• Scaled accounting and finance operations for high-growth eComm company ($0-$64M in rev in 15 months)• Led early-stage SAAS clients through annual Big 4 audits• Identified revenue growth opportunity of $1.2M ARR for subscription based eComm company• Developed cost-reduction strategies for clients during the pandemic to preserve cash flow• Identified and applied for tax credits and loans available to clients impacted by COVID-19 pandemic• Implemented monthly inventory reporting processes for over $250k in inventory, including WIP and international production• Onboarded new Accounting and Finance clients, ensuring an efficient and effective start to our services• Managing multiple accounting staff, reviewing their work in Accounts Receivable (AR), Account Payable (AP), banking, internal controls, payroll, and month-end close procedures• Reviewing legal, professional, insurance, and lease agreements to identify and mitigate risk• Performing monthly reviews of General Ledger, Balance Sheet, Profit and Loss, and Cash Flow statements ensuring adherence to GAAP, with an attention to detail and accuracy• Preparing monthly financial summaries for multiple clients, as well as developing forecasts, budgets, analyses, and providing insights for improved performance• Consolidated financial statements for multiple entities, including international subsidiaries and foreign currencies

• Improving visibility and accuracy of revenue recognition and revenue deferral systems, while automating and integrating revenue recognition with financial reporting tools• Efficiently reduced monthly close procedures from 10 business days to 3 business days by leveragingprocess automation techniques, while ensuring accuracy and consistency across multiple systems• Managing 2 accounting team members, while overseeing their responsibilities in AR, AP, and sales orderprocessing, banking deposits and transfers, and daily tasks• Implemented sales tax platform with SaaS subscription management platform, Zuora—including businessregistrations in 19 states. Developed weekly and monthly reconciliations to ensure accuracy and timelyfiling of sales tax• Transitioned to and implemented new payroll and HR management software while ensuring the appropriate and secure handling of confidential employee and company data• Improving data integrity and providing financial reporting for executives and investors, as well asdeveloping models to understand historical performance and more accurate forecasting to maximizecompany and individual performance• Overseeing 20,000+ software subscriptions orders, and ensuring appropriate revenue recognition fordeferred and immediate sales of SaaS, hardware, and service contracts• Nurturing and building client relationships through conflict resolution and customer service focused on customer retention

• Providing financial reporting and analyses for executive team and directors to assist in policy changes and drive performance through appropriate sales incentives• Conducting and overseeing onboarding and cross-training of accounting and HR specialists, while tracking monthly team efficiency and timeliness of tasks performed• Optimizing administrative processes to increase inter-departmental communication and eliminating inefficiencies using lean principles• Administering payroll management, medical and retirement benefits (including open enrollment), state and federal tax filings, and audit preparedness and compliance• Administrating and developing internal CRM/ERP to provide business analytics to all departments, and streamlining expense reporting and reimbursement• Automating reporting schedules to provide directors and executive team with organized business metrics, including Income, ROI Forecasting, Cost Management, and Growth potential• Working with department leaders for annual and monthly budgeting procedures, as well as budget review and analysis• Managing daily cash flow needs and transfers across multiple entities, including debt/receivables collection• Accruing and allocating shared monthly expenditures through journal entries• Screening potential new customers for credit and payment terms• Sharing responsibility with Controller to review and analyze Profit and Loss Statement to identify variances and inconsistencies• Invoicing clients and structuring payment agreements for delinquent accounts• Structuring compensation plans and calculating bonus incentives for sales staff, including projecting best to worst-case scenarios• Forecasting revenue using drivers such as bill rates, billable hours, and utilization• Developing and maintaining client relationship with positive customer service interactions• Marketing and Retention Committee representative

• Analyzed, contested, and paid real estate and personal property taxes, and operating expenses for over 2,000 properties, while studying annual trends• Interpreted lease agreements for landlord and tenant responsibilities for all retail, business, and storage facilities, while managing landlord-tenant relationships• Provided management with team weekly and monthly performance metrics• Querying Oracle Business Intelligence (OBI) for financial entries and balances• Validated data accuracy throughout Lucernex implementation and development• Reconciled all real estate accrual and allocation accounts on a monthly basis

• Planned and conducted audits for Government and Real Estate investment clients• Tested Discounted Cash Flow valuations for investment properties• Analyzed the reasonable assurance of municipal investment valuations• Developed client relationships through effective communication and professionalism with management and executives