Family Office Controller

• Jun 2021 - Present

Accounting Manager

• Apr 2017 - Jun 2021

Manage team of staff accountants and bookkeepers, provide outsourced bookkeeping and accounting services for 40+ clients, oversee and review month end close for all clients on recurring service basis, assist clients with audit engagements, QuickBooks consulting, maintenance of monthly gross profit margins, development of employee training plans. Manage team of staff accountants and bookkeepers, provide outsourced bookkeeping and accounting services for 40+ clients, oversee and review month end close for all clients on recurring service basis, assist clients with audit engagements, QuickBooks consulting, maintenance of monthly gross profit margins, development of employee training plans.

Family Office Accountant and Practice Manager

• Feb 2016 - Apr 2017

Managed accounting for CPA and legal practice, preparation of financial statements internally and externally for 10 - 15 clients, AP, AR, collections, application and collection of client retainer payments, manual calculation of payroll tax reports, maintenance of general ledger, weekly meetings with CPA to review financial position of firm. Handled all aspects of practice human resources, including payroll processing and distribution, health insurance, 401(k) management and employee recordkeeping

Accountant

• Oct 2013 - Jan 2016

Oil and Gas Accounting for private investment firm specializing in oil and gas exploration and production assets within the United States. I maintained multiple concurrent company sets of financials including eliminations and consolidation. Processed and reconciled monthly royalty payments to landowners, cost allocation to various drill sites, processed 1099s, monthly settlement statements, reserve and depletion accounting, maintained all aspects of accounting department, reported to CFO Oil and Gas Accounting for private investment firm specializing in oil and gas exploration and production assets within the United States. I maintained multiple concurrent company sets of financials including eliminations and consolidation. Processed and reconciled monthly royalty payments to landowners, cost allocation to various drill sites, processed 1099s, monthly settlement statements, reserve and depletion accounting, maintained all aspects of accounting department, reported to CFO

Accounting Manager

• Aug 2011 - Oct 2013

Accounting Manager

• Mar 2008 - Aug 2011

Administrative Project Manager

• May 2001 - Mar 2008