- Oversee the accounting and HR teams and functions, with a focus on cash flow forecasting, financial planning and budget management.- Focusing on the automation of historically manual processes, including AR, AP and expense reporting.

Provide freelance bookkeeping and fractional CFO services to small business, with a focus on the brewery and restaurant space.

In my role as Controller at Saucy Brew Works, I oversaw comprehensive accounting functions, positioning the brewery for strategic growth and operational efficiency.- Financial Oversight: Directed all aspects of accounting operations, including the production of monthly financial statements and the reconciliation of key accounts such as cash, receivables, payables, fixed assets, and debt.- Process Improvement: Developed and implemented streamlined accounting processes and controls using QuickBooks, Ekos inventory management software, and the Toast xtraCHEF platform to automate AP and AR processing, along with daily sales entries from the POS system, significantly enhancing operational efficiency.- Regulatory Compliance and Reporting: Acted as the primary liaison for external audits and was responsible for filing financial statements with the SEC under Regulation Crowdfunding. Led financial discussions during quarterly investor calls, ensuring transparency and stakeholder engagement.- Financial Strategy and Funding: Successfully secured crucial funding through PPP-1, PPP-2, Employee Retention Tax Credits, and local funds during the COVID-19 shutdown, along with leading capital raising efforts through Regulation CF, raising over $1.7 million to support expansion plans.- Growth and Acquisition: Spearheaded the Mergers and Acquisitions function, notably completing the acquisition of Cartridge Brewing in December 2022 and Urban Meyer's Pint House in April 2024. Drove significant revenue growth, increasing revenue from $2.9 million in 2019 to over $17mm in 2024.- Budget Management: Managed cash flow forecasts and annual budgets, and conducted detailed monthly variance analysis to keep financial goals on track.- Human Resources Management: Oversaw day-to-day HR operations, including onboarding, payroll, and employee management, ensuring a high-performance team aligned with the company’s growth.

As an Audit Manager at Grant Thornton, I led significant audit engagements across diverse industries, both domestically and internationally, with a focus on maintaining the highest standards of professional integrity and compliance. My role involved strategic oversight of audit processes, including extensive collaboration with international teams in the UK, Netherlands, China, and Australia. Key responsibilities and achievements include:- Leadership and Team Management: Direct a team of up to 25 auditors, with a focus on maximizing team performance and maintaining high engagement in high-pressure environments. Managed total audit fees of $2.5mm in my final fiscal year with the firm. - Global Collaboration: Facilitated seamless global audit operations by ensuring synchronized practices and effective communication across teams located in the UK, Netherlands, China, India and Australia, enhancing our firm’s ability to deliver tailored and efficient audit solutions to multinational clients.- Client Engagement and Satisfaction: Managed a diverse client portfolio, primarily in the manufacturing industry, consistently delivering high-quality service and meticulous attention to detail. Conducted meetings with CFOs and Audit Committees, adeptly handling complex audit findings and fostering robust client relationships.- Audit and Compliance Expertise: Oversaw the full audit lifecycle, ensuring strict adherence to GAAP, IFRS, and localized standards, while also spearheading initiatives that reduced audit cycle times by focusing on the material issues. - Professional Development and Knowledge Sharing: Regularly participated in and contributed to Grant Thornton's professional development programs, including teaching national first-year training for 3 years, while staying abreast of global auditing standards and practices.