Experience

Know Your Numbers Accounting PLLC

• United States
• Accounting
• 1 - 100 Employee

• Managing Member | Incremental Controller & CFO | Accounting Consultant | Financial Statement Analyst

  • Mar 2018 - Present

  Pearland, TX WHAT I DO: I help Small to Mid-Sized Business Owners using QuickBooks Online to alleviate their company’s accounting nightmares by providing proven, hands-on, cost-effective accounting solutions. HOW I DO IT: Step one: let’s work together to get your accounting records in order so you can rely on them. Step two: let’s keep them in order with accurate bookkeeping and a professional review, including month end close procedures. Step three: let’s review the… Show more WHAT I DO: I help Small to Mid-Sized Business Owners using QuickBooks Online to alleviate their company’s accounting nightmares by providing proven, hands-on, cost-effective accounting solutions. HOW I DO IT: Step one: let’s work together to get your accounting records in order so you can rely on them. Step two: let’s keep them in order with accurate bookkeeping and a professional review, including month end close procedures. Step three: let’s review the results with a detailed financial statement package, including professional analysis. Show less



imaware

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Financial Controller

  • May 2018 - Present

  Houston, Texas Area Responsible for all Financial System Setup, Monthly and Quarterly Reporting, and Enforcing Financial Controls to support the launch of imaware, an advanced, ultra precise home-based health testing platform. imaware empowers individuals with awareness of life-altering conditions including Celiac Disease and Rheumatoid Arthritis to take action and better control their own health. imaware is: Convenient - Home-based collection and fast turnaround time Precise - Easy to understand… Show more Responsible for all Financial System Setup, Monthly and Quarterly Reporting, and Enforcing Financial Controls to support the launch of imaware, an advanced, ultra precise home-based health testing platform. imaware empowers individuals with awareness of life-altering conditions including Celiac Disease and Rheumatoid Arthritis to take action and better control their own health. imaware is: Convenient - Home-based collection and fast turnaround time Precise - Easy to understand results validated by medical doctors Empowering - Results that will change your life Learn more at www.microdrop.health Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 2018 - Present

  Houston, Texas Area I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services



Outsourced CFO & Controller

• Outsourced CFO & Controller

  • Jul 2016 - Mar 2018

  Manage and streamline the financial, accounting, forecasting and budgeting processes Perform, develop and improve the month-end close, external and internal financial reporting, and debt compliance reporting Liaison to private equity investors, auditors, tax preparers and other third parties Direct the establishment of procedures, including the implementation of internal controls, utilized by the accounting and finance departments Proven ability to lead complex and… Show more Manage and streamline the financial, accounting, forecasting and budgeting processes Perform, develop and improve the month-end close, external and internal financial reporting, and debt compliance reporting Liaison to private equity investors, auditors, tax preparers and other third parties Direct the establishment of procedures, including the implementation of internal controls, utilized by the accounting and finance departments Proven ability to lead complex and demanding projects Excellent communication skills with capability to discuss overall company strategy and detailed financial results with sophisticated stakeholders, including members of senior management, private equity investors, and lenders Outstanding initiative and ability to multi-task and manage numerous simultaneous priorities Exceptional management and team building skills with direct reports and cross-functional team members Demonstrated success in development and interpretation of key performance indicators Show less



Hein & Associates

• United States
• Accounting
• 1 - 100 Employee

• Audit Senior Manager

  • Sep 2015 - Jun 2016



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Assurance Senior Manager

  • Dec 2014 - Aug 2015



UHY LLP

• Senior Audit Manager

  • Dec 2006 - Nov 2014

  Houston, Texas Area Effective December 1, 2014 the partners, managers and staff of UHY Advisors Texas have joined BDO USA, one of the nation’s leading professional service organizations.



UHY LLP, Certified Public Accountants

• United States
• Accounting
• 700 & Above Employee

• Manager

  • Dec 2006 - Nov 2014

  Houston, Texas Area