- Successfully completed three annual financial audits on time, as contractually required, with zero proposed adjustments, an unmodified opinion on the financial statements, and a favorable Auditors Report to the Board, noting management’s excellent cooperation and no material weaknesses.- Converted books from cash-based accounting (since inception) to GAAP basis within first month of onboarding.- Enacted a thorough month-end close process aimed to provide timely and accurate financial reporting for key stakeholders. - Aided in the implementation of an automated vendor prepayment system to minimize risk of error and improve cash flow visibility.- Developed financial controls that have successfully scaled as our company has increased from fourteen employees in January of 2020 to a 10x increase today.- Streamlined process for gaining credit terms with vendors to better manage cash flows.- Utilized R&D Tax Credit that will save the company approximately $250,000 in future FICA payroll taxes every year for the next five years.- Assisted in negotiation of several important contracts, including two 5 year multi-million-dollar leases and a $30 million-dollar convertible note, all with outcomes that were very favorable to the company. - Led financial due diligence in Overair’s $145M Series B fundraise.- Implemented investment portfolio that has generated millions in additional annual income for the company.

Independent Consultant- Advising CFO on implementing new financial processes and procedures and building out accounting team including assisting with hires. - Assist with NetSuite implementation and training for a privately held company with over 150 employees and $100 million in annual revenues.- Handle various HR functions including payroll submittal, onboarding, offboarding, and 401K contributions and reporting.- Invoice generation and revenue recognition, and customer relationship management. - Purchase order and payables processing along with cash flow management and analysis.- Implementation and completion of month end close process. Assistance with payable processing software selection.

Ice Energy Holdings, Santa Barbara, CADirector of Finance/HR as of January 2018 (progression: Senior Accountant, Controller)Primary Finance and Accounting Functions/Contributions:- Putting together monthly, quarterly, and annual budgets.- Working in conjunction and reporting directly to CFO and COO. - Implementation of NetSuite/ERP and financial reporting system.- Enactment of month end close process.- Manage all accounting functions including financial analysis, monthly, quarterly, yearly account reconciliations and financial reporting. - Supervise and process all general accounting functions including A/R, A/P, inventory management, payroll, sales tax return,1099 reporting, and job costing.- Authored and implemented various policy and procedure to correct significant Accounting/Operational issues.- Favorably negotiated numerous important business contracts and agreements.Primary HR Functions/Contributions:- Handled cost analysis and transition between PEO providers ultimately saving the company over $24k a month on payroll costs as well as increased benefits access for employees.- Oversaw HR efforts for the company and increase in employee count from 22 to 47 over a period of 18 months.- Created a more robust onboarding and offboarding process.- Assisted with updating employee handbook.- Overhauled company’s Vacation and Sick time policy to be in compliance of new laws across various states. - Flexibility in helping out within different departments as needed.

- Completed the returns for several extended non-profits- Assisted with some general bookkeeping and clean up for various other entities

- Classroom management and lesson planning- Strong understanding of cultural barriers and ways to work around said barriers- Problem solving and decision making- Interpersonal skillls and creativity- Leadership and decision making

- Prepared financial statements and tax returns for non-profits, municipalities, trust funds, and businesses (including LLCs, corporations, sole proprietorships, and partnerships) - Entered client data into Excel Spreadsheets for tax and administrative documentation- Maintained Client Database and updated records- Analyzed general ledger activities for clients and suggest corrective journal entries- Prepared supporting schedules for loan agreements and various items such as taxes paid and grant payments- Verified client’s cash balances and chart of accounts, reviewed supporting documentation and kept up with general government regulations regarding bookkeeping- General Administrative tasks such as filing, faxing, and answering phones etc. mainly for maintaining correspondence with clients

- Preparing tax returns for various entities including, but not limited to, high-wealth individuals and businesses- Preparing supporting schedules for items such as investment income, business expenses, loan repayments, loan collections, and individual expenses- Time management and prioritizing based on necessity - Interpersonal skills including maintaining client relationships

- Preparing tax returns for various entities including, but not limited to, individuals, trust accounting, and businesses such as LLCs, corporations, partnership, and sole proprietorships.- Preparing supporting schedules for items such as investment income, business expenses, loan repayments, loan collections, and individual and business expenses- Time management and prioritizing based on necessity- Interpersonal skills including maintaining client relationships