Expand installation of third-party products to existing customer base. Maintain comprehensive understanding of emerging industry trends; develop sales strategy appropriate to client needs and preferences. Create forecasts and budgets; maintain updated client information. Cultivate existing account relationships and prospect to establish leads and build relationships to gain new clients.

Advanced through a series of positions with increased responsibility and accountability to direct the financial function, including supervision of 16 bookkeepers and administrative assistants. Served as liaison between company and banking / investment relations. Oversaw all aspects of accounting, reconciliations, ledger entries, fixed asset schedules, reporting, financial statement preparation, tax filings, and forecasting. Document business processes, coordinated workflow, and delegated tasks across the department. Monitored month-end close. Participated in mergers and acquisitions. Communicated new policies and procedures to staff. Facilitated new software training. Conducted meetings and team-building exercises. Directed the company's Information Technology activities.Key Contributions:Revamped business processes to enhance accuracy and efficiency.Reduced headcount from 16 to 8 through system automation and change implementation.Collaborated with ADP to automate payroll system for 350 employees.Tasked with researching and purchasing new accounting software to automate quote-to-cash business cycle of the company.Spearheaded the successful implementation of an ERP system.Slashed month-end closing from two weeks to three days.Instituted new billing procedures to expedite the process and ensure accuracy.Instituted new office manager position and executed recruiting to fill role.Participated on corporation's executive board.Authored company's first employee handbook.

Worked independently with minimal supervision to gather, organize, and review tax information and subsequently compile personal, state, and federal income tax returns for clients within a professional public accounting firm. Completed California personal property tax forms and maintained fixed asset scheduled for business clients. Handled miscellaneous bookkeeping tasks for business clients.