Experienced finance professional with a proven track record in managing financial operations and strategic planning. Known for fostering collaborative team environments and delivering results in fast-paced settings. Expertise includes financial analysis, compliance management, and strong leadership abilities with high adaptability.
Overview
12
12
years of professional experience
Work History
Director of Finance
Production Management One, Inc.
09.2024 - Current
Developed and implemented financial strategies to enhance organizational profitability and operational efficiency.
Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
Provided insightful recommendations for process improvements, contributing to increased operational efficiency across the organization.
Successfully managed multiple, concurrent projects by prioritizing tasks and allocating resources efficiently.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Identify and manage financial risks and ensure internal controls are effective and updated.
Oversaw financial reporting, enhancing accuracy and timeliness for executive decision-making.
Collaborated with cross-functional teams to optimize resource allocation and cost management initiatives.
Directed compliance efforts, ensuring adherence to regulatory requirements and internal policies for risk mitigation.
Managed a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
Senior Financial Lead Accountant
CFO Services Group, LLC
01.2022 - 08.2024
In a cloud-based environment, remotely led a team of experienced accounting professionals supporting a group of clients ranging from startups to lower-middle-market businesses across various industries (including non-profit clients)
Led financial statement preparation and analysis, ensuring compliance with GAAP and accuracy in reporting.
Perform weekly and monthly reviews and closings on a monthly and annual basis.
Mentored junior accountants and lead accountants, fostering skill development and enhancing team performance on complex tasks.
Process payroll for clients in a variety of software platforms (Gusto, ADP, Paychex)
Set up processes and systems to achieve proper bookkeeping procedures and controls for all assigned clients to ensure their books and records are audit ready.
Handled A/P, A/R, journal entries, cash forecasting, balance sheet reconciliations, month-end close, financial statement preparation, sales tax filings, client CPA support for year-end closing, audits, and tax filing.
Controller/HR Manager
Meritage Asset Management, Inc. (dba Century Glass)
12.2013 - 01.2022
Controller and Human Resources Manager for retail, service, and construction companies.
Implemented extensive financial reporting including budgeting and forecasting, job costing reports, set up Paylocity payroll from ADP, and created policies and procedures.
Streamlined budgeting procedures, enhancing accuracy and timely completion of financial forecasts.
Supervised all accounting operations for a company with $11M of annual revenue, including month-end, quarterly, and annual closings.
Directed weekly company-wide payroll operations for over 60 employees in Paylocity and ADP.
Provided cash and treasury management, including reconciling banking activities, revenue, credit card processing, sales tax returns, and investment accounts.
Implemented effective technologies for cost containment at multiple locations.
Worked with the external CPA firm for the company’s annual review.
Ensure accounts receivable and corresponding sales software were managed timely and accurately.
Served as President of a public accounting firm for several years, specializing in tax return preparation for individuals and businesses, along with full-service bookkeeping.
Timeline
Director of Finance
Production Management One, Inc.
09.2024 - Current
Senior Financial Lead Accountant
CFO Services Group, LLC
01.2022 - 08.2024
Controller/HR Manager
Meritage Asset Management, Inc. (dba Century Glass)