• Launched and have been leading a successful virtual bookkeeping and project accounting services business catering to project-based clients.• Specialize in providing personalized financial solutions, assisting businesses with tracking and management of their financial operations.• Develop and implement efficient bookkeeping systems, resulting in significant time savings and improved accuracy for clients across various industries.• Collaborate with clients to tailor financial reporting systems to their unique needs, providing key insights into their business operations and financial health.• Implement a wide range of modern financial software solutions tailored to client needs, contributing to streamlined operations and enhanced data accessibility.• Leverage a deep understanding of both business-to-business and business-to-consumer sales to provide comprehensive financial support, significantly enhancing clients' financial management capabilities.• Consistently maintain client satisfaction through excellent communication, timely delivery, and thorough understanding of client's financial needs.

• Pioneered the Finance Manager role for the US office, aligning accounting procedures across five global offices with the Global Finance Director in the UK.• Engineered financial and sales reporting systems for US operations, presenting outcomes to top- level management on a monthly basis.• Instituted robust financial controls enhancing project finance tracking and accelerated monthly financial close to five business days.• Delivered monthly income accrual and biannual financial reports for the company's profit share plan.• Revolutionized the staff expense tracking system, facilitating swift processing for client billables in mid to high five-figure range.• Coordinated with Deloitte Canada and US CPA firm for Canadian GST/HST filings and year-end tax filings respectively.• Note: Tenure concluded with Market Gravity's acquisition by Deloitte Digital in 2017.

• Led accounting operations for an e-commerce lighting design firm handling both B2C and B2B sales.• Recovered over $200,000 in payments from unbilled sales from previous years.• Facilitated a transition from QuickBooks to NetSuite ERP, improving billing, revenue recognition, order processing, and overall financial management.• Orchestrated an invoicing process within NetSuite, enhancing order processing, deferred revenue, accounts receivable, and revenue recognition.• Refined processes within NetSuite ERP, resulting in a surge to $1 million per month in sales post- transition.

• Supervised daily accounting operations, managing high volume accounts payable and receivable for a film production studio and its four subsidiaries.• Partnered with the Principal Partner, CFO, and department heads to guarantee accurate billing across all subsidiaries, managing over $10 million per month.• Created three-year multi-company financial forecasts, monthly management reports, and all documentation for annual audits.• Compiled and filed quarterly and monthly sales tax reports, and the Quarterly Qualified Empire Zone Enterprise sales tax refund form AU-12, Schedule W.

• Assisted the Controller with administrative duties, including data entry of vendor bills for multiple companies.• Prepared and distributed purchase orders for management approval, and managed vendor invoice approval across departments.• Handled receipt collection for American Express bill reconciliation and liaised with vendors for invoice discrepancy resolution.• Executed deposits and created deposit slips.

• Support the Accountant and Sales Force.• Analyzed sales for pricing mistakes and profit reports.• Created monthly commission reports for sales force.• Reconciled credit card batch reports daily.• Reviewed and processed refunds to customers.• Initiated credit requests with vendors based on customer returns.• Researched and responded to merchant chargebacks.• Calculated employee hours for payroll.• Reconciled the bank statement.

Office Assistant in the Media Arts Department as a part of Media Arts Activity Award Scholarship.• Directed phone calls and made copies.• Sorted mail and assisted with mass mailings.• Updated and filing student records.

Worked during the Summers of 1998 and 1999 in the Asset Management Department.• Data entry of T & E and employee American Express expenses reports into Excel and internal database.• Checked invoices to make sure they were within company spending limits