Functional Skills

Business Planning
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation

Software Skills

Sage 300
Sage Intacct
Quickbooks
Quickbooks Enterprise
Netsuite

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Financial Services

Languages

English

Experience

Three Patriot Development Other
Contract CFO / Acquisition Manager
1/2020 - Present
o Prepare Proforma financials on various projects.

o Perform analysis and profitability ratios on potential projects.

o Analyze construction costs and manage vendor pay.

o Meet with potential investors to discuss proforma and potential ROI.
Shop Talulah Other
Contract CFO
11/2018 - Present
o E commerce accounting/finance management.

o Inventory Audits/ad-hoc reporting.

o Tax filings and management.

o Sales Tax Filings and oversight for several states.
OSMEAC Solutions Other
Contract CFO
8/2018 - Present
o Oversee all accounting and finance operations for several companies at a time in varying industries.

o Ad-hoc reporting and analysis as needed.

o Preparation of period end financials and reporting of KPIs.

o Prepare all tax filings for state/local and federal as needed (to include sales tax).

o Maintain constant and clear communication with clients.

o Perform various project related tasks such as accounting system (ERP) implementations.