Areas of responsibility include accounting, audit, captive oversight, financial planning and reporting, human resources, tax, and treasury functions.

Tax Professional preparing income tax returns for individuals, businesses, corporations, and partnerships. As well as, advising and representing clients regarding tax matters (audits) before the IRS.

Leader of the Accounting team for mid-market CLEC and broadband provider. Lead, mentor, evaluate, and create development plans for team of 8. Member of cross functional teams that develop integrated processes and communication plans (RACI). Document, review, and automate processes, which allows the team to grow in new areas.

Sample of Accomplishments:Financial Controller Mar 2016 - Mar 2019• Reviewed, devised, and implement new Treasury Management processes that reduced bank fees by $17K per year, which equated to 80.6% decrease. • Created commission tool in MS Excel (VLOOKUP, SUMIF, PIVOT), which reduced the commission processing time from 5 hours to 1.5 hours.• Coordinated and managed tax accounting firm so that federal and 36 state income tax returns were completed, reviewed, and filed within 45 days of year-end close.• Report and work closely with President, Board of Directors, and Venture Capital company.• Mentor and manage Accounting/Finance team of 4. SENIOR STAFF ACCOUNTANT Mar 2015 – Mar 2016Responsible for Premium Accounting, which encompassed Accounts Receivable, Accounts Payable to carriers, Revenue recognition, audits of policies, and account reconciliations.• Redesigned Premium Payable process, which reduced time to create remittances to major carriers from 35-40 hours per remittance to 2-5 hours per remittance, utilizing MS Excel (VLOOKUP, CONCANTENATE, PIVOT)• Devised processes and tools to account and report to stakeholders, divestiture financial implications, utilizing MS Excel (VLOOKUP, HLOOKUP)• Acted as Controller for 3 months, while Controller was out on FMLA• Achieved “Power User” status on agency management system in less than 1 year.STAFF ACCOUNTANT Oct 2014 – Mar 2015• Preformed bank reconciliations for 32 accounts, monthly• Created processes and tools to account for revenue agreed upon in the merger and acquisition Asset Purchase Agreement (APA)Duties:Financial Statement Reporting and AnalysisGeneral Ledger Reconciliations and accuracy verification Treasury Management of up to 32 accountsInter and Intra Company Bank Transfers and AllocationsAgency and Direct Bill Commission Reconciliations utilizing Advance Excel (VLookup & PivotTables)Payroll Review and Journal EntriesMerger and Acquisition ExperienceDivestiture Experience

Contract position performing accounting functions and assisting in the creation of presentations, for a boutique consulting firm.

Areas of responsibility included accounting, financial analysis, financial reporting, and tax, for a franchised logistics company.

Position supporting $48M Customer Relationship Management (CRM) initiative's Program Management Office as a Financial Analyst

Served 6 business partners and assisted in the creation of the corporate financial statements, for this Prime and Sub-Prime Residential Mortgage Lending company.

Determined credit worthiness of, and approved lines-of-credit for, domestic and international customers, for this manufacturing company.