Experience

Cycle CPA - Landscaping Accountant

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Mar 2023 - Present

  - Serves as the primary contact for multiple client relationships - Engages CFO clients in an advisory capacity to drive discussions on areas of opportunity and strategic guidance - Prepares cash flow forecasts, budgets, and industry benchmarking data to support clients' financial planning and decision making - Performs profitability analysis and utilizes ratio analysis to optimize financial performance - Conducts bookkeeping of clients' books, maintains fixed asset schedules… Show more - Serves as the primary contact for multiple client relationships - Engages CFO clients in an advisory capacity to drive discussions on areas of opportunity and strategic guidance - Prepares cash flow forecasts, budgets, and industry benchmarking data to support clients' financial planning and decision making - Performs profitability analysis and utilizes ratio analysis to optimize financial performance - Conducts bookkeeping of clients' books, maintains fixed asset schedules, conducts high level review and granular analysis of others' work - Supports the clean-up and catch-up work process for new clients Show less



Harding, Shymanski & Company, P.S.C.

• United States
• Accounting
• 100 - 200 Employee

• Client Accounting Associate

  • Aug 2022 - Mar 2023

  - Maintained the financials of a large client with over two dozen entities, each with their own set of books - Proactively provided support and collaboration with the client's executive team along with the Firm's internal management - Supported a large international company, handling various tasks such as A/R, A/P, inventory tracking, sales tax, and other ad-hoc projects - Leveraged an artificial intelligence / machine learning platform to optimize productivity, resulting in reduced… Show more - Maintained the financials of a large client with over two dozen entities, each with their own set of books - Proactively provided support and collaboration with the client's executive team along with the Firm's internal management - Supported a large international company, handling various tasks such as A/R, A/P, inventory tracking, sales tax, and other ad-hoc projects - Leveraged an artificial intelligence / machine learning platform to optimize productivity, resulting in reduced billable hours

• Advisory Services

  • Aug 2020 - Aug 2022

  Evansville, Indiana - Provided support and analysis for the Firm's Business Valuations, Mergers & Acquisitions, and Financial Institution internal audit practice - Competently represented buyers and sellers by working closely with other accountants, lawyers, private equity, and investment bankers throughout various stages of transactions - Played a key role in the acquisition of a company with a purchase price > $50MM - Utilized cloud-based software to process various tax returns, EBITDA calculations… Show more - Provided support and analysis for the Firm's Business Valuations, Mergers & Acquisitions, and Financial Institution internal audit practice - Competently represented buyers and sellers by working closely with other accountants, lawyers, private equity, and investment bankers throughout various stages of transactions - Played a key role in the acquisition of a company with a purchase price > $50MM - Utilized cloud-based software to process various tax returns, EBITDA calculations, and financial statement projections - Successfully conducted various audits of financial institutions including, but not limited to, various controls testing, SOX, BSA, ACH audits, and more - A key preparer to the Firm's success in processing tens of millions of dollars worth of PPP loan applications, PPP forgiveness, and ERC applications



Fifth Third Bank

• United States
• Civic and Social Organizations

• Personal Banker II

  • May 2017 - Aug 2020

  Evansville, Indiana



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Licensed Personal Banker

  • Feb 2017 - May 2017

  Madisonville, Kentucky

• Universal Banker

  • Apr 2015 - Feb 2017

  Madisonville, Kentucky

• Customer Service Representative

  • Jun 2014 - Apr 2015

  Madisonville, Kentucky