Accounting, Tax and Payroll Services

• Vendor negotiation and consolidation – Slashed costs by 7% on vendors • Contract review and renewal - Achieved $160k savings in analyzing terms • Extensive written and verbal communication – Required various proposals to executive levels of company and vendors.• Deadline oriented – held weekly meetings to stay on track of goals• Results Driven – Set weekly and monthly goals to achieve and follow through.

Create and handle all day-to-day accounting activities including closing revenue cycles, all associated reporting and reconciliations and posting of journal entriesHandle and drive improvements in monthly close processOwn monthly, quarterly, and annual reporting to internal and external stakeholdersManage and report on financial covenantsCreate robust treasury management function and associated controlsResponsible for accounting audit, including preparation of accounting policies and technical memosResponsible for revenue recognition, deferred revenue and accrual journal entriesComply with local, state, and federal government reporting requirements and tax filings

Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.Protects assets by establishing, monitoring, and enforcing internal controls.Monitors and confirms financial condition by conducting audits; providing information to external auditors.Maximizes return, and limits risk, on cash by minimizing bank balances; making investments.Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans.Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.Provides status of financial condition by collecting, interpreting, and reporting financial data.Prepares special reports by collecting, analyzing, and summarizing information and trends.Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.Ensures operation of equipment by establishing preventive maintenance requirements and service contracts; maintaining equipment inventories; evaluating new equipment and techniques.Completes operational requirements by scheduling and assigning employees; following up on work results.Maintains financial staff by recruiting, selecting, orienting, and training employees.Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Protects operations by keeping financial information and plans confidential.Contributes to team effort by accomplishing related results as needed.

Manage the finance and accounting departments.Financial statement analysis, cash flow, A/P, A/R, forecasting, Member of the management team, discuss, implement, and analyze new initiatives, company policies, human resources, marketing strategies, budgets, etc. Manage and direct the monthly close processManage all aspects of payroll, financial reporting, budgeting, annual audit, and all other initiatives.

Manage the finance, accounting and HR departments. Financial statement analysis, cash flow, A/P, A/RMember of the management team, discuss, implement, and analyze new initiatives, company policies, human resources, marketing strategies, budgets, etc. Managed monthly close process Manage the HR department, all aspects of payroll, recruiting, reporting

Premier Ophthalmology Group in Denver, CO.Integral member of the executive and leadership teams; discussed, implemented, and analyzed new initiatives, company policies, human resources, marketing strategies, budgets, etc. Managed monthly close process for several unitsDeveloped, analyzed and completed budgeting process and variancesFinancial statement analysis and presentation, trend analysisDirect reports from GL, AP, and payroll, with in-directs from the billing departmentKey accomplishmentsProduced annual budgets ahead of scheduleConsolidated units for better reporting analysisImproved monthly trend and planning reports

$250M Commercial Real Estate LenderManage and direct accounting and finance departments Manage complex credit facility reporting and compliance Variance analysis on several operating units Process evaluation and improvements Accurate and timely financial statement preparation and analysis on complex structures Prepare schedules for annual audit and tax returns Liaison with banking and credit facility relationship

$350M Manufacturer of food productsEffectively trained and developed staff of eight Financial statement preparation, analysis and recommendations Conducted inventory costing/analysis (15 manufacturing locations)Directed accounts payable and receivables; including sales tax reporting, business and warehouse licenses Corporate consolidation/financial statement trend analysis Produced financial statements for 15 locations nationwide Conducted staff development and coaching, resulting in the increased accounting knowledge of staff, while promoting their value to the company Created and implemented internal control proceduresImproved banking relationships to promote effective internal control proceduresImplemented imaging procedures for AR/AP departmentsManaged the annual audit and preparation of schedules Facilitated contract administration and reviewEffectively managed the close process to produce timely and accurate financial statements Key accomplishmentsReduced the close schedule from 11-12 days to 7-8 Implemented a company wide purchasing card that consolidated expenses and saved travel expense Developed successful banking relationships to enhance efficient processes

$300M Residential Mortgage companyEffectively tracked and managed the daily cash requirements of the companyProactively trained and motivated employees, establishing a dynamic team of four direct reports Conducted loan level cost accounting and analysis Assisted in the preparation of monthly financial statements and P/L analysis Managed delinquent accounts - reduced by nearly 80% Managed and monitored the Fixed Assets of the company. Established strong Investor and banking relationships to promote efficient processes Monitored all general ledger processes to enable accurate and timely transactions Reviewed the staff general ledger reconciliation's along with journal entries Managed and monitored the warehouse line and the portfolio loans of the company Assisted in audit/prepare personal property tax schedules. Consolidated financial statements for six locations Manage the Portfolio real estate properties (25 properties)Key accomplishments:Implemented a new loan-servicing moduleImplemented a new fixed asset module Effectively trained employees to close the monthEstablished strong working relationships with investors to assist in the loan purchase discrepancies/refunds

Telecom and Oil & Gas industryReconciled bank statements, prepaid and accrued expensesCommunicated effectively with all levels of the companyAssisted in preparation of monthly financial statementsMonitored A/P, A/R and Fixed assets to enable a timely close processResponsible for lead schedules and reconciliations of all balance sheet accounts Assisted in annual audit and tax return schedules Key accomplishmentImplemented the conversion to PeopleSoft and was an integral part of the smooth transition.