Manage multiple engagements, completing reviews of federal and state income tax returns and tax compliance pertinent to privately held for-profit -businesses, 501(c) organizations and other organizations exempt from taxation. Create innovative automations within Alteryx, Tableau, and Integrator that saved thousands of hours of manual work for staff. Research new legislation trends in current tax policies and their potential effect on clients.• Prepare and review tax return forms including Forms 1065, 1040, 1120s, 990, 990-PF, and 990-T, alongside team of associates, managers, and partners.• Consult with over 25 private foundations, universities, healthcare organizations, benefits trusts, and other organizations to determine risk areas to their tax status.• Evaluated quantitative and qualitative performance management programs for nonprofit, private and public companies.• Extensive experience analyzing broad-based employee compensation for technology, biopharma, manufacturing, and healthcare organizations. • Experience analyzing and benchmarking pay for small to large public entities.• Designed HR staffing tools and salary structure administration tools for private and public sector organizations.• Led teams of colleagues within both the domestic and offshore Grant Thornton networks in planning project timelines and delegating tasks.• Lead work in compliance to ASC 740 for public companies.

Serves as a fractional CFO & Controller, providing financial risk management, financial strategy, investment strategy, and monthly accounting services to multiple medium-sized businesses. Provides tax return preparation for all business structures. Manages clients’ tax planning and tax strategies. Responsible for establishing a tax compliance framework and managing all components of tax compliance, including sales and use tax administration, payroll, and state and federal income tax. With a strong focus on customer service. Researches the changing tax laws, making recommendations to clients, and implementing any necessary changes. Assesses and analyses difficult tax issues to identify solutions and provides strategic direction on utilizing the legal structure, asset planning, retirement plans, insurance, and compensation plans to reduce clients’ tax liability.Lead monthly accounting services, act as fractional CFO and Controller, and conduct tax planning/strategy for individuals, medium-sized businesses and nonprofit organizations. Oversee multiple tax engagements at once and manage compliance, including sales and use tax administration, payroll, and state and federal income tax. Research tax laws and prepare complex tax returns. Reduce client tax liability by providing strategic direction for fixed assets, expenses, legal structure utilization, asset planning, retirement plans, insurance, and compensation plans. Foster valuable client relationships and supervise tax preparation independent contractors. Supervise preparation of 990, 990-T, and 990-EZ forms for nonprofits with revenues ranging $60K to $4M.Managed tax preparation engagements for partnerships and corporations with complex transactions including analysis of income tax risk (ASC740). Provide business consulting on topics inclusive of business management, IT and donation systems, general ledger setup, tax implications, and nonprofit establishment.

Responsible for the overall finance functions, Human Resources, IT, and Business Operations for the Community Health Partnership. Participates in the financial and functional decision-making processes necessary for the successful attainment of the partnership’s mission. Maintains an awareness of changes that could have an impact on the success of the organization.Designs and implements the organization’s overall business operations strategy, including creating and managing a viable economic model, sets overall financial strategy in conjunction with the Finance Committee, and sets broad financial performance goals.Overall financial operations of the partnership, including accounting, budgetary, audits, tax, and other financial planning activities. Responsible for managing accounting teams, tax teams, and human resources, all working to develop and implement policies and procedures, short- and long-term goals, objectives, and plans.Provides financial leadership to managers, directors, and officers, creating ownership of goals and encouraging active participation in decisions that impact the organization. Ensures meeting the financial regulatory and compliance requirements.

Silver Star Ranch is an innovative farm supplying free range, pasture raised organic eggs, pork and beef. We use natural methods of farming to raise happy and healthy animals. Come and see some innovative things we do with old trailers and repurposed school buses!

A work-based homeless facility, operating at Silver Star Ranch in Calhan, Colorado. Transformed the lives of individuals experiencing homelessness by providing a transitional facility that equipped, trained, and coordinated resources, which enabled the homeless to gain employment and afford housing.

Maintained Governmental Accounting, Government Contracts, Accounting for Federally regulated Assets, Utility Accounting, Financial reporting. Use of FERC USoA. External Audit liaison and coordination. Created, developed, and maintained budgeting and forecasting tools, performed robust, detailed variance analysis, and built and enhanced financial models to support strategic initiatives. Performed ongoing analysis of financial results to support decision making.

Performed a variety of specialized, technical, and clerical accounting and bookkeeping functions. Responsible for ensuring the completeness and accuracy of accounts receivable, accounts payable, and other financial transactions and reporting. Directed all aspects of high-level Accounting, budget management, systems development, and payroll tax filing.

• Coordinated and managed all accounting up to balance sheet• Lead financial management for all 7 companies in the group which included: accounts payable and accounts receivable functions, reconciliations of 14 bank accounts, 7 credit cards monthly, advising partners on GAAP, general ledger duties, payroll duties using Paychex, bill payments functions, expense/invoice coding, various month end closing duties, budgeting, and preparation of financial reports.• Coordinated with the managing partners to tighten accounting policies and procedures• Introduced cash flow management systems for this highly seasonal business, so for revenue this was very crucial for sustained year round operations.• Introduced procurement systems and procedures as well as expense requisition systems and procedures• Introduced and implemented fraud prevention policies and procedures• Introduced Quickbooks based Budgeting and budget performance management together with Excel based budget tracking and management. Resulted in efficiently managed budgets, monitored budget performance, and up-to-date information for decision making.• Provided technical advice to the owners on accounting, financial management accounts payable and accounts receivable functions • Continued working with 13th Floor Denver location as the Seasonal Box Office Manager/Sales Manager in 2015 & 2016.

• Headed all preparation, maintaining, and reporting of management accounts, financial statements, financial budgets, tax returns, accounts payable, accounts receivable, daily cash files, payroll accounts, forecasting models including profit and loss. • Introduced strict accounts payable methods to enable discipline in cash use and management.• Introduced robust monthly management accounts reports on excel based models; allowing tracking of monthly profitability of all 4 companies in the group, as well as forecast cash flows, individually and consolidated. • Doubled as trainer/facilitator training and developing officials of various governments and organizations from all over Africa• Managed financial aspects of inventory processes and procedures

• Implemented strict working capital management systems and wrote funding proposals to financial institutions; resulting in funding, successful working capital management, outstanding creditors management, and contributed to the redemption of business partnerships with creditors • Created models and reports that provided summarized information and detailed analysis on the trends of turnover, monitoring of departmental gross profit percentage performances; thus enabling a strict and disciplined buying behavior within the limits of cash flow constraints• Developed an excel-based model for 5-year profit planning.• Managed financial aspects of inventory process and reporting: : Creating inventory codes in the accounting system, Preparing and monitoring departmental and store purchasing budgets, Capturing inventory into accounting system and supervision of the Goods receiving function, Mapping the floor for inventory counts, Checking if prices and bar codes are correct in the retail system before inventory count, Supervising physical inventory counts together with store manager, Adjusting Inventory for interdepartmental transfers as well as shrinkage and miscellaneous movements, Reconciling physical inventory count to system figures and writing management reports• Accomplished various month end close duties including: Bank reconciliations, capturing payroll journal entries into the accounting system, creditors reconciliations, staff loan accounts reconciliations, adjusting journal entries for fixed assets and other liabilities• Completed daily reconciliation of cash and card takings with bank deposits• Month end responsibilities included: preparation of management accounts, financial statements, financial budgets, tax returns; managed and maintained forecasting models: profit & loss, balance sheet and cash flow• Maintaining accounts payables, accounts receivables, daily cash files and maintaining the general ledger in an up-to-date and accurate condition.

• Developed and trained government officials of various African Countries in areas of financial management, budgeting, economic development, and corporate development.

• Facilitated relationship management, credit request appraisal, accounts management, cross-selling of bank’s products, and advising clients on corporate loans and credit products. • Additionally, served as an intern (August 2005 to August 2006) in fulfillment of degree requirements.