Commercial Audit Staff

• Jul 2023 - Present

Accounting Manager

• Jul 2022 - Jun 2023

- Led closing process and preparation of financial statements and schedules presented monthly to the board of directors. - Serve as primary financial liaison for a diverse range of 300 municipal government clients nationwide. - Facilitated cross-functional collaboration to effectively manage annual budgeting process, working closely with department heads to ensure the development of accurate projection. - Provide schedules for internal and external audit/tax requests. - Work… Show more - Led closing process and preparation of financial statements and schedules presented monthly to the board of directors. - Serve as primary financial liaison for a diverse range of 300 municipal government clients nationwide. - Facilitated cross-functional collaboration to effectively manage annual budgeting process, working closely with department heads to ensure the development of accurate projection. - Provide schedules for internal and external audit/tax requests. - Work directly with CFO/CEO to manage cash flow and provide KPI Dashboard for private equity investors. - Ensure annual reports, business licenses, and franchise tax filings are up to date in 14 different states. - Devised and implemented automation processes for over 25 accounting-related functions.

Senior Staff Accountant

• Apr 2019 - Jul 2022

- Managed daily accounting duties, including AR, AP, and payroll processing. - Prepared monthly journal entries and reconciliations. - Assigned with the responsibility of developing accurate and comprehensive weekly, quarterly, and yearly financial statements. - Pioneered the implementation of the company's inaugural detailed SharePoint file dedicated to accounting policies and procedures, enhancing organizational efficiencies. - Designed monthly reporting packets and schedules… Show more - Managed daily accounting duties, including AR, AP, and payroll processing. - Prepared monthly journal entries and reconciliations. - Assigned with the responsibility of developing accurate and comprehensive weekly, quarterly, and yearly financial statements. - Pioneered the implementation of the company's inaugural detailed SharePoint file dedicated to accounting policies and procedures, enhancing organizational efficiencies. - Designed monthly reporting packets and schedules that streamlined monthly close process, reducing close time by ten days. - Collaborated with multiple departments to successfully resolve escalated customer and client payment issues, resulting in 50% reduction in unapplied funds account.

Staff Accountant

• Sep 2017 - Apr 2019

Assisted team of three in daily accounting activities for parent's five subsidiary companies and three other separate entities. Worked directly with Controller and CPA Firm on year-end audit and tax preparation. Collaborated with managers to assist with forecasting and preparing yearly budgets. - Prepared consolidated financials and cash flow analysis for Board of Directors. - Completed month end reconciliations and closing processes for each subsidiary business. - Worked directly… Show more Assisted team of three in daily accounting activities for parent's five subsidiary companies and three other separate entities. Worked directly with Controller and CPA Firm on year-end audit and tax preparation. Collaborated with managers to assist with forecasting and preparing yearly budgets. - Prepared consolidated financials and cash flow analysis for Board of Directors. - Completed month end reconciliations and closing processes for each subsidiary business. - Worked directly with contracted software development team for accounting related website/reporting enhancements. - Created Excel dashboards to track key metrics and identify trends. - Ensure timely filing of Florida Sales and Use Tax return and payment. Show less Assisted team of three in daily accounting activities for parent's five subsidiary companies and three other separate entities. Worked directly with Controller and CPA Firm on year-end audit and tax preparation. Collaborated with managers to assist with forecasting and preparing yearly budgets. - Prepared consolidated financials and cash flow analysis for Board of Directors. - Completed month end reconciliations and closing processes for each subsidiary business. - Worked directly… Show more Assisted team of three in daily accounting activities for parent's five subsidiary companies and three other separate entities. Worked directly with Controller and CPA Firm on year-end audit and tax preparation. Collaborated with managers to assist with forecasting and preparing yearly budgets. - Prepared consolidated financials and cash flow analysis for Board of Directors. - Completed month end reconciliations and closing processes for each subsidiary business. - Worked directly with contracted software development team for accounting related website/reporting enhancements. - Created Excel dashboards to track key metrics and identify trends. - Ensure timely filing of Florida Sales and Use Tax return and payment. Show less

Sales / Inventory Manager

• Apr 2016 - Sep 2017