• Firm services $330B in assets, 6.3M in annual transactions, and 74,000 accounts; Engaged/tasked by former Houwzer Controller/CFO colleagues• Streamlined/cleaned up billing operations which included a review/analysis of all customer contracts; Anticipate an extra 10%+ in revenue for ’24 due to efforts• Created/maintain a comprehensive monthly financial reporting package using multiple data points that summarizes financial information & provides in depth analysis; Distribute it to Finance/Operations teams and external parties to aid in key decision making• Responsibilities also included assisting in streamlining Accounting operations, establishing SOPs, ensuring conformity with GAAP (including ASC 606 & 842 compliance), Financial Planning & Analysis (FP&A) operations, assisting with audits/taxes, and assisting in the month-end close process

• Managed a team of 5 through a period that included volatile market swings which required daily AP/AR/cash management at times, a significant acquisition/integration, and filling holes left by key player departures tied to the acquisition• Streamlined accounting operations to allow for growth from operating in ~7 states to operating in the majority of the USA• Led the financial integration following Houwzer’s acquisition of Trelora Real Estate which involved integrating QuickBook financials into Netsuite’s platform• Utilized financial analysis and forecasting skills to help guide the company through market fluctuations, optimize profitability, and allow for informed decision making• Spearheaded cost-saving initiatives to identify operational efficiency improvements and drive significant cost reductions• Collaborated closely with executive leadership, providing strategic financial insights and recommendations to drive revenue and mitigate financial risks• Responsibilities also included: Monthly/quarterly/annual close cycle financial reporting, overseeing external audits, cash management/spend analysis, compliance, implementing internal controls, trend analysis, budgeting/forecasting, risk management, strategic planning, ensuring conformity with GAAP (including ASC 606 & 842 compliance), real estate agent commission calculations/analysis, and other ad hoc projects as they arose

• Key player in migrating the company’s accounting platform from Xero to Netsuite• Responsibilities also included overseeing monthly/quarterly/annual close cycle financial reporting, overseeingexternal audits, ensuring conformity with GAAP (including ASC 606 & 842 compliance), managing direct reports, supervising AP/AR operations, cash management, financial analysis, streamlining accounting operations, agent commission calculations/analysis, and other ad hoc projects as they arose

• Accountant for 14 of the veterinary hospitals owned under the CVP umbrella across the country; Met with each monthly to discuss/analyze financial performance• Assisted in streamlining accounting operations to allow for growth from 46 hospitals in March of 2018 to a portfolio that stood at ~83 hospitals at the time of departure• Responsibilities also included monthly/quarterly/annual close cycle reporting, cost accounting/inventory analysis, contract review, calculating/analyzing veterinarian commissions, assisting in quarterly/annual audits, financial analysis, assisting in integrating new hospitals, ensuring conformity with GAAP (including ASC 606 & 842 compliance), and other ad hoc projects as they arose

• Performed Tax Compliance related activities for numerous clients (extensions, returns, etc)• Reviewed the Tax component of client audits that were performed• Conducted Tax Research for clients (Specifically involving SALT, Federal Tax, FSO, and Advisory engagements)• Attended Tax training events to stay on top of the latest changes in the industry• Mentored new employees• Assisted in recruiting efforts

• Assisted in Tax compliance related activities (extensions, returns, etc), assisted in conducting audits, and assisted with recruiting

• Assisted in Tax compliance related activities (extensions, returns, etc), reviewed the Tax component of audits that were performed, conducted Tax Research, and assisted in recruiting activities

• Generated $22k in sales in the year of 2011 by selling vintage DVDs• Conducted research and analysis of products and customers in order to ensure optimal growth• Used Excel spreadsheets to track inventory, sales, and cash flow for efficient functioning of the business• Generated pivot tables to summarize financial statements• Prepared taxes as a sole proprietor