
Finance professional and Certified Public Accountant with progressive experience in financial analysis, forecasting, budgeting, acquisitions support, and ERP integration. Proven ability to partner cross-functionally, support month-end close, and translate financial results into actionable insights. Experienced in acquisition integration, KPI reporting, and mentoring others, with a strong foundation in audit and accounting.
· Support the month-end close process, including revenue and expense analysis, journal entries, and account reconciliations
· Lead monthly forecasting activities for assigned sales channels, partnering with sales and operations to update assumptions and risks
· Support the annual budgeting process through cross-functional collaboration and financial modeling
· Deliver timely, accurate ad hoc analysis and reporting to wholesale and dealer sales teams to support decision-making and customer insights
· Provide financial reporting and integration support for acquisition sites, including the West Palm Beach, FL location
· Contributed to an SAP ERP implementation for an acquired entity, supporting data validation, testing, and go-live activities
· Produce L2/L3 KPI reporting to support performance measurement and management review
· Led audit, review, and employee benefit plan engagements from planning through completion
· Supervised, trained, and developed staff and interns, providing coaching and performance feedback
· Identified accounting and auditing issues, performed technical research, and developed practical solutions for clients
· Served as a primary client contact, proactively building relationships and managing expectations
· Delivered high-quality work under tight deadlines while managing multiple concurrent engagements