Performance driven accounting leader with 8 years in accounting operations within fast paced environments. Proven ability to streamline accounting processes and support financial decision-making. Looking for an opportunity to continue to build out processes and engage cross-functionally to reduce friction and drive business growth.
Overview
8
8
years of professional experience
Work History
Assistant Controller
Full Glass Wine Co.
Dallas, TX
08.2024 - Current
Scout & Cellar was acquired by Full Glass Wine Co. in August 2024.
Full Glass Wine Co. was founded in 2023 and is a brand acquisition and management firm focused on revitalizing the DTC wine market
Managed daily accounting activities for Scout & Cellar and five other entities.
Implemented innovative accounting procedures for accounts payable and inventory management.
Controller
Scout & Cellar
Dallas, TX
03.2023 - 08.2024
Completed journal entries, reconciliations, and account analysis to prepared consolidated monthly financial statements for company performing $40M in annual sales.
Completed variance analysis and met with department leaders to provide explanation when budget missed by more than 10% and $5,000.
Worked with the production team to ensure accurate inventory costing.
Mentored junior team members to enhance their skills and performance.
Partnered with CFO and executive team to ensure clear understanding of financial performance.
Senior Manager - Supply Chain and Accounting
Scout & Cellar
Dallas, TX
03.2022 - 03.2023
Established strong relationships with vendors, ensuring long-term partnerships and repeat business.
Contracted with large winery for production assistance reducing dry-good costs by 15%.
Created a strategic product plan to increase visibility of product COGS.
Spearheaded the analysis of product operations and accounting to attain B Corp certification.
Enhanced inventory management by overseeing and refining NetSuite workflow.
Facilitated month-end close processes through close coordination with the accounting team.
Accounting Manager
Scout & Cellar
Dallas, USA
01.2021 - 03.2022
Company Overview: Scout and Cellar is a vibrant and fast growing clean-crafted wine company
Managed the initial financial statement audit for the company, enhancing transparency and accountability.
Facilitated the integration of NetSuite, enhancing accounting processes and efficiency.
Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
Streamlined month-end close procedures, cutting the duration from 10 business days to 5 business days.
Assisted management in making informed business decisions with accurate ad-hoc financial analysis as needed.
Senior Associate
KPMG
Washington, D.C. and Dallas, USA
07.2018 - 08.2020
Led the financial statement audit of private fund complexes, ensuring compliance with regulatory standards.
Supervised associates and specialists, ensuring timely completion of work.
Executed field work involving the recalculation of management fees, partner capital activity, credit facility compliance, and investment activity.
Performed independent analytical reviews of investment models, verifying the reasonableness of portfolio company information.
Assisted with the new audit of a cabinet-level government department by designing new audit procedures while supervising junior members and contractors.
Associate
KPMG
Dallas, USA
09.2016 - 07.2018
Executed field work such as investment deals, income taxes, and depreciation and amortization schedules with minimal assistance from senior engagement members
Centralized the use of engagement offshore resources which enabled efficiencies when providing the team instructions
Senior Analyst - Legal Entity Controller at D. E. Shaw India Private LimitedSenior Analyst - Legal Entity Controller at D. E. Shaw India Private Limited