Analytical and highly qualified CPA skilled in financial and accounting practices, principles and procedures. Adapts seamlessly to constantly evolving accounting processes and technologies. Team-oriented accountant who prepares clear, comprehensive financial reports for executive-level management.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Controller
Relation Insurance Services
Lake Mary, Florida
06.2024 - Current
Involved with calculating and recording complex ASC606 revenue calculations on a quarterly basis
Prepares various schedules and other deliverables for external auditors
Reviews Purchase Agreements and records associated purchase price allocations of agency acquisitions
Compiles financial data from AMS360 and Workday to calculate earn-outs in accordance with the parameters in Purchase Agreements
Assists Corporate Controller with preparation of annual financial statements
Reviews EBITDA add-back files to validate non-recurring adjustments and support adjusted EBITDA reporting for private equity stakeholders.
Accounting Manager
Travel & Leisure Co.
Orlando, Florida
04.2016 - 06.2016
Managed four direct reports.
Assisted in recording complex timeshare revenue and expense entries in PeopleSoft.
Prepared various schedules and other deliverables for corporate accounting team, internal and external auditors.
Reviewed 100+ balance sheet account reconciliations, such as cash, receivables, and allowance for doubtful accounts.
Served as team lead for the 2019 implementation of new lease standard, ASC 842, for over 100+ leases.
Involved in the implementation and testing of new contract servicing program, Oracle Financial Services Lending & Leasing.
Involved in transition of moving the consumer finance accounting department from Las Vegas to Orlando and hiring and training a whole new team of senior, staff, and clerks.
Accounting Manager
Ruth’s Hospitality Group, Inc.
Winter Park, Florida
08.2010 - 04.2016
Began employment as a senior accountant. Promoted to Accounting Manager in May 2013 with three direct reports.
Improved the reconciliation process of virtually all areas of the balance sheet; e.g., cash accounts, accounts receivable, fixed assets, and gift cards.
Managed month-end closing process involving multiple departments.
Served as liaison between management and the external auditors.
Assisted Vice President of Accounting in preparing financials for SEC reporting.
Proficient in Excel, Great Plains, RNET, Premier Depreciation, Blackline, and Compeat.
Senior Audit Associate
KPMG, LLP
Orlando, Florida
09.2007 - 08.2010
Executed financial statement and SOX audits, including account analysis, internal control testing, and client coordination
Supervised audit staff and collaborated with management to ensure efficient audit completion
Forensic Staff Accountant
Matson, Driscoll & Damico
Lake Mary, Florida
03.2005 - 09.2007
Analyzed clients’ profit and loss statements for various industries to calculate their business interruption losses.
Analyzed the validity of repair invoices related to property damage claims.
Evaluated large inventory losses by sorting computer files provided by the insured.
Education
Master of Science - Accounting
University of Central Florida
Orlando, Florida
2007
Bachelor of Science - Business Administration Major: Accounting
University of Central Florida
Orlando, Florida
2004
Skills
Month end close
Variance analysis
Audit coordination
Financial statement preparation
Account reconciliation
Accounting management
Certification
2010 Florida Certified Public Accountant
Timeline
Assistant Controller
Relation Insurance Services
06.2024 - Current
Accounting Manager
Travel & Leisure Co.
04.2016 - 06.2016
Accounting Manager
Ruth’s Hospitality Group, Inc.
08.2010 - 04.2016
Senior Audit Associate
KPMG, LLP
09.2007 - 08.2010
Forensic Staff Accountant
Matson, Driscoll & Damico
03.2005 - 09.2007
Master of Science - Accounting
University of Central Florida
Bachelor of Science - Business Administration Major: Accounting