• I provide a variety of accounting and consulting services to individuals, small businesses and nonprofits.

• Controller over statutory entity requiring independent audits within large consolidated publicly traded company with accelerated filer requirements.• SOX control owner with responsibilities for identifying and documenting new controls as needed in rapidly changing technological environment.• Influencer of contractual negotiations within operational space and liaison to accounting executives for confirming technical conclusions reached prior to final contract signings.• Financial and compliance reporting owner subject to rapidly changing environment frequently requiring new or updated reporting deliverables, controls, and contractual arrangements.• Money Transmitter License Technical Lead responsible researching and documenting accounting conclusions around MTL and Money Movement Services related matters.• Responsible for deliverables to boards, executives, governmental institutions and various internal teams.• Takes ownership for growing staff and team as a whole, identifying opportunities for improvement, training and mentoring future leaders with the department.

• Coordinated with global accounting teams across all geographies worldwide to advance Partner Incentive Retail Centralization projects to improve efficiency and effectiveness of reporting and controls in partner incentive space.• Documented periodic financial model refresh processes for global team to standardize practices and improve efficiencies team as well as leveraging Business Process Outsourcing team. • Developed financial models to reconcile data across multiple internal systems in order to produce accurate estimates for monthly close processes. Successfully transitioned retail space for APAC (except GCR) and LATAM.• Trained teams across regions on new processes for close and implementing homogenous financial close methodologies consistent with globalization project scope.• Successfully transitioned responsibilities for implemented close processes to other members of internal team and trained replacement prior to end of contractual period between Robert Half and Microsoft.

• Active member of three-person executive team involved in day to day operations as well as strategic planning.• Supervised multiple departments including IT, Database, reception and Accounting to maintain daily workflows and execute on strategic priorities.• Took over additional departments, restructured, and responsible for over 50% increase in headcount reporting to the CFO position while creating synergies to improve efficiency in operations, effectiveness of outputs, and valuable improvements to overall bottom line of organization’s financials.• Developed annual budgets, reported actual results, analyzed and presented on financial details monthly to board and executive team.• Performed variety of day to day operations as needed from journal entry posting, to payroll processing, bank deposits and financial statement preparation.• Vendor management, review, and negotiation of costs for services across the organization.• Primarily responsible for negotiation and administration of company leases across all locations and equipment.• Responsible for overall organizational risk management including addressing policy needs, cyber-security requirements and insurance policies.• Lead company through annual audits by independent financial auditors, worker’s compensation reviews, and variety of government agency reviews.• Strategic focus on top and bottom line management growing organizational budget in excess of 50% in two years to over $12M. Increased average cash position of organization from $500K to $1.5M.• Responsible for evaluation and responses to all matters concerning contractual, legal, and IRS requests.• Fiduciary and plan administrator to organization’s 403(b) retirement plan.• Responsible for organizational tax filings variety of annual compliance and licensing requirements.• Formalized and documented organizational procure to pay policies, expense management, and applicable controls.

• Engagement management - Manage multiple engagements and teams ranging in size from 2-20 individuals from proposals through completion.• Business development - Attend a variety of conferences, work through draft proposals and attend pursuit meetings to demonstrate firm's value proposition.• Technical reviewer - Write and review technical memos and workpapers to support conclusions reached in accordance with applicable regulatory and standard-setting bodies as well as internal quality requirements.

• Project management - Actively managed engagements for new and continuing clients from all phases of planning through final issuance.• People Oriented - Mentored and provided formal and informal feedback to newer associates, fellow seniors, and management.• Office Involvement - Participated in recruiting, facilitated continuing education, lead office social events.~Industry focus: Real Estate, Financial Services, SEC work and large private clients~

• Internal network expansion - Focused on building internal network and developing connections to share internal referrals for multi-national clients and internal transfers between international affiliates• Knowledge driven - Focused on gaining hands-on experience in IFRS and understanding processes and documentation of work performed outside of the US GAAP.• Opportunistic innovator - Compared and contrasted management, leadership and culture of offices to offer best of both worlds in each. Provided feedback to leadership of both locations where opportunities for improvement may exist.

• Facilitated and organized events to raise chapter membership, improve active partcipation, and provide value to CalCPA members.

• Planning, executing and wrapping up audit engagements of financial statements.• Project management, staff development, upstream and downstream management to meet client expectations and firm quality standards.• Drafting of financial statements, AU-C 260 letters, recommendations to management.• Completing compliance and review projects.~Primary focus in Financial Services, Financial Institutions, Real Estate, Construction, Employee Benefit Plans~

• Industry Experience - Employee Benefit Plans, Financial Services, Healthcare, Higher Education, Construction, Real Estate, Technology, SEC Quarterly Reviews and S-1 Filings.• Areas of Responsibility - Client inquiries, internal control documentation, substantative analytical procedures, Audit Planning, Wrap-Up, Financial Issuance, mentoring peers and new staff, compliance testing.

• Assisted colleagues with reconciling payroll related inquiries• Discussed interpretation and provided resources related to company policies for colleagues• Documented cases and connected employees to proper individuals with specific expertise• Provided support for new hire and open enrollment

• Assisted high volume trust tax department with preparation of 1041 and 990 tax returns• Worked extensively with tax processing department to ensure client and IRS deadlines were met

• Provided IT support for graduate and doctoral professors Assisted with marketing efforts, and student enrollment process• Provided support for with accreditation process• Supported various special projects for doctorate publications

• Researched investment opportunities across diverse portfolio of financial products including mutual funds, options, REITS, stocks, and privately offered financial products for high net worth individuals.

• Researched loan products for prospective clients• High volume data entry and data mining• Developed and implemented marketing initiatives• Assisted with administrative activities and office management