Dedicated, trustworthy, and detail-oriented finance and accounting professional with 20 years of experience across the financial and manufacturing & distribution industries. Establishes and improves the infrastructure and processes necessary to achieve accurate, complete, and timely financial reporting results that drive bottom line financial performance. Stays calm under pressure and delivers a high volume of work with a high degree of accuracy under exacting deadline constraints. Consistently promoted to positions of greater responsibility. Expertise includes:• Strong technical accounting skills and knowledge of GAAP• Detailed management reporting and analysis• Budgeting and forecasting• Liaison with internal and external auditing firms• Tax and regulatory compliance• Finance and treasury• Team managementKey Accomplishments:• Reduced time to complete monthly financial reporting package by 11 business days.• Created all documentation to support PPP loan application and subsequent forgiveness.• Saved over $2 million in net present value of tax preparation costs through the automation of accounting entries for over 800 defeasance entities• Saved $35,000 annually through reduced interest expense, finance charges and transaction costs by more effectively planning and deploying internal cash to fund defeasance prepayments• Streamlined the process of the monthly reconciliation of defeasance bank accounts, reducing the workload required from three people over a period of three weeks to one person in one day • Reduced legal and audit risk exposure by implementing compliance procedures under the Sarbanes-Oxley Act in areas of revenue recognition, receivables valuation, inventory, banking, and expense report workflow• Implemented new reporting procedures and assembly of binders for month end work papers to ensure completeness and accuracy• Reduced legal and audit risk exposure by implementing compliance controls and submitting report filings under the Sunshine Act provision of the Affordable Care Act• Improved time efficiency and reduced administrative burden on sales team by implementing Concur, an online and mobile expense management application to replace paper copy expense reports• Automated reporting for asset based lending, reducing preparation time by hours while improving accuracy and allowing for daily instead of monthly monitoring for compliance• Streamlined daily sales and cash reports to executive management, saving over 8 hours/week over previous methods• Created company-wide training courses on Excel
Listed skills include Accounting, Finance, Analysis, Account Reconciliation, and 11 others.
