Experience

The Society of the Four Arts

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Financial Controller

  • Nov 2021 - Present



Seven Kings Holdings, Inc.

• Controller

  • Apr 2018 - Nov 2021

  Real estate land developers, property managers and operators with 3 marinas, a plaza and an office building. Manage the finance and accounting function for multiple locations with direct accountability for financial controls, compliance, G/L, balance sheet, reporting, long-term strategic planning, financial/cash flow analysis, budgets/forecasts, contract management, consolidations, monthly closes, GAAP financials, and P&L review. Supervise a staff of three in support of $XMM in annual… Show more Real estate land developers, property managers and operators with 3 marinas, a plaza and an office building. Manage the finance and accounting function for multiple locations with direct accountability for financial controls, compliance, G/L, balance sheet, reporting, long-term strategic planning, financial/cash flow analysis, budgets/forecasts, contract management, consolidations, monthly closes, GAAP financials, and P&L review. Supervise a staff of three in support of $XMM in annual revenues. Highly respected member of the management team and key contributor. ✓ Protect the company’s assets by implementing tight internal controls, ensuring accurate financial trends analysis and projections, and generating alternate ideas and suggestions to improve operating performance. ✓ Prepare and present consolidated GAAP financial statements monthly for senior management. ✓ Reorganized internal financial controls and reporting processes, and established new policies and procedures for the company. ✓ Support business units, analyze operations to find both problems and opportunities for revenue assurance, and develop strategies which are crucial to ongoing success. ✓ Effective in improving company efficiency through process reengineering and value stream mapping to improve performance and positively impact the bottom-line and company growth/profitability. ✓ Compile and store construction information for a new mega yacht marina build including contracts, costs, timely payment, supplies, insurance information, and more. Show less Real estate land developers, property managers and operators with 3 marinas, a plaza and an office building. Manage the finance and accounting function for multiple locations with direct accountability for financial controls, compliance, G/L, balance sheet, reporting, long-term strategic planning, financial/cash flow analysis, budgets/forecasts, contract management, consolidations, monthly closes, GAAP financials, and P&L review. Supervise a staff of three in support of $XMM in annual… Show more Real estate land developers, property managers and operators with 3 marinas, a plaza and an office building. Manage the finance and accounting function for multiple locations with direct accountability for financial controls, compliance, G/L, balance sheet, reporting, long-term strategic planning, financial/cash flow analysis, budgets/forecasts, contract management, consolidations, monthly closes, GAAP financials, and P&L review. Supervise a staff of three in support of $XMM in annual revenues. Highly respected member of the management team and key contributor. ✓ Protect the company’s assets by implementing tight internal controls, ensuring accurate financial trends analysis and projections, and generating alternate ideas and suggestions to improve operating performance. ✓ Prepare and present consolidated GAAP financial statements monthly for senior management. ✓ Reorganized internal financial controls and reporting processes, and established new policies and procedures for the company. ✓ Support business units, analyze operations to find both problems and opportunities for revenue assurance, and develop strategies which are crucial to ongoing success. ✓ Effective in improving company efficiency through process reengineering and value stream mapping to improve performance and positively impact the bottom-line and company growth/profitability. ✓ Compile and store construction information for a new mega yacht marina build including contracts, costs, timely payment, supplies, insurance information, and more. Show less



Ancient Nutrition

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Senior Accountant

  • Dec 2016 - Mar 2018

  Health and wellness supplement manufacturer and distributor. Performed all aspects of the finance and accounting function with accountability for A/R, financial controls, G/L, journal entries, reporting, financial analysis, payroll, financial statements, and monthly closes. ✓ Reconciled bank accounts, as well as supplier accounts, credit cards and petty cash ensuring expenses were allocated properly. ✓ Reviewed and analyzed monthly financial statements. Ensured all accounts… Show more Health and wellness supplement manufacturer and distributor. Performed all aspects of the finance and accounting function with accountability for A/R, financial controls, G/L, journal entries, reporting, financial analysis, payroll, financial statements, and monthly closes. ✓ Reconciled bank accounts, as well as supplier accounts, credit cards and petty cash ensuring expenses were allocated properly. ✓ Reviewed and analyzed monthly financial statements. Ensured all accounts were in balance and made adjustments as needed. ✓ Resolved accounting issues, prepared general ledger entries and conducted bank statement reconciliations. ✓ Responsible for the accurate and timely processing of A/R, invoicing, billing, and month-end closings. ✓ Assessed opportunities for improvement to drive cost savings, and efficiency. ✓ Reorganized and simplified accounting procedures to increase cash flow and minimize costs. ✓ Consistently provided the highest quality services, meeting/exceeding deadlines, schedules, and quality/performance requirements. Show less Health and wellness supplement manufacturer and distributor. Performed all aspects of the finance and accounting function with accountability for A/R, financial controls, G/L, journal entries, reporting, financial analysis, payroll, financial statements, and monthly closes. ✓ Reconciled bank accounts, as well as supplier accounts, credit cards and petty cash ensuring expenses were allocated properly. ✓ Reviewed and analyzed monthly financial statements. Ensured all accounts… Show more Health and wellness supplement manufacturer and distributor. Performed all aspects of the finance and accounting function with accountability for A/R, financial controls, G/L, journal entries, reporting, financial analysis, payroll, financial statements, and monthly closes. ✓ Reconciled bank accounts, as well as supplier accounts, credit cards and petty cash ensuring expenses were allocated properly. ✓ Reviewed and analyzed monthly financial statements. Ensured all accounts were in balance and made adjustments as needed. ✓ Resolved accounting issues, prepared general ledger entries and conducted bank statement reconciliations. ✓ Responsible for the accurate and timely processing of A/R, invoicing, billing, and month-end closings. ✓ Assessed opportunities for improvement to drive cost savings, and efficiency. ✓ Reorganized and simplified accounting procedures to increase cash flow and minimize costs. ✓ Consistently provided the highest quality services, meeting/exceeding deadlines, schedules, and quality/performance requirements. Show less



Seven Kings Holdings, Inc.

• Senior Accountant

  • May 2011 - Dec 2016

  Real estate land developers, property managers and operators with 10 marinas, 2 restaurants and an office building. Oversaw all aspects of internal accounting systems including A/P, A/R, financial analysis, journal entries, general ledger, financial statements, month-end closings, management reporting, payroll, budgets, cash flow, and internal controls. Served as the Backup Manager to the Accounting department. ✓ Prepared financial statements and supporting reports for 10 marina… Show more Real estate land developers, property managers and operators with 10 marinas, 2 restaurants and an office building. Oversaw all aspects of internal accounting systems including A/P, A/R, financial analysis, journal entries, general ledger, financial statements, month-end closings, management reporting, payroll, budgets, cash flow, and internal controls. Served as the Backup Manager to the Accounting department. ✓ Prepared financial statements and supporting reports for 10 marina locations and 2 restaurants generating more than $XMM in annual revenues. ✓ Facilitated and completed monthly close procedures for all locations. ✓ Prepared account reconciliations, variance reports, financial documents for tax audits, monthly sales tax documentation, and management fee invoicing. ✓ Prepared annual budget reports for the Controller and CEO. ✓ Calculated and reported gross profit rate and vacancy loss on a monthly basis. ✓ Prepared and analyzed additional projects as assigned by the Controller. ✓ Streamlined and automated processes, and instituted process improvement initiatives and best practices. ✓ Shortened month-end closing from 30 days to 10 days. ✓ Reduced A/R and collections from 46 days to 17 days. Show less Real estate land developers, property managers and operators with 10 marinas, 2 restaurants and an office building. Oversaw all aspects of internal accounting systems including A/P, A/R, financial analysis, journal entries, general ledger, financial statements, month-end closings, management reporting, payroll, budgets, cash flow, and internal controls. Served as the Backup Manager to the Accounting department. ✓ Prepared financial statements and supporting reports for 10 marina… Show more Real estate land developers, property managers and operators with 10 marinas, 2 restaurants and an office building. Oversaw all aspects of internal accounting systems including A/P, A/R, financial analysis, journal entries, general ledger, financial statements, month-end closings, management reporting, payroll, budgets, cash flow, and internal controls. Served as the Backup Manager to the Accounting department. ✓ Prepared financial statements and supporting reports for 10 marina locations and 2 restaurants generating more than $XMM in annual revenues. ✓ Facilitated and completed monthly close procedures for all locations. ✓ Prepared account reconciliations, variance reports, financial documents for tax audits, monthly sales tax documentation, and management fee invoicing. ✓ Prepared annual budget reports for the Controller and CEO. ✓ Calculated and reported gross profit rate and vacancy loss on a monthly basis. ✓ Prepared and analyzed additional projects as assigned by the Controller. ✓ Streamlined and automated processes, and instituted process improvement initiatives and best practices. ✓ Shortened month-end closing from 30 days to 10 days. ✓ Reduced A/R and collections from 46 days to 17 days. Show less



American Marine Tech, Inc.

• Office Manager/Staff Accountant

  • Jul 2001 - May 2011

  Marine engine service center. Served as primary backup for the CEO for several management responsibilities including customer orders, coordinating service, ordering supplies and parts, and general accounting functions. ✓ Maintained and handled A/P, A/R, daily cash flow, internal auditing, and the collections process for all locations. ✓ Prepared financial reports for external accountants, as well as P&L and cash flow analysis. ✓ Prepared and filed monthly sales and use tax… Show more Marine engine service center. Served as primary backup for the CEO for several management responsibilities including customer orders, coordinating service, ordering supplies and parts, and general accounting functions. ✓ Maintained and handled A/P, A/R, daily cash flow, internal auditing, and the collections process for all locations. ✓ Prepared financial reports for external accountants, as well as P&L and cash flow analysis. ✓ Prepared and filed monthly sales and use tax for all locations. ✓ Prepared financial reconciliations and month-end closing reports ✓ Performed HR tasks, including recruitment planning, benefits administration, payroll services, and maintaining personnel files. ✓ Monitored the purchasing process, handled key inventory tasks, and managed discrepancies. Show less Marine engine service center. Served as primary backup for the CEO for several management responsibilities including customer orders, coordinating service, ordering supplies and parts, and general accounting functions. ✓ Maintained and handled A/P, A/R, daily cash flow, internal auditing, and the collections process for all locations. ✓ Prepared financial reports for external accountants, as well as P&L and cash flow analysis. ✓ Prepared and filed monthly sales and use tax… Show more Marine engine service center. Served as primary backup for the CEO for several management responsibilities including customer orders, coordinating service, ordering supplies and parts, and general accounting functions. ✓ Maintained and handled A/P, A/R, daily cash flow, internal auditing, and the collections process for all locations. ✓ Prepared financial reports for external accountants, as well as P&L and cash flow analysis. ✓ Prepared and filed monthly sales and use tax for all locations. ✓ Prepared financial reconciliations and month-end closing reports ✓ Performed HR tasks, including recruitment planning, benefits administration, payroll services, and maintaining personnel files. ✓ Monitored the purchasing process, handled key inventory tasks, and managed discrepancies. Show less