Finance and accounting professional with 17 years of experience in GAAP based accounting, leadership, project management, specializing in efficiency analysis and software implementation and integration.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Controller
LEAP DISTRIBUTORS
03.2025 - Current
Prepare and review monthly, quarterly and yearly financials, budgets and forecasts
Implementation Project Manager for new Accounting software migrating 5+ years of historical financial data, setting up two new businesses along with a new chart of accounts and all new financials statements
Assist with Mergers and Acquisitions of two companies including assistance with projections, cash needs and new company structure
Oversee 2 employees in the Finance & Accounting Department
CAS Controller
ADAMS BROWN CPA
06.2024 - 03.2025
Outsourced Controller for multiple Healthcare clients reviewing and preparing monthly financial reports for BOD and external third parties
Review, prep and audit monthly, quarterly, and yearly engagements for Healthcare clients
Business Development Manager for new clients including cash flow, budget and forecast projections, QBO set up and reporting, and start up consulting Recruitment Coordinator
Controller
PARK AEROSPACE CORP.
01.2024 - 06.2024
Led a team of 5 to oversee all day-to-day interoffice operations including A/R, A/P, sales, accounting, inventory, tax compliance, banking, fixed assets, investments and payroll
Prepare monthly, quarterly, and yearly GAAP based reports for internal BOD and external parties including SEC and external auditors
Complete quarterly and annual audits for 401k Plan, Financial Reporting, Overseas Operations in Singapore and Worker’s Comp Policies
VP of Finance & Administration
BERAN CONCRETE
08.2023 - 12.2023
Led a team of 6 to oversee all day-to-day interoffice operations including A/R, A/P, sales, accounting, fleet operations, tax compliance, banking, fixed assets, payroll and HR
Integrated a new expense management software saving 75% of time spent by both field employees and administration and creating a passive revenue stream in cash back incentives and card usage
Researched, vetted, and integrated new accounts payable software digitizing 90% of all manual functions and saving 50% more time in the approval and processing period
Spearheaded EOS implantation from the top level down developing new employee descriptions, review policies, weekly check in process and review as well as overall company strategy
Controller
THRIVE RESTAURANT GROUP
05.2019 - 08.2023
Built and led a team of 11 responsible for all financial functions of the company including financial statement production and analysis, budget creation, cash management of $30M in assets, tax compliance, and audit.
Oversaw 6 acquisitions of 150 locations across 4 hospitality brands increasing assets and revenue by more than 60%
Oversaw the financial management of construction of 7 new locations across 3 hospitality brands
Implemented a new expense management software saving more than $15,000 in yearly service fees as well as creating a passive revenue stream in cash back and vendor card usage and payments
Implemented a new accounting software, Microsoft Business Central, while integrating 30+ years of data from the prior software, creating a new, centralized chart of accounts and new, streamlined financial statements
Controller
OXFORD MANAGEMENT GROUP
03.2015 - 05.2019
Built and led a team of 6 responsible for all financial functions of the company including financial statement production and analysis, budget creation, cash management, fixed assets, tax, and audit
Oversaw the financial management of construction of 5 new locations across 3 states
Implemented a new expense management software saving more than $6,000 in yearly service fees as well as creating a passive revenue stream in cash back
Implemented a new financial statement software producing a digital general ledger listing, creating transparency for all users of the financial statements