Kc Fort Email & Phone Number

Austin, Tx, Us

Austin, Texas, Us

New York, New York, Us

New York, New York, Us

Monolith Brands Group is a CPG aggregator with multiple brands focused on the pet and baby categories. I initially joined as the second Finance & Accounting hire as the company was focused on new brand acquisitions, and I was tasked with building an accounting team and stack to support the new entities and increased volume of transactions. I currently serve as a consultant to Monolith via Cox Consulting Network.I am responsible for accounting operations, full cycle close, and monthly financial statement consolidations for 16 entities/12 active CPG brands, with revenues achieved from retail, D2C, and marketplaces. Highlights: • Drove recruiting, hiring, and training efforts that resulted in six remote US hires and one offshore hire that include an AP Clerk, Purchasing Accountant, Revenue Accountant, Accounting Manager, and two Senior Accountants.• Guided evaluation and selection of ERP that resulted in implementation of NetSuite. Led interviews and selection of implementation partners.• Researched accounting standards and provided recommendations on changes to internal policies and procedures to improve audit readiness• Onboarded four acquired companies in 2022. Managed transition service agreement, generated close processes, and integrated technologies (e.g. Quickbooks, Bill.com). • Generated ASC 805 workpapers and communicated necessary documentation to valuation team/auditors for final OBS entries.• Streamlined and standardized processes across entities and authored SOPs to reduce close times.

Austin, Tx, Us

IronClad is a consulting firm primarily serving the CPG and SaaS industries, providing fractional staff for clients. I was hired to manage the full-cycle close process for over five concurrent clients, and design custom solutions to address clients’ unique accounting challenges, including financial planning, forecasting, internal controls, financial reporting, covenant reporting, and compliance.Client Engagement Highlights: • CPG ($30M ARR) - Advised client during a 2021 acquisition and provided close support and transition assistance to new ownership.• Family Business - Introduced and documented NetSuite processes and KPIs to provide CEO with increased insights into procurement and logistics timing.• SaaS - Contributed to ASC 606 project in preparation for IPO. Worked with internal team to ensure accurate reporting for primary revenue lines (i.e. renewals, new sales) and ancillary services.

Austin, Tx, Us

Rêv Worldwide is a payment product company for the travel industry that built a mobile app for payments in different currencies. In this role I reported to the CEO and managed one direct report, with responsibility for running the Finance and Accounting functions supporting 14 legal entities spanning 8 countries and currencies. Highlights:• Partnered with Finance VP and external auditor to execute a massive balance sheet cleanup.• Led migration from MS Great Plains to Intacct Global Environment and implemented automated global consolidation and revaluation across all entities, eliminating manual FX lookup and reducing end of month errors.• Leveraged Intacct custom reports, workflows, and advanced Excel templates to streamline accounting group activities that were not able to be automated.• Developed purchasing approval workflow to provide department heads and business unit owners increased visibility into vendor costs without impacting other accounting processes.

Austin, Texas, Us

ScaleFactor was an accounting firm that pivoted to a software business. While in this role I managed a three-member team and guided day-to-day tasks as an outsourced accounting consultant in a fast-paced technology startup. Overall responsibilities included bookkeeping, payroll, bill pay, cash flow, forecasting, and month end close for 18 customers, leveraging QuickBooks Online, Xero, Gusto, ADP, etc.

Austin, Tx, Us

I initially served as Controller for YETI Custom Shop (a provider of customized YETI drinkware) as a report to the CFO, managing a small team and owning all AP, procurement, fixed assets, merchant processing, reconciliation, and HR functions. YETI acquired the company and I transitioned as a report to YETI's Controller. Highlights: • Contributed to NetSuite ERP implementation and designed workflows for accounting and production systems. • Designed and delivered monthly balance sheet package, maintaining ~7 business day close including completion of monthly financial statements, ratio analysis, and KPIs.• Managed procurement of $10m in fixed assets for facility, including leasehold improvements in a new building and industrial equipment for a new production line.

New Era Publishing was a custom art manufacturing company focused on DTC sales and commercial work from designers. At New Era I reported to the CFO and managed a three-member team, with overall responsibility for AP/AR, collections, and HR.Highlights: • Oversaw customization of Microsoft Great Plains and third-party reporting tools. • Owned the HR function for ~110 employees. Leveraged Paylocity as payroll processor and managed third-party administrators for ongoing support. • Performed Q4 2016 balance sheet audit and built a customized balance sheet package template to decrease time to close from 20+ days to 10 days. • Discovered and documented proprietary software/accounting infrastructure, identified areas for improved information flow. Implemented receivables upload for 100% accuracy on new retail remittances.

Cape Town, Western Cape, Za

Established formal report templates at regular intervals to meet cash and revenue targets. Moved systems from Sage MAS90 to QuickBooks Enterprise 2014 with 3rd party time reporting module Journyx. Leveraged new reporting capabilities to establish faster month end close and cash flow projections. Balance sheet accounts reconciled within 5 days and Financial Statements Prepared within 10.

Austin, Tx, Us

Herndon, Va, Us

Chantilly, Virginia, Us

Chantilly, Virginia, Us

Manassas Park, Va, Us

Manassas Park, Va, Us

Bs, Physics

Education record