Dedicated, knowledgeable, and humble professional available to increase departmental efficiencies in organizations worldwide. Currently looking to improve processes and empower a finance/accounting team near you!

Originally started as a consultant for an implementation project in November 2020. This project was later temporarily suspended and I was brought on-board for the Sr. Accounting Ops Mgr. role to assist with reviewing month-end close, updating close workpapers, creating a tighter close timeline, and serving as a mentor for newer accountants, where appropriate. I eventually worked at updating accounting policies to ensure adequate controls. Developed and documented procedures for the accounting team. Created accrual-basis tax workpapers for state and local taxes for more accurate month-end close reporting and cash-forecasting. Prepared projections & forecasts to assist the VP Controller and Finance team planning purposes. Improved cross-department communication by working with all levels and explaining accounting/finance needs in lay terms.

Work with the CFO and outside consultant to prepare monthly financial statements. Analyze monthly reporting for unusual variances. Work with other departments to obtain data for month-end close. Currently working on implementing NetSuite ERP along with creating accounting policies and procedures with the CFO.

- Plan and evaluate organization's budgets - Review and prepare monthly, quarterly and annual financial statements. - Deliver financial status reports monthly to Finance Committee; and report quarterly/annually to board of directors.

- Manage the daily activities and personnel of the accounting and payroll departments, consisting of a combined staff of five. - Review and supervise monthly and quarterly reports for internal publishing; prepare mid-year financial projections.- Facilitate firm's annual review of accounting process' and audit of three retirement plans with contracted third-party auditing firm. - Serve as key facilitator in the installation, and integration of new financial reporting system companywide. Successfully migrated existing data into new system while bringing books into compliance with general accounting standards.- Routinely develop clear, cohesive financial reports that identify opportunities for cost-saving endeavors companywide.

Tax work: Prepare annual working papers to prepare the Partnerships annual income tax returns; work directly with the Firm's accounting firm during the preparation of the income tax returns; prepare various tax reporting for the Firm; Internal control: Review the Firm's existing controls; test controls; present results and suggestions to management; plan with management on the most appropriate way to put suggestions into motion.

Performing audits, reviews and compilations for closely held companies and employee benefit plans. Also perform tax returns for individuals, corporations, partnerships, LLC's, and property taxes.

Performed payroll compliance audits on collectively bargained companies to determine if they were properly reporting to the trust fund in compliance with the collective bargaining agreement. Prepared summaries of findings to present to the board and management. Consulted with companies on how to properly prepare monthly reports or perform day-to-day operations to be in compliance with the collective bargaining agreement.

Managed day-to-day operations in the office. Prepared individual tax returns and assembled for filing. Performed bookkeeping and some payroll services to small business clients. Prepared investment applications and necessary documentation for investment accounts.