Specialize in the monthly revenue recognition (ASC 606) of multiple product lines over several different entities. Provide advanced revenue analytics to management as needed. Preparation of monthly financial reporting packages and the annual audited financial statements including note disclosures. Review SaaS Agreements, Amendments, and other contracts to ensure proper accounting treatment.

Successfully transitioned the comprehensive Fund Accounting process from OneRoof Energy to Greenbacker following purchase of six active funds. Actively involved in winding down operations and subsequent transition of accounting functions to Greenbacker . Oversaw full-cycle accounting, financial reporting and investor reporting for six active funds with twenty-six different GL entities. Review financial statements prior to release to investors, ensuring accurate and timely reporting falls within budget. Perform corporate accounts receivable, cash management and revenue recognition functions. Maintain positive relationships with internal and external stakeholders during report construction and delivery. Drive top-grading within the revenue team by rolling out and meeting CEO timelines, managing accountability, providing mentorship and working in a cross-functional, collaborative manner. Provide support and testing throughout the Oracle accounting system implementation process. Review customer contracts and prepare revenue recognition memos per GAAP and IFRS standards ($50 million plus in annual revenue)

Successfully completed the Oracle accounting system implementation from QuickBooks, including testing, training and support. Acted as an integral member of the core team that took OneRoof Energy to a publicly traded company, from GAAP to IFRS. Supervised and provided line management of the Revenue team for multiple funds and ensured the accuracy of accounts receivables, revenue and related accounts. Apply the principles of GAAP and IFRS to analyze customer contracts and implement proper client billing and revenue recognition. Maintained a focus on continuous process improvement by identifying opportunities for efficiency and cost-savings

Effectively planned and executed financial statement audits of non-profit and corporate clients using GAAP audit methodology. Tested the designed and effectiveness of internal controls by completing walk-throughs of business processes and identifying areas for improvement, gaps or other improvements needed before launch. Prepared an average of 50 annual federal and state tax returns for both non-profit and corporate entities

Successfully brought in over 50 new tax and accounting clients into the firm through collaborative client acquisition efforts. Managed and executed audits, reviews, compilations and tax returns for corporate entities and individuals. Developed and maintained regular reports via proprietary accounting system. Reviewed, monitored and processed a variety of fiscal transactions

Planned, implemented and build a successful construction and business consulting firm from conception to profit-generating venture. Interpreted and explained plans and contract terms to administrative staff, contract workers and clients. Formulated reports for work progress, cost and scheduling to identify cost-savings and eliminate duplicative efforts