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I am a Certified Management Accountant (CMA) with over 20 years of experience in finance, accounting, and management. Additionally, I hold a certification in Strategic and Competitive Analysis (CSCA) through the Institute of Management Accountants. My experience includes collaborating with national and international clients and vendors across various industries, and I’ve been actively involved in multiple mergers and acquisitions (M&As). My passion lies in driving company growth while fostering an environment where staff can achieve both their professional and personal goals. I also take pride in creating effective strategies for businesses in financial distress, helping them navigate divestitures and recover their footing. Specialties: Audio Visual Integration, Medical Marijuana & Cultivation, Private Equity Investment, Real Estate, Property Management, Small Business, Multi-Entity Operations
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Chief Financial OfficerLevel 3 Audiovisual Nov 2021 - PresentMesa, Az, Us• Works collectively with the Executive Team of a well-respected international audio-visual company to ensure decision making is well-informed by the firm’s fiscal realities, providing creative, yet realistic, scenario planning and financial analysis to ensure resources are optimally allocated to achieve the organization’s mission.• Participates actively in agency-wide strategic planning activities.• Integrates all financial functions of the business using the Entrepreneurial Operating System (EOS). Ensures everyone is rowing together in the same direction. Models the way and always working toward the greater good of the business. • Develops, monitors, and implements processes required to effectively manage the company's current activities as well as plans for rapid growth.• Establishes and maintains beneficial banking and financing relationships.• Monitors working capital accounts to ensure the health of the company.• Ensures the accuracy and integrity of all financial reporting.• Leads, manages, and holds the accounting team accountable for achieving agreed-upon commitments. • Establishes policies, procedures, and systems to accurately track and report financial results internally for informed decision making and externally for capital and compliance purposes.• Oversees all legal aspects of the company, apart from HR related issues.• Supervises a Sr. Contract Administrator who reviews, edits, and approves day to day business contracts.• Acts as legal and tax liaison for all international business projects. -
ControllerLevel 3 Audiovisual Dec 2018 - Nov 2021Mesa, Az, Us• Oversees the accounting and purchasing departments• Creates, implements, and maintains all accounting policy and procedures• Coaches and trains staff who maintain day to day accounting and purchasing functions.• Acts as legal and tax liaison for all international business projects• Reviews and approves customer and vendor contracts• Leads the preparation of annual budgets and forecasts.• Participates in regular management strategy meetings.• Analyzes and reports financial statements and makes recommendations to executive team. • Works with CPA on GAAP compliance, internal controls, annual tax planning, annual audits, and income tax preparation.
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Corporate Financial Controller To Medical Marijuana Dispensary & Manufacturing SitesJokake Companies Jan 2013 - Dec 2018Phoenix, Az, UsLeads all financial activities and accounting department for Monarch Wellness Centers and ADAKAI companies , a professional management consulting firm to the cannabis industry. Reviews, improves, and maintains the software solutions along with internal controls to safeguard the inventory and accounting procedures. Works closely with the legal team and auditors to ensure compliance, as well as maintains important banking relationships. Oversees the inventory department within the cultivation/extraction/infusion/manufacturing company. -
Chief Financial Officer To Investment CompanyJokake Companies Jan 2011 - Jan 2017Phoenix, Az, UsOversee the accounting functions for a diverse private investment firm. Build and maintain accounting department that provides all accounting services for 40 companies. Advise executive team on financial standing and help make financial based decisions for Jokake Companies and related companies. Analyze financials and procedures for Jokake Companies, subsidiaries, and clients which include private real estate investors, a private university, restaurant, product distributor, medical marijuana dispensary and cultivation site, Chapter Sub S and C Corporations, and limited liability companies. Lead staff who maintain day to day accounting functions. Perform financial analysis and create pro formas for all investment opportunities prior to investing. Create promissory notes and track private investor and member loans. Work with CPA on GAAP compliance, annual tax planning, and income tax preparation for all 40 entities.
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Financial ControllerDis Partners, Llc Jul 2008 - Jun 2011Manage Accounting Department for Real Estate Investment/ Property Management Company with a portfolio of over 500 properties. Present financial reports to executive team monthly. Create and maintain accounting books and procedures for the company and eight related entities. Ensure entities accounting procedures are in compliance with Private Placement Memorandums. Prepare and analyze financial statements (including consolidated) for all companies. Lead accounting team who maintain day to day accounting functions - Payroll, AP, and AR. Monitor depreciation, amortization, prepaid, accrual and payable schedules. Allocate monthly expenses, including property tax, insurance, and payroll to over 500 properties. Maintain investor note schedules and payments for lease fees and subsidiary debt. Work with CPA on GAAP compliance, annual taxes, and audit. Act as administrator for QuickBooks and Propertyware.
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Senior Accounting ManagerPackard Hospitality Group Nov 2007 - Jul 2008Led a team of 3 accountants in HOA Management division, which is responsible for all accounting functions for 19 home owner associations. Assisted the Controller in Hotel Management division, and led 3 corporate accountants who worked with 11 on-site hotel accountants. Analyzed 30 financial packets per month consisting of a Balance Sheet, Profit/Loss Statement, Trial Balance, A/R Aging, Bank Reconciliation, and Monthly Statistics. Monitored depreciation, amortization, prepaid and payable schedules. Assisted the CPAs with 20+ annual audits. Acted as administrator for TOPS Property Management Accounting Software.
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Financial Review AnalystKw Solutions Jun 2006 - Nov 2007UsCreated and conducted offsite reviews of Financial Statements and Data for over 600 offices. Ensured that Market Centers were in compliance with Franchisor Policy and Guidelines. Performed offsite bank reconciliations for multiple Keller Williams Franchisee offices. Assisted with support emails providing franchisee office accountants with solutions to their inquiries regarding accounting guidelines and software usage. Helped with requests and projects requested by Keller Williams Realty International. -
Accounting ManagerKeller Williams Realty Nov 2002 - Jun 2006Rehoboth Beach, Delaware, UsServed as Market Center Accountant to office of 240+ agents. Prepared and analyzed monthly financial statements and bank reconciliations. Created and updated depreciation and amortization schedules, as well as booked the recurring monthly journal entries. Supervised Accounts Receivable and Accounts Payable. Tracked real estate escrows and created disbursement authorizations for commissions. Head the financial committee with the responsibility of explaining financial statements, planning annual budget, and discussing current financial issues. Developed systems of organization for administrative services. Hired and managed all hourly staff positions. -
Accountant - General Ledger SpecialistThe Arc Of San Diego Mar 2002 - Nov 2002San Diego, Ca, UsCreated all adjusting journal entries. Imported payroll of over 2000 employees. Responsible for billing the Department of Rehabilitation and Medi-Cal. Assisted CFO in bank reconciliations.
Trisha Smith Skills
Trisha Smith Education Details
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California State University San MarcosAccountancy -
Monte Vista High SchoolHigh School Diploma
Frequently Asked Questions about Trisha Smith
What company does Trisha Smith work for?
Trisha Smith works for Level 3 Audiovisual
What is Trisha Smith's role at the current company?
Trisha Smith's current role is CFO at Level 3 Audiovisual.
What is Trisha Smith's email address?
Trisha Smith's email address is ts****@****3av.com
What is Trisha Smith's direct phone number?
Trisha Smith's direct phone number is (602)-381*****
What schools did Trisha Smith attend?
Trisha Smith attended California State University San Marcos, Monte Vista High School.
What are some of Trisha Smith's interests?
Trisha Smith has interest in Children, Family Events, Education, Wine Tasting, Playing Cards.
What skills is Trisha Smith known for?
Trisha Smith has skills like Accounts Receivable, Accounts Payable, Financial Reporting, Payroll, Management, Financial Analysis, Quickbooks, Bank Reconciliation, Cost Accounting, Microsoft Excel, Account Reconciliation, Bookkeeping.
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