Financial member of senior leadership team for North America Transactional and Compliance division. Responsible for the budget process for Merrill's largest service line. Support multiple operation leaders across multiple countries while providing financial analysis to determine optimal staffing levels, cost savings opportunities and reporting and analyzing monthly results.

Consult with clients on the XBRL process to ensure timely and accurate periodic financial reporting to the SEC. Including the review of facing financial statements and detail footnote XBRL documents for accuracy, consistency, and completes of data tagging based upon the current US GAAP Taxonomy. Continual education of clients on evolving XBRL compliance requirements and US GAAP Taxonomy updates that directly impact their compliance documents

Responsible for finalizing client invoices maximizing revenue based upon services provided. Worked closely with sales team to provide cost to dates and cost to completion to set client expectation in order to optimize quick payment of invoices. Provided sales team with estimated cost based upon client specifications with a recommended price consistent with current market value. Negotiated client invoices to minimize sales credits. Managed staff of two.

Managed the inventory for a $20 million national display marketing company, which included the product selection, purchasing, valuation and pricing while providing direction to field sales managers on product mix and pricing. Managed staff of three.

Managed overall accounting function, financial reporting, budgeting, system development and implementation while supporting store managers for a $2.4 million specialty retailer merchandising promotional books.

Managed revenue reporting and related cost and gross margin analysis and prepared $100 million annual sales budget by product line, customer and sales representative. Supervised two accountants

Supervised the accuracy of the perpetual inventory system