Sara Wood
McKinney,TX
Summary
Strategic Controller with extensive experience in multi-entity financial operations. Expertise in full-cycle accounting, financial reporting, and process improvement supporting leadership with actionable insights to enhance financial visibility and decision-making.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Controller
CIRIX, INC.
07.2025 - Current
- Lead full-cycle accounting and financial operations for four companies in a remote, multi-entity environment, maintaining accurate financial records and supporting leadership with timely financial information and operational insight.
- Oversee full-cycle accounting operations across four entities, including general ledger, AP, AR, reconciliations, journal entries, intercompany transactions, payroll, expense management, and financial reporting.
- Lead month-end and year-end close activities, including accruals, account reconciliations, journal entries, financial statement preparation, and reporting deadlines.
- Prepare, review, and analyze financial statements, providing management with accurate financial information and actionable insight to support business decisions.
- Manage AP/AR functions, including invoice processing, vendor payments, collections, and expense approvals, ensuring accurate cash flow and robust financial controls.
- Maintain the general ledger and oversee intercompany transactions across multiple entities, ensuring accurate financial reporting and account integrity.
- Perform high-volume bank and credit card reconciliations, investigate discrepancies, and resolve issues to maintain accurate financial records.
- Support audits through financial documentation, account support, reconciliations, and timely responses to information requests.
- Collaborate with leadership and operational teams to provide financial and operational support, enhancing processes and strengthening financial visibility.
- Identify and streamline accounting workflows to enhance efficiency, accuracy, and consistency across financial operations.
Co-Owner /Chief Financial Officer
A BUG GUY PEST SERVICES, LLC
McKinney, Texas
01.2023 - Current
- Provide CFO-level oversight of financial activities and support business decision-making through financial analysis and operational insight.
- Provide financial and operational leadership for small business, overseeing financial activities and supporting business development, customer strategy, vendor relationships, and operational growth.
- Oversee financial operations including accounts receivable, accounts payable, bank reconciliations, and monthly sales tax compliance.
- Balance financial oversight with day-to-day operational responsibilities, demonstrating business judgment and prioritization.
- Manage client relationships, onboarding, scheduling, and account lifecycle processes to support customer satisfaction and retention.
- Lead vendor and product acquisition initiatives, evaluating opportunities and negotiating agreements to expand offerings and support business growth.
- Develop and execute marketing, networking, and social media strategies to increase brand visibility and revenue opportunities.
- Optimize field service management systems and operational workflows, aligning processes with broader business objectives.
Co-Owner /Chief Financial Officer
27 GUTTERS, LLC / PHOENIX GUTTERS
Frisco, TX
02.2012 - 12.2022
- Managed core financial operations including invoicing, payments, collections, bank reconciliations, P&L reporting, payroll, and budgeting.
- Prepared and reviewed financial reports to inform operational decisions and track business performance.
- Oversaw accounts receivable and collection activities, ensuring timely cash flow for business operations.
- Provided financial and operational leadership for a multi-function service business, overseeing accounting, purchasing, payroll, vendor relationships, job operations, and business administration.
- Developed policies and procedures to improve consistency, accountability, and operational efficiency.
- Coordinated work orders, installations, materials, and scheduling while maintaining financial and operational oversight.
- Maintained vendor and business relationships while supporting overall company growth and profitability.
Purchasing Agent
U.S. RENAL CARE, INC.
11.2011 - 06.2016
- Managed purchasing and procurement activities for dialysis clinics, coordinating vendors, reconciling invoices, overseeing capital expenditures, and training employees to ensure efficient operations.
- Prepared and placed purchase orders for dialysis clinics, ensuring timely fulfillment and compliance with purchasing guidelines.
- Managed vendor relationships and worked closely with suppliers to ensure on-time delivery, pricing, and order accuracy.
- Coordinated purchasing requirements across multiple clinic locations, aligning operational needs to streamline procurement processes.
- Managed capital expenditures associated with existing and new clinic locations.
- Performed invoice reconciliation and partnered with Accounts Payable to resolve discrepancies and ensure accurate processing.
- Conducted training sessions for new employees on purchasing processes and systems. on purchasing processes and systems.
- Utilized EDI, Microsoft Outlook, and a customized online inventory and ordering system to manage purchasing activities.
Procurement Specialist
FIBROMYALGIA & FATIGUE CENTERS, INC.
02.2008 - 11.2011
- Managed procurement and inventory activities for medical centers and online store, ensuring effective purchasing, vendor management, inventory control, and invoice reconciliation.
- Managed inventory levels across warehouse and multiple centers based on sales and usage reporting.
- Prepared and placed purchase orders for medical centers and online store operations.
- Coordinated with vendors to confirm order accuracy and facilitate timely delivery.
- Researched prospective vendors and products and supported vendor account management.
- Reconciled invoices and worked closely with Accounts Payable.
- Supported online store sales and related purchasing activities.
- Utilized Microsoft Retail Management Systems, including Headquarters and POS, as well as Great Plains.
Education
Bachelor of Accounting & Finance -
Southern New Hampshire University
12-2027
Associate of Science - Accounting
Northlake Community College
Irving, TXUndergraduate Coursework -
Tarrant County Community College
Hurst, TXSkills
- Multi-Entity Accounting & Financial Operations
- Full-Cycle Accounting
- Financial Statement Preparation & Analysis
- Month-End & Year-End Close
- General Ledger Management
- Intercompany Transactions
- Accounts Payable & Accounts Receivable
- Cash Flow & Working Capital Management
- Bank & Credit Card Reconciliations
- Payroll & Payroll Tax Compliance
- Sales Tax Compliance
- Expense Management & Controls
- Vendor Management & Payments
- Audit Support & Documentation
- Process Improvement & Workflow Optimization
- Budgeting & Financial Planning
- Inventory & Cost Management
- Executive & Management Reporting
- Cross-Functional Leadership
- Business Operations
- Accounting Systems & Technology
- Accounting & Financial Systems: QuickBooks Online QuickBooks Desktop Intuit Enterprise Suite Great Plains
- Expense & Spend Management: Ramp Center
- Supple Chain Management
- Procurement & Operations: EDI Microsoft Retail Management Systems Customized Inventory & Ordering Systems
- Business & Productivity: Microsoft Excel Microsoft Office Microsoft Outlook
Title
CONTROLLER | MULTI-ENTITY ACCOUNTING | FINANCIAL OPERATIONS & REPORTING
Certification
QuickBooks ProAdvisor Certification, Intuit Certified Bookkeeping Professional (ICBP)
Timeline
Controller
CIRIX, INC.
07.2025 - Current
Co-Owner /Chief Financial Officer
A BUG GUY PEST SERVICES, LLC
01.2023 - Current
Co-Owner /Chief Financial Officer
27 GUTTERS, LLC / PHOENIX GUTTERS
02.2012 - 12.2022
Purchasing Agent
U.S. RENAL CARE, INC.
11.2011 - 06.2016
Procurement Specialist
FIBROMYALGIA & FATIGUE CENTERS, INC.
02.2008 - 11.2011
Bachelor of Accounting & Finance -
Southern New Hampshire University
Associate of Science - Accounting
Northlake Community College
Undergraduate Coursework -
Tarrant County Community College