• Prepared financial reporting package for investors and lenders, including bank covenant statements.• Coordinated completion of the annual audit.• Oversaw monthly sales and use tax filings for multiple states.• Prepared daily sales reports for senior management.

Led a project to transfer internal book equipment costs from Sage FAS into Wynne Systems• Developed new reporting in Wynne to improve timely completion and accuracy of supportingschedules to the tax department• Coordinate the completion of quarterly and annual external audits• Complete capital expenditure reports• Review monthly fixed asset roll forwards• Ensure Fixed Assets Department remains

Led design and implementation of a fixed asset register and tracking system for all company assets-Maintained pricing for 200 different products and 1,000 retailers within MAS200-Prepared journal entries, reconciliations, month-end reports and conducted account analysis-Prepared weekly cash flow forecast including raw material and finished good inventory projections-Prepared monthly and year-end financial statement packages with written variance analysis and detailed… Show more Led design and implementation of a fixed asset register and tracking system for all company assets-Maintained pricing for 200 different products and 1,000 retailers within MAS200-Prepared journal entries, reconciliations, month-end reports and conducted account analysis-Prepared weekly cash flow forecast including raw material and finished good inventory projections-Prepared monthly and year-end financial statement packages with written variance analysis and detailed account schedules-Primary role in annual external audit-Facilitated multiple financial audits for recent purchase by private equity firm-Oversaw inventory audit at several contract manufacturing facilities prior to sale of company-Preformed excess and obsolete inventory reserve analysis to ensure proper inventory valuation-Developed and generated ad-hoc reports for owners-Maintained general ledger activity-Interacted with the purchasing department to analyze inventory levels and product costing Show less

(Merged with Initiate Systems in October 2009)Helped secure venture capital funding, advised senior executives regarding financial operations, and facilitated a positive exit for investors in Accenx, a healthcare technology company-Led conversion of accounting systems from QuickBooks to MAS90-Trained other staff members on MAS90 -Established, monitored and enforced new policies and procedures to improve overall operations-Recommended and led cost control policies and… Show more (Merged with Initiate Systems in October 2009)Helped secure venture capital funding, advised senior executives regarding financial operations, and facilitated a positive exit for investors in Accenx, a healthcare technology company-Led conversion of accounting systems from QuickBooks to MAS90-Trained other staff members on MAS90 -Established, monitored and enforced new policies and procedures to improve overall operations-Recommended and led cost control policies and procedures in challenging economic environment-Provided cash flow analysis on a daily basis-Completed annual budgets and forecasts used to gain additional funding and eventual merger-Prepared and presented financial reports to Board of Directors-Managed and coordinated the monthly close-Prepared monthly financial statements in accordance with GAAP-Responsible for general ledger activity and account reconciliations-Managed annual audit and tax return filings and liaised with outside CPA firm-Oversaw accounts payable and accounts receivable functions-Key financial member of the team throughout pre-merger due diligence process Show less

Controller during growth period of 350 percent in annual sales and addition of three locations for privately-held company.-Prepared financial statements including responsibility for journal entries and accruals-Supervised accounting department; seven individuals comprised of AP Clerk, AR Clerk, Credit Manager and Sales Clerks-Completed sales and local tax returns for multiple states-Completed federal excise tax returns-Accountable for fixed assets-Negotiated… Show more Controller during growth period of 350 percent in annual sales and addition of three locations for privately-held company.-Prepared financial statements including responsibility for journal entries and accruals-Supervised accounting department; seven individuals comprised of AP Clerk, AR Clerk, Credit Manager and Sales Clerks-Completed sales and local tax returns for multiple states-Completed federal excise tax returns-Accountable for fixed assets-Negotiated insurance contracts-Negotiated credit agreements -Negotiated agreements with vendors, resulting in significant cost savings-Worked with sales department to develop seamless invoicing processes-Led implementation of enterprise software system that combined operations of separate accounting and CRM platforms -Managed inventory of required on-hand product from $1 million to $6 million during company expansion-Worked on team managing relocation of company headquarters from Salt Lake City to Newport Beach Show less