- Responsible for managing the day-to-day accounting functions including banking, credit card, accounts payable, and accounts receivable- Supervised, trained, and coached direct reports- Led the month-end close process including general ledger review, journal entries, balance sheet reconciliations, updating fixed assets and leases, and preparation of supporting schedules- Designed and implemented accounting policies that produced financial statements in accordance with generally accepted accounting principles (GAAP)- Reviewed, analyzed, and communicated financial and operational performance trends- Managed efficient billing and collections processes that facilitated timely identification and resolution of uncollected accounts- Oversaw the preparation and filing of monthly & quarterly sales tax returns - Collaborated with the customer support and sales teams on invoicing questions, contracts that required modifications, and prepared sales proposals for prospective customers - Piloted the monthly billing preparation process for two preferred provider programs- Ran payroll and performed time-off balance adjustments & reconciliations

- Served as Controller/CFO for clients in the Manufacturing & Distribution, Technology/SaaS, Venture Capital, and Service-Based industries.- Streamlined & managed all areas of the accounting & month-end close process with the use of cloud-based platforms and automation.- Oversaw A/P, A/R, Fixed Assets, G/L, and payroll functions.- Reviewed and issued financial statements in accordance with GAAP indicating key metrics and trends to help stakeholders make educated decisions. - Prepared 13-week cash flow forecasts and 3-year strategic plans/budgets to help guide both short-term and long-term decision making.- Implemented and optimized new accounting systems/procedures for clients.

- Supervised, managed, and coordinated clients’ returns & projects- Implemented, managed, and led the firm’s Employee Retention Tax Credit (ERTC) initiative for clients during the COVID-19 pandemic- Prepared quarterly & year-end tax projections, forecasts, budgets, & capital reports for clients to identify better solutions while successfully attaining their short-term and long-term strategic objectives- Quarterbacked with clients’ outside advisors on various tax strategy, investment, & estate planning initiatives- Collaborated with department management to improve firm operations, procedures, and efficiencies