Financial clarity, simplified. Consult, advise, and provide comprehensive accounting and tax-planning services for values-led organizations needing structured financial systems to expand their impact. Work alongside mission-driven financial growth leaders and business owners of small to mid-sized businesses and nonprofits who are often overwhelmed and want to transform financial chaos into strategic growth. Success can be made or broken depending on the financial landscape of an organization. I show clients how their books inform their businesses. Manage end-to-end financial operations including full-cycle accounting, budgeting and forecasting, payroll administration, compliance oversight, and process optimization, driving operational efficiency through strategic improvements.

Managed and oversaw the smooth financial operations of the organization, with a $10M budget and 1 - 2 accounting staff. Managed third party vendors and oversaw regulatory filings to ensure compliance. • Restored trust in the accounting department by dramatically improving the quality of the accounting services by standardizing processes including capturing accurate customer data. • Introduced and coordinated an effective budgeting process by working collaboratively with department heads to achieve buy-in and trust. Managed expectations of actual performance to budget through accurate forecasting and reporting.• Introduced innovative systems in the accounting department to increase efficiency and reduced waste by streamlining the expense report, time and attendance system, and the human resource management system, eliminating a part-time position and saving the organization over $25k annually. • Successfully directed the selection and managed the onboarding of new audit firm. Maintained accurate financial records and ensured consistent unqualified audit opinions. • Effectively managed third party relationships to ensure smooth organizational operations by clearly communicating goals and objectives and holding them accountable to stay compliant.

Consolidated financial reports from the North America subsidiaries for monthly, quarterly and annual reporting, identified, and investigated budget to actual variances. Streamlined daily activities and introduced process improvements to boost efficiency• Selected to lead the integration of subsidiary accounting functions into the parent company accounting due to subject matter expertise and ability to plan effectively to achieve results. • Streamlined daily accounting activities, which increased efficiency and accuracy and reducedthe monthly close process by 2 days and reduced overtime hours by 30%. • Played an instrumental role in automating the cash reconciliation process, and lead the system testing and staff training to ensure proper use. This resulted in timesavings of 80%.• Consistently implemented process improvements to increase efficiency. Set myself apart by becoming the go-to person on system and accounting issues.