Very excited to join a successful family business in a newly-created controller role. Growth is exciting & challenging which is where I thrive.

Managed financial reporting for several clients in varying industries. Performed all of the duties listed in my position at Phillips & Phillips CPAs. In addition, I assisted the auditing group in performing 401(k) audits and assisted the business valuation and litigation support team in special projects. Exceptionally skilled at reconciling complex accounts and transforming accounting systems that have been neglected or maintained by inexperienced personnel to systems that are efficient, designed to fully utilize the skill level of the accounting staff, and produce timely reports that are accurate and meaningful to management.

Professional CPAs specializing in financial management of small to medium-sized businesses. Our "Virtual CFO" service goes above and beyond accounting to provide clients with the peace of mind of having an experienced professional to manage their finances and provide financial advice without the financial burden of having a full-time CFO on payroll or avoiding seeking financial advice from a CPA firm that charges for every phone call & email.

Accepted a position with the newly-formed RMG Financial Group as their first (and only) employee. It was a challenging position in which no one title accurately describes my role and responsibilities. It was the partners/financial advisors role to meet with current and prospective clients and my role to manage the client accounts with our broker/dealer, Raymond James, and all other financial and operational aspects of running the business.-Developed accounting system for the start-up company-Managed cash flow-Passed the Series 7 General Securities Representative exam-Opened & managed various types of client investment accounts, ensured our compliance with SEC rules, and provided for the timely transfer of cash, stocks, bonds, mutual funds, and annuities into client investment accounts-Performed stock market trades for clients’ accounts-Assisted with the annual review of clients’ company retirement plan investment accounts. Included the analysis of plan design, fee structure, & performance of the mutual funds selected for inclusion in the plans. Prepared detailed investment performance reports, and presented recommendations for the replacement of underperforming funds with other available mutual funds in the same category that I projected to outperform their benchmark using a variety of research and analysis tools-Presented a plan to replace our company medical plan with a Section 125 Cafeteria Plan, received approval from management, and implemented the change which resulted in savings of payroll taxes for both companies and income taxes for participating employees-Introduced change of partner compensation policy from 100% payroll-based compensation to a split between payroll-based compensation and partner equity distributions, which resulted in a permanent reduction of employer payroll tax obligations while maintaining compliance with IRS regulations regarding partner compensation

Responsible for all financial and accounting functions for the small marketing firm. In addition to the day-to-day entries, and general cash & financing management, I had to completely overhaul the accounting system and investigate & repair a couple years of accounting errors, ommissions, and account reconciliations.

Small public CPA firm that specialized in audits & tax returns of entities that received assistance from government agencies related to real estate & housing, such as the Department of Housing and Urban Development, and entities that received low-income housing tax credits. Audits performed were both financial statement audits following US GAAS guidelines and audits for compliance with regulations determined by the type of assistance received. The entities financial statements were prepared in accordance with GAAP.- Initially employed as an audit intern in December of 2001, was offered a continuous part- time position through December of 2002 while completing final year of college coursework for both finance & accounting majors then accepted a full-time position-Quickly recognized for the ability to deal with clients in a professional manner and proficiency in handling difficult or unusual accounting & auditing issues through research & critical-thinking first rather than expecting more experienced staff to resolve all issues, resulting in promotions to positions of increasing responsibility and becoming the youngest senior audit manager in the company and entrusted to lead the most challenging engagements that the firm performed-Lead nearly one hundred audit engagements each year in their entirety from audit planning through the issuance of the final audited financial statements & auditor’s report-Proficient in utilizing the risk-based audit approach, using professional judgment of audit risk based on inquiry, preliminary internal control testing, and analytical procedures applied to preliminary financial data, then developing individual audit programs for each engagement according to the level of risk assessed-Highly skilled in the drafting and preparation of professional–looking and accurate financial statements, including auditor’s report, footnotes, and supplemental financial data