- Integral part of a SaaS and HaaS company specializing in cutting-edge parking management solutions, actively contributing to all aspects of the financial statements.- Manage financial reporting for multiple debt and equity facilities, achieving a 25% reduction in reporting time.-Collaborate with accounting to optimize account and budgeting structures, resulting in improved financial accuracy.- Spearhead the creation of a comprehensive monthly reporting package and board deck for executive team presentations.- Utilized NetSuite and Adaptive Insights as key tools for financial modeling and forecasting, enhancing the accuracy and agility of financial planning and decision-making.

- Orchestrated the month-end accounting close process for Rise Interactive, collaborating seamlessly with our public parent company to ensure accurate and timely financial reporting.- Spearheaded the preparation of comprehensive monthly and quarterly Key Performance Indicators (KPIs) reports, executive financial packages, and presented these critical insights to the Executive and Leadership teams, enabling data-driven strategic decisions.- Successfully revitalized the finance team following a significant turnover in leadership, implementing innovative hiring strategies and fostering a cohesive team culture that resulted in improved productivity and morale.- Led the initiative to update and strengthen internal controls to align with SOX (Sarbanes-Oxley) reporting requirements, ensuring compliance with regulatory standards and bolstering financial security.- Demonstrated financial acumen by consistently forecasting 12-month financials for 2022 into 2023, estimating revenues to reach $50 million. These forecasts played a pivotal role in budgeting, resource allocation, and long-term planning.

- Formulated a strategic plan to assemble and cultivate a dynamic finance team, supporting the company's growth trajectory and enabling efficient financial operations. In charge of developing all financial reports company wide-Took the lead in designing and developing comprehensive financial reports that extended across the entire organization, facilitating data-driven decision-making at all levels.- Championed ad-hoc analysis and spearheaded critical projects, including investment and resource allocation initiatives, alongside ROI analysis, leading to optimized resource utilization and improved profitability.- Demonstrated precise financial forecasting capabilities by generating monthly revenue, expenses, and margin projections for the entire calendar year, offering the company a strategic roadmap for fiscal planning.- Elevated the technological infrastructure for the finance department by implementing cutting-edge tools and software, streamlining processes, and enhancing efficiency for the entire financial team.

- Part of a new financial reporting team- Developed month end reporting for the leadership team- Tasked with developing key metrics and reporting to shape the company's operating health- Rebuild and restructure Adaptive Insights

-Took the initiative to assess and identify opportunities for technological enhancements within the financial systems, driving efforts to boost efficiency and streamline processes.-Spearheaded the successful implementation of four companywide technologies (Bill.com, ARmatic, SpringCM, Expensify), resulting in a substantial increase in overall productivity and a reduction in manual tasks, leading to time and cost savings.-Elevated transparency and performance tracking in Accounts Receivable (A/R) and Accounts Payable (A/P) processes by creating and implementing custom reports and benchmarking systems for each metric.-Demonstrated global leadership by taking charge of the recruitment and training of an international team based in Argentina.

- Corporate Tax Return, and Sales Tax Return- Managed day to day cash flow and cash surplus for product releases- Lead and coordinated weekly team meetings online with employees across the country- Worked with financial institutions to secured debt and lines of credit for future growth- Transitioned the company from a warehouse to a fulfillment center- Sales in our first year started at $15,000 and grew to over $300,000 by year 3

- Created financial and analytical reports based on private equity requests- Month-end close, year-end close, and preparation of financial reporting packages- Responsible for general ledger accounting duties such as journal entries, account analysis, account reconciliations and investigating account activity- Assisted with budgeting and forecasting processes for corporate and fund activities- Monitored and manage daily cash balances across multiple banks- Contributed to an Investor Due Diligence process by gathering, analyzing, and creating various reports to organize company’s current loan portfolio data.- Utilized Excel formulas (Vlookups and Pivot Tables) to quickly gather and clean newly originated loan data to send to existing investors- Presented portfolio analytics to the board of directors and multiple financial facilities

- Retained by Savant Capital following its acquisition of Green, Plagge and Shaw Limited by Savant Capital- Prepared financial statements from client transactions on Creative Solutions and Quickbooks- Prepared monthly and year end journal entries- Review and reconcile G/L accounts- Prepared corporate tax returns for medical and dental businesses during the tax season- Prepared individual tax returns

- Prepared corporate and individual tax returns for physicians and health care organizations- Rebuilt financial statements including income statement, balance sheet and cash flow statements for physicians and cities with revenue being in the millions - Statements were used for tax returns and company meetings and presentations- Completed bank reconciliations in Quickbooks and Excel - Supported payroll department and prepared pension accountings. - Created and updated spreadsheets for preparations tax returns