➤ Energizing Health - Senior Controller: ▷ Responsible for the financial functions of the startup and directing all aspects of accounting operations. ▷ Developing and supporting necessary accounting policies and systems and building an accounting department as the startup grows. ▷ Overseeing transactions related to the general ledger, receivables, payables, payroll, and financial reporting. ▷ Leading financial planning, budgeting and reporting and creating and maintaining budgeting tools. ▷ Responsible for the path of growth, forming new relationships, driving measurable value, and establishing core financial processes and reporting requirements. ▷ Analyze and review the profit and loss (P&L) statements through the identification of trends and outliers. ▷ Operations support in business partnering and on the developing of annual forecast & quarterly updates.

➤ Adams QB, Inc. (Fourlane) - Consultant (Oct 2018 – Dec 2018): ▷ Supported existing clients with QuickBooks training and consultation, including software and process troubleshooting. ▷ Managed projects and communicated any difficulty to the team and team leader. ▷ Used the company’s online project management system as a key part of the communication of the progress and status of pipeline and potential customers.➤ The Boon Group, Inc. - Accounting Consultant (Jun 2018 – Sep 2018): ▷ Developed financial reporting, including Profit & Loss (P&L) statements, balance sheets, and statements of cash flows for trusts, ensuring accuracy and completeness. Input journal entries into general ledger as needed. ▷ Managed reconciliation of accounts and balanced bank statements for multiple accounts, including sub-ledger and general ledger accounts. Reconciled also insurance bills to employee withholdings. Input Payroll. ▷ Collaborated with external audit team to compile provided by client (PBC) listing, researching variances, and supplied recommendations for journal entry adjustments. ▷ Utilized ASC606 – Revenue from Contracts with Customers to record revenue when appropriate milestones have been met/achieved.➤ Texas Restaurant Association - Senior Accountant (Aug 2017 – Apr 2018): ▷ Responsible for two team members (account receivables clerk and accounting intern) ▷ Oversaw accounting areas, such as general ledger, accounts payable, accounts receivable, monthly financial statements, monthly intercompany consolidations, yearly inquiries by an independent audit firm, yearly actual to budget variances, and financial reconciliations using Microsoft Dynamics GP 2016 and Office 365. ▷ Aided in yearly dividend check calculation project; reduced time of coworker manually calculating and used various spreadsheet tools (VLOOKUP, etc.) to reduce the time from 2 weeks to 2 days.

➤ Prepared advanced level adjusting entries, notes to the financial statements and work products related to the production of the State of Texas Comprehensive Annual Financial Report (CAFR).➤ Assisted team leads and supervisor by regularly leading or assisting on projects within the section such as the reconciliation of databases used in preparing the CAFR, the Annual Financial Report (AFR) reporting requirements update and training, implementation of new GASB statements.➤ Provided training/mentoring of team members, identifying and implementing improvements in policies and procedures for Financial Reporting Section (FRS) tasks, attending meetings for the team lead, and submitting reports to management on behalf of team lead or supervisor.➤ Reviewed and analyzed highly complex state agencies' (e.g. mid-size to large agencies having governmental funds with basis conversion entries, proprietary funds, and federal funds) financial data for accuracy, consistency, appropriateness, and conformity to Generally Accepted Accounting Principles (GAAP) or other accounting or reporting guidelines as defined by the Comptroller.➤ Provided technical and financial accounting assistance to highly complex state agencies (e.g. mid-size to large agencies having governmental funds with basis conversion entries, proprietary funds and federal funds) with Uniform Statewide Accounting System (USAS) profiles, T-Code and Object code determination for transaction entry and error correction and assists with running queries/reports to analyze the financial data.

➤ Provides tax consulting services to clients, including implementation of monthly bookkeeping processes using both desktop and cloud versions. ➤ Manage fixed assets for clients, providing federal, financial, and state depreciation reports as well as gain/loss reports on the disposal of assets.➤ Manage engagements for the services expected from a book of over 120 clients, ensured those were met and managed the relationship.

➤ Reviewed and prepare large corporation federal consolidated tax returns and various state tax returns (15+ states) from audited financial statements using RIA’s FastTax software.➤ Utilized tax research tools (BNA, CCH, and RIA) to find resolutions for more complex issues on clients' tax returns.➤ Advised, consulted, and prepared international tax forms required to comply with U.S. law.➤ Reviewed and responded to IDR’s from the IRS and meet with auditors as required to complete client examinations.➤ Converted from RIA FastTax to CCH ProSystems, as well as conversion from AssetKeeper to CCH Fixed Assets.

➤ Performed regular accounting functions, as well as preparing compilations both on-site and remotely for international clients in various industries such as medical, natural resources, financial investing, etc.➤ Reviewed and prepared partnership and corporation/S-corporation using CCH’s ProSystem fx Tax Software.➤ Completed monthly operating revenue reports (MOR's) and budget reports for Chapter 11/13 for federal bankruptcy clients in conjunction with the trustee of the case; also prepare closing reports for Chapter 7 cases.