Tax Preparation, Tax Advising, Non-profit bookkeeping, Fractional CFO Services

Lead the accounting team and oversaw all accounting processes. Provided regular financial reports to the Chief Financial Officer, including monthly and ad hoc updates. Maintained a close watch on cash flow to ensure financial health. Modernized accounting, accounts payable, payroll, credit card management, and donor management processes, enhancing operational efficiency. Strengthened financial governance by implementing robust internal controls for accounts payable and disbursement. Reconciled bank and credit card accounts on a monthly basis. Presented regular financial reports to the Board of Directors, providing insights into processes and performance. Collaborated with C-Suite executives on financial reporting and cash flow management. • Delivered accurate and efficient payroll services to a workforce of up to 200 employees.• Successfully launched and implemented the Finish Well Church Retirement Program, providing comprehensive retirement planning and financial guidance to church staff.• Streamlined the payroll process to reduce processing time from 3 days to 0.5 days.• Enhanced system integration and reduces manual data entry through the new accounting system.

Led audit teams conducting performance audits on COVID-19 Relief Funds, overseeing all aspects of the audit process. Supervised multiple concurrent projects supporting Defense Agencies Audit Readiness and Audit Support activities. Served as a liaison between audit teams and Defense Finance and Accounting Service (DFAS) to address quality control questions and client requests. Assessed compliance with the Purpose Statute, Federal Appropriation Law, and funds exclusion lists for Provider Relief Fund eligibility. Provided regular updates to HHS Senior Leadership, including the Deputy Secretary, on interim findings and compliance with the Purpose Statute. Ensured process efficiency and compliance by developing and reviewing documentation for software, license, contract inventory, and Nonrecurring Expenses Fund. Worked closely with Military Departments to optimize the Return of Canceled Funds process through process mapping and analysis. Supported audit activities related to Fund Balance with Treasury reconciliation by participating in site visits by the Defense Threat Reduction Agency.Provided essential support for DARPA's Vendor Pay and other assessable units by maintaining and updating process documentation to meet FIAR and OMB Circular A-123 (ICOFR) compliance standards. Conducted in-depth financial analysis to identify and resolve discrepancies in entitlement systems, reporting data, and financial statement line items. Ensured financial accuracy and compliance for DARPA's Triannual Review by conducting detailed analysis of financial data and providing supporting documentation. Implemented corrective actions to address control deficiencies in the Civilian Pay assessable unit. Facilitated smooth audit processes by conducting internal management control reviews, preparing audit reports, and providing support to external auditors. Enhanced DARPA's policy governance by assisting with policy drafting, updates, and tracking initiatives.

Seasonal tax work providing tax preparation services, advice for tax planning and selling corporate products to consumers.

Managed audit teams responsible for evaluating the financial integrity and operational efficiency of the Army Working Capital Fund and the handling of equipment in Afghanistan. Ensured consistent and accurate reporting of the Department of Army Required Supplementary Information by leading a multi-audit team review and coordinating findings in accordance with Auditor Understanding 558. Ensured the quality and accuracy of Inspector General (IG) Reports, including the Army GFEBS Program Management Office Contract, and conducted research for the FY 2011 DoD OIG Audit Plan for Southwest Asia. Mitigated financial risks by conducting thorough reviews of system charts of accounts and service contracts to address any non-compliance with Department of Defense, Department of Treasury, or Anti-Deficiency Act regulations.• Provided valuable insights into American Forces Network Radio Programming Decisions and Department of Army Purchases from Governmental Sources through detailed audits, including research and analysis of relevant laws and regulations.• Optimized accounting processes for the Defense Logistics Agency by identifying areas where $30m in annual services could be reduced or eliminated. • Developed and deployed a tool to identify abnormal account balances for Army Financial Statements, resulting in the identification of a new material weakness.

Performed work on various audits while stationed at Camp Eggers, Afghanistan.

Audit Intern for the Army Financial Statements Division.