Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 20+ years of experience and take on challenging new role.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Controller
Xorail Inc.
01.2010 - Current
Promoted to Assistant Controller in 2021 and currently responsible for managing the daily operations of the company’s accounting department, including all functions within the accounts payable and accounts receivables department
Oversee the month-end closing process, including reviewing, and approving all monthly reconciliations and journal entries
Collaborate with both internal and external auditors throughout the year to ensure all internal controls are effective
Manage over 500 fixed assets including monthly depreciation calculations and yearly physical confirmations
Handle all compliance with state and federal regulatory agencies as it relates to all relevant taxes and business licenses
Develop standard cost labor and equipment rates and analyze cost variances monthly, quarterly, and on a yearly basis
Successfully account for multiple $20m+ engineering and construction POC projects located throughout North America
Reconcile all monthly, quarterly, and yearly financials for international divisions located in India and Brazil
Support the quotes and proposals department with financial bids for new domestic and international projects
Oversaw the company's accounting migration from QuickBooks Enterprise Solutions to Oracle E-Business Suite
Assist Controller on a monthly and yearly basis with the development and analysis of the company’s forecasts and budgets
Provide monthly, quarterly, and yearly reports to executive leadership, offering insights into current progress and metrics, comparing performance to the prior year and against the current budget.
Staff Accountant
LCI Financial
01.2006 - 01.2010
Recruited as a Financial Analyst to analyze monthly, quarterly, and annual performance of the various departments within the company and ensure financial information has been recorded accurately
Moved into a Staff Accountant position to assist the Accounting Manager with daily accounting functions
Assisted in the implementation of an accounting information system that cut operational costs and increased net revenue.
Financial Services Representative
Merrill Lynch & Co., Inc.
01.2004 - 01.2006
Designated to support major account corporate executives with exclusive retirement accounts, including pensions
Accurately process financial transactions including stock and money market trades, withdrawals, and other client requests
Managed, supervised, and trained new employees on job requirements and corporate policies.
Accounting Clerk I
Atlantic Beach & Tennis Club, Inc.
01.2003 - 01.2004
Managed the payments on account receivables and account payables daily
Developed various accounting statements and financial reports for the owner of the company.
Education
Master of Accountancy - Accounting
University of North Florida
Jacksonville, FL
04.2018
BBA - Banking And Finance
University of North Florida
Jacksonville, FL
Skills
Month-End Close
Cost Accounting
Cash Flow Management
Audit Coordination
General Ledger Accounting
Financial Planning & Analysis
Project Accounting
Fixed Asset Management
Budgeting and Forecasting
GAAP Knowledge
Certification
NASD Series 7 General Securities Representative Certificate, 2008-01-01
NASD Series 66 Investment Advisor Certificate, 2008-01-01