Experience

Red Thread

• 1 - 100 Employee

• Director of Finance

  • Apr 2022 - Present

  Budgeting Month End Close Profitability Analysis Budgeting Month End Close Profitability Analysis



Anna Maria College

• United States
• Higher Education
• 100 - 200 Employee

• VP of Finance, CFO & Treasurer

  • Sep 2019 - Apr 2022

  • Lead the finance team and all financial aspects of the college • Lead in the preparation of annual and long-term budgets, and Work with the President and VPs on budget related planning. • Review monthly budget versus actual results reports. • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances, balance sheet, and cash flow. • Help with financial closes where needed. • Analyze revenue to ensure accurate revenue recognition.… Show more • Lead the finance team and all financial aspects of the college • Lead in the preparation of annual and long-term budgets, and Work with the President and VPs on budget related planning. • Review monthly budget versus actual results reports. • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances, balance sheet, and cash flow. • Help with financial closes where needed. • Analyze revenue to ensure accurate revenue recognition. • Multiyear financial modeling of up to 5 years. • Perform financial analysis. • Lead the annual auditing process and participate in reconciliations as needed. • Review and sign all payments made by the college, including approving all capital expenses. • Review purchase contract agreements and attend group purchasing meetings. • Perform research on large budget expenditures to ensure effective arrangement. • Review and approve personnel requisitions and additional compensation forms to ensure budget compliance. • Complete financial reports for departments as necessary. • Treasury management. • Presenting financials and budget documents to the board of trustees. • Work with all operations of the college as well as external contracts. • Work on and review of all compliance and tax documents as needed. • Oversee payroll and assist with all human resource operations.

• Director of Finance

  • 2018 - Sep 2019

  • Lead in the preparation of annual and long term budgets, and Work with VPs on budget related planning. • Generate monthly budget versus actual results reports. • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances. • Close and post Revenue transactions, monthly journal entries, adjusting entries to general ledger and budget per department request. • Analyze revenue to ensure accurate revenue recognition. • Multiyear… Show more • Lead in the preparation of annual and long term budgets, and Work with VPs on budget related planning. • Generate monthly budget versus actual results reports. • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances. • Close and post Revenue transactions, monthly journal entries, adjusting entries to general ledger and budget per department request. • Analyze revenue to ensure accurate revenue recognition. • Multiyear financial modeling of up to 3 years. • Perform periodic financial analysis. • Partner to lead with annual auditing process and participate in reconciliations as needed. • Review commission bills and approving payments. • Review purchase agreements and attend purchasing meetings. • Perform research on large budget expenditures to ensure effective arrangement. • Review and approve personnel requisitions and additional compensation forms to ensure budget compliance. • Complete financial reports for departments as necessary. • Treasury management as needed. • Presenting financials and budget documents to the board of trustees. • Indirect supervision of 4 employees.

• Budget Manager & Analyst

  • Oct 2015 - Jan 2018

  • Lead in the preparation of annual and long term budgets, and Work with senior staff on budget related planning. • Generate monthly budget versus actual results reports • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances. • Close and post Empower transactions, monthly journal entries, adjusting entries to general ledger and budget per department request. • Analyze revenue to ensure accurate revenue recognition. • Perform… Show more • Lead in the preparation of annual and long term budgets, and Work with senior staff on budget related planning. • Generate monthly budget versus actual results reports • Prepare monthly internal P&L and supporting schedules, including explaining budget versus actual variances. • Close and post Empower transactions, monthly journal entries, adjusting entries to general ledger and budget per department request. • Analyze revenue to ensure accurate revenue recognition. • Perform periodic financial analysis. • Partner to lead with annual auditing process and participate in reconciliations as needed. • Review commission bills and approving payments. • Review purchase agreements and attend purchasing meetings. • Perform research on large budget expenditures to ensure effective arrangement. • Review and approve personnel requisitions and additional compensation forms to ensure budget compliance. • Complete financial reports for departments as necessary. • Indirect supervision of 2 employees.



United Site Services

• United States
• Construction
• 700 & Above Employee

• Accountant

  • Oct 2014 - Oct 2015

  • Prepares consolidated internal financial statements by gathering and analyzing information from the general ledger. • Analyzes information by developing spreadsheet reports; reconciling information. • Prepares general ledger entries by maintaining records and files; reconciling accounts. • Reviews accrued and deferred revenue, along with expenses to ensure financial report accuracy. Makes adjusting entries, as needed. • Prepares payments by accruing expenses; assigning account… Show more • Prepares consolidated internal financial statements by gathering and analyzing information from the general ledger. • Analyzes information by developing spreadsheet reports; reconciling information. • Prepares general ledger entries by maintaining records and files; reconciling accounts. • Reviews accrued and deferred revenue, along with expenses to ensure financial report accuracy. Makes adjusting entries, as needed. • Prepares payments by accruing expenses; assigning account numbers. • Answers accounting and financial questions by researching and interpreting data, both internally and externally. • Maintain and update internal and external reports, such as; month end inventory adjustments, and payroll overtime reports. • Value, assess, and report on property tax, both residential and tangible. Researching county and state tax laws, to stay in compliance. Filing personal property tax in many states throughout the US. • Piloting new systems to update software for department. • In charge of creating reporting templates for internal and external uses. • Develops and implements accounting procedures by analyzing current procedures; recommending changes. Largely using advanced excel knowledge. Show less • Prepares consolidated internal financial statements by gathering and analyzing information from the general ledger. • Analyzes information by developing spreadsheet reports; reconciling information. • Prepares general ledger entries by maintaining records and files; reconciling accounts. • Reviews accrued and deferred revenue, along with expenses to ensure financial report accuracy. Makes adjusting entries, as needed. • Prepares payments by accruing expenses; assigning account… Show more • Prepares consolidated internal financial statements by gathering and analyzing information from the general ledger. • Analyzes information by developing spreadsheet reports; reconciling information. • Prepares general ledger entries by maintaining records and files; reconciling accounts. • Reviews accrued and deferred revenue, along with expenses to ensure financial report accuracy. Makes adjusting entries, as needed. • Prepares payments by accruing expenses; assigning account numbers. • Answers accounting and financial questions by researching and interpreting data, both internally and externally. • Maintain and update internal and external reports, such as; month end inventory adjustments, and payroll overtime reports. • Value, assess, and report on property tax, both residential and tangible. Researching county and state tax laws, to stay in compliance. Filing personal property tax in many states throughout the US. • Piloting new systems to update software for department. • In charge of creating reporting templates for internal and external uses. • Develops and implements accounting procedures by analyzing current procedures; recommending changes. Largely using advanced excel knowledge. Show less



The MathWorks

• United Kingdom
• Software Development
• 1 - 100 Employee

• Revenue and Accounting controls associate

  • Jun 2013 - Oct 2014

  Part of the company’s Finance and Operations Team that has worldwide responsibilities for accurately recording the revenue and deferred revenue transactions in compliance with current software and multi-element revenue recognition accounting guidance (SOP 97-2, 98-9, 81-1). Responsible for the entire revenue/order cycle beginning with the sales quote and concluding with the acknowledgement of payment Specific day to day- •Generate monthly reporting metrics and routine revenue… Show more Part of the company’s Finance and Operations Team that has worldwide responsibilities for accurately recording the revenue and deferred revenue transactions in compliance with current software and multi-element revenue recognition accounting guidance (SOP 97-2, 98-9, 81-1). Responsible for the entire revenue/order cycle beginning with the sales quote and concluding with the acknowledgement of payment Specific day to day- •Generate monthly reporting metrics and routine revenue reporting by revenue class, license type, sector, location, product, and industry •Maintain cross-functional relationships with Sales, Sales Support, Sales Operations, Customer Service, Accounting, Operations, etc. to ensure the accuracy of each business transaction •Maintain all pertinent documentation needed to properly invoice the customer including P.O.’s, sales tax exempt certificates, freight requirements, ship to and bill to information, etc •Perform required Accounts Receivable functions including, credit, collections, cash receipts, credit card processing, electronic transfers, etc. Manage a customer portfolio by actively initiating outbound calls striving to maintain a DSO of < 45 days Show less Part of the company’s Finance and Operations Team that has worldwide responsibilities for accurately recording the revenue and deferred revenue transactions in compliance with current software and multi-element revenue recognition accounting guidance (SOP 97-2, 98-9, 81-1). Responsible for the entire revenue/order cycle beginning with the sales quote and concluding with the acknowledgement of payment Specific day to day- •Generate monthly reporting metrics and routine revenue… Show more Part of the company’s Finance and Operations Team that has worldwide responsibilities for accurately recording the revenue and deferred revenue transactions in compliance with current software and multi-element revenue recognition accounting guidance (SOP 97-2, 98-9, 81-1). Responsible for the entire revenue/order cycle beginning with the sales quote and concluding with the acknowledgement of payment Specific day to day- •Generate monthly reporting metrics and routine revenue reporting by revenue class, license type, sector, location, product, and industry •Maintain cross-functional relationships with Sales, Sales Support, Sales Operations, Customer Service, Accounting, Operations, etc. to ensure the accuracy of each business transaction •Maintain all pertinent documentation needed to properly invoice the customer including P.O.’s, sales tax exempt certificates, freight requirements, ship to and bill to information, etc •Perform required Accounts Receivable functions including, credit, collections, cash receipts, credit card processing, electronic transfers, etc. Manage a customer portfolio by actively initiating outbound calls striving to maintain a DSO of < 45 days Show less


United States Army
• United States
• Armed Forces
• 300 - 400 Employee
• Soldier

  • Sep 2007 - Sep 2013


Accurate Bookkeeping

• Australia
• Accounting
• 1 - 100 Employee

• Bookkeeper

  • Feb 2013 - 2013

  *Internship related work* Quickbooks online bookkeeping *Internship related work* Quickbooks online bookkeeping