Results-driven Executive Financial Leader experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Skills
Data Analytics
Profitability analysis
Strategic financial planning
Management Reporting
Bank Reconciliation
Cash Flow Management
Financial Risk Management
Payroll Administration
Forecasting abilities
Internal controls implementation
Relationship building and management
Risk Assessment
Work History
Director of Accounting and Finance
Nationwide Solar Installer Services
11.2023 - Current
Analyzed complex financial data to identify trends, risks, and opportunities for improvement within the organization''s operations.
Advised executive leadership on financial risks and opportunities, contributing to informed decision-making processes.
Collaborated with executive leadership on strategic planning initiatives, providing expert insights into potential financial implications of proposed actions.
Optimized cash flow management, improving liquidity positions for business expansion initiatives.
Enhanced cross-functional communication between accounting, finance, and other departments to improve overall efficiency.
Secured financing through strong relationships with banks and investors, enabling organizational growth objectives to be met more efficiently.
Created and managed financial models to evaluate corporate investments and acquisitions.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Spearheaded successful audits by collaborating with external auditors on annual reviews of company financials.
Accounting & Finance Manager
In Motion Construction/BuiltMX Inc
04.2022 - 11.2023
Generated and presented monthly and quarterly financial statements for Owners and C-Level Executives, including cash flow projections, cost analysis, and WIP reports.
Collaborated with C-level executives and stakeholders to develop long-term financial plans for sustained profitability and growth.
Developed comprehensive financial models to support decision-making across various business units.
Enhanced cash flow management by analyzing revenue trends and optimizing accounts receivable collections.
Reduced operational costs through the identification of inefficiencies and implementation of cost-saving measures.
Strengthened financial controls by designing, implementing, and monitoring internal audit procedures.
Analyzed business processes to identify cost savings and operational efficiencies.
Managed budgeting process for multiple departments, aligning resource allocation with organizational goals.
HR/Payroll/Accounting Specialist
Atlantic Key Energy/Lumio Inc
11.2021 - 04.2022
Managed payroll data entry and processing for East Coast Division (500+ employees) ensuring compliance with all applicable federal, state and local payroll laws and regulations.
Worked with Executive Leadership to meet deadlines associated with an ongoing 5-company merger.
Registered Business & Tax Accounts across 20+ states for purposes of payroll, including Sales & Use Taxes, Corporate Income Tax, With-Holding Taxes, Unemployment Insurance, Disability Insurance, FMLA, Transient Tax, etc.
Oversaw the transition to a new payroll software platform, minimizing downtime during implementation phase.
Oversaw accurate processing of special payroll situations, such as piece-rate, overrides, bonuses, terminations, and leaves of absence, maintaining strict adherence to policies.
Streamlined year-end tax reporting process, ensuring timely issuance of W-2 forms and minimizing errors through meticulous record-keeping.
Prepared and submitted payroll taxes and reports to regulatory agencies.
Accounts Payables
SPR Services, Inc.
04.2021 - 09.2021
Manage, track, and report all company expenses and expenditures
Perform monthly audits per vendor per project (up to 15 projects running concurrently)
Process all invoices and payments in a timely manner, creating credible financial standings and solid business relationships with industry associates
Responsible for coordinating and obtaining all company credits, rebates, and reimbursements
Generated and managed all Change Orders for all project sites
Collaborated with Project Managers to oversee and coordinate the ordering of material, equipment, and supplies, while adhering to contracted budgets set in place
Governed usage of all company equipment and machinery at all project sites, including overseeing Certification Training of employees
Managed Compliance of Insurance, ensuring all on-site Sub-Contractors had active Liability
Accounting/Project Manager
Bold Entourage Inc.
04.2009 - 11.2019
Responsible for continuous monitoring and updating of accounts receivable/payable to facilitate efficient processing for five individual companies under the Bold Entourage brand
Managed all phases of Multi-Million Dollar Projects from procurement to commission within strict timeframes and budget constraints
Worked routinely with Senior Financial Leaders and C-Suite Managers of all partnered financial institutions and banks, including Wells Fargo, SunTrust Banks, Walt Disney World Co., & Disney's Collector's Edition Co
Worked hand in hand with Senior Accounting Manager on bi-weekly payroll for company employees, including calculating taxes, vacation, sick time, commissions, and bonuses
Oversaw installation and implementation of software programs and hardware systems to improve efficacy of tracking sales from initiation to completion
Updated operational methods, oversaw accounting procedures, tracked information, and compiled data to improve efficiency
Assisted Senior Managers in developing the accounting infrastructure implemented at Bold Entourage Inc
Managed the accounting operations of all seasonal events
Conducted orientation sessions and organized on-the-job training for new hires, permanent and seasonal
Composed & annually updated company training manuals along with policy-enforcing memorandums
Managed all intercompany & outsourced customer financing programs such as BUC's, IHF's, and Wells Fargo's Collector's Program
Developed and managed a system to maintain VIP Premium accountholders and vendors remotely
Routinely conducted audits and monitored records to identify and address potential margins of error
Electrical Apprentice at Bay Electric And Solar - Top Bay Area Solar InstallerElectrical Apprentice at Bay Electric And Solar - Top Bay Area Solar Installer