Controller

• Mar 2021 - Present

CFO

• Oct 2017 - Feb 2021

Lead the financial operations of the organization by overseeing accounting transactions, financial statements, budgets, and risk. • Provide in-depth analysis and reporting for all accounting transactions on a monthly schedule. • Compile month-end financial statements for all departments and the organization. • Manage financial risk and protect financial assets by creating and maintaining internal control strategies.• Spearheaded the consolidation of four separate legal entities into one.• Instituted new reporting systems for accounting, finance and sales teams.

Finance Manager

• Jul 2017 - Oct 2017

A medical device service company providing nationwide coverage to laboratories and medical facilities. • Analyze, prepare, and record accounting transactions • Ensure timely and accurate monthly close of accounting transactions• Prepare monthly internal and departmental financial statements• Maintain internal controls to manage financial risk• Monitor budget for variances

Finance Officer / HR Manager

• 2016 - 2017

Led a high-performing staff of four to deliver reputable customer service, oversee tax and water billing and collection, and accounting services for the municipality. • Acted as banking administrator to oversee cash management activities including controls, cash reserves, and investments. • Created and maintained the Town’s $9M annual budget and controlled variances. • Delivered monthly financial statements internally for all departments within the municipality. • Continuously evaluated fiscal soundness and operational effectiveness of the Town by analyzing and interpreting accounting data. • Instituted a system of effective internal control procedures to maintain financial compliance for the town.

CFO

• 2012 - 2016

Supervised a staff of 5 accounting employees to manage an annual budget of $30M, including multiple funds and seven separate business entities of varying legal structures. • Oversaw all cash management and investment activities for the Housing Authority and associated entities. • Maintained compliance with local, state, and federal regulations for all financial activity within each entity and various federal fund grants. • Delivered various accounting deliverables for all business entities including month end closing processes, monthly financial statements, federal HUD reports, forecasting models, and presenting financial reports for the Board of Directors. • Ensured accuracy of compliance of financial reporting through intercompany reconciliations. • Selected to serve on a team to stabilize funding for the organization by converting the funding stream to better align the Housing Authority to rental market subsidies.