Experience

BEACH CAPITAL MANAGEMENT, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Accountant

  • Oct 2018 - Present

  West Palm Beach, Florida, United States



CEMEX

• Mexico
• Wholesale Building Materials
• 700 & Above Employee

• Fixed Assets and Property Tax Manager

  • Jun 2017 - Oct 2018

  West Palm Beach, Florida Area Job Responsibilities: • Processing routine and non-routine business transactions including acquisitions, divestments, held for sale, capex and more • Analytically reviewing fixed asset accounting information of approximately 90,000 fixed assets • Reviewing fixed asset account reconciliations and ledger to subledger reconciliations • Preparing and reviewing fixed asset roll forwards, audit deliverables and footnote reporting • Management and statutory reporting on fixed asset… Show more Job Responsibilities: • Processing routine and non-routine business transactions including acquisitions, divestments, held for sale, capex and more • Analytically reviewing fixed asset accounting information of approximately 90,000 fixed assets • Reviewing fixed asset account reconciliations and ledger to subledger reconciliations • Preparing and reviewing fixed asset roll forwards, audit deliverables and footnote reporting • Management and statutory reporting on fixed asset transactions and capital projects • Ad hoc reporting for several departments including tax, legal, regional business units and more • Participating in the management of fixed assets annual inventory • Overseeing the filings, payments and reconciliations for HVUT 2290’s • Managing, researching and executing property tax transactions consistently, on-time and accurately to support the U.S. business operations • Working with external consultants and business units to provide information needed for property tax appeals and audit defense activities • Understanding the eProperty system to manage and monitor property tax activities for the U.S. • Reviewing and analyzing monthly accruals and reconciliations of property tax accounts • Comparing projections to actuals for property tax and consultant payments • Fulfilling internal and external audit requests for fixed assets and property tax • Supporting management’s semi-annual Stewardship Review as part of Cemex Control framework: preparing schedules and assisting in true-up and write-off journal entries for fixed assets and property tax • Managing a local team of five: three property tax accountants, one fixed assets accountant and one administrative personnel • Providing supervision and support to six extended staff members in outsourced service center • Extensively documenting processes and transferring knowledge to other team members • Utilizing SAP ERP system

• Senior General Accountant

  • Aug 2016 - Jun 2017

  West Palm Beach, Florida Area Job Responsibilities: • Managing audit and overseeing the timely delivery of PBC requests for both external and internal auditors • Serving as the direct point of contact with external auditors to provide information for annual reporting package and coordinating the interim test work of various Cemex entities • Researching, documenting and updating general accounting work instructions • Assisting in month-end close including job settlements • Posting journal entries on an ad-hoc… Show more Job Responsibilities: • Managing audit and overseeing the timely delivery of PBC requests for both external and internal auditors • Serving as the direct point of contact with external auditors to provide information for annual reporting package and coordinating the interim test work of various Cemex entities • Researching, documenting and updating general accounting work instructions • Assisting in month-end close including job settlements • Posting journal entries on an ad-hoc and month-end basis • Setting up and running recurring entries on a monthly basis • Ownership of GRIR write-offs, reconciliation and the reporting of monthly results to the business units • Supporting management’s semi-annual Stewardship Review as part of Cemex Control framework: preparing schedules and assisting in true-up and write-off journal entries for general accounting • Reviewing monthly bond invoices and reconciling outstanding bond invoices • Monitoring and rolling of monthly JIRA (issue management) dashboards for department • Posting the monthly true-up entry for joint venture company • Utilizing SAP ERP system



X-spine Systems, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Accounting Manager

  • Jun 2011 - Apr 2016

  Miamisburg, OH Job Responsibilities: • Ownership of month-end, quarter-end and year-end close • Producing monthly GAAP financial statement package including balance sheet, income statement and statement of cash flows • Working with the Controller's Office to analyze, interpret and document trends and variances in a timely manner • Assisting in budgeting and forecasting processes • Working with financial officers and staff to develop, modify and enhance financial reporting • Supervising… Show more Job Responsibilities: • Ownership of month-end, quarter-end and year-end close • Producing monthly GAAP financial statement package including balance sheet, income statement and statement of cash flows • Working with the Controller's Office to analyze, interpret and document trends and variances in a timely manner • Assisting in budgeting and forecasting processes • Working with financial officers and staff to develop, modify and enhance financial reporting • Supervising general ledger, fixed assets, accounts payable and accounts receivable functions, including the training of new staff • Preparing and entering journal entries • Developing ad-hoc reports for multiple departments on a scheduled and as-needed basis • Coordinating external accounting firm's activities and audits at local subsidiary • Assisting in ensuring the proper internal control environment • Compiling financial data and information to assist with SEC filings • Ensuring continuous process review and improvement • Assisting in tax compliance, including municipal and state sales and use tax and commercial activity tax • Calculating and preparing quarterly Medical Device Excise Tax returns • Tracking and reporting physician payments in compliance with the Physician Payments Sunshine Act, part of the Affordable Care Act • Updating SAGE fixed assets software with new additions, dispositions and depreciation calculations • Utilizing Epicor ERP system • Light experience in mergers and acquisitions Previous titles: Senior Financial Analyst, Senior Accountant, Staff Accountant Show less



Mount Vernon Nazarene University

• Higher Education
• 300 - 400 Employee

• Welcome Center Assistant

  • May 2009 - Dec 2010

  Job Responsibilities: • Helping set-up and coordinating prospective students' campus visits • Performing secretarial duties • Giving tours of the campus • Calling prospective students (sales) • Working with Admissions' campus events including orientations, overnight stays, Sonfest (campus music festival), competition events, and more



Auditor of State - Ohio

• United States
• Government Administration
• 300 - 400 Employee

• Fellowship Intern

  • Jun 2010 - Aug 2010

  Job Responsibilities: • Learning and performing the same responsibilities as an entry-level Assistant Auditor I • Assisting auditors perform audits of public offices, including counties, schools, and other state agencies (or agencies receiving state/federal money) • Interview clients, gather data, and document information needed to perform audit procedures • Assisting in documentation of internal controls • Perform substantive tests, analytical procedures, and tests of… Show more Job Responsibilities: • Learning and performing the same responsibilities as an entry-level Assistant Auditor I • Assisting auditors perform audits of public offices, including counties, schools, and other state agencies (or agencies receiving state/federal money) • Interview clients, gather data, and document information needed to perform audit procedures • Assisting in documentation of internal controls • Perform substantive tests, analytical procedures, and tests of controls • Assist in preparation of necessary work papers and schedules Show less



Tim Hortons

• Canada
• Food and Beverage Services
• 700 & Above Employee

• Senior Supervisor

  • Feb 2006 - Aug 2008

  Job Responsibilities: • Performing restaurant managerial duties, including "end-of-day" functions, counting cash drawers, accounting for variances, and completing the bank deposit • Ordering inventory for the restaurant • Overseeing truck deliveries • Working the storefront alongside other employees in customer service • Answering/handling customer complaints