Director Of Finance And Accounting

• 2019 - Present

Controller

• 2013 - 2019

Led the development, planning, and maintenance of accounting policies and procedures at the insurance brokerage corporation with $60MM in yearly sales. Maintained general ledger, prepared adjustments, and performed reconciliations as needed. Coordinated the compilation of financial statements, regulatory reporting, prepared budgets and managerial reporting to support senior management decision making. • Optimized the business’s accounting processes by effectively creating clear rules, responsibilities, segregation of duties, and implementing standard control procedures. • Strategically developed and implemented proactive internal controls that eliminated 99% of system errors in billing and payments, as well as during month-end and quarter-end processes. • Recognized for playing a critical role in coordinating the successful business acquisition of the Company. Prepared comprehensive investment due-diligence reporting and collaborated with buyer’s finance and business auditors. Show less

Public Accountant

• 2013 - 2016

Performed outsourced accounting service, reviews, compilations, and consulting for business clients of various sizes across industries. Reviewed and prepared financial statements, maintained the general ledger, books, A/P, A/R, C/R, C/D procedures, reconciled bank accounts, prepared invoices and statements, reconstructed damaged accounting records, and provided other accounting services. • Financial and managerial reporting to facilitate executive-level decision making. • Outsourced accounting and payroll services to clients across industries. • Tax returns for individuals, partnerships, and corporations. Show less

Public Accountant and Auditor

• 2000 - 2013

Head of the Outsourced Accounting Department | 2005 - 2013 CFO/Controller at THE FIRST RAIL CAR-BUILDING COMPANY | 2011 – 2013 CFO and Controller Roles in Clients’ Businesses | 2005 - 2013 Senior Audit Manager | 2000 – 2005 Performed public accounting service, including audit, accounting, financial statement analysis and preparation, tax consulting, CFO and Controller service, and others. Promoted several times within the company as a result of exemplary leadership of the Accounting and Auditing departments. • Experienced in a wide variety of industries, including real estate, construction, retail, healthcare, insurance, IT, manufacturing, and not-for-profits. Performed CFO and Controller roles in various clients’ businesses. • Successfully directed a team of 25 outsourced accountants through several accounting projects with clients across industries. Managed planning, returns, and statements prepared by staff. Hired, trained, and retained skilled accounting personnel. • Utilized cloud accounting IT and ERP systems to prepare financial statements, managerial reporting, general ledger maintenance, and more. Reconstructed damaged accounting records, maintained A/P, A/R, C/R, C/D records and procedures, performed payroll service. • Prepared individual and corporate tax returns; performed tax planning and implemented strategies to minimize clients’ tax liability. • Grew client base by 500% over the course of eight years through strategic networking. Built long-lasting client relationships, negotiated service agreements with clients, and developed competitive products to outperform rivals and to meet client needs. • Managed audit teams, supervised staff, and evaluated their performance. Accurately planned and established audit schedules, prepared final reports to clients, and improved compliance through optimizing accounting operation systems and internal controls. Show less