Lead multiple assurance teams of up to 5 people through completion of services in a timely and efficient mannerExperience in training junior and senior level personnel in job functions and general managementAssisted in development, reporting, and compliance with complex accounting transactionsExperience in oversight and completion of multi organization and international consolidations

Lead development and implementation of ASC 606 and planning implementation of ASC 842Oversight of accounting team as stand in Controller and cross functional teams amount various departments, including monthly close process, authorizing activity, and assistance in preparation of the BOD reporting packagePreparation of internal and external financial, budgetary, and activity based reporting to department managers and investors

Developed position reports for new and unique accounting guidance for single owner to investment held companiesAssisted in preparation of budget reports for large, multi-company consolidationMiscellaneous positions and tasks performed across entities from daily cash reporting to internal SOC testing

Completed mid-year reviews and reconciliations for upper management reportingPreparation and performance of internal processes and controls reviewAssisted in preparation of forms and support for external audit presentation

Lead team of upwards of 5 people for clients ranging from $10 - $50M in revenueLead key procedures for internal risk and control review, including interviews with executives to staff level and prepared documentation for internal use and presentationPreparation of deferred tax calculations, stock ownership and ESOP annual review, inventory cost review, and bank covenant compliance

Lead team of 3 people for clients under $10M in revenue, specializing in small family-owned businessesDevelop and execute risk based audit procedures including supervision and review of internal and client teamPreparation of complex accounting calculations and guidance to client to be used in future financial preparationMaintain personal and team budgets, while identifying potential cost savings and efficiencies by maximizing team member strengths