Seasoned Financial Controller with 9 years of experience leading accounting and financial operations in the construction industry. Incorporates AI-driven solutions to enhance accounting accuracy, automate repetitive tasks, and gain deeper financial insights.
Overview
10
10
years of professional experience
Work History
Financial Controller
Self-Managed Plumbing Companies
09.2019 - Current
Founded and operated nine profitable plumbing companies, generating over $15M in combined revenue.
Delivered comprehensive monthly, quarterly, and annual financial reports to company owners.
Developed strategic cash flow and profitability models tailored to service-based businesses.
Reduced month-end close time by 25% through automation and workflow optimization.
Supervised all aspects of payroll, accounts payable/receivable, and general ledger accuracy.
Implemented AI-based financial tools for expense tracking, invoice processing, and data analytics.
Mentored staff on emerging technologies and finance best practices.
Team Lead – Accounting
CRM Company
07.2015 - 05.2019
Managed a team of 4 accounting professionals, overseeing daily transactions, reconciliations, and monthly reporting.
Guided month-end closing processes and ensured compliance with financial standards.
Trained staff on accounting systems and optimized workflow efficiency.
Achieved $150K in annual cost savings by identifying operational inefficiencies and renegotiating vendor contracts.
Collaborated with leadership to analyze financial trends and inform strategic decisions.
Missions Coordinator (Part-Time)
Calvary Christian High School
06.2015 - 06.2017
Managed finances and logistics for national and international mission trips.
Tracked donations, maintained transparency in fund distribution, and engaged with families and global partners.
AI Integration in Accounting
I've made it a personal mission to stay ahead of the curve by integrating AI into every layer of accounting operations.
I also developed a forecasting model using historical data and AI-driven trend analysis to predict cash flow fluctuations.
To eliminate bottlenecks, I trained machine learning models to automatically classify and route vendor invoices for approval.
In my day-to-day work, I've implemented tools that use AI to reconcile bank transactions in real time and alert me to discrepancies.