Experience

Arcland Property Company

• United States
• Real Estate
• 1 - 100 Employee

• Director of Finance

  • Apr 2022 - Present

  - Oversees new financing and capital raises to execute on our strategic vision - Manages deal closings, including origination, underwriting, term sheet negotiation, and due diligence. - Reviews and coordinates legal entity needs, including operating agreements, entity formation, and document negotiation - Supports and addresses investor needs through maintenance of investor portal (Juniper Square) - Oversees new financing and capital raises to execute on our strategic vision - Manages deal closings, including origination, underwriting, term sheet negotiation, and due diligence. - Reviews and coordinates legal entity needs, including operating agreements, entity formation, and document negotiation - Supports and addresses investor needs through maintenance of investor portal (Juniper Square)



Self Storage Plus

• United States
• Consumer Services
• 1 - 100 Employee

• Controller

  • Apr 2020 - Present

  -Manage and review month-end and year-end reporting of managed facilities and distribution of reports to invested parties -Oversee internal accounting and internal controls for managed facilities, development projects, and operating companies -Responsible for cash management, year end budgeting, payable workflows, and maintenance of books and general ledger -Organize year-end tax preparation work and review prepared tax returns, including 1120S, 1065, and 1099s -Review and process bi-weekly payroll for over 150 employees



Total Wine & More

• United States
• Retail
• 700 & Above Employee

• Senior Tax Accountant

  • Nov 2017 - Apr 2020

  - Supported and led the federal, state and local income tax compliance - Coordinated the research & development tax credit study between internal teams and external consultants - Engaged in research and documentation of pertinent tax issues to our owners and executive leadership - Supported and led the federal, state and local income tax compliance - Coordinated the research & development tax credit study between internal teams and external consultants - Engaged in research and documentation of pertinent tax issues to our owners and executive leadership



Dixon Hughes Goodman LLP

• United States
• Accounting
• 500 - 600 Employee

• Senior Tax Associate

  • Oct 2014 - Oct 2017

  I provided tax services to clients in the government contracting industry. I worked closely with related business owners in preparing their returns, quarterly estimates, and projections. I also have practice in resolving IRS & SALT notices, and have been involved in various planning & research projects. I have developed expertise in consolidated returns, C-corporations, S-corporations, partnerships, multi-state taxation, and high net worth individuals. I provided tax services to clients in the government contracting industry. I worked closely with related business owners in preparing their returns, quarterly estimates, and projections. I also have practice in resolving IRS & SALT notices, and have been involved in various planning & research projects. I have developed expertise in consolidated returns, C-corporations, S-corporations, partnerships, multi-state taxation, and high net worth individuals.



Banner's Hallmark

• Sales Associate

  • May 2007 - Oct 2014

  Assisted customers with card, gift, and gift wrap selection. Answered customer calls and handled customer complaints. Responsible for closing store at day end. Assisted with inventory auditing. Assisted customers with card, gift, and gift wrap selection. Answered customer calls and handled customer complaints. Responsible for closing store at day end. Assisted with inventory auditing.



Dixon Hughes Goodman LLP

• United States
• Accounting
• 500 - 600 Employee

• Intern

  • Jun 2013 - Jul 2013

  Worked in the tax division in the Tyson's office primarily with the Real Estate group and the Estate and Trusts groups. Assisted in the preparation of Individual 1040 returns, Gift Tax returns, Amended Trust Returns, and Estate Returns as well as prepared statements for Court Accounting, prepared payroll statements through QuickBooks, and IRA RMD calculations. Worked in the tax division in the Tyson's office primarily with the Real Estate group and the Estate and Trusts groups. Assisted in the preparation of Individual 1040 returns, Gift Tax returns, Amended Trust Returns, and Estate Returns as well as prepared statements for Court Accounting, prepared payroll statements through QuickBooks, and IRA RMD calculations.