As the VP of Finance at Oceana Health, I have spearheaded the implementation of our Sage X3 ERP system, enhancing company-wide operational efficiency. I have strengthened financial leadership, refined budgeting processes, and improved business planning strategies. My role has also involved facilitating cross-functional collaborations to drive organizational success and foster a culture of continuous improvement.

Involved in various areas of the business including, but not limited to, general ledger management, internal controls, auditing, product cost analysis, ERP integration, setup, and instruction, month-end close, financial statement preparation and analysis, and overseeing physical inventory counts.

Oversee month-end close procedures and general ledger reconciliationCompile and analyze financial statements with management on a monthly basisEntrusted with the bulk of journal entries for accruals, adjustments, corrections, etc.Oversee product costing throughout production and the revenue cycle, verifying and correcting as needed

Brought on while in school to help with company-wide ERP software understanding and proceeded to learn various aspects of the accounting cycleInvolved in recording and monitoring various A/P and A/R transactions including billing and invoicing Reconciled and maintained General Ledger as well as A/P, A/R and inventory subledgersImplemented and oversaw company’s year-end physical inventory count for over ten locations across the U.S.Active in suggesting and creating both preventative and detective internal controls for multiple departments

● Handled day-to-day tasks and bookkeeping responsibilities for a running business● Became extremely proficient in QuickBooks● Maintained all accounts including A/P, A/R as well as various checking and credit card accounts● Organized vendor accounts and issued bill payments● Ran payroll for all employees● Paid payroll taxes payments bi-weekly and submitted quarterly tax payments in a timely manner● Reconciled credit card and bank statements● Organized Subcontractor insurance documents throughout the year and issue 1099s at year-end● Helped prepare Balance Sheet and Profit and Loss statements in QuickBooks by making journal entries for year-end tax returns