Experience

United Terrain Group

• United States
• Construction
• 1 - 100 Employee

• • Nov 2020 - Present

• • Apr 2016 - Nov 2020

  Provide expert advice on strategic decisions and the overall financial management for a heavy construction contractor.

• • Feb 2015 - Apr 2016

  Oversee all financial, HR, IT, and administrative activities. Direct supervision of financial and administrative staff of 4. Managed relationship with all 3rd party advisors and consultants (i.e. auditors, bankers, insurance brokers, attorneys, financial planners, etc).

• • Oct 2011 - Feb 2015



YINGHUA INTERNATIONAL SCHOOL

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Member, Board Of Directors and Executive Committee

  • Nov 2019 - Present

  YingHua International School is an International-Baccalaureate (IB) certified school offering Mandarin Chinese immersion from age 18 months to 8th grade. YingHua International School is an International-Baccalaureate (IB) certified school offering Mandarin Chinese immersion from age 18 months to 8th grade.



Brio Point Accounting

• Managing Director

  • May 2013 - Present

  Business advisory, financial planning, taxation, and full-service accounting for entrepreneurial businesses. Business advisory, financial planning, taxation, and full-service accounting for entrepreneurial businesses.



Michael Graves Architecture & Design

• • Jul 2018 - Nov 2020

  • Strategic & Financial Planning • Treasury & Cash Flow Management • Debt Funding & Capital Structure • Financial Modeling & Forecasting • Risk Mitigation & Internal Controls • Audit Management • 401(k) Plan Oversight • Vendor/Banking/Shareholder Relations • Labor Utilization & Project Profitability Analysis • Overhead Management & P&L Improvement • Line of Credit Coordination • Tax Planning & Regulatory Compliance • Vendor Contract Negotiations • Oversee Multiple Entities & Joint Ventures • Advise on Investment Proposals • Oversee Business Contracts • Monthly Financial Close & Consolidation • GAAP Financial Reporting • Deltek Vision ERP Show less

• • Apr 2016 - Jul 2018



CBIZ MHM, LLC

• United States
• Accounting
• 300 - 400 Employee

• Financial Accounting & Reporting Supervisor

  • Oct 2013 - Feb 2015

  • Supported Multi-National Organizations with Revenue of $200M • Foreign Currency Transactions & International Statutory Reporting • Financial Statement Audits, Reviews and Compilations • Project & Client Management • Audit Planning & Staff Supervision • Risk Assessment and Internal Controls Evaluation • Budgeting and Analysis of Work-In-Process • GAAP Financial Statements • Securities Exchange Commission (SEC) Reporting • Supported Consulting, Business Valuation, and Litigation Engagements • Advised Executive Management on Areas for Improvement • Financial Statement Analysis of KPI's • 401(k) Plan Compliance & Reporting • Balance Sheet Reconciliations & Variance Analysis • Advised on Tax Credits, Deductions & Year End Tax Planning • Advised on Legal and Tax Structures for New Entity Formation • Expertise in Professional Services, Consulting, Real Estate & Construction Show less



Mazars USA LLP

• Senior Audit Associate

  • Aug 2012 - Oct 2013

  Mazars USA LLP is a global accounting, advisory, audit, tax, and consulting firm. Mazars USA LLP is a global accounting, advisory, audit, tax, and consulting firm.

• Senior Audit Associate

  • Jun 2009 - Aug 2012

  CBIZ is one of the nation's top 10 providers of accounting, tax and advisory services. CBIZ is one of the nation's top 10 providers of accounting, tax and advisory services.



RPR Partners, LLP (acquired by Ernst & Young)

• Tax Associate

  • Sep 2007 - Oct 2008

  • Tax Consulting and Advisory Services • Expertise in High Net-Worth Individuals and Construction, Real Estate & Entrepreneurial Businesses • Tax Consulting and Advisory Services • Expertise in High Net-Worth Individuals and Construction, Real Estate & Entrepreneurial Businesses



Private Company

• United Kingdom
• Staffing and Recruiting
• 1 - 100 Employee

• Staff Accountant

  • Aug 2001 - Mar 2007

  Early career in full-cycle accounting for entrepreneurial businesses, including: • Accounts Receivable and Billing • Accounts Payable • Expense and Cash Flow Management • Reporting for Fixed Assets and Depreciation • Preparing Payroll and Prevailing Wage Reporting • 1099 Compliance • General Ledger Accounting • Account Analysis & Reconciliations • Accruals and Adjusting Journal Entries • Month End Close • Financial Analysis and Reporting • Financial Statement Preparation Show less