I launched Peak City Finance with a mission to help small business owners take control of their finances and thrive in today’s competitive landscape. Drawing on over 20 years of accounting and financial leadership experience, I provide stress-free bookkeeping and tailored financial solutions designed to simplify and empower.Solutions Offered:🔹Comprehensive bookkeeping services to ensure accurate financial records and peace of mind.🔹Detailed financial reporting, offering… Show more I launched Peak City Finance with a mission to help small business owners take control of their finances and thrive in today’s competitive landscape. Drawing on over 20 years of accounting and financial leadership experience, I provide stress-free bookkeeping and tailored financial solutions designed to simplify and empower.Solutions Offered:🔹Comprehensive bookkeeping services to ensure accurate financial records and peace of mind.🔹Detailed financial reporting, offering actionable insights to guide strategic decision-making.🔹Budgeting and forecasting expertise to help clients plan for growth and manage cash flow effectively.🔹Streamlined accounts payable and receivable processes to enhance operational efficiency.🔹Personalized financial consulting to address unique challenges and opportunities for small businesses.At Peak City Finance, we’re not just about managing numbers; we’re about helping small businesses achieve financial clarity and long-term success.🌐 Visit our website: https://peakcityfinance.com/ Show less

• Led key financial functions for the nation’s largest private bottler and distributor of Pepsi beverages with over $1B in annual revenue. • Directly managed accounts receivable, payroll, fixed assets, leases, and field accounting operations.• Collaborated as a key stakeholder in strategic SAP S/4 HANA optimization projects.• Acted as a core member of the capital projects team; coordinated implementation of a new workflow process supporting the $60M capital projects budget.•… Show more • Led key financial functions for the nation’s largest private bottler and distributor of Pepsi beverages with over $1B in annual revenue. • Directly managed accounts receivable, payroll, fixed assets, leases, and field accounting operations.• Collaborated as a key stakeholder in strategic SAP S/4 HANA optimization projects.• Acted as a core member of the capital projects team; coordinated implementation of a new workflow process supporting the $60M capital projects budget.• Evaluated and improved business processes and internal controls.•Researched and guided the company’s position on technical accounting matters.Select Achievements• Analyzed new lessee and lessor financing agreements for proper accounting treatment under IFRS 16 and prepared corresponding documentation for audit purposes.• Coordinated the AR team’s participation and user acceptance testing activities acting as the product owner for a strategic SAP AR transformation project designed to improve sales and inventory accounting and reporting processes. Show less

• Oversaw accounting functions and financial reporting for Americas Region of private equity company with $400M annual revenue/budget and ~700 employees at national headquarters and four plants.• Led Senior Accountant and Accounting Manager as well as three indirect reports in execution of key financial processes, including AP/AR, payroll, and reporting. • Informed corporate strategy by tracking/forecasting, analyzing, and synthesizing critical financial data. Served as integral partner… Show more • Oversaw accounting functions and financial reporting for Americas Region of private equity company with $400M annual revenue/budget and ~700 employees at national headquarters and four plants.• Led Senior Accountant and Accounting Manager as well as three indirect reports in execution of key financial processes, including AP/AR, payroll, and reporting. • Informed corporate strategy by tracking/forecasting, analyzing, and synthesizing critical financial data. Served as integral partner to business leadership, including Director of Finance, VP of Finance, and CFO.• Managed financial workflow for capital projects with ~$7M spend (2022); coordinated with Senior Accountant to monitor project progress, launch & capitalize assets after completion, and create capital expenditure (CapEx) reports.• Ensured full compliance with IFRS requirements by supporting annual audits and evaluating and promoting strong internal controls.Select Achievements• Accelerated successful SAP S/4 implementation, resolving ~2K invoice backlog by revising AP processes.• Maintained data integrity while facilitating financial data migration into ERP/SAP system.• Spearheaded GR/IR (RNI) process/account clean up, reducing outstanding receipts 80%; hired and worked with external consultants to free up internal teams and boost productivity.• Drove financial data and process consistency by restructuring and centralizing payroll processes/responsibilities.• Headed finance-related changes during transition to new bank, audit firm, and tax firm in 2022; collaborated cross-functionally to drive strategic alignment throughout process. • Brought company into compliance with IFRS 16; led redesign and reconciliation of lease accounting activities and protocols. Show less

• Managed full-scope of corporate accounting activities, such as accounts payable, payroll, cash management, debt, inter-company transactions, and financial reporting and analysis.• Provided Senior Accountant with strategic focus and hands-on support; indirectly oversaw staff on finance projects. • Collaborated with domestic and international teams across Legal, HR, Tax, Finance, Treasury, and IT functions to coordinate financial processes and support overall corporate success… Show more • Managed full-scope of corporate accounting activities, such as accounts payable, payroll, cash management, debt, inter-company transactions, and financial reporting and analysis.• Provided Senior Accountant with strategic focus and hands-on support; indirectly oversaw staff on finance projects. • Collaborated with domestic and international teams across Legal, HR, Tax, Finance, Treasury, and IT functions to coordinate financial processes and support overall corporate success. • Informed high-level strategy by conducting cash forecasting and liquidity strategy development for corporate funding and disbursements. Oversaw all month-end, year-end, and ad hoc reporting for executive leadership. • Mitigated financial risk by implementing and monitoring rigorous internal controls. Drove continued positive audit results by delivering required documents to internal and external auditors.Select Achievements• Streamlined finance operations through process improvement initiatives across multiple areas, including payroll journal entry, cash forecasting, account reconciliation, BPC system reporting, and I/C accounting. • Represented Corporate Finance during global SAP implementation; ensured system function met division needs through extensive involvement in product customization and testing. Show less

• Directed accounting process, policies, and financial statement disclosures related to derivatives, debt, and other financial instruments; supervised Senior Financial Analyst. • Evaluated policies, accounting assumptions and internal systems to pinpoint areas of inefficiency, devise optimization solutions, and ensure compliance.• Developed, implemented, and monitored related policies, accounting assumptions, and internal controls.Select Achievements• Eliminated ~135+ work hours… Show more • Directed accounting process, policies, and financial statement disclosures related to derivatives, debt, and other financial instruments; supervised Senior Financial Analyst. • Evaluated policies, accounting assumptions and internal systems to pinpoint areas of inefficiency, devise optimization solutions, and ensure compliance.• Developed, implemented, and monitored related policies, accounting assumptions, and internal controls.Select Achievements• Eliminated ~135+ work hours annually by automating monthly debt financial reporting and streamlining ledger reconciliation process.• Transformed derivative journal entries and financial reporting process, saving ~50 hours annually.• Co-led high-profile review of select finance functions, resulting in identification of several process deficiencies, potential risks, and opportunities for operational efficiencies. Show less

• Promoted to oversee accounting and financial reporting activities for fixed and intangible assets and control accounting process for $1B+ of regulatory credit intangible assets.• Partnered with supervisors to ensure asset accounting activities aligned with overall goals and strategies. • Reviewed and approved all capital projects related to asset accounting; capitalized software used in development of products as intangible assets.• Handled regulatory credit accounting… Show more • Promoted to oversee accounting and financial reporting activities for fixed and intangible assets and control accounting process for $1B+ of regulatory credit intangible assets.• Partnered with supervisors to ensure asset accounting activities aligned with overall goals and strategies. • Reviewed and approved all capital projects related to asset accounting; capitalized software used in development of products as intangible assets.• Handled regulatory credit accounting, tax/government reporting, and SOX processes. Select Achievements• Directed NAFTA region implementation of IFRS 16 lease accounting standard affecting ~15K leases with $900M balance sheet impact; collaborated extensively with executive leadership and project stakeholders. • Redesigned fixed assets reporting process to properly align ~$2B consolidated group financial disclosures. • Improved efficiency by building automated process for fixed asset capitalized interest statutory reporting.• Saved 30+ hours annually through elimination of manual quarterly reporting process related to leases. Show less

• Recruited as Senior Financial Analyst and assigned additional managerial responsibilities due to exceptional performance, professional expertise, and leadership skills. • Performed accounting and financial statement disclosures for ~$28B employee benefits; managed Financial Analyst and independent contractor.• Enabled executive planning by creating and delivering business plans, forecasts, financial analyses, and reporting packages to senior management.• Supported operations and… Show more • Recruited as Senior Financial Analyst and assigned additional managerial responsibilities due to exceptional performance, professional expertise, and leadership skills. • Performed accounting and financial statement disclosures for ~$28B employee benefits; managed Financial Analyst and independent contractor.• Enabled executive planning by creating and delivering business plans, forecasts, financial analyses, and reporting packages to senior management.• Supported operations and finance activities such as compliance related to benefits, forecasting, and budgeting; coordinated employee benefit plan compliance audits.Select Achievements• Implemented new accounting standard IAS 19R for employee benefits; transformed benefits accounting/financial statement reporting under IFRS, including recognition of actuarial and other gains/losses, prior service costs, expected rate of return assumptions on plan assets, curtailments, and enhanced financial disclosures.• Guided smooth data and process transition during outsourcing of 100+ journal entries and account reconciliations; traveled internationally to coordinate and support shared services team.• Maximized process efficiency by converting existing processes across systems, including SAP, HFM, and Hyperion. Show less

•Hired to oversee accounting, financial reporting, and disclosures for employee benefits during company emergence from bankruptcy. •Prepared $12 billion journal entry and related reporting for senior leadership to record settlement of postretirement healthcare obligations with UAW VEBA trust.•Facilitated fresh start accounting activities for benefit plans; completed required reconciliations and financial reporting disclosures.•Identified need for and implemented streamlined expense… Show more •Hired to oversee accounting, financial reporting, and disclosures for employee benefits during company emergence from bankruptcy. •Prepared $12 billion journal entry and related reporting for senior leadership to record settlement of postretirement healthcare obligations with UAW VEBA trust.•Facilitated fresh start accounting activities for benefit plans; completed required reconciliations and financial reporting disclosures.•Identified need for and implemented streamlined expense allocation journal entry model. Show less

Performed general ledger accounting, financial reporting, forecasting, and financial analysis. • Promoted the company’s transition to regulatory bank holding company status.• Contributed to the design and implementation of a new capital forecasting model.• Prevented over-payment of legacy healthcare obligations by identifying $6 million of intercompany billing errors.

Managed financial operations, including accounts payable and payroll. Prepared annual financial statements and coordinated external audits. Financially administered all state and federal capital project grants.• Prepared the city's annual financial statements which received the Government Finance Officers Association (GFOA) Award of Financial Reporting Achievement in 2005 and 2006.• Performed key elements of a successful general ledger system implementation.

Managed daily finance operations and actively participated on the Landfill Committee. Prepared the city's annual financial statements and budget. • Reconciled out of balance pooled cash funds.• Eliminated manual daily bank transfers by implementing online banking and automated sweep accounts.

Performed audit, tax, and consulting services for clients in various industries. Trained and supervised staff on client engagements.