Results-driven professional with a forward-thinking approach and expertise in analytics, business acuity, and problem-solving. Strategic and reliable, adept at resolving long-term issues and driving revenue-positive outcomes.
Overview
22
22
years of professional experience
Work History
Controller
Awaken180
10.2022 - Current
Integrated new financial planning tool
Developed a comprehensive cash flow management system
Facilitates accurate and timely 5-day financial closing within the team
Generated financial reports compliant with GAAP for senior management
Analyzed financial data and generated accurate financial statements on a monthly basis.
Fractional Controller
Pinnacle Home Care
Tampa, Fl
12.2021 - 09.2022
Managed a complex daily, weekly, annual cash flow process
Responsible for a complete audit of all accounting procedures
Managed a large accounting team for a successful and accurate 5-day month-end close.
Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Controller
Megaprenuer (Consulting Services)
USA, Remote Position
12.2020 - 12.2021
Implemented Zoho One - CRM, HR, Books, & Project Accounting - within a 3-month period & provided training to internal managers & staff on the features & functions of the Zoho One product
Authored four e-Courses for Entrepreneurs to level-up their master skills of leadership
Advanced team leadership skills
Created an Operations App ‘OPS 360 (5) Systems’
Consolidate, analyze & present monthly financial results, KPI's, trends, & risks to various levels to owners & senior management
Controller
Sea to Shore | Clearwater Marine Aquarium
, Covid remote
01.2020 - 12.2020
Oversee the project accounting structure for a company's client facing projects incorporating cost allocations for various profit centers
Manage the accounting infrastructure through the creation of staff, development of accounting policies, & developing adequate controls for the organizations
Maintain financial forecasts across multiple divisions within companies
Assist with all equity negotiations, agreements, & contracts
Oversee all reconciliations including the GL & complete monthly close
Initiated & led the transformation of annual spending from a cash basis to an accrual basis of accounting & developed the consolidating entries for the parent companies
Implemented NetSuite Software - A/R, A/P, GL & Project Accounting – within a 3-month period & provided training to internal managers & staff on the features & functions of the NetSuite & OpenAir product
Oversaw all compliance for telecom regulations & reporting: 499 A & Q
Controller
Eagle Dancer Inc.
Bloomington, Indiana
05.2009 - 04.2014
Performed detailed variance analyses between actual results versus budget and forecast estimates.
Prepared consolidated financial statements at period end close including balance sheet reconciliations.
Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
Led month-end closing process to ensure deadlines were met
Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
Verified the integrity and meticulousness of journal entries
Generated monthly financial statements with precision
Human Resources Manager
Rudolf Steiner College
Fair Oaks, California
03.2003 - 05.2009
Supervised accounting team & provided technical support to employees who maintain complex accounting records
Supervised student accounts team with a strong customer service focus including student billing, recording of financial aid, & collections & monitoring of accounts receivable balances
Reviewed & approved all entries prepared by the Accounting staff
Prepared high-level account reconciliations
Reviewed & approved monthly reconciliation schedules prepared by the Accounting staff
Managed the monthly closing & reporting process; creation & presentation of monthly financial reports including variance analysis as well as, worked in collaboration with the University development office for the accurate recording of gift agreements & accounting
Provide a monthly review, reconciliation & report of all gifts, contributions & pledges
Worked with external auditors to coordinate the University's annual financial audit, single audit, & tax returns (990, 5500, etc.)