Built and manage team of four to perform monthly, quarterly, and annual closes in order to produce consolidated GAAP Financial Statements and tax returns for clientele in SaaS and Medical Devices, among others. Function as the controller for these clients and implement accounting policies and systems of internal control, adjusting as the companies scale. Performed asset valuation and produced pro-forma financial statements for a commercial real estate development project, working closely with the developer to create materials for investors. Cross-functionally collaborate with C-level executives and managers to perform financial and variance analysis, refine operations and procedures, review and implement software, support projects, and prepare ad-hoc reports. Review our firm’s internal software and technology, reporting to the CEO and proposing updates as required.

Produced multi-national, multi-currency consolidated GAAP Financial Statements for prominent, Emmy award winning VFX studio. Functioned as the controller for this client, implemented internal controls, ran payroll and managed benefits, liaised with independent auditors and prepared schedules for annual audit, and worked closely with the executives to produce specialized cash flow reports for satisfaction of loan covenants. Performed month end close (journal entries, accruals, reconciliations) for clients in various industries. Managed AP and AR for various clients. Prepared tax returns for partnerships, corporations, non-profits, and individuals.

Produced monthly financial statements for presentation to the board of a Non-Profit. Supported management in creation of the annual budget. Managed accounts payable, cash collections, and performed bank reconciliations.

Created financial plans for individuals and families to help them meet their financial goals. Assisted employers in setting up 401(k)s, health insurance, and other benefits plans.