Accounting Professional with 15+ years of experience in month-end close activities, Financial Reporting Internal and External packages, Accounting Research and Technical Memoranda, Audit Project Management, Internal Auditing, Acquisition and Divestiture Support, IPO Preparation, Budgeting and Forecasting, and Special Projects.
Overview
19
19
years of professional experience
Work History
Internal Audit Consultant
Amazon
Arlington, VA
07.2024 - Current
SEC REPORTING AND ACCOUNTING CONSULTANT
Various Locations
02.2017 - Current
Providing ongoing support to process owners/control owners and cross-functional teams to ensure controls are designed and implemented effectively
Assisting with system implementation and migration and respective software development lifecycle controls.
Financial Reporting Manager/Audit Project Manager
Synaptive medical, Inc.
Toronto, Canada
10.2022 - 06.2024
Prepared 2021, 2022, and 2023 Annual Audit reports in 20-F Format
Lead projects with conversion from IFRS to GAAP standards
Prepared technical memos on IFRS 9: “Financial Instruments,” IFRS 13: “Fair Value Measurements,” IFRS 3: “Business Combinations,” and IFRS 16: “Leases” topics
Prepared consolidated financial statements and month-end close schedules in functional and reporting currency
Lead the coordination of annual audit activities of external audit firm.
Interim VP of Accounting
Crescent Capital
Los Angeles, CA
05.2022 - 10.2022
Lead financial reporting, treasury-banking, cash management, expense control, investor distributions/reporting, and accounting processes
Oversaw timely and accurate reporting of monthly financial statements to internal parties.
SEC Reporting Consultant
Markel Corporation (NASDAQ: MKL)
Glen Allen, VA
10.2021 - 04.2022
Prepared and updated Quarterly and Annual Reports on Form 10-Q/K in W-Desk software
Researched GAAP, peer filings, and SEC regulations to prepare/review 10-K and 10-Q filings in order ensure it meets SEC and GAAP requirements
Reviewed and analyzed XBRL data tagging and XBRL documents to ensure consistency and accuracy
Participated with M&A implementation and integration activities, including purchase accounting, fair value assessments, and related processes.
SEC Reporting Consultant
Harmonics (NASDAQ: HLIT)
Santa Monica, CA
12.2020 - 05.2021
Prepared and updated Quarterly and Annual Reports on Form 10-Q/K in W-Desk software
Assisted with preparation and review of Earning Release in W-Desk software
Reviewed and analyzed XBRL data tagging and XBRL documents to ensure consistency and accuracy.
Financial Reporting Consultant
Assima, inc.
Atlanta, Georgia
04.2019 - 11.2020
Assisted with preparation of purchase price allocation schedules and technical accounting memos
Assisted with accounting and integration activities related to an acquisition.
Financial Reporting Consultant
DaVita Medical Group
04.2018 - 03.2019
Prepared month-end close reporting package containing consolidated financial statements and corporate accounting schedules
Assisted with accounting for acquisitions and divestitures and other complex accounting events
Worked with internal and external auditors to provide support for audited financial statements and assisted in implementation, maintenance, and adherence to internal controls under SOX
Assisted with Day One Readiness and post close for $4.9Bn divestiture of DaVita Medical Group in the following capacity: Financial Close, Opening Balance Sheet and Carve-Out Financial Statements.
SEC Reporting Consultant
Western Gas, Inc (NASDAQ: WES)
Denver, CO
02.2017 - 02.2018
Prepared and updated Quarterly and Annual Reports on Form 10-Q/K in W-Desk software
Researched GAAP, peer filings, and SEC regulations to prepare/review 10-K and 10-Q filings in order ensure it meets SEC and GAAP requirements
Prepared carve-out financial statements along with purchase price allocation schedules and memos for asset acquisitions and divestitures.
Senior Manager
SolomonEdwards Group
Houston, TX
10.2015 - 01.2017
Prepared and updated Quarterly and Annual Reports on Form 10-Q/K in W-Desk/Workiva software
Reviewed and analyzed XBRL data tagging and XBRL documents to ensure consistency and accuracy
Prepared technical memoranda for clients on GAAP and SEC matters
Prepared purchase price allocation schedules and merger transaction memos, Pro-Forma schedules, and SEC Form 8-K
Prepared consolidated financial statements for both internal and external SEC reporting packages
Assisted with coordination of annual audit and quarterly review activities of external auditors
Documented processes and identified risks and controls, tested key controls over various processes, and coordinated SOX 404 testing.
Director
Sirius Solutions, LLP/AQUA SOLUTIONS, INC.
Houston, TX
02.2011 - 10.2015
Prepared and updated Quarterly and Annual Reports on Form 10-Q/K in Workiva software and managed internal and external review of these documents
Reviewed and analyzed XBRL data tagging and XBRL documents to ensure consistency and accuracy
Prepared consolidated financial statements for both internal and external SEC reporting packages
Prepared technical memoranda for clients on GAAP and SEC matters
Assisted with coordination of annual audit and quarterly review activities of external auditors
Prepared and implemented quarterly financial statement disclosure checklists and processes.
SEC Financial Reporting Manager
albeck
Houston, TX
08.2009 - 02.2011
Reviewed financial statements and ensured complex accounting transactions are in properly accounted for in accordance with GAAP and SEC regulations
Prepared audit schedules, reconciliations, variance analysis, and management reports for auditors and management
Prepared financial statement and footnotes and MD&A sections of the 10-Q and 10-K filings for SEC reporting companies in mining, energy/energy services, and manufacturing industries
Tested internal control and operational procedures to ensure compliance with SOX.
Senior Auditor
Malone & Bailey, PC.
Houston, TX
08.2007 - 07.2009
Reviewed 10-Q and 10-K filings of accelerated, non-accelerated, and micro-cap SEC reporting companies in software development, biopharmaceutical, insurance, energy/energy services, and manufacturing industries
Managed up to four audit engagements (as well as the assigned staff) simultaneously to meet SEC reporting deadlines
Verified accounting for stock-based compensation, warrants, convertible debt, derivative instruments, investment (Held for Trading and Available for Sale), cash-flow hedge, and business combination are in accordance with GAAP
Verified accounting for business combination, equity method investment, revenue recognition, foreign currency translation, leases, and cash flow hedges are in accordance with International Financial Reporting Standards (IFRS).
Senior-Staff Auditor -Assurance
BDO USA, LLP
Houston, TX
07.2005 - 07.2007
Performed financial statement audits in accordance with firm policy, Generally Accepted Accounting Principles (GAAP), and Generally Accepted Auditing Standards (GAAS) for the firm’s private companies in Power Plants, Retail, Real Estate, and Manufacturing industries
Tested internal control procedures to ensure compliance with SOX
Interacted with key client management and staff to gather information, to resolve audit and accounting related issues, and to make recommendations for business and process improvements.
Education
Bachelor of business administration and accounting -
Houston Baptist University
Skills
Accounting
Financial Reporting
Internal Audit
Audit Project Management
Acquisition and Divestiture Support
IPO Preparation
Budgeting and Forecasting
SEC Reporting
Technical Accounting
IFRS
GAAP
Financial Statements
Month-end Close
XBRL
SOX Compliance
Purchase Price Allocation
M&A Integration
Cash Management
Treasury
Expense Control
Investor Reporting
Carve-Out Financial Statements
Process Documentation
Risk Assessment
Internal Controls
NetSuite
SAP
Oracle
Hyperion JD Edwards
Microsoft Dynamics
QAD
Quorum
Bolo
OGsys
Orion
Sage Accpac
QuickBooks
Microsoft Office Suite (Excel, Word, Access, PowerPoint, Outlook)
Timeline
Internal Audit Consultant
Amazon
07.2024 - Current
Financial Reporting Manager/Audit Project Manager
Synaptive medical, Inc.
10.2022 - 06.2024
Interim VP of Accounting
Crescent Capital
05.2022 - 10.2022
SEC Reporting Consultant
Markel Corporation (NASDAQ: MKL)
10.2021 - 04.2022
SEC Reporting Consultant
Harmonics (NASDAQ: HLIT)
12.2020 - 05.2021
Financial Reporting Consultant
Assima, inc.
04.2019 - 11.2020
Financial Reporting Consultant
DaVita Medical Group
04.2018 - 03.2019
SEC REPORTING AND ACCOUNTING CONSULTANT
Various Locations
02.2017 - Current
SEC Reporting Consultant
Western Gas, Inc (NASDAQ: WES)
02.2017 - 02.2018
Senior Manager
SolomonEdwards Group
10.2015 - 01.2017
Director
Sirius Solutions, LLP/AQUA SOLUTIONS, INC.
02.2011 - 10.2015
SEC Financial Reporting Manager
albeck
08.2009 - 02.2011
Senior Auditor
Malone & Bailey, PC.
08.2007 - 07.2009
Senior-Staff Auditor -Assurance
BDO USA, LLP
07.2005 - 07.2007
Bachelor of business administration and accounting -