Experience

Inserso Corporation

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Director of Finance and Administration

  • Aug 2021 - Present

• Senior Finance & Administration Manager

  • Oct 2018 - Aug 2021

• Accounting Manager

  • Nov 2012 - Sep 2018

  Responsible for timely and accurate reporting of financial information, including key performance metrics, financial statements, and projection. Responsible for preparation of journal entries, general ledger, reconciliations, and monthly/quarterly/year end closing procedures. Billing and accounts receivable, as well as related customer management. Accounts payable and related vendor management. Payroll, labor distribution, and related HR administration. DCAA compliance, indirect rates, and job costing. Development of budgets and financial forecasts. Preparation of bank compliance reports as needed.



RedZone Capital Management Company LLC

• Accounting Manager

  • Nov 2010 - Oct 2012

  Responsible for all accounting functions including the general ledger, accounts receivable/payables, payroll, and treasury for the management company and private equity fund, two aviation companies, and a local restaurant. Prepare monthly account reconciliations. Prepare bank deposits. Process accounts payable invoices, approvals, and payments. Prepare and distribute monthly portfolio company invoices and aviation invoices. Responsible for month-end closing processes. Process and manage payroll and employee benefits. Prepare and deliver consolidated financial statements quarterly in accordance with debt covenants. Prepare and deliver quarterly federal excise tax returns for aviation companies. Responsible for timely filing of property tax returns for all companies. Assist with year-end audit of private equity fund. Create annual budgets and forecasts. Perform ad hoc analyses and projects.



Calibre CPA Group, PLLC

• United States
• Accounting
• 100 - 200 Employee

• Senior Auditor

  • Jan 2009 - Nov 2010

  Coordinated and supervised audit and review engagements for multiple clients. Responsible for project deliverables and meeting deadlines. Assisted clients in drafting financial statements and reports in accordance with U.S. GAAP. Assisted clients in preparation of tax returns in order to meet IRS and Department of Labor laws and regulations. Served as the primary point of contact with clients. Clients served included not-for-profit organizations, labor unions, and employee benefit plans.

• Staff Auditor

  • Jan 2007 - Dec 2008

  Performed audit work on balance sheet accounts including cash, accounts receivable/payables, and property and equipment. Performed test of controls on revenue and expenses. Analytically reviewed accounting information and performed general ledger account level trend analysis to identify and investigate variances and irregularities. Performed routine administration including preparation of bank and investment confirmations.



Concurrent Technologies Corporation

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Subcontract Specialist Intern

  • May 2005 - Dec 2006

  Provided financial assistance in the areas of cost/price analysis and subcontractor accruals. Responsible for tracking subcontractor deliverables. Assisted Subcontract Administrators with routine correspondence, data reports, and standardized documents. Performed a variety of clerical tasks such as sorting, coding, copying, and filing to enhance operating efficiency. Provided financial assistance in the areas of cost/price analysis and subcontractor accruals. Responsible for tracking subcontractor deliverables. Assisted Subcontract Administrators with routine correspondence, data reports, and standardized documents. Performed a variety of clerical tasks such as sorting, coding, copying, and filing to enhance operating efficiency.