Supervised staff of seven other finance, HR, and administrative employees. Drove and organized annual budget process, incorporating input from other members of Senior Leadership Team. Built, reviewed, and explained company financial reports for management, banking, and other credit purposes. Worked cooperatively with sales, human resources, operations, and IT. • Reviewed, revised, and signed company contracts, enabling company to save the cost of a General Counsel. Primary liaison to… Show more Supervised staff of seven other finance, HR, and administrative employees. Drove and organized annual budget process, incorporating input from other members of Senior Leadership Team. Built, reviewed, and explained company financial reports for management, banking, and other credit purposes. Worked cooperatively with sales, human resources, operations, and IT. • Reviewed, revised, and signed company contracts, enabling company to save the cost of a General Counsel. Primary liaison to outside legal counsel. • Led preparations for audits, reviews, and tax returns. Established processes for determining financial statement measurements, including revenue recognition, software capitalization, and database valuation. Worked closely with independent CPA firm.• Built strong banking relationships and negotiated favorable terms for both treasury operations and debt, saving company substantial amounts in fees.• Worked closely with service providers in a variety of other areas, including brokers for liability, D&O, EPLI, work comp, and cyber insurance, landlord and property managers, and telephone system suppliers.• Acquired private equity investment of approximately $20 million. Provided due diligence documents. Closed on NRCCUA’s first acquisition. • Completed highly complex initial financial statement audit following acquisition by private equity.• Owned general ledger and audit preparations. Show less

Promoted from intern to staff accountant to in-charge accountant to senior accountant to manager. Supervised and scheduled a staff of six other professionals. Planned, performed, reviewed, and concluded audits of financial statements.• Prepared income tax returns for corporations, S corporations, partnerships, individuals, nonprofit organizations, employee benefit plans, estates, and trusts.• Prepared valuations of companies.• Analyzed potential effects of planned transactions.•… Show more Promoted from intern to staff accountant to in-charge accountant to senior accountant to manager. Supervised and scheduled a staff of six other professionals. Planned, performed, reviewed, and concluded audits of financial statements.• Prepared income tax returns for corporations, S corporations, partnerships, individuals, nonprofit organizations, employee benefit plans, estates, and trusts.• Prepared valuations of companies.• Analyzed potential effects of planned transactions.• Worked with wide range of clients, including real estate, construction, trucking, nonprofits, and school districts.• Directly responsible for client satisfaction and billing. Show less