analyst (4-Month Contract)
10/2023 - 2/2024
Supporting indirect tax compliance, reporting, research, consulting, planning, and integration activities is a key responsibility. Close and proactive collaboration with a wide range of clients is essential.