Controller

• Oct 2022 - Present

Accounting Contractor

• Jul 2022 - Sep 2022

Accounting Contractor

• Apr 2022 - Jun 2022

Assisted VP of Finance with managing the operations of the Accounting dept. including administration of purchase orders, accounts payable, and payroll. Reviewed the monthly close and related reconciliations. Partnered with the Accounting Manager to calculate and administer all R&D accruals by effectively working with internal R&D personnel, CRO and other vendors. Performed analysis of R&D expenses. Assisted VP of Finance with managing the operations of the Accounting dept. including administration of purchase orders, accounts payable, and payroll. Reviewed the monthly close and related reconciliations. Partnered with the Accounting Manager to calculate and administer all R&D accruals by effectively working with internal R&D personnel, CRO and other vendors. Performed analysis of R&D expenses.

Accounting/Finance Consultant

• Jul 2019 - Jun 2021

Led monthly accounting close and prepared balance sheet reconciliations for all domestic and international accounts; reviewed payroll and compensation/benefit accruals. Tracked clinical study enrollments and related costs. Assisted with quarterly/annual SEC reporting process, including timely consolidation of foreign subsidiaries, draft of financial statements and notes/disclosures, plus preparation of related party and goodwill impairment memos. Maintained internal controls and ensured… Show more Led monthly accounting close and prepared balance sheet reconciliations for all domestic and international accounts; reviewed payroll and compensation/benefit accruals. Tracked clinical study enrollments and related costs. Assisted with quarterly/annual SEC reporting process, including timely consolidation of foreign subsidiaries, draft of financial statements and notes/disclosures, plus preparation of related party and goodwill impairment memos. Maintained internal controls and ensured SOX/audit compliance working directly with external auditors. Oversaw PPP loan forgiveness application and related inquiries; prepared business surveys and handled tax estimates. Show less Led monthly accounting close and prepared balance sheet reconciliations for all domestic and international accounts; reviewed payroll and compensation/benefit accruals. Tracked clinical study enrollments and related costs. Assisted with quarterly/annual SEC reporting process, including timely consolidation of foreign subsidiaries, draft of financial statements and notes/disclosures, plus preparation of related party and goodwill impairment memos. Maintained internal controls and ensured… Show more Led monthly accounting close and prepared balance sheet reconciliations for all domestic and international accounts; reviewed payroll and compensation/benefit accruals. Tracked clinical study enrollments and related costs. Assisted with quarterly/annual SEC reporting process, including timely consolidation of foreign subsidiaries, draft of financial statements and notes/disclosures, plus preparation of related party and goodwill impairment memos. Maintained internal controls and ensured SOX/audit compliance working directly with external auditors. Oversaw PPP loan forgiveness application and related inquiries; prepared business surveys and handled tax estimates. Show less

Accounting Contractor - Hospitality Properties Trust

• Mar 2019 - May 2019

Provided accounting assistance to HPT (a publicly traded REIT) for quarterly SEC reporting purposes. Prepared a variety of analyses including fixed asset roll-forward, impairment analysis, and investment stats update. Reviewed $58 million of fixed assets additions (from six hotel operating companies) for proper classification and depreciable lives. Performed journal entry imports in the Yardi general ledger system. Audited $31 million of invoices to substantiate capitalized assets and… Show more Provided accounting assistance to HPT (a publicly traded REIT) for quarterly SEC reporting purposes. Prepared a variety of analyses including fixed asset roll-forward, impairment analysis, and investment stats update. Reviewed $58 million of fixed assets additions (from six hotel operating companies) for proper classification and depreciable lives. Performed journal entry imports in the Yardi general ledger system. Audited $31 million of invoices to substantiate capitalized assets and reviewed findings with management. Show less Provided accounting assistance to HPT (a publicly traded REIT) for quarterly SEC reporting purposes. Prepared a variety of analyses including fixed asset roll-forward, impairment analysis, and investment stats update. Reviewed $58 million of fixed assets additions (from six hotel operating companies) for proper classification and depreciable lives. Performed journal entry imports in the Yardi general ledger system. Audited $31 million of invoices to substantiate capitalized assets and… Show more Provided accounting assistance to HPT (a publicly traded REIT) for quarterly SEC reporting purposes. Prepared a variety of analyses including fixed asset roll-forward, impairment analysis, and investment stats update. Reviewed $58 million of fixed assets additions (from six hotel operating companies) for proper classification and depreciable lives. Performed journal entry imports in the Yardi general ledger system. Audited $31 million of invoices to substantiate capitalized assets and reviewed findings with management. Show less

Accounting Contractor - Finance Shared Services

• Apr 2018 - Sep 2018

Responsible for monthly deliverables for the San Diego Chemical Analysis Division including completion of full P&L, facilitating/improving the close process and meeting strict reporting deadlines. Assembled, analyzed, and reported weekly bookings, revenue, and backlog data; reconciled revenue in the general ledger. Performed complete balance sheet oversight and prepared reconciliations for cash, bad debt provision, fixed assets, prepaid expenses, intercompany receivables and payables… Show more Responsible for monthly deliverables for the San Diego Chemical Analysis Division including completion of full P&L, facilitating/improving the close process and meeting strict reporting deadlines. Assembled, analyzed, and reported weekly bookings, revenue, and backlog data; reconciled revenue in the general ledger. Performed complete balance sheet oversight and prepared reconciliations for cash, bad debt provision, fixed assets, prepaid expenses, intercompany receivables and payables, commission and bonus accruals, and intangibles. Identified concerns with the accounting records and related processes, and assisted in clean-up efforts. Show less Responsible for monthly deliverables for the San Diego Chemical Analysis Division including completion of full P&L, facilitating/improving the close process and meeting strict reporting deadlines. Assembled, analyzed, and reported weekly bookings, revenue, and backlog data; reconciled revenue in the general ledger. Performed complete balance sheet oversight and prepared reconciliations for cash, bad debt provision, fixed assets, prepaid expenses, intercompany receivables and payables… Show more Responsible for monthly deliverables for the San Diego Chemical Analysis Division including completion of full P&L, facilitating/improving the close process and meeting strict reporting deadlines. Assembled, analyzed, and reported weekly bookings, revenue, and backlog data; reconciled revenue in the general ledger. Performed complete balance sheet oversight and prepared reconciliations for cash, bad debt provision, fixed assets, prepaid expenses, intercompany receivables and payables, commission and bonus accruals, and intangibles. Identified concerns with the accounting records and related processes, and assisted in clean-up efforts. Show less

Fixed Asset Consultant

• Jan 2017 - Mar 2017

Reviewed all fixed asset accounts, as well as repairs and maintenance expenses, for proper classification and compliance with internal capitalization policy. Reconciled all fixed asset accounts to the general ledger, performed journal entry corrections, and identified duplicate recordings/payments. Updated book and tax depreciation schedules for approx. 170 partnership entities (franchises) and provided guidance/research on proper depreciable lives and methods. Developed schedules summarizing… Show more Reviewed all fixed asset accounts, as well as repairs and maintenance expenses, for proper classification and compliance with internal capitalization policy. Reconciled all fixed asset accounts to the general ledger, performed journal entry corrections, and identified duplicate recordings/payments. Updated book and tax depreciation schedules for approx. 170 partnership entities (franchises) and provided guidance/research on proper depreciable lives and methods. Developed schedules summarizing the terms for approximately 50 new franchise agreements to identify the amortization periods for related franchise fees. Show less Reviewed all fixed asset accounts, as well as repairs and maintenance expenses, for proper classification and compliance with internal capitalization policy. Reconciled all fixed asset accounts to the general ledger, performed journal entry corrections, and identified duplicate recordings/payments. Updated book and tax depreciation schedules for approx. 170 partnership entities (franchises) and provided guidance/research on proper depreciable lives and methods. Developed schedules summarizing… Show more Reviewed all fixed asset accounts, as well as repairs and maintenance expenses, for proper classification and compliance with internal capitalization policy. Reconciled all fixed asset accounts to the general ledger, performed journal entry corrections, and identified duplicate recordings/payments. Updated book and tax depreciation schedules for approx. 170 partnership entities (franchises) and provided guidance/research on proper depreciable lives and methods. Developed schedules summarizing the terms for approximately 50 new franchise agreements to identify the amortization periods for related franchise fees. Show less

Full-Time Parent

• 2009 - 2016

At-home Father raising three young children. Responsible for all aspects of child care and home management. Also planned and supervised several home renovation projects. Part-time caregiver to my parents providing assistance with healthcare, finance management, asset planning, plus legal and tax matters. At-home Father raising three young children. Responsible for all aspects of child care and home management. Also planned and supervised several home renovation projects. Part-time caregiver to my parents providing assistance with healthcare, finance management, asset planning, plus legal and tax matters.

Assistant Controller

• 1998 - 2009

Directed the monthly financial close and forecast process, and developed the annual budget for the Northeast Majors division. Managed and developed the accounting team, and delivered financial presentations for management. Actively contributed to achieving performance metrics by working with local and corporate management. Expedited sales and revenue by providing sales leaders with timely and competitive product pricing. Improved company profitability by successfully implementing cost… Show more Directed the monthly financial close and forecast process, and developed the annual budget for the Northeast Majors division. Managed and developed the accounting team, and delivered financial presentations for management. Actively contributed to achieving performance metrics by working with local and corporate management. Expedited sales and revenue by providing sales leaders with timely and competitive product pricing. Improved company profitability by successfully implementing cost reduction initiatives and integrating regional accounting functions. Successfully implemented Sarbanes-Oxley controls, satisfied monthly performance testing, and achieved 100% compliance on all audits. Proactively reached out to customers as part of a call program to drive client retention to a record high of 92%. Revamped internal expense allocation models to maximize shared cost contributions from other business units. Show less Directed the monthly financial close and forecast process, and developed the annual budget for the Northeast Majors division. Managed and developed the accounting team, and delivered financial presentations for management. Actively contributed to achieving performance metrics by working with local and corporate management. Expedited sales and revenue by providing sales leaders with timely and competitive product pricing. Improved company profitability by successfully implementing cost… Show more Directed the monthly financial close and forecast process, and developed the annual budget for the Northeast Majors division. Managed and developed the accounting team, and delivered financial presentations for management. Actively contributed to achieving performance metrics by working with local and corporate management. Expedited sales and revenue by providing sales leaders with timely and competitive product pricing. Improved company profitability by successfully implementing cost reduction initiatives and integrating regional accounting functions. Successfully implemented Sarbanes-Oxley controls, satisfied monthly performance testing, and achieved 100% compliance on all audits. Proactively reached out to customers as part of a call program to drive client retention to a record high of 92%. Revamped internal expense allocation models to maximize shared cost contributions from other business units. Show less

Assistant Controller

• 1992 - 1998

Performed the monthly financial close including revenue and expense analysis, balance sheet oversight and corporate reporting requirements. Prepared quarterly forecasts and the annual budget. Supervised and developed the accounting team. Assisted in two significant business integrations, including the merger of accounting functions. Responsible for sales commissions, internal/external audit compliance, automobile fleet administration, personal property tax filings and 1099 reporting. Performed the monthly financial close including revenue and expense analysis, balance sheet oversight and corporate reporting requirements. Prepared quarterly forecasts and the annual budget. Supervised and developed the accounting team. Assisted in two significant business integrations, including the merger of accounting functions. Responsible for sales commissions, internal/external audit compliance, automobile fleet administration, personal property tax filings and 1099 reporting.

Audit Supervisor

• 1986 - 1992

Directed audit, review and compilation engagements and prepared financial statements in accordance with GAAP. Supervised and developed audit teams, led simultaneous engagements, and communicated with clients as the key contact. Prepared and reviewed corporate, partnership and individual tax returns. Developed professional relationships with diverse clients including architectural, distribution, healthcare, insurance, legal, manufacturing, real estate, and other service companies. Also… Show more Directed audit, review and compilation engagements and prepared financial statements in accordance with GAAP. Supervised and developed audit teams, led simultaneous engagements, and communicated with clients as the key contact. Prepared and reviewed corporate, partnership and individual tax returns. Developed professional relationships with diverse clients including architectural, distribution, healthcare, insurance, legal, manufacturing, real estate, and other service companies. Also conducted audit training. Show less Directed audit, review and compilation engagements and prepared financial statements in accordance with GAAP. Supervised and developed audit teams, led simultaneous engagements, and communicated with clients as the key contact. Prepared and reviewed corporate, partnership and individual tax returns. Developed professional relationships with diverse clients including architectural, distribution, healthcare, insurance, legal, manufacturing, real estate, and other service companies. Also… Show more Directed audit, review and compilation engagements and prepared financial statements in accordance with GAAP. Supervised and developed audit teams, led simultaneous engagements, and communicated with clients as the key contact. Prepared and reviewed corporate, partnership and individual tax returns. Developed professional relationships with diverse clients including architectural, distribution, healthcare, insurance, legal, manufacturing, real estate, and other service companies. Also conducted audit training. Show less