Financial controller with a strong focus on financial reporting, budgeting, and compliance. Demonstrated expertise in developing budgets, enhancing internal controls, and improving efficiency across financial operations. Proven track record in team leadership and strategic decision-making to drive financial growth.
Overview
16
16
years of professional experience
Work History
Controller
Advanced Construction Contractors, Inc
Norristown, Pennsylvania
02.2026 - Current
Managed financial reporting and compliance for construction projects, ensuring accuracy and adherence to regulations.
Oversaw accounts payable and receivable processes, streamlining operations to support timely project funding.
Implemented internal controls to uphold financial integrity.
Developed annual budgets and forecasts to secure project funding.
Collaborated with project managers to review cost estimates and align financial strategies, facilitating informed decision-making.
Analyzed financial data to facilitate strategic decision-making.
Reviewed contracts for financial implications and risk assessment.
Served as primary contact for external auditors during year-end audits.
Accounting Manager
Bracy Construction
Allentown, PA
09.2023 - 09.2025
Managed cash and investment operations, subcontractor relations, company insurance, and IT vendors and equipment.
Maintained fringe schedules for certified payroll and managed corresponding accounts.
Assisted CPA firm with financial statements and tax preparation and audits.
Prepared BPT forms, MCT forms, and all regulatory filings required.
Coordinated equipment and vehicle schedules alongside asset and loan schedules to enhance operational efficiency.
Financial Controller
Valley View Health Center
Chehalis, WA
12.2021 - 03.2023
Prepared all financial statements, month-end close procedures, all analysis documents for regional leader review for all departments.
Led accounting team, payroll, and financial reporting processes, ensuring timely and accurate financial data.
Managed cash, investments, and annual audit, safeguarding organizational assets and compliance.
Developed the annual budget and collaborated with leaders to improve processes.
Directed accounting department functions to maintain compliance with established protocols.
Oversaw grant processes and financial software, optimizing asset management and planning for procurement.
Developed financial literacy program and training for regional and departmental leaders.
Accounting Manager
I-5 Auto Group
Chehalis, WA
03.2021 - 12.2021
Oversaw payroll department for company with 250+ employees, ensuring accurate processing across multiple pay types.
Directed accounts receivable functions, including daily deposits, customer credit application approvals, and preparation of monthly statements.
Executed quarterly tax filings, benefit allocations, and submissions to maintain compliance and streamline operations.
Assisted in preparing monthly financial statements by gathering necessary data and ensuring accuracy.
Implemented procedure improvements for payroll and daily depositing.
Conducted monthly B&O preparation and reconciliation.
Performed all clearing account maintenance and warranty schedule management.
Managed a team of 6 directly and 9 indirectly.
Financial Controller
Kersey Mobility, LLC
Sumner, WA
09.2019 - 11.2020
Prepared monthly and quarterly reports to Arch Retail Corporate, including disclosures, financial statements, cash flow analysis, and MR&A analysis.
Developed and maintained budget for all dealer locations, aligning financial resources with operational goals.
Evaluated monthly financial performance by comparing budgeted figures to actual results.
Managed bi-weekly payroll and 401(k) submissions, oversaw financial reporting tasks and adjustments, tracked prepaid and accrued expenses, and prepared depreciation schedules to ensure accurate financial records.
Conducted disaster forecasting and cash conservation management, providing worst-case scenario financial forecasts and analysis to support strategic decision-making.
Led the implementation of the Dealer Management System and managed associated systems upgrades and maintenance.
Staff Accountant
McFerran Company
07.2017 - 09.2019
Managed the preparation of combined excise and B&O returns, 1099s, cash flow, and financial statements.
Managed month-end closing tasks in Yardi, including posting and reconciliations to ensure accurate investment accounting.
Reconciled all escrow, trust, and general bank accounts.
Reconcile advance accounts, intercompany loans, outside loans and lines of credit.
Reconcile commission reports based on fees from multiple platforms.
Prepared company branch allocations and title reports, remittances to underwriters, and inter-property payroll for seamless property management conversion to QuickBooks.
Led development of standard operating procedures, streamlining department duties and enhancing document recording reconciliations.
Supported IT team in maintaining system reliability.
Staff Accountant
Horiuchi Zimmerman Bartels, PS
Puyallup, WA
07.2015 - 05.2017
Prepared various tax returns: 1120, 1120S, 990, 1065, 1040, contributing to timely filings and client satisfaction.
Managed preparation of excise and B&O returns, payroll tax returns, 1099s, and W-2s, ensuring compliance and accuracy.
Completed bookkeeping and various tax returns, including payroll, excise, and personal property, streamlining overall financial reporting.
Tax Accountant
Drotar Financial Consultants
Plymouth Mtg, PA
05.2010 - 11.2014
Processed payroll, sole proprietor, corporate, and personal taxes, including federal, state, and local, ensuring timely submissions.
Managed financial records for diverse client portfolio, ensuring accuracy and compliance.
Closed client accounting software and compiled comprehensive tax reports for client review.
Extensive use of Peachtree accounting systems and ATX tax preparation software.
Education
B. S. - Accounting
Albright College
Reading, PA
12-2014
A.S. - Liberal Studies with concentration in Accounting
Montgomery County Community College
Blue Bell, PA
05-2012
Skills
Financial reporting
Financial strategy development
Strategic planning
Internal controls
Data analysis
Trend analysis
Cash management
Balance sheet management
Financial software management
Asset procurement planning
Team leadership
Awards
Volunteer of the Year, 2016, Nominated and awarded by the Puyallup/Sumner Chamber of Commerce.
Leadership Institute, 2016, Graduated from Puyallup/Sumner Chamber of Commerce Leadership Institute.
Downtown Puyallup Rotary, 08/01/16, Contributing member of Rotary International and several specific committees.
Timeline
Controller
Advanced Construction Contractors, Inc
02.2026 - Current
Accounting Manager
Bracy Construction
09.2023 - 09.2025
Financial Controller
Valley View Health Center
12.2021 - 03.2023
Accounting Manager
I-5 Auto Group
03.2021 - 12.2021
Financial Controller
Kersey Mobility, LLC
09.2019 - 11.2020
Staff Accountant
McFerran Company
07.2017 - 09.2019
Staff Accountant
Horiuchi Zimmerman Bartels, PS
07.2015 - 05.2017
Tax Accountant
Drotar Financial Consultants
05.2010 - 11.2014
B. S. - Accounting
Albright College
A.S. - Liberal Studies with concentration in Accounting