Strategic professional in financial management, known for high productivity and efficient task completion. Skilled in budgeting, cash flow management, and financial reporting, ensuring accuracy and compliance. Strong in communication, problem-solving, and leadership, excelling in collaborative environments to achieve organizational goals.
Overview
4
4
years of professional experience
Work History
Financial Controller / Director of Finance
Boren Brothers Logistics/J. Boren & Sons Trucking
Columbus, OH
06.2024 - Current
Raised capital by building partnerships with investors and maintaining strong stockholder relationships.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Collaborated with the CEO and Vice President of Operations to create the annual budget.
Created and managed monthly and quarterly cash flow forecasts while communicating with investors and the CEO about where potential shortfalls might occur.
Managed the 12-month rolling forecast
Analyzed complex financial information to offer recommendations to management, driving decision-making.
Director of Accounting and Finance
Simple Logistics LLC
St. Charles, Illinois
05.2022 - 06.2024
Managed comprehensive finance and accounting tasks handling over $50 million in annual revenue.
Optimized end-of-month processes, aligning with outside auditors to guarantee comprehensive yearly financial accuracy.
Aided the CFO in the creation of the annual budget and the monthly rolling forecast.
Supervised a group of five responsible for all accounts payable, receivable, and general ledger accounting.
Staff Accountant
Compass Group Management
Charlotte, NC
12.2021 - 05.2022
Generated financial reports for management review including income statement, balance sheet, cash flow statement.
Maintained accurate accounts for cash, fixed assets and other transactions.
Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
Developed and maintained internal financial reports for senior management.
Staff Accountant
Enterprise Holdings
Charlotte, NC
09.2020 - 12.2021
Monitored and tracked expenses to keep business on track with financial targets.
Reconciled intercompany accounts on a monthly basis.
Analyzed balance sheets for mistakes and inaccuracies.
Evaluated financial data aiding management decisions.
Education
MBA - Risk Management
Ohio Dominican Universtiy
Columbus, OH
05-2022
Bachelor of Science - Finance And Economics
Ohio Dominican University
Columbus, OH
05-2018
Skills
Executive leadership advisement
Accounting management
Financial strategy management
Financial forecasting
Capital budgeting
Microsoft Excel
Timeline
Financial Controller / Director of Finance
Boren Brothers Logistics/J. Boren & Sons Trucking
06.2024 - Current
Director of Accounting and Finance
Simple Logistics LLC
05.2022 - 06.2024
Staff Accountant
Compass Group Management
12.2021 - 05.2022
Staff Accountant
Enterprise Holdings
09.2020 - 12.2021
MBA - Risk Management
Ohio Dominican Universtiy
Bachelor of Science - Finance And Economics
Ohio Dominican University
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