Finance and accounting leader with 13+ years of progressive experience in consumer goods and investment sectors. Skilled in GAAP-compliant reporting, international consolidations, treasury, and process improvement. Recognized for building high-performing teams, streamlining close processes, and partnering with executives to align finance operations with strategic growth.
Overview
8
8
years of professional experience
Work History
Director, Accounting & Reporting
Jackson Family Investments, LLC
10.2024 - Current
Lead all aspects of corporate accounting and reporting for a multi-entity global investment company.
Oversee monthly, quarterly, and annual close processes, ensuring accuracy, timeliness, and compliance with US GAAP.
Manage consolidated reporting for domestic and international entities, including eliminations and foreign currency considerations.
Partner with the CFO and executive leadership on financial strategy, forecasting, and risk management.
Strengthen internal controls and lead transformation projects to optimize accounting systems and reporting processes.
Mentor and develop a growing accounting team, fostering a culture of accountability and continuous improvement.
Accounting Manager
Jackson Family Investments
05.2019 - 10.2024
Directed accounting operations, including consolidations of international subsidiaries, eliminations, and GAAP-compliant reporting.
Managed cash flow across multiple entities and coordinated treasury activities.
Supervised accounting staff, driving accuracy, efficiency, and professional growth.
Collaborated cross-functionally with executives, ownership, and third parties to deliver transparent and timely financial results.
Accounting Supervisor / Senior Accountant
Jackson Family Wines, Inc.
06.2017 - 04.2019
Oversaw accounting for fixed assets, debt, leases, and intercompany activity at $1B+ consumer goods company.
Retreat Director/Multi Unit Director at Weathers Investments LLC/Johnson Family LLCRetreat Director/Multi Unit Director at Weathers Investments LLC/Johnson Family LLC