CPA firm ready to help take some of the burden off your shoulders and regain your most precious assets, TIME and MONEY! Specializing in growth businesses, bookkeeping, accounting, payroll, CFO service, and taxes.

Lead 20 member fully remote, global accounting, billing, and payroll teams in a high-volume, growth environment of a publicly traded SaaS company.• Quickly promoted from the Accounting Manager (Jan-Aug) to Assistant Controller reporting directly to the CFO in Aug 2022• Saved 10% in audit fees by providing organized and well prepared audit evidence with no adjustments needed• 83% satisfaction rate for my direct reports in the company engagement survey• Manage a remote team of 20, operating in the US and France within 5 different time zones• Research and ensure compliance with applicable laws and regulations for IFRS accounting, ASC 606 revenue recognition, and payroll requirements• Manage accounting and billing team updates and user acceptance testing for implementation of new billing system• Continuously improve departmental functions and efficiencies in a fast-paced environment• Administer NetSuite, bill.com, TripActions, Avalara, and Concur

•Assess risk, design and implement controls for US and International branches of non-profit startup•Supervise employees to ensure conformity with policies and procedures for $7M annual revenue, operating in 9 countries •Ensure compliance with Bill and Melinda Gates Foundation grants, government awards, and vendor agreements•Saved the company 85% in fees by changing wire process for monthly Swiss payroll•Closed 3 years’ worth of books in less than 1 year ensuring Accuracy and Completeness of financial records to current date•Source CPA firm and complete 2 years of audited financial statements as sole liaison with external auditors•Ensure compliance with and timely filing of Form 990, 1099’s, FBAR, and Swiss and Indonesian tax documents•Research applicable laws and regulation for in-country accounting and reporting requirements•Prepare Board agenda, record minutes, schedule meetings, and ensure completion of annual required documents

First Generation Family Office of a high net worth individual, reporting directly to the CEO, with interest in high-volume service business, real estate holdings and development, ranching, and financial investments, held in 15+ entities• Manage full cycle financial accounting, reporting, and analysis for over 15 entities: individual, partnerships, and LLCs• Perform all daily accounting including high volume Accounts Payable, credit card and bank reconciliations, debt payments, Accounts Receivable, accruals, and intercompany transactions• Prepare weekly and bi-weekly payroll for employees and all associated tax filings: Form 940, 941, unemployment payments• Prepare and file monthly sales taxes returns annual franchise tax returns• Liaison with tax accounting firms for preparation of annual tax returns• Manage vendor accounts and vendor reviews for potential savings opportunities, maintain W-9 documents, and issue 1099’s• Manage large asset list of equipment for multiple entities including insurance reviews• Review and ensure compliance with all contracts

•Exceeded expectations for yearly performance evaluation based on audit documentation, client relationships, and team contributions•Perform assurance and consulting engagements with high complexity including Faculty Compensation and Incentive Plan, Operating Room Processes, Budgeting Processes, Off-Site Physician Charge Capture, and Contract Administration•Plan the scope of engagement, engagement procedures, and engagement program based on identified risks•Manage engagement phases as Lead Auditor on multiple audits simultaneously•Research applicable laws, regulations, and standards for each engagement to ensure compliance and assess risks•Identify strengths and opportunities for improvements with management and develop recommendations for improvement•Ensure implementation of engagement recommendations after completion of the initial audit•Build and maintain relationships with departments to facilitate communication of audit progress and recommendations•Prepare client communications and final reports to document the engagement results •Test and analyze data using IDEA auditing software and maintain electronic workpapers with TeamMate Software

•Exceeded expectations for yearly performance evaluation for the years ending December 31, 2014 and 2015•Ranked above average on manager’s assessment of skills for the department’s Competency Framework•Conducted annual risk assessment planning meetings with company leadership as part of the annual audit planning process•Trained department team members on knowledge of GAAP, internal processes, and SAP software•Identified audit objectives and related risks for testing SOX controls and financial audits in various departments including Suspense Accounting, Non-Routine Accounting Transactions, Marketing Conferences, GAP Waiver, et al•Developed knowledge of business processes by performing walkthroughs, conducting interviews with personnel, and researching relevant state laws, insurance codes, and regulatory information•Prepared internal audit reports using the COSO Internal Control Framework to communicate fact based results of the audit•Communicated suggested improvements to department leaders throughout the audit process

•Ranked as a top staff member in the organization resulting in being promoted a year early•Achieved one of the highest efficiency ratings in the firm with overall 92% realization which reduced engagement costs•Managed fieldwork while training and supervising an intern and staff on up to 6 simultaneous engagements•Interviewed potential staff and actively recruited accounting majors at campus functions •Conducted 401k audits by testing employee personnel data, contributions, withdrawals, loans, and Form 5500 accuracy •Identified material misstatements in AR, Sales, Fixed Assets, Expenses, Inventory, Intercompany transactions for consolidations, and Cash requiring audit adjustments while performing substantive and analytical testing•Led staff training in AR, Cash, AP, PP&E, Employee Benefit Plan audits, and CPA examination tips during firm wide training •Led planning meetings and status updates to facilitate communication and effective collaboration of the audit team•Built and maintained client relationships and attended networking events to present a favorable impression of the firm

•Managed 4th grade math classroom with about 20 students per class•Created daily lesson plans that align with the state mandated learning objectives•Connected with parents regarding student progress through various communication methods

•Responsible for compliance with all federal and state guidelines required for mortgage lending•Analyze applicants’ financial status, credit, and property evaluation to determine loan qualification•Loan Officers License in State of Texas (no longer active)

•Audited teller cash drawers monthly and reconciled the vault daily•Supervised tellers to maximize performance ans ensure efficient customer flow resulting in shorter wait times•Coached employees on customer service increasing the branch's customer satisfaction survey scores 50%•Built relationships with customers and sold products to meet their needs resulting in 2nd and 3rd place quarterly market rankings

•Supervised and evaluated 12 call center employees in a fast-paced environment with a high call volume resulting in a reduction of call wait time and queued calls•Created a training manual used to train all new personnel on call center operations reducing training time by one week.•Nominated anonymously 3 times for peer recognition “Give ‘Em a Hand” award•Provided excellent customer service and resolved customer problems and complaints•Troubleshoot technical malfunctions with clients on a case by case basis