Created the reporting and budgeting processes, and led the automation and streamlining of reporting processes, resulting in a 50% reduction in reporting time, enhancing efficiency, and accuracy.Effectively managed cash flow in a highly cyclical business, proactively addressing early-year cash shortfalls during slow sales periods. Engineered a dynamic Cash Flow Projection incorporating YTD actuals, future cash collection, and disbursement projections, including payroll, OpEx, and CapEx. Implemented a strategic approach to secure short-term loans during months of deficits and repay during months of surpluses, ensuring business solvency while minimizing interest expenses.Pioneered the adoption of Power BI, replacing traditional Excel-based reporting. Independently developed and maintained Power BI reports before the new hire of a dedicated BI team in 2021.

• Streamlined and automated financial reports, sales projections, and performance metrics at the department level. • Established robust financial models for business cases, evaluating new brand prospects and territory expansions, and conducting benefit/cost analyses.• Led performance reviews, providing insightful analyses to leaders, identifying strengths and areas for improvement, and fostering strategic enhancements.• Developed and updated comprehensive weekly/monthly sales reports and KPIs, including channel sales performance, customer retention/growth, and product performance by brand.• Collaborated with directors and managers to formulate budgets aligned with their activities, contributing to overarching company goals and objectives.• Prepared detailed monthly department expense reports, highlighting variances between budgeted and actual expenditures.• Developed investment criteria, flow charts, and models, serving as guidelines for business case evaluation and strategic decision-making.• Reconciled inter-departmental differences, aiding senior leadership in understanding key drivers impacting the bottom line and facilitating improvements.• Led the development and execution of comprehensive expense forecasting processes, ensuring accuracy and alignment with organizational goals.

Set up and optimized accounting procedures, including automating daily transactions and streamlining monthly closing procedures.Led successful accounting changes through organizational restructuring, recording acquisitions, and divestments, consolidating financial statements, and ensuring accurate account balances before and after changes.Prepared the monthly close and board report deck for timely and accurate financial reporting.Reviewed monthly financial information and reconciled account discrepancies.Completed state-specific sales and use tax filings in adherence to regulations.Projected demand, initiated purchase orders, and reconciled year-end physicals in inventory management. Achieved savings in storage costs and expedited inventory turnover.