Helping small and large companies with the following:Regular Reconciliation and Reporting/AnalysisLong-range ForecastingIncreasing bottom lineSystems ImplementationProcess ImprovementImproving team performance

-Oversaw all accounting staff, systems, reporting, internal control operations for utility scale solar developer. This consisted of roughly 100 entities and around 200 bank accounts. Operations included Development, Financing, Construction, and Management of operational farms. -Guided the accounting team in discovering its ultimate purpose of supporting the operations. This resulted in improved cross-departmental relationships and increased cohesion with non-accounting staff. -Responsible for overseeing the monthly, quarterly, and annual reporting/audit management for 15 different reporting entity groups/funds. -Created and implemented % of completion contract revenue recognition process for construction entity. -Staffed an accounting team that grew from 5 staff members to 11 within a year-Lead the transition from a botched PO system to a successful custom PO solution in Intacct. Managed 3rd party software consultants relationship to continuously improve accounting processes and create additional value/efficiencies.-Worked with accounting team to develop staff quarterly goals and monitor progress. -Responsible for overseeing weekly cash reconciliations of operational accounts and approving all payments/signing all checks for the corporate, construction, development, and operational farms. -Worked with FP&A team to review weekly cash forecasting and planned inflows/uses. -Oversaw weekly reconciliations of main corporate accounts. -Oversaw all treasury functions and dealt directly with financial institutions.

Developed overall project charter and report to Committee of board members and management.Analyzed/identified process bottlenecks and recommended improvements/priorities for changes. Implemented process changes in the warehouse to insure accurate system data capture. Trained staff and equipped them with proper production recording tools and processes. Reported all findings, progress, and new priorities to management and committee members. Responsible for company-wide training and development for ERP system.

Responsible for daily, weekly, and monthly accounting functions. Supervised accounts payable, AR, Billing, and month-end close while reporting directly to CFO and President. Simultaneously lead ERP Implementation while continuing to oversee all accounting functions. This was a 4 month project that eventually required a full-time position to complete. Successfully completed accounting of all transactions related to equity purchase and setup of 4 new accounting entities. Also built recurring consolidating financial reporting package from scratch. Reduced month-end close time to 10 business days from 45. Responsible for all financial audits. Acted as main point of contact for auditors and insured all supporting information provided timely for quick completion. Audit fieldwork began the 3rd week of January and concluded in February each year. Built dashboards for weekly management meetings with KPI's, projects, etc. and oversaw the process for maintaining. Performed weekly review of AR with AR Clerk to reduce collection times and maximize cash flow. Built deduction contesting model to reduce gratuitous retail deductions from customers. Built entire 2018 budget from scratch for all departments and consolidated into master plan. Created and updated weekly dashboard reports for leadership team meetings. Created a document retention policy and implemented utilizing mix of paperless storage and off-site storage of all accounting records.

Specialized in the following industries:1. Manufacturing - international and domestic manufacturing operations with up to $141 million in annual revenues and $70 million in total assets2. Hospitality entities - country clubs and hotels ranging from single location entities up to 7 locations and thirty entities consolidated and annual revenues of $50+ million 3. Non-profits - schools, charities, and other organizations in the Asheville area with up to $18 million in annual revenues and $31 million in total assets- Responsible for managing audit engagements from start to finish while supervising and reviewing staff work results.- Extensive experience in preparation of financial statements in accordance with GAAP- Setup, monitored, and communicated budgets to supervisors, partners, and other staff members on the engagement. - Developed and utilized accounting researching skills to determine proper accounting treatment of non-typical accounting scenarios. - Coordinated training for staff members to facilitate continued learning.

Financial Statement AuditsPlanned engagement procedures, performed risk assessments, supervised staff, monitored budgets, and maintained client relationships.Experience drafting financial statements and footnotes for manufacturing entities, construction companies, private yacht and country clubs, health care providers, and charitable organizations. Outsourced Accountant/Consultant - governmental entitiesPrincipal Financial AnalystWorked with department heads to monitor budgets, perform year-end financial projections, and analyze/improve processes for increased accuracy/efficiency.Produced monthly financial reports, performed variance analysis, and tracked the financial progress of major projects/improvements undertaken by fifteen separate departments.Project AccountantResponsible for obtaining understanding of internal controls and processes, supervising staff performing account/fund reconciliations while monitoring project budgets.990 Tax PreparationPrepared tax filings for various country clubs, charities, religious organizations, and other non-profit entities.

Audit & Tax PreparationPlanned and performed audit budgets, control risk assessments, field work, and preparation of financial statements for private country clubs, health care providers, local colleges, charitable organizations, and local governmental entities and utilitiesExtensive experience in tax preparation for high net worth individuals, S-corporations, partnerships, and non-profit organizationsImproved efficiency by standardizing processes and documentation, and maximizing utilization of existing softwareHelped implement the firms audit risk assessment process related to the new risk assessment standards set by the AICPA

Audit & Tax PreparationPrepared individual, partnership, and corporate tax returns.Assisted Seniors and Managers on various audits of non-profit and government entities.Acted as an active member of the Chamber of Commerce, developed networking skills through the firm's Career Mentoring program, and maintained a Monthly Marketing Record.Received 80+ hours of training through JMCO University

General Accounting, Budgeting, & Financial ReportingManaged all cash accounts, performed reconciliations, and produced monthly financial statements Responsible for accounting and reporting of 3 fitness centers, 2 child care centers, a summer camp, and the main office.Managed and maintained all budget spreadsheets for 8 departments spread over 6 different locationsExamined current processes and implemented new policies to make them more efficient.

Work as a tax intern - prepared 1040's mostly. Also helped Small Business department produce year end payroll returns.