Financial Controller

• Oct 2020 - Present

Consultant - Controller

• Jun 2020 - Jul 2020

Consulted on the Chapter 7 bankruptcy for Specialty’s Café & Bakery. Consulted on the Chapter 7 bankruptcy for Specialty’s Café & Bakery.

Controller

• Jul 2017 - May 2020

Managed the accounting function, including month-end close, financial reporting, audit and tax preparation.• Implemented Sage Intacct cloud-based accounting system.• Prepared reporting packages for executive team and parent company.• Developed dashboard reporting, utilized by executive team and operations with read-only drill down capability to the transaction level.• Responsible for month-end close; reduced close time from 10 business days to 4.• Managed audit; met parent company’s aggressive goal of year-end audit sign-off by Jan 24.• Prepared annual financial statements and footnotes.• Prepared annual impairment analysis on the company’s 50+ locations.• Partnered with FP&A on budget preparation.• Coordinated annual income tax filings; review sales tax, 1099, 1042 reporting.• Implemented procedures to improve collections; oversaw initiatives to maximize purchasing discounts, cash back programs, and interest.• Focused on team building, cross training, staff development, and promoting from within. Show less

Assistant Controller

• Jun 2017 - Jul 2017

Managed daily accounting operations, month-end close, and tax filings. Documented current business processes for purpose of improving efficiency and internal controls.

Assistant Controller

• Apr 2014 - Dec 2016

Responsible for month-end close process. Managed the close and consolidation of 5 corporate divisions. Prepared financial statements and footnotes for SEC filings. Worked with Corporate Controller in preparation of 10-K and 10-Qs using Wdesk. Coordinated and reviewed documentation provided to external auditors. Reviewed the monthly royalty accrual and payout process related to thousands of online content providers. Managed the annual 1099 & 1042 tax filings. Trained new accounting staff during transition of department from California to Kentucky. Show less

Accounting Manager

• Apr 2005 - Mar 2014

Managed a staff of 5 in areas of GL, payroll, A/R, A/P, and fixed assets. Assisted Corporate Controller with S-1 filing documentation for IPO. Established SOX documentation and control procedures. Integrated the month-end close process of four acquired companies. Prepared GL and reporting framework to consolidate companies in Microsoft Dynamics. Worked with consulting group on accounting system conversion from QuickBooks Pro to Microsoft Dynamics; continuing projects on system customization and upgrades. Initiated sales tax and property tax reporting for multiple states. Show less

Accounting Supervisor

• Apr 2003 - Aug 2005

Supervised accounts payable and payroll staff. Coordinated quarterly audited inventory counts. Prepared tax, audit, and budget data. Performed variance analysis on operating expenses for purpose of cost control.Prepared month-end closing entries and account reconciliations. Prepared semi-monthly payroll using Paychex and Ceridian. Prepared property and sales tax filings. Maintained capitalization tables.

Assistant Controller

• Jul 2001 - Dec 2002

Responsible for monthly financial statements, including consolidation of subsidiaries. Preparation of tax, audit, and budget data. Managed business insurance policies and fixed asset records. Plan Administrator for employee benefit and retirement plans. Managed financial due diligence process for company acquisition. Successfully coordinated transition of Accounting and HR departments from California to Georgia.

Accountant

• Jul 2000 - Jun 2001

Managed daily accounting functions such as accounts payable and receivable. Responsible for payroll processing and related federal and state tax filings. Integrated accounting and financial reporting practices of an acquired software company. Created policies and procedures for Accounting and Human Resource departments.

Staff Accountant

• Jun 1997 - Jul 2000

Prepared monthly portfolio reports and regulatory filings, and annual report mortgage backed securities footnotes. Developed reporting procedures for daily settlements and maturities of federal funds, repurchase agreements, and FHLB borrowings. Tested upgrade and Y2K compliance of MBS system. Prepared monthly portfolio reports and regulatory filings, and annual report mortgage backed securities footnotes. Developed reporting procedures for daily settlements and maturities of federal funds, repurchase agreements, and FHLB borrowings. Tested upgrade and Y2K compliance of MBS system.