Technology-based health care solutions - Report to the Chief Operating Officer.• Developed long term incentive plan for key employees – Phantom Stock.• In-house accounting transition away from TPA.• Budget preparation• Corporate credit card program roll-out• Wind down accounting function of business exit.

Data-driven marketing analytics – professional services. Led a staff of three and reported to the Chief Financial Officer.• Oversaw all aspects of accounting with $30M in annual revenues• Collaborated with third party firms during annual tax and compilation preparation.• US and Canadian sales tax compliance research with third party consultants• Annual general liability, workers comp, and cyber insurance renewal• Sage Intacct system administration.• ASC 842 lease accounting implementation

Cloud based software and professional services– commercial insurance. Reported to the Chief Financial Officer.• Retained subsequent to the April 2021 sale of Instec to Insurity, LLC.• Accounting integration with the Buyer • Collaborated with Buyer’s Controller for the SBA PPP audit• Implementation of new accounting pronouncement ASC 606

Cloud-based software and professional services (ESOP) – commercial insurance, sold after several years of robust growth.• Promoted to Controller after 2 years• Annual revenues grew from $17M when joining, to $32M• Headed all aspects of accounting and finance reporting to the CEO.• Led a staff of two.• Implemented web-based solutions ADP Workforce Now, and Upland PSA, resulting in annual wage savings of over $170K, dramatically increased budget accuracy, & enhanced financial analytics & reporting.• Managed month-end close and financial statement preparation adhering to GAAP.• Prepared annual budget and the presentation to the Instec Board of Directors.• Supported various efforts including facility lease renewal, annual benefits renewals, non-qualified deferred compensation roll-out, ESOP releverage, and annual stock valuation.• Served as financial audit liaison with no adverse findings.• Applied for $3.9M of SBA PPP loan proceeds and later achieved 100% forgiveness.• Led the financial portion of due diligence & quality of earnings resulting in the sale of Instec.Accounting Manager (Instec) Oct 2012 – Oct 2014• Reported to the VP of Finance.• Oversaw general ledger journal entry postings, accounts receivable, and payable.• Prepared financial statements.• Performed general ledger account reconciliation review.• Audit support preparation.• Payroll back-up.• Implemented web-based solution, Concur, resulting in annual wage savings of approximately $25K through elimination of manual travel reimbursement processes.

Consumer electronics – manufacture and distribution. Reported to the Controller. Led a staff of two. Reduced month-end close from an average of 20 days to 7 days

Reported to the VP Controller. Prepared accurate monthly fixed asset continuity reports for the organization of over 50K individual assets, resulting in records capable of clean annual audit.

Senior Staff Accountant

Staff Accountant - financial reporting

Entry level position in public accounting.School District and Governmental Audit