Experience

PACE Equity, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Controller

  • Apr 2020 - Present



Aequum Accounting Services

• Menomonee Falls, WI

• Founder, Independent Consultant

  • Nov 2016 - Present

  Providing a wide range of professional accounting services to clients on a part-time or project basis. Serving companies of various sizes and industries as a part-time or interim Controller or Accounting Manager. Assisting with year end close and audit preparation, including posting adjusting entries, reconciling general ledger accounts, and preparing workpapers. Performing internal controls assessments and supplementing current staff to improve segregation of duties. Providing relief to small and mid-size accounting firms during busy seasons.



Marquette University High School

• Primary and Secondary Education
• 100 - 200 Employee

• Accounting Manager

  • Apr 2010 - Oct 2016

  Manage year end and interim audits (financial, school choice, 401k); Supervise accounts payable, accounts receivable, and payroll functions; Perform month end and year end closing; Analysis of actual to budget and historical results; Reconciliation of accounts receivable, bank statements, investment accounts, donations and pledges; Monitor delinquent accounts; Create and maintain financial statements and custom management reports; Work closely with management to provide timely information to Board of Directors.



Hexagon Investments

• Milwaukee, WI

• Accountant

  • Feb 2003 - Feb 2010

  Perform month end general ledger accounting; Financial statement preparation and analysis; Accounts payable and receivable; Bank and general ledger accounts reconciliation Perform month end general ledger accounting; Financial statement preparation and analysis; Accounts payable and receivable; Bank and general ledger accounts reconciliation



APS Healthcare, a subsidiary of Universal American

• United States
• Hospitals and Health Care
• 300 - 400 Employee

• Senior Accountant

  • Jul 1999 - Jan 2003

  Prepare and review month end journal entries and account reconciliations; Perform complicated calculations to reserve for unpaid claims; Financial statement preparation and analysis; Investigate revenue and expense variances from budget and historical data; Revenue, expense, and cash flow projections; Cost center and line of business reporting and analysis; Assist in internal and external audits; Create and maintain extensive financial reports. Prepare and review month end journal entries and account reconciliations; Perform complicated calculations to reserve for unpaid claims; Financial statement preparation and analysis; Investigate revenue and expense variances from budget and historical data; Revenue, expense, and cash flow projections; Cost center and line of business reporting and analysis; Assist in internal and external audits; Create and maintain extensive financial reports.